Mairs & Power

Mairs & Power: Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 254 Positionen mit einem Gesamtwert von $10,9 Mrd. Wertentwicklung: 1 Jahr +25,62 %, 3 Jahre +93,53 %, 5 Jahre +108,87 %.

Mairs & Power

Mairs & Power

Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $10,9 Mrd.
Größte Position Nvidia Corporation
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +25,62 %
Gesamtrendite · 3 Jahre +93,53 %
Gesamtrendite · 5 Jahre +108,87 %
254 Positionen
Stand: 30.06.2026 | Vergleich: 31.03.2026 | Portfoliowert: $10.899.988.000
Aktie % Depot Market Value $ Shares Q2 vs. Q1 2026Last TransactionKurs
NVDANvidia Corporation
8,64%$941.982.0584.707.792
SOLD Q2 · 2026-1,1% · 54 Tsd. Stk.
$222,27
MSFTMicrosoft Corp
6,68%$727.663.9881.950.737
BUY Q2 · 2026+0,4% · 8 Tsd. Stk.
$493,78
AMZNAmazon Com Inc
5,68%$619.550.7682.599.441
SOLD Q2 · 2026-0,1% · 3 Tsd. Stk.
$253,71
GOOGAlphabet Inc
5,46%$594.809.3711.683.439
BUY Q2 · 2026+4,5% · 72 Tsd. Stk.
$344,41
LLYEli Lilly & Co
3,54%$386.371.186322.129
SOLD Q2 · 2026-1,3% · 4 Tsd. Stk.
$1.152,93
NVTNvent Elec Plc
3,19%$348.177.5532.052.813
SOLD Q2 · 2026-0,7% · 14 Tsd. Stk.
$157,88
AAPLApple Inc
3,02%$329.421.3631.138.448
SOLD Q2 · 2026-5,8% · 70 Tsd. Stk.
$336,13
JPMJpmorgan Chase & Co
2,77%$302.305.621923.550
SOLD Q2 · 2026-12,4% · 131 Tsd. Stk.
$349,67
VVisa Inc
2,68%$292.329.895852.050
BUY Q2 · 2026+1,3% · 11 Tsd. Stk.
$368,29
GGGGraco Inc
2,63%$287.125.2373.797.451
SOLD Q2 · 2026-0,5% · 18 Tsd. Stk.
$76,26
LFUSLittelfuse Inc
2,52%$274.156.014602.104
SOLD Q2 · 2026-16,9% · 123 Tsd. Stk.
$407,88
TTCToro Co
2,39%$260.742.0882.676.474
SOLD Q2 · 2026-1,6% · 43 Tsd. Stk.
$93,49
ENTGEntegris Inc
2,15%$234.112.9701.301.640
SOLD Q2 · 2026-3,1% · 41 Tsd. Stk.
$142,25
UNHUnitedhealth Group Inc
2,14%$232.732.484559.951
SOLD Q2 · 2026-24,4% · 181 Tsd. Stk.
$376,90
TSMTaiwan Semiconductor Mfg Ltd
2,09%$227.440.325476.245
SOLD Q2 · 2026-2,1% · 10 Tsd. Stk.
$434,67
MSIMotorola Solutions Inc
2,08%$226.281.554544.876
BUY Q2 · 2026+0,8% · 4 Tsd. Stk.
$458,67
ECLEcolab Inc
1,99%$216.630.797777.541
BUY Q2 · 2026+2,1% · 16 Tsd. Stk.
$269,46
WECWec Energy Group Inc
1,92%$208.773.6671.787.905
SOLD Q2 · 2026-6,4% · 123 Tsd. Stk.
$103,17
PANWPalo Alto Networks Inc
1,88%$204.557.778599.841
BUY Q2 · 2026+12,6% · 67 Tsd. Stk.
$363,58
LNTAlliant Energy Corp
1,86%$202.772.1832.657.913
SOLD Q2 · 2026-8,0% · 231 Tsd. Stk.
$65,61
TECHBio-Techne Corp
1,75%$190.804.2992.700.698
SOLD Q2 · 2026-1,8% · 50 Tsd. Stk.
$72,37
METAMeta Platforms Inc
1,72%$187.502.906332.871
BUY Q2 · 2026+2,5% · 8 Tsd. Stk.
$665,75
FASTFastenal Co
1,71%$185.918.8763.870.891
SOLD Q2 · 2026-1,3% · 52 Tsd. Stk.
$49,01
SHWSherwin Williams Co
1,39%$151.702.686440.586
BUY Q2 · 2026+0,6% · 3 Tsd. Stk.
$320,73
CHRWC H Robinson Worldwide In
1,33%$145.155.131770.708
SOLD Q2 · 2026-9,1% · 77 Tsd. Stk.
$152,99
FULFuller H B Co
1,30%$141.945.9432.435.168
BUY Q2 · 2026+3,1% · 74 Tsd. Stk.
$49,41
VZVerizon Communications Inc
1,28%$139.376.9293.291.850
SOLD Q2 · 2026-0,7% · 24 Tsd. Stk.
$48,09
WMWaste Mgmt Inc Del
1,21%$131.727.652591.025
BUY Q2 · 2026+48,4% · 193 Tsd. Stk.
$211,10
ROKRockwell Automation Inc
1,17%$127.637.070257.811
SOLD Q2 · 2026-9,1% · 26 Tsd. Stk.
$415,62
FISVFiserv Inc
1,03%$112.473.0722.293.029
BUY Q2 · 2026+6,5% · 140 Tsd. Stk.
$47,19
JNJJohnson & Johnson
0,99%$107.431.831423.010
SOLD Q2 · 2026-26,8% · 155 Tsd. Stk.
$269,99
AMPAmeriprise Finl Inc
0,90%$98.200.331214.056
BUY Q2 · 2026+8,6% · 17 Tsd. Stk.
$544,33
CGNXCognex Corp
0,87%$94.714.9321.307.856
BUY Q2 · 2026+6,9% · 84 Tsd. Stk.
$61,56
HRLHormel Foods Corp
0,77%$84.339.5273.398.047
SOLD Q2 · 2026-0,6% · 20 Tsd. Stk.
$20,83
CASYCaseys Gen Stores Inc
0,66%$72.425.23991.125
SOLD Q2 · 2026-5,0% · 5 Tsd. Stk.
$597,48
AJGGallagher Arthur J & Co
0,66%$71.520.008311.539
NEW Q2 · 2026312 Tsd. Stk.
$239,48
WFCWells Fargo & Co New
0,66%$72.077.458872.186
SOLD Q2 · 2026-36,1% · 494 Tsd. Stk.
$86,12
ABTAbbott Laboratories
0,61%$66.182.014729.358
BUY Q2 · 2026+1,1% · 8 Tsd. Stk.
$102,61
TXNTexas Instrs Inc
0,59%$64.816.216217.453
SOLD Q2 · 2026-5,9% · 14 Tsd. Stk.
$266,64
TNCTennant Co
0,55%$59.684.772681.800
SOLD Q2 · 2026-15,1% · 122 Tsd. Stk.
$67,40
ISRGIntuitive Surgical Inc
0,53%$58.243.815146.459
BUY Q2 · 2026+46,6% · 47 Tsd. Stk.
$393,33
MMM3M Co
0,52%$56.563.197349.350
SOLD Q2 · 2026-0,7% · 2 Tsd. Stk.
$165,89
HDHome Depot Inc
0,49%$53.766.917152.452
SOLD Q2 · 2026-0,6% · 946 Stk.
$299,98
TRVTravelers Companies Inc
0,47%$51.657.838156.482
BUY Q2 · 2026+9,9% · 14 Tsd. Stk.
$374,62
AXPAmerican Express Co
0,45%$49.253.116145.612
SOLD Q2 · 2026-2,2% · 3 Tsd. Stk.
$311,56
IDAIdacorp Inc
0,43%$46.898.461309.970
BUY Q2 · 2026+2,9% · 9 Tsd. Stk.
$131,58
MEDPMedpace Hldgs Inc
0,42%$45.923.39786.715
BUY Q2 · 2026+1,2% · 995 Stk.
$612,33
CMECme Group Inc
0,40%$43.191.036195.585
NEW Q2 · 2026196 Tsd. Stk.
$276,01
DCIDonaldson Inc
0,38%$41.627.862463.717
SOLD Q2 · 2026-7,1% · 36 Tsd. Stk.
$86,44
WKWorkiva Inc
0,37%$40.238.608829.491
BUY Q2 · 2026+15,9% · 114 Tsd. Stk.
$73,18
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