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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
+9.08%
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
$10.6B
AUM Growth
+$509M
Cap. Flow
-$242M
Cap. Flow %
-2.27%
Top 10 Hldgs %
46.99%
Holding
259
New
24
Increased
65
Reduced
114
Closed
11

Top Buys

Rank Stock Value
1
WEC icon
WEC Energy
WEC
+$32.7M
2
META icon
Meta Platforms (Facebook)
META
+$28.4M
3
CGNX icon
Cognex
CGNX
+$19.6M
4
AMZN icon
Amazon
AMZN
+$14.3M
5
PANW icon
Palo Alto Networks
PANW
+$13.5M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$50.6M
2
QCOM icon
Qualcomm
QCOM
+$44.5M
3
JPM icon
JPMorgan Chase
JPM
+$41.5M
4
NVDA icon
NVIDIA
NVDA
+$41.2M
5
FAST icon
Fastenal
FAST
+$30.9M

Sector Composition

Rank Sector Weight
1 Technology 34.55%
2 Industrials 15.82%
3 Healthcare 11.37%
4 Financials 11.3%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CARR icon
226
Carrier Global
CARR
$53.9B
$241K ﹤0.01%
4,043
+797
+25% +$54.1K
CMCSA icon
227
Comcast
CMCSA
$87.8B
$239K ﹤0.01%
+7,600
New +$255K
AJG icon
228
Arthur J. Gallagher & Co
AJG
$64.3B
$235K ﹤0.01%
760
– –
WM icon
229
Waste Management
WM
$89.7B
$232K ﹤0.01%
1,050
-38
-3% -$8.56K
VEU icon
230
Vanguard FTSE All-World ex-US ETF
VEU
$68B
$227K ﹤0.01%
3,178
– –
SBUX icon
231
Starbucks
SBUX
$121B
$226K ﹤0.01%
+2,671
New +$239K
SONY icon
232
Sony
SONY
$132B
$225K ﹤0.01%
7,830
-345
-4% -$9.28K
BP icon
233
BP
BP
$106B
$224K ﹤0.01%
+6,500
New +$218K
CMI icon
234
Cummins
CMI
$89.7B
$223K ﹤0.01%
+528
New +$202K
EEM icon
235
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$223K ﹤0.01%
+14,255
New +$716K
IWF icon
236
iShares Russell 1000 Growth ETF
IWF
$127B
$222K ﹤0.01%
16,688
+9,704
+139% +$1.08M
GPC icon
237
Genuine Parts
GPC
$18.1B
$222K ﹤0.01%
+1,603
New +$215K
ALE
238
DELISTED
Allete
ALE
$218K ﹤0.01%
3,288
-1,000
-23% -$65K
ZTS icon
239
Zoetis
ZTS
$31.2B
$218K ﹤0.01%
1,490
– –
XYL icon
240
Xylem
XYL
$28.5B
$216K ﹤0.01%
+1,466
New +$203K
LIN icon
241
Linde
LIN
$226B
$204K ﹤0.01%
+429
New +$203K
UFCS icon
242
United Fire Group
UFCS
$1.39B
$201K ﹤0.01%
6,600
-2,400
-27% -$70.7K
CLF icon
243
Cleveland-Cliffs
CLF
$7.22B
$165K ﹤0.01%
13,500
-2,500
-16% -$26.3K
PATH icon
244
UiPath
PATH
$7.16B
$162K ﹤0.01%
+12,125
New +$143K
AEBI
245
Aebi Schmidt Holding AG
AEBI
$1.02B
$130K ﹤0.01%
+10,401
New +$131K
ORBS
246
Eightco Holdings
ORBS
$260M
$99.7K ﹤0.01%
+10,900
New +$59.6K
HIMX
247
Himax Technologies
HIMX
$2.33B
$93.2K ﹤0.01%
10,550
– –
PLUG icon
248
Plug Power
PLUG
$2.93B
$23.3K ﹤0.01%
10,000
– –
AZEK
249
DELISTED
The AZEK Co
AZEK
– –
-23,927
Closed -$1.3M
CL icon
250
Colgate-Palmolive
CL
$74.4B
– –
-2,224
Closed -$202K
7 8 9
10
11

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FCM
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HI
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DCP
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CIM
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Mairs & Power Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Mairs & Power Inc held 259 positions worth $10.6B, up 5% from $10.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Mairs & Power Inc's Q3 2025 filing shows 24 new, 65 increased, 114 reduced and 11 closed positions. Its largest new stake was Trex: 63,338 shares worth $3.27M. The largest sale was Microsoft, an estimated $50.6M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 34% a quarter earlier, followed by Industrials and Healthcare.

  • Mairs & Power Inc's largest Q3 2025 buy was Trex: 63,338 shares worth $3.27M.
  • Mairs & Power Inc added most to WEC Energy in Q3 2025, an estimated $32.7M increase.
  • Mairs & Power Inc's biggest Q3 2025 reduction was Microsoft, cutting an estimated $50.6M.
  • Mairs & Power Inc fully exited The AZEK Co in Q3 2025, selling an estimated $1.3M.
  • Mairs & Power Inc's ten largest holdings make up 47% of its $10.6B portfolio in Q3 2025.
  • Mairs & Power Inc opened 24 new positions and closed 11 in Q3 2025.
  • Mairs & Power Inc's portfolio value rose 5% quarter-over-quarter to $10.6B.

Based on Mairs & Power Inc's 13F filing for Q3 2025, filed 14 Nov 2025.