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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
XEL icon
51
Xcel Energy
XEL
$48.8B
$31.1M 0.29%
386,008
+9,577
+3% +$693K
ADP icon
52
Automatic Data Processing
ADP
$106B
$30.8M 0.29%
105,107
+3,724
+4% +$1.12M
PG icon
53
Procter & Gamble
PG
$336B
$29M 0.27%
188,436
+32,150
+21% +$5.02M
SCHW
54
Charles Schwab
SCHW
$183B
$28.6M 0.27%
299,389
-37,888
-11% -$3.6M
CGNX icon
55
Cognex
CGNX
$10.9B
$27.8M 0.26%
613,294
+483,517
+373% +$19.6M
CLFD icon
56
Clearfield
CLFD
$411M
$25.1M 0.24%
730,793
-31,441
-4% -$1.17M
TRV icon
57
Travelers Companies
TRV
$78.1B
$24.7M 0.23%
88,494
+8,181
+10% +$2.19M
PANW icon
58
Palo Alto Networks
PANW
$270B
$22.7M 0.21%
111,242
+70,311
+172% +$13.5M
PFG icon
59
Principal Financial Group
PFG
$24.3B
$21.1M 0.2%
254,418
-108,380
-30% -$8.66M
TGT icon
60
Target
TGT
$65.6B
$20.9M 0.2%
232,735
-68,964
-23% -$6.79M
GNRC icon
61
Generac Holdings
GNRC
$11.6B
$19.5M 0.18%
116,761
-14,856
-11% -$2.6M
BMI icon
62
Badger Meter
BMI
$3.89B
$18.5M 0.17%
103,859
-7,518
-7% -$1.48M
SPY icon
63
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$18M 0.17%
26,993
-797
-3% -$511K
AMP icon
64
Ameriprise Financial
AMP
$48.3B
$17M 0.16%
34,706
+6,698
+24% +$3.43M
ONB icon
65
Old National Bancorp
ONB
$10.2B
$14M 0.13%
637,125
-103,000
-14% -$2.28M
HSY icon
66
Hershey
HSY
$35.2B
$13.3M 0.13%
71,293
+4,278
+6% +$777K
SYY icon
67
Sysco
SYY
$40.8B
$12.9M 0.12%
156,235
-109,902
-41% -$8.79M
BRK.B icon
68
Berkshire Hathaway Class B
BRK.B
$1.1T
$12.8M 0.12%
25,379
-713
-3% -$345K
AIR icon
69
AAR Corp
AIR
$5.59B
$11.5M 0.11%
127,702
-28,374
-18% -$2.16M
ABBV icon
70
AbbVie
ABBV
$443B
$11M 0.1%
47,421
+348
+0.7% +$70.9K
JBTM
71
JBT Marel
JBTM
$7.21B
$9.84M 0.09%
70,035
-19,829
-22% -$2.71M
KNF icon
72
Knife River
KNF
$4.15B
$9.38M 0.09%
122,045
+8,129
+7% +$664K
EMR icon
73
Emerson Electric
EMR
$83.9B
$8.94M 0.08%
68,167
-501
-0.7% -$68.3K
CAT icon
74
Caterpillar
CAT
$375B
$8.93M 0.08%
18,710
-651
-3% -$278K
HUBG icon
75
HUB Group
HUBG
$2.85B
$8.82M 0.08%
256,091
-21,008
-8% -$750K
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 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.