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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
SCHW
51
Charles Schwab
SCHW
$181B
$30.8M 0.3%
337,277
-169,920
-34% -$14.2M
TGT icon
52
Target
TGT
$65.6B
$29.8M 0.29%
301,699
-121,426
-29% -$11.7M
PFG icon
53
Principal Financial Group
PFG
$24.5B
$28.8M 0.28%
362,798
-429,146
-54% -$32.9M
IDA icon
54
Idacorp
IDA
$7.86B
$28.2M 0.28%
+244,510
New +$28.3M
BMI icon
55
Badger Meter
BMI
$3.78B
$27.3M 0.27%
111,377
-4,513
-4% -$1.02M
XEL icon
56
Xcel Energy
XEL
$48.8B
$25.6M 0.25%
376,431
+2,117
+0.6% +$147K
PG icon
57
Procter & Gamble
PG
$335B
$24.9M 0.25%
156,286
-4,993
-3% -$815K
MEDP icon
58
Medpace
MEDP
$16.1B
$23.9M 0.24%
76,186
+43,753
+135% +$13.1M
TRV icon
59
Travelers Companies
TRV
$78.4B
$21.5M 0.21%
80,313
+10,720
+15% +$2.83M
SYY icon
60
Sysco
SYY
$40.6B
$20.2M 0.2%
266,137
-62,604
-19% -$4.55M
GNRC icon
61
Generac Holdings
GNRC
$11.3B
$18.8M 0.19%
131,617
-21,780
-14% -$2.66M
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$17.2M 0.17%
27,790
+18,846
+211% +$10.8M
ONB icon
63
Old National Bancorp
ONB
$10.1B
$15.8M 0.16%
740,125
-106,441
-13% -$2.2M
AMP icon
64
Ameriprise Financial
AMP
$48.1B
$14.9M 0.15%
28,008
+375
+1% +$185K
BRK.B icon
65
Berkshire Hathaway Class B
BRK.B
$1.1T
$12.7M 0.13%
26,092
+1,488
+6% +$756K
HSY icon
66
Hershey
HSY
$35.9B
$11.1M 0.11%
67,015
-830
-1% -$137K
JBTM
67
JBT Marel
JBTM
$7.31B
$10.8M 0.11%
89,864
-9,264
-9% -$1.04M
AIR icon
68
AAR Corp
AIR
$5.56B
$10.7M 0.11%
156,076
-23,956
-13% -$1.44M
KNF icon
69
Knife River
KNF
$4.15B
$9.3M 0.09%
113,916
-13,104
-10% -$1.19M
HUBG icon
70
HUB Group
HUBG
$2.78B
$9.26M 0.09%
277,099
-2,050
-0.7% -$68.8K
EMR icon
71
Emerson Electric
EMR
$83.3B
$9.16M 0.09%
68,668
+9,603
+16% +$1.1M
INSP icon
72
Inspire Medical Systems
INSP
$1.44B
$8.8M 0.09%
67,804
-2,972
-4% -$431K
ABBV icon
73
AbbVie
ABBV
$455B
$8.74M 0.09%
47,073
+5,111
+12% +$950K
PANW icon
74
Palo Alto Networks
PANW
$265B
$8.38M 0.08%
40,931
+10,740
+36% +$1.99M
QCRH icon
75
QCR Holdings
QCRH
$1.69B
$7.99M 0.08%
117,624
-2,389
-2% -$160K
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 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.