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Mairs & Power

Mairs & Power

Founded by George Mairs — Mairs & Power
Quality Growth Long-Term Midwest Focus Low Turnover
AUM (13F)
$10.39B
Positions
243
Latest Filing
Feb 17, 2026
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Fund Founded
1931
Style
Quality / Midwest Value
Typical Positions
40–60
Net Worth
N/A (institutional)
Biography

Mairs & Power is one of the oldest independent investment managers in the United States, founded in St. Paul, Minnesota in 1931. The firm is known for its extraordinarily low portfolio turnover — often holding individual positions for a decade or more — and its emphasis on Midwest-headquartered companies that it knows particularly well due to geographic proximity. This regional knowledge edge, combined with patient fundamental analysis, has produced a strong long-term track record across economic cycles.

The firm manages the Mairs & Power Growth Fund, which is among the longest-running equity mutual funds in the country. Its investment philosophy centers on companies with durable competitive advantages, strong management teams, and the ability to compound capital over very long time horizons. Mairs & Power has historically been concentrated in healthcare, financial services, and industrial companies headquartered in the Upper Midwest, including names like 3M, US Bancorp, Ecolab, and Medtronic.

Investment Philosophy

We invest for the long term. This means we look for companies that will be stronger in five to ten years than they are today, and we are willing to hold through short-term volatility to capture that long-term value.

— Mairs & Power, Mairs & Power
Notable Trades
WIN
Ecolab (multi-decade)
A long-term core holding in the specialty chemicals and water treatment company, which has compounded at exceptional rates for decades.
WIN
US Bancorp (long-term)
The Minneapolis-based bank has been a persistent holding, delivering consistent returns through its conservative management and regional market dominance.
WIN
Medtronic (long-term)
A long-term position in the medical device giant headquartered in Dublin (originally Minneapolis), benefiting from global healthcare demand.
LOSS
3M (2018–2023)
A longtime core holding that disappointed as 3M faced PFAS litigation and structural challenges in its business model.
CURRENT
Healthcare & industrial compounders
Mairs & Power's portfolio continues to be anchored in high-quality healthcare and industrial companies with long-term competitive advantages.
Top Holdings — Mairs & Power
Top 5 Holdings · Q4 2025 Filed Feb 17, 2026
1
MICROSOFT CORP
8.9%
2
NVIDIA CORPORATION
8.9%
3
AMAZON COM INC
5.8%
4
ALPHABET INC
5.1%
5
JPMORGAN CHASE & CO.
4.0%