13F filing recap · Q2 2026
What did Mairs & Power buy in Q2 2026?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Mairs & Power account, including accounts that belong to no fund below.
Stock value
$10.90B
Positions
254
Estimated turnover
8.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Mairs & Power opened new positions in Arthur J. Gallagher & Co., Cme Group Inc., Honeywell Aerospace, Inc., and several smaller names, while exiting Honeywell International, Murphy Oil, Sei Investments, Uipath, Ulta Beauty, United Therapeutics, and Accenture. The firm also trimmed JPMorgan Chase, Littelfuse, UnitedHealth Group, Johnson & Johnson, Wells Fargo, Qualcomm, and Clearfield, among others. Notable increases included Waste Management, Intuitive Surgical, Sprouts Farmers Market, Zoetis, Bentley Systems, Patrick Industries, and Alerus Financial.