What Mairs & Power Funds bought and sold in Q1 2026
In Q1 2026, Mairs & Power Funds (Mairs & Power Funds) opened 20 new positions — including PIPR (0.4%), SFM (0.2%), VOO (0.1%), added to 22, trimmed 15, exited 18 (62C, INSP, MGPI). The book stood at $9.79B across 245 positions, filed May 14, 2026.
20New22Added15Trimmed18Exited
New positions (20)
- PIPRPiper Sandler Cos0.4% · $42M
- SFMSprouts Farmers Market Inc0.2% · $23M
- VOOVanguard S&p 500 Etf0.1% · $9M
- APGApi Group Corp<0.1% · $2M
- SOLSSolstice Adv Materials Inc<0.1% · $2M
- RSPInvesco S&p 500 Equal Weight<0.1% · $1M
- VWOVanguard Ftse Emerging Marke<0.1% · $1M
- VONEVanguard Russell 1000<0.1% · $964K
- VGLTVanguard Long-term Treasury<0.1% · $713K
- GLDSpdr Gold Shares<0.1% · $615K
- MDYState Street Spdr S&p Midcap<0.1% · $505K
- USMVIshares Msci Usa Min Vol Fac<0.1% · $360K
- WATWaters Corp<0.1% · $286K
- MUMicron Technology Inc<0.1% · $234K
- UTHRUnited Therapeutics Corp<0.1% · $208K
- ADIAnalog Devices Inc<0.1% · $206K
- TKRTimken CO<0.1% · $201K
- MURMurphy Oil Corp<0.1% · $206K
- VGTVanguard Info Tech Etf<0.1% · $234K
- SNAPSnap Inc - A<0.1% · $104K
Added to (22)
- FISVFiserv Inc+31% shares · 1.2% · $120M
- WMWaste Management Inc+39724% shares · 0.9% · $92M
- AMPAmeriprise Financial Inc+362% shares · 0.9% · $88M
- PANWPalo Alto Networks Inc+141% shares · 0.9% · $85M
- ISRGIntuitive Surgical Inc+60% shares · 0.5% · $46M
- TRVTravelers Cos Inc/the+25% shares · 0.4% · $42M
- MEDPMedpace Holdings Inc+29% shares · 0.4% · $41M
- ZTSZoetis Inc+34% shares · 0.4% · $36M
- MINNMairs & Power MN Muni Bond+27% shares · 0.1% · $9M
- BSYBentley Systems Inc-class B+185% shares · 0.1% · $8M
- CVXChevron Corp+81% shares · 0.1% · $8M
- WTFCWintrust Financial Corp+24% shares · 0.1% · $8M
- RDNTRadnet Inc+39% shares · 0.1% · $7M
- TREXTrex Company Inc+28% shares · <0.1% · $4M
- HWKNHawkins Inc+106% shares · <0.1% · $4M
- VOVanguard Mid-cap Etf+425% shares · <0.1% · $3M
- VEAVanguard Ftse Developed Etf+782% shares · <0.1% · $3M
- XYLXylem Inc+136% shares · <0.1% · $2M
- VBVanguard Small-cap Etf+288% shares · <0.1% · $2M
- EFAIshares Msci Eafe Etf+30% shares · <0.1% · $2M
- IWDIshares Russell 1000 Value E+31% shares · <0.1% · $547K
- PATHUipath Inc - Class A+153% shares · <0.1% · $341K
Trimmed (15)
- TTCToro CO-21% shares · 2.6% · $254M
- JNJJohnson & Johnson-28% shares · 1.4% · $141M
- WFCWells Fargo & CO-21% shares · 1.1% · $109M
- TNCTennant CO-25% shares · 0.5% · $53M
- PFGPrincipal Financial Group-23% shares · 0.2% · $15M
- AIRAar Corp-20% shares · 0.1% · $10M
- ONBOld National Bancorp-27% shares · 0.1% · $10M
- CRMSalesforce Inc-83% shares · 0.1% · $9M
- KHCKraft Heinz Co/the-81% shares · 0.1% · $7M
- SYYSysco Corp-28% shares · 0.1% · $7M
- HUBGHub Group Inc-cl A-32% shares · 0.1% · $6M
- ZBHZimmer Biomet Holdings Inc-27% shares · <0.1% · $728K
- ACWXIshares Msci Acwi EX US Etf-23% shares · <0.1% · $517K
- SKYTSkywater Technology Inc-93% shares · <0.1% · $356K
- ULTAUlta Beauty Inc-67% shares · <0.1% · $316K
Exited (18)
- 62CPiper Sandler Coswas 0.6% of book
- INSPInspire Medical Systems Incwas 0.1% of book
- MGPIMgp Ingredients Incwas <0.1% of book
- CWANClearwater Analytics Hds-awas <0.1% of book
- THRMGentherm Incwas <0.1% of book
- EXKExact Sciences Corpwas <0.1% of book
- XLISS Industrial Select Sectorwas <0.1% of book
- XLPSS Consumer Staples Sel Sectwas <0.1% of book
- XLFSS Financial Select Sectorwas <0.1% of book
- CVRXCvrx Incwas <0.1% of book
- XLVSS Health Care Select Sectorwas <0.1% of book
- RFRegions Financial Corpwas <0.1% of book
- VTEBVanguard Tax-exempt Bond Etfwas <0.1% of book
- NVSNovartis Ag-sponsored Adrwas <0.1% of book
- XLBSS Materials Select Sectorwas <0.1% of book
- SONYSony Group Corp - SP Adrwas <0.1% of book
- ADSKAutodesk Incwas <0.1% of book
- BLKBlackrock Incwas <0.1% of book
Mairs & Power Funds's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.