MAIRS & POWER INC
CIK 1070134 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- MSFT8.45%
- NVDA7.38%
- GOOG4.99%
- AMZN4.39%
- UNH4.16%
- JPM3.37%
- LLY3.06%
- TTC2.93%
- GGG2.88%
- FISV2.72%
Share classes counted separately44.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +1.64 pp5.74% → 7.38%Shares +5.53M (+843.18%)
- AAPLWeight increased · +1.06 pp1.59% → 2.65%Shares +347.65K (+36.38%)
- GGGWeight decreased · -0.55 pp3.43% → 2.88%Shares -30.89K (-0.81%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $874.74M | 8.45% | 1.96M shares | 8.01% → 8.45%+0.44 pp -9.68K (-0.49%) | Reduced | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $764.21M | 7.38% | 6.19M shares | 5.74% → 7.38%+1.64 pp +5.53M (+843.18%) | Added | ↗▾ |
| 03 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $516.42M | 4.99% | 2.82M shares | 4.73% → 4.99%+0.26 pp -389.74K (-12.16%) | Reduced | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $454.21M | 4.39% | 2.35M shares | 4.24% → 4.39%+0.15 pp -79.78K (-3.28%) | Reduced | ↗▾ |
| 05 | UNHUNITEDHEALTH GROUP INC View history and evidence | $430.23M | 4.16% | 844.82K shares | 3.91% → 4.16%+0.25 pp +28.29K (+3.46%) | Added | ↗▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $348.60M | 3.37% | 1.72M shares | 3.33% → 3.37%+0.04 pp +6.97K (+0.41%) | Added | ↗▾ |
| 07 | LLYELI LILLY & CO View history and evidence | $317.02M | 3.06% | 350.15K shares | 2.75% → 3.06%+0.31 pp -14.32K (-3.93%) | Reduced | ↗▾ |
| 08 | TTCTORO CO View history and evidence | $303.53M | 2.93% | 3.25M shares | 2.88% → 2.93%+0.05 pp +1.53K (+0.05%) | Added | ↗▾ |
| 09 | GGGGRACO INC View history and evidence | $298.19M | 2.88% | 3.76M shares | 3.43% → 2.88%-0.55 pp -30.89K (-0.81%) | Reduced | ↗▾ |
| 10 | FISVFISERV INC View history and evidence | $282.00M | 2.72% | 1.89M shares | 2.95% → 2.72%-0.23 pp -17.41K (-0.91%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MCS MARCUS CORPORATION | Non-derivative | -169,856 | -$2.42M | SEC filing ↗ | SEC filing ↗ |
| NMS NUVEEN MN QLTY MUNI INC | Non-derivative | -31,200 | -$350.80K | SEC filing ↗ | SEC filing ↗ |
| TSLA TESLA INC | Non-derivative | -1,554 | -$273.18K | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1070134 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 10349502817
}Research all 222 reported holdings.
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