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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
+1.93%
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
$10.4B
AUM Growth
-$249M
Cap. Flow
-$273M
Cap. Flow %
-2.63%
Top 10 Hldgs %
47.82%
Holding
259
New
11
Increased
44
Reduced
137
Closed
16

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$39.8M
2
ISRG icon
Intuitive Surgical
ISRG
+$33.2M
3
ZTS icon
Zoetis
ZTS
+$29.3M
4
MSI icon
Motorola Solutions
MSI
+$26.1M
5
CGNX icon
Cognex
CGNX
+$22.6M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$117M
2
UNH icon
UnitedHealth
UNH
+$81.1M
3
WFC icon
Wells Fargo
WFC
+$38.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$35.8M
5
ROK icon
Rockwell Automation
ROK
+$30.2M

Sector Composition

Rank Sector Weight
1 Technology 32.88%
2 Industrials 15.32%
3 Healthcare 12.09%
4 Financials 11.32%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLB icon
226
State Street Materials Select Sector SPDR ETF
XLB
$8.64B
$239K ﹤0.01%
+5,260
New +$232K
ADSK icon
227
Autodesk
ADSK
$50.2B
$237K ﹤0.01%
801
– –
MSA icon
228
Mine Safety
MSA
$7.5B
$235K ﹤0.01%
1,470
– –
VEU icon
229
Vanguard FTSE All-World ex-US ETF
VEU
$68.1B
$234K ﹤0.01%
3,178
– –
BP icon
230
BP
BP
$107B
$226K ﹤0.01%
6,500
– –
WM icon
231
Waste Management
WM
$89.6B
$220K ﹤0.01%
1,000
-50
-5% -$10.7K
VTEB icon
232
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$212K ﹤0.01%
+4,211
New +$212K
MPC icon
233
Marathon Petroleum
MPC
$88.3B
$212K ﹤0.01%
1,301
– –
SLB icon
234
SLB Ltd
SLB
$74.3B
$211K ﹤0.01%
5,500
-2,024
-27% -$73.4K
RF icon
235
Regions Financial
RF
$27.2B
$207K ﹤0.01%
7,620
-2,120
-22% -$54.1K
ETN icon
236
Eaton
ETN
$174B
$206K ﹤0.01%
648
+1
+0.2% +$354
NVS icon
237
Novartis
NVS
$293B
$205K ﹤0.01%
+1,485
New +$194K
BLK icon
238
Blackrock
BLK
$175B
$203K ﹤0.01%
190
-141
-43% -$154K
SONY icon
239
Sony
SONY
$132B
$200K ﹤0.01%
7,830
– –
PATH icon
240
UiPath
PATH
$7.16B
$199K ﹤0.01%
12,125
– –
CLF icon
241
Cleveland-Cliffs
CLF
$7.14B
$179K ﹤0.01%
13,500
– –
AEBI
242
Aebi Schmidt Holding AG
AEBI
$1.02B
$132K ﹤0.01%
10,401
– –
PLUG icon
243
Plug Power
PLUG
$2.89B
$19.7K ﹤0.01%
10,000
– –
AJG icon
244
Arthur J. Gallagher & Co
AJG
$64.1B
– –
-760
Closed -$235K
ALE
245
DELISTED
Allete
ALE
– –
-3,288
Closed -$218K
CARR icon
246
Carrier Global
CARR
$54.1B
– –
-4,043
Closed -$241K
CMCSA icon
247
Comcast
CMCSA
$87.3B
– –
-7,600
Closed -$239K
EEM icon
248
iShares MSCI Emerging Markets ETF
EEM
$29.6B
– –
-14,255
Closed -$223K
GPC icon
249
Genuine Parts
GPC
$18.1B
– –
-1,603
Closed -$222K
HIMX
250
Himax Technologies
HIMX
$2.34B
– –
-10,550
Closed -$93.2K
7 8 9
10
11

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CCM
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FCM
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MF
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HL
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HI
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DCP
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CIM
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Mairs & Power Inc's Q4 2025 Portfolio in Review

As of Q4 2025, Mairs & Power Inc held 259 positions worth $10.4B, down 2.3% from $10.6B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Mairs & Power Inc's Q4 2025 filing shows 11 new, 44 increased, 137 reduced and 16 closed positions. Its largest new stake was Intuitive Surgical: 62,277 shares worth $35.3M. The largest sale was NVIDIA, an estimated $117M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Industrials and Healthcare.

  • Mairs & Power Inc's largest Q4 2025 buy was Intuitive Surgical: 62,277 shares worth $35.3M.
  • Mairs & Power Inc added most to Meta Platforms (Facebook) in Q4 2025, an estimated $39.8M increase.
  • Mairs & Power Inc's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $117M.
  • Mairs & Power Inc fully exited Jamf in Q4 2025, selling an estimated $3.19M.
  • Mairs & Power Inc's ten largest holdings make up 48% of its $10.4B portfolio in Q4 2025.
  • Mairs & Power Inc opened 11 new positions and closed 16 in Q4 2025.
  • Mairs & Power Inc's portfolio value fell 2.3% quarter-over-quarter to $10.4B.

Based on Mairs & Power Inc's 13F filing for Q4 2025, filed 17 Feb 2026.