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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
ROK icon
26
Rockwell Automation
ROK
$53.4B
$144M 1.35%
410,777
-2,145
-0.5% -$741K
FUL icon
27
H.B. Fuller
FUL
$2.97B
$143M 1.34%
2,408,893
-39,356
-2% -$2.36M
TSM icon
28
TSMC
TSM
$2.1T
$138M 1.3%
495,265
+48,439
+11% +$11.8M
CHRW icon
29
C.H. Robinson
CHRW
$17.4B
$115M 1.08%
869,738
+6,188
+0.7% +$726K
ENTG icon
30
Entegris
ENTG
$18.1B
$110M 1.04%
1,194,050
+76,011
+7% +$6.47M
QCOM icon
31
Qualcomm
QCOM
$155B
$109M 1.02%
653,933
-280,228
-30% -$44.5M
TNC icon
32
Tennant Co
TNC
$1.43B
$108M 1.01%
1,329,688
-22,970
-2% -$1.88M
HRL icon
33
Hormel Foods
HRL
$13.8B
$104M 0.97%
4,185,642
-34,761
-0.8% -$963K
ABT icon
34
Abbott
ABT
$183B
$96.8M 0.91%
722,884
-179,057
-20% -$23.5M
CRM icon
35
Salesforce
CRM
$151B
$69.9M 0.66%
294,789
+40,948
+16% +$10.3M
WK icon
36
Workiva
WK
$3.36B
$65.2M 0.61%
757,063
-756
-0.1% -$56.8K
PIPR icon
37
Piper Sandler
PIPR
$5.12B
$64.1M 0.6%
738,424
-248,912
-25% -$20.3M
HD icon
38
Home Depot
HD
$331B
$63M 0.59%
155,551
+1,378
+0.9% +$542K
CASY icon
39
Casey's General Stores
CASY
$32.2B
$61.2M 0.58%
108,232
-5,684
-5% -$2.97M
KHC icon
40
Kraft Heinz
KHC
$30.7B
$58.1M 0.55%
2,231,175
-150,718
-6% -$4.09M
AXP icon
41
American Express
AXP
$227B
$56.5M 0.53%
170,031
-19,957
-11% -$6.35M
MMM icon
42
3M
MMM
$90.9B
$53.8M 0.51%
346,453
+2,087
+0.6% +$322K
HON icon
43
Honeywell
HON
$77B
$52.5M 0.49%
264,452
-46,630
-15% -$9.74M
DCI icon
44
Donaldson
DCI
$10.9B
$49.6M 0.47%
605,439
-224,066
-27% -$16.9M
TXN icon
45
Texas Instruments
TXN
$252B
$43.5M 0.41%
236,717
+5,861
+3% +$1.15M
MDT icon
46
Medtronic
MDT
$109B
$41M 0.39%
430,572
-24,718
-5% -$2.27M
IDA icon
47
Idacorp
IDA
$8.27B
$37.9M 0.36%
287,168
+42,658
+17% +$5.28M
USB icon
48
US Bancorp
USB
$98.2B
$36.9M 0.35%
763,737
-306,424
-29% -$14.5M
DIS icon
49
Walt Disney
DIS
$167B
$35.9M 0.34%
313,534
+2,101
+0.7% +$247K
MEDP icon
50
Medpace
MEDP
$16.1B
$35.8M 0.34%
69,583
-6,603
-9% -$2.88M
1
2
3 4 5

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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 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.