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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
CHRW icon
26
C.H. Robinson
CHRW
$17.4B
$139M 1.33%
862,483
-7,255
-0.8% -$1.07M
VZ icon
27
Verizon
VZ
$195B
$137M 1.32%
3,373,672
-40,403
-1% -$1.64M
ROK icon
28
Rockwell Automation
ROK
$53.4B
$129M 1.24%
330,334
-80,443
-20% -$30.2M
ENTG icon
29
Entegris
ENTG
$18.1B
$114M 1.09%
1,348,986
+154,936
+13% +$13.5M
FISV
30
Fiserv Inc
FISV
$28.8B
$110M 1.06%
1,643,250
-106,681
-6% -$8.93M
QCOM icon
31
Qualcomm
QCOM
$155B
$94.1M 0.91%
550,308
-103,625
-16% -$17.8M
HRL icon
32
Hormel Foods
HRL
$13.8B
$89.8M 0.86%
3,789,513
-396,129
-9% -$9.25M
ABT icon
33
Abbott
ABT
$183B
$88.7M 0.85%
708,081
-14,803
-2% -$1.89M
TNC icon
34
Tennant Co
TNC
$1.43B
$79M 0.76%
1,071,624
-258,064
-19% -$19.7M
CRM icon
35
Salesforce
CRM
$151B
$78.4M 0.75%
296,013
+1,224
+0.4% +$304K
WK icon
36
Workiva
WK
$3.36B
$62.8M 0.6%
727,994
-29,069
-4% -$2.57M
PIPR icon
37
Piper Sandler
PIPR
$5.12B
$59.7M 0.58%
703,444
-34,980
-5% -$2.95M
AXP icon
38
American Express
AXP
$227B
$59M 0.57%
159,459
-10,572
-6% -$3.78M
CASY icon
39
Casey's General Stores
CASY
$32.2B
$57.4M 0.55%
103,873
-4,359
-4% -$2.4M
MMM icon
40
3M
MMM
$90.9B
$55.9M 0.54%
349,147
+2,694
+0.8% +$441K
HD icon
41
Home Depot
HD
$331B
$54M 0.52%
157,053
+1,502
+1% +$550K
DCI icon
42
Donaldson
DCI
$10.9B
$49.7M 0.48%
560,653
-44,786
-7% -$3.89M
HON icon
43
Honeywell
HON
$77B
$45.6M 0.44%
233,976
-30,476
-12% -$5.96M
CGNX icon
44
Cognex
CGNX
$10.9B
$42.2M 0.41%
1,171,596
+558,302
+91% +$22.6M
TXN icon
45
Texas Instruments
TXN
$252B
$40.8M 0.39%
235,424
-1,293
-0.5% -$221K
PANW icon
46
Palo Alto Networks
PANW
$270B
$40.6M 0.39%
220,647
+109,405
+98% +$22.1M
KHC icon
47
Kraft Heinz
KHC
$30.7B
$40.6M 0.39%
1,672,831
-558,344
-25% -$13.9M
MDT icon
48
Medtronic
MDT
$109B
$39.6M 0.38%
412,750
-17,822
-4% -$1.73M
IDA icon
49
Idacorp
IDA
$8.27B
$38.3M 0.37%
302,508
+15,340
+5% +$2M
MEDP icon
50
Medpace
MEDP
$16.1B
$37.4M 0.36%
66,665
-2,918
-4% -$1.66M
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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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.