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Portfolio (Quarterly) Guide ↗

MAIRS & POWER INC

· CIK 0001070134
13F Portfolio $10.4B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 243 New
Page 7 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFE PFIZER INC Healthcare 73,921.0 $1.8M 0.02% NEW $24.90 +3.0%
122 AMGN AMGEN INC Healthcare 5,524.0 $1.8M 0.02% NEW $327.31 +0.9%
123 ALRS ALERUS FINL CORP Financial Services 79,436.0 $1.8M 0.02% NEW $22.52 +20.2%
124 HWKN HAWKINS INC Basic Materials 12,569.0 $1.8M 0.02% NEW $142.06 +8.6%
125 WMT WALMART INC Consumer Defensive 16,000.0 $1.8M 0.02% NEW $111.42 +21.1%
126 EXACT SCIENCES CORP 17,236.0 $1.8M 0.02% NEW $101.56
127 RTX RTX CORPORATION Industrials 9,071.0 $1.7M 0.02% NEW $183.40 -3.8%
128 LOW LOWES COS INC Consumer Cyclical 6,863.0 $1.7M 0.02% NEW $241.16 -9.2%
129 KO COCA COLA CO Consumer Defensive 23,411.0 $1.6M 0.02% NEW $69.91 +17.7%
130 XLI SELECT SECTOR SPDR TR 10,535.0 $1.6M 0.02% NEW $155.12 +9.4%
131 CSCO CISCO SYS INC Technology 20,265.0 $1.6M 0.01% NEW $77.03 +51.3%
132 XLP SELECT SECTOR SPDR TR 20,045.0 $1.6M 0.01% NEW $77.68 +10.9%
133 SYK STRYKER CORPORATION Healthcare 4,199.0 $1.5M 0.01% NEW $351.47 -10.1%
134 IDXX IDEXX LABS INC Healthcare 2,131.0 $1.4M 0.01% NEW $676.53 -18.9%
135 XLF SELECT SECTOR SPDR TR 25,310.0 $1.4M 0.01% NEW $54.77 -6.0%
136 BDX BECTON DICKINSON & CO Healthcare 7,119.0 $1.4M 0.01% NEW $194.07 -24.7%
137 BMY BRISTOL-MYERS SQUIBB CO Healthcare 24,938.0 $1.3M 0.01% NEW $53.94 +7.5%
138 PEP PEPSICO INC Consumer Defensive 9,103.0 $1.3M 0.01% NEW $143.52 +4.7%
139 BAC BANK AMERICA CORP Financial Services 22,493.0 $1.2M 0.01% NEW $55.00 -7.1%
140 SNA SNAP ON INC Industrials 3,373.0 $1.2M 0.01% NEW $344.60 +5.0%
Page 7 of 13  ·  243 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.0%
Industrials 15.7%
Healthcare 12.2%
Financial Services 10.9%
Communication Services 9.0%
Consumer Cyclical 7.2%
Basic Materials 5.0%
Utilities 4.6%
Consumer Defensive 2.2%
Energy 0.2%