We are live on ! Find out more
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
ISRG icon
51
Intuitive Surgical
ISRG
$127B
$35.3M 0.34%
+62,277
New +$33.2M
USB icon
52
US Bancorp
USB
$98.2B
$34.6M 0.33%
647,980
-115,757
-15% -$5.69M
DIS icon
53
Walt Disney
DIS
$167B
$33.7M 0.32%
296,183
-17,351
-6% -$1.91M
TRV icon
54
Travelers Companies
TRV
$78.1B
$33M 0.32%
113,800
+25,306
+29% +$7.12M
PG icon
55
Procter & Gamble
PG
$336B
$31M 0.3%
216,266
+27,830
+15% +$4.1M
XEL icon
56
Xcel Energy
XEL
$48.8B
$29.3M 0.28%
396,280
+10,272
+3% +$810K
ADP icon
57
Automatic Data Processing
ADP
$106B
$28.5M 0.27%
110,781
+5,674
+5% +$1.51M
ZTS icon
58
Zoetis
ZTS
$32.4B
$28.5M 0.27%
226,400
+224,910
+15,095% +$29.3M
SCHW
59
Charles Schwab
SCHW
$183B
$27.3M 0.26%
273,357
-26,032
-9% -$2.47M
CLFD icon
60
Clearfield
CLFD
$411M
$21.3M 0.2%
730,188
-605
-0.1% -$19.4K
AMP icon
61
Ameriprise Financial
AMP
$48.3B
$20.9M 0.2%
42,611
+7,905
+23% +$3.75M
TGT icon
62
Target
TGT
$65.6B
$19M 0.18%
194,758
-37,977
-16% -$3.5M
PFG icon
63
Principal Financial Group
PFG
$24.3B
$18.7M 0.18%
211,818
-42,600
-17% -$3.6M
SPY icon
64
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$18.4M 0.18%
27,054
+61
+0.2% +$41.2K
BMI icon
65
Badger Meter
BMI
$3.89B
$17.9M 0.17%
102,813
-1,046
-1% -$188K
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.36T
$15.6M 0.15%
49,881
+23,613
+90% +$6.75M
GNRC icon
67
Generac Holdings
GNRC
$11.6B
$14.8M 0.14%
108,578
-8,183
-7% -$1.32M
ONB icon
68
Old National Bancorp
ONB
$10.2B
$13.2M 0.13%
589,960
-47,165
-7% -$1.02M
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.1T
$12.5M 0.12%
24,857
-522
-2% -$260K
HSY icon
70
Hershey
HSY
$35.2B
$12.3M 0.12%
67,608
-3,685
-5% -$674K
ABBV icon
71
AbbVie
ABBV
$443B
$10.6M 0.1%
46,456
-965
-2% -$220K
CAT icon
72
Caterpillar
CAT
$375B
$10.6M 0.1%
18,455
-255
-1% -$142K
XOM icon
73
ExxonMobil
XOM
$644B
$10.4M 0.1%
86,602
+16,689
+24% +$1.94M
JBTM
74
JBT Marel
JBTM
$7.21B
$10.4M 0.1%
68,757
-1,278
-2% -$180K
SYY icon
75
Sysco
SYY
$40.8B
$10.2M 0.1%
138,534
-17,701
-11% -$1.35M
1 2
3
4 5

Similar funds

URS
Utah Retirement Systems Salt Lake City, Utah $9.78B AUM 28.72% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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.