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MPI
Mairs & Power Inc Portfolio holdings
AUM
$9.79B
1-Year Est. Return
20.6%
This Fund
S&P 500
This Quarter
Est. Return
+10.1%
1 Year Est. Return
+20.6%
3 Year Est. Return
+75.18%
5 Year Est. Return
+89.96%
10 Year Est. Return
+295.05%
AUM
$10.1B
AUM Growth
+$520M
(+5.4%)
Cap. Flow
-$71.3M
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
46.94%
Holding
244
New
23
Increased
100
Reduced
86
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$119M |
| 2 |
UnitedHealth
UNH
|
+$57.5M |
| 3 |
Idacorp
IDA
|
+$28.3M |
| 4 |
3M
MMM
|
+$20.9M |
| 5 |
Amazon
AMZN
|
+$18.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Best Buy
BBY
|
+$45.7M |
| 2 |
Apple
AAPL
|
+$43M |
| 3 |
US Bancorp
USB
|
+$41.9M |
| 4 |
JPMorgan Chase
JPM
|
+$41.3M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$40.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.46% |
| 2 | Industrials | 15.83% |
| 3 | Financials | 12.22% |
| 4 | Healthcare | 11.32% |
| 5 | Consumer Discretionary | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Otis Worldwide
OTIS
$27.4B
| $211K | ﹤0.01% |
2,128
-76
| -3% | -$7.34K |
|
227
Chipotle Mexican Grill
CMG
$47.2B
| $206K | ﹤0.01% |
+3,660
| New | +$186K |
|
228
Colgate-Palmolive
CL
$73.1B
| $202K | ﹤0.01% |
+2,224
| New | +$203K |
|
229
Viasat
VSAT
$10.6B
| $190K | ﹤0.01% |
+13,000
| New | +$132K |
|
230
Tactile Systems Technology
TCMD
$635M
| $127K | ﹤0.01% |
+12,500
| New | +$143K |
|
|
SHYF
231
DELISTED
The Shyft Group
SHYF
| $125K | ﹤0.01% |
10,000
| – | – |
|
232
Cleveland-Cliffs
CLF
$6.57B
| $122K | ﹤0.01% |
16,000
| – | – |
|
233
NeoGenomics
NEO
$1.96B
| $110K | ﹤0.01% |
+15,000
| New | +$121K |
|
|
HIMX
234
Himax Technologies
HIMX
$2.19B
| $94.2K | ﹤0.01% |
10,550
| – | – |
|
235
Plug Power
PLUG
$2.87B
| $14.9K | ﹤0.01% |
10,000
| – | – |
|
236
BP
BP
$116B
| – | – |
-10,540
| Closed | -$356K |
|
237
Corteva
CTVA
$52.6B
| – | – |
-8,949
| Closed | -$563K |
|
238
DuPont de Nemours
DD
$18.5B
| – | – |
-8,031
| Closed | -$753K |
|
239
Dow Inc
DOW
$21.9B
| – | – |
-10,801
| Closed | -$377K |
|
240
Neogen
NEOG
$2.63B
| – | – |
-455,289
| Closed | -$3.95M |
|
241
SLB Ltd
SLB
$73.6B
| – | – |
-5,500
| Closed | -$230K |
|
|
SRDX
242
DELISTED
Surmodics
SRDX
| – | – |
-7,626
| Closed | -$233K |
|
243
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
| – | – |
-2,585
| Closed | -$710K |
|
|
PDCO
244
DELISTED
Patterson Companies, Inc.
PDCO
| – | – |
-9,150
| Closed | -$286K |
|
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Mairs & Power Inc's Q2 2025 Portfolio in Review
As of Q2 2025, Mairs & Power Inc held 244 positions worth $10.1B, up 5.4% from $9.61B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Mairs & Power Inc's Q2 2025 filing shows 23 new, 100 increased, 86 reduced and 9 closed positions. Its largest new stake was Idacorp: 244,510 shares worth $28.2M. The largest sale was Best Buy, an estimated $45.7M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 31% a quarter earlier, followed by Industrials and Financials.
- Mairs & Power Inc's largest Q2 2025 buy was Idacorp: 244,510 shares worth $28.2M.
- Mairs & Power Inc added most to Meta Platforms (Facebook) in Q2 2025, an estimated $119M increase.
- Mairs & Power Inc's biggest Q2 2025 reduction was Best Buy, cutting an estimated $45.7M.
- Mairs & Power Inc fully exited Neogen in Q2 2025, selling an estimated $3.95M.
- Mairs & Power Inc's ten largest holdings make up 47% of its $10.1B portfolio in Q2 2025.
- Mairs & Power Inc opened 23 new positions and closed 9 in Q2 2025.
- Mairs & Power Inc's portfolio value rose 5.4% quarter-over-quarter to $10.1B.
Based on Mairs & Power Inc's 13F filing for Q2 2025, filed 14 Aug 2025.