MAIRS & POWER INC

MAIRS & POWER INC declares $4.7B in 39 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 42.9% of its $10.9B 13F portfolio. Largest positions: NVIDIA (0.02% of the company) and Microsoft (0.03% of the company). Over time: $4.7B in 39 of these companies for Q2 2026, against $1.1B in 26 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $57.1M and sold $122.6M of these stocks, at the quarter's prices: a net sale of $65.5M; 3 new positions and 2 sold out.

Performance of its AI picks

The AI-stock portfolio MAIRS & POWER INC declared for Q2 2026 (Form 13F), held unchanged, returned +9.7% in Q3 2026 (SMH -7.1%), ranked 129 of 1,785 active managers. Over the last 12 months, quarter after quarter: +24.5% (SMH +87.2%), ranked 954 of 1,360 active managers. Over three years, quarter after quarter: +148.7% (SMH +325.8%), ranked 367 of 784 active managers. Over five years, quarter after quarter: +177.0% (SMH +389.8%), ranked 153 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. NVIDIA (NVDA): $942.0M, 4.7M shares, 0.02% of the company, 8.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Microsoft (MSFT): $727.7M, 2.0M shares, 0.03% of the company, 6.7% of its portfolio (added this quarter); held since Q4 2019 or earlier
  3. Amazon (AMZN): $619.6M, 2.6M shares, 0.02% of the company, 5.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. Alphabet (GOOGL): $614.2M, 1.7M shares, 0.01% of the company, 5.6% of its portfolio (added this quarter); held since Q4 2019 or earlier
  5. nVent (NVT): $348.2M, 2.1M shares, 1.3% of the company, 3.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  6. Apple (AAPL): $329.4M, 1.1M shares, 0.01% of the company, 3.0% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  7. Entegris (ENTG): $234.1M, 1.3M shares, 0.85% of the company, 2.1% of its portfolio (trimmed this quarter); held since Q4 2021
  8. TSMC (TSM): $227.4M, 476,245 shares, 0.01% of the company, 2.1% of its portfolio (trimmed this quarter); held since Q1 2025
  9. Palo Alto Networks (PANW): $204.6M, 599,841 shares, 0.07% of the company, 1.9% of its portfolio (added this quarter); held since Q1 2023
  10. Meta Platforms (META): $187.5M, 332,871 shares, 0.01% of the company, 1.7% of its portfolio (added this quarter); held since Q4 2019 or earlier
  11. Texas Instruments (TXN): $64.8M, 217,453 shares, 0.02% of the company, 0.59% of its portfolio (trimmed this quarter); held since Q3 2020
  12. Qualcomm (QCOM): $33.2M, 179,832 shares, 0.02% of the company, 0.30% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  13. Xcel Energy (XEL): $31.5M, 392,497 shares, 0.06% of the company, 0.29% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. Generac (GNRC): $27.3M, 93,395 shares, 0.16% of the company, 0.25% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  15. Corning (GLW): $21.8M, 85,447 shares, 0.01% of the company, 0.20% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

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