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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
Cap. Flow
-$71.3M
Cap. Flow %
-0.7%
Top 10 Hldgs %
46.94%
Holding
244
New
23
Increased
100
Reduced
86
Closed
9

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$119M
2
UNH icon
UnitedHealth
UNH
+$57.5M
3
IDA icon
Idacorp
IDA
+$28.3M
4
MMM icon
3M
MMM
+$20.9M
5
AMZN icon
Amazon
AMZN
+$18.8M

Top Sells

Rank Stock Value
1
BBY icon
Best Buy
BBY
+$45.7M
2
AAPL icon
Apple
AAPL
+$43M
3
USB icon
US Bancorp
USB
+$41.9M
4
JPM icon
JPMorgan Chase
JPM
+$41.3M
5
GOOG icon
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
FUL icon
26
H.B. Fuller
FUL
$3B
$147M 1.45%
2,448,249
+7,857
+0.3% +$434K
TECH icon
27
Bio-Techne
TECH
$11.2B
$140M 1.38%
2,716,378
+64,585
+2% +$3.25M
ROK icon
28
Rockwell Automation
ROK
$51.1B
$137M 1.35%
412,922
-5,539
-1% -$1.58M
HRL icon
29
Hormel Foods
HRL
$14.2B
$128M 1.26%
4,220,403
-51,390
-1% -$1.55M
ABT icon
30
Abbott
ABT
$188B
$123M 1.21%
901,941
-115,047
-11% -$15.2M
TNC icon
31
Tennant Co
TNC
$1.44B
$105M 1.03%
1,352,658
-68,752
-5% -$5.08M
TSM icon
32
TSMC
TSM
$1.94T
$101M 1%
446,826
+49,169
+12% +$9.11M
ENTG icon
33
Entegris
ENTG
$16.3B
$90.2M 0.89%
1,118,039
+179,846
+19% +$13.7M
CHRW icon
34
C.H. Robinson
CHRW
$20.5B
$82.9M 0.82%
863,550
-2,348
-0.3% -$220K
CRM icon
35
Salesforce
CRM
$154B
$69.2M 0.68%
253,841
-1,014
-0.4% -$271K
PIPR icon
36
Piper Sandler
PIPR
$4.99B
$68.6M 0.68%
987,336
+8,908
+0.9% +$555K
HON icon
37
Honeywell
HON
$76.4B
$68.3M 0.67%
311,082
-16,715
-5% -$3.38M
KHC icon
38
Kraft Heinz
KHC
$32.8B
$61.5M 0.61%
2,381,893
+9,711
+0.4% +$270K
AXP icon
39
American Express
AXP
$224B
$60.6M 0.6%
189,988
-3,129
-2% -$881K
CASY icon
40
Casey's General Stores
CASY
$32.1B
$58.1M 0.57%
113,916
-20,570
-15% -$9.48M
DCI icon
41
Donaldson
DCI
$10.7B
$57.5M 0.57%
829,505
-290,644
-26% -$19.5M
HD icon
42
Home Depot
HD
$337B
$56.5M 0.56%
154,173
-514
-0.3% -$186K
MMM icon
43
3M
MMM
$91.8B
$52.4M 0.52%
344,366
+146,254
+74% +$20.9M
WK icon
44
Workiva
WK
$3.45B
$51.9M 0.51%
757,819
+18,995
+3% +$1.31M
USB icon
45
US Bancorp
USB
$97.9B
$48.4M 0.48%
1,070,161
-997,454
-48% -$41.9M
TXN icon
46
Texas Instruments
TXN
$248B
$47.9M 0.47%
230,856
+2,819
+1% +$500K
MDT icon
47
Medtronic
MDT
$112B
$39.7M 0.39%
455,290
-82,893
-15% -$7.03M
DIS icon
48
Walt Disney
DIS
$171B
$38.6M 0.38%
311,433
-3,388
-1% -$352K
CLFD icon
49
Clearfield
CLFD
$401M
$33.1M 0.33%
762,234
-89,986
-11% -$3.08M
ADP icon
50
Automatic Data Processing
ADP
$109B
$31.3M 0.31%
101,383
-6,777
-6% -$2.08M
1
2
3 4 5

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FCM
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MF
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HI
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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.