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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
-3.81%
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
$9.61B
AUM Growth
-$727M
Cap. Flow
-$213M
Cap. Flow %
-2.21%
Top 10 Hldgs %
45.23%
Holding
237
New
8
Increased
54
Reduced
118
Closed
16

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$77.3M
2
WEC icon
WEC Energy
WEC
+$63.9M
3
KHC icon
Kraft Heinz
KHC
+$29.5M
4
LLY icon
Eli Lilly
LLY
+$21.2M
5
UNH icon
UnitedHealth
UNH
+$19.6M

Top Sells

Rank Stock Value
1
USB icon
US Bancorp
USB
+$98.7M
2
QCOM icon
Qualcomm
QCOM
+$60.1M
3
LNT icon
Alliant Energy
LNT
+$53.2M
4
SCHW
Charles Schwab
SCHW
+$46.3M
5
FISV
Fiserv Inc
FISV
+$33.7M

Sector Composition

Rank Sector Weight
1 Technology 31.39%
2 Industrials 15.73%
3 Healthcare 13.97%
4 Financials 13.23%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKH icon
76
Black Hills Corp
BKH
$5.48B
$7.58M 0.08%
124,950
-15,395
-11% -$912K
ASB icon
77
Associated Banc-Corp
ASB
$6.02B
$7.52M 0.08%
333,716
-32,861
-9% -$789K
CFR icon
78
Cullen/Frost Bankers
CFR
$10.5B
$7.5M 0.08%
59,920
-13,481
-18% -$1.81M
WTFC icon
79
Wintrust Financial
WTFC
$11B
$7.35M 0.08%
65,375
-20,760
-24% -$2.57M
NWE icon
80
NorthWestern Energy
NWE
$4.28B
$7.17M 0.07%
123,885
-13,110
-10% -$713K
GIS icon
81
General Mills
GIS
$19.4B
$6.53M 0.07%
109,206
-13,846
-11% -$832K
EMR icon
82
Emerson Electric
EMR
$87.7B
$6.48M 0.07%
59,065
-4,813
-8% -$580K
GBCI icon
83
Glacier Bancorp
GBCI
$6.65B
$5.7M 0.06%
128,805
-23,075
-15% -$1.11M
SCHB icon
84
Schwab US Broad Market ETF
SCHB
$44.8B
$5.62M 0.06%
261,246
– –
PNR icon
85
Pentair
PNR
$10.9B
$5.47M 0.06%
62,510
-2,730
-4% -$260K
CAT icon
86
Caterpillar
CAT
$408B
$5.46M 0.06%
16,553
-140
-0.8% -$49.9K
UPS icon
87
United Parcel Service
UPS
$92.5B
$5.33M 0.06%
48,467
-16,062
-25% -$1.92M
PANW icon
88
Palo Alto Networks
PANW
$294B
$5.15M 0.05%
30,191
+835
+3% +$154K
SPY icon
89
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$5M 0.05%
8,944
-72
-0.8% -$42.3K
JAMF
90
DELISTED
Jamf
JAMF
$4.85M 0.05%
399,234
+253
+0.1% +$3.63K
BRK.A icon
91
Berkshire Hathaway Class A
BRK.A
$1.11T
$4.79M 0.05%
6
– –
MRK icon
92
Merck
MRK
$318B
$4.77M 0.05%
53,159
-741
-1% -$69.2K
MGPI icon
93
MGP Ingredients
MGPI
$365M
$4.75M 0.05%
161,568
+9,080
+6% +$304K
MCD icon
94
McDonald's
MCD
$189B
$4.16M 0.04%
13,325
-3,053
-19% -$913K
GLW icon
95
Corning
GLW
$138B
$4.09M 0.04%
89,245
-3,025
-3% -$149K
THRM icon
96
Gentherm
THRM
$1.3B
$4.06M 0.04%
151,992
-37,636
-20% -$1.32M
OSK icon
97
Oshkosh
OSK
$9.63B
$3.95M 0.04%
42,020
-8,240
-16% -$825K
NEOG icon
98
Neogen
NEOG
$2.59B
$3.95M 0.04%
455,289
-11,519
-2% -$121K
LTH icon
99
Life Time Group Holdings
LTH
$10.1B
$3.79M 0.04%
125,470
+14,250
+13% +$419K
GOOGL icon
100
Alphabet (Google) Class A
GOOGL
$4.64T
$3.68M 0.04%
23,787
-2,104
-8% -$382K
2 3
4
5 6

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Mairs & Power Inc held 237 positions worth $9.61B, down 7% from $10.3B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Mairs & Power Inc's Q1 2025 filing shows 8 new, 54 increased, 118 reduced and 16 closed positions. Its largest new stake was TSMC: 397,657 shares worth $66M. The largest sale was US Bancorp, an estimated $98.7M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Industrials and Healthcare.

  • Mairs & Power Inc's largest Q1 2025 buy was TSMC: 397,657 shares worth $66M.
  • Mairs & Power Inc added most to WEC Energy in Q1 2025, an estimated $63.9M increase.
  • Mairs & Power Inc's biggest Q1 2025 reduction was US Bancorp, cutting an estimated $98.7M.
  • Mairs & Power Inc fully exited State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025, selling an estimated $590K.
  • Mairs & Power Inc's ten largest holdings make up 45% of its $9.61B portfolio in Q1 2025.
  • Mairs & Power Inc opened 8 new positions and closed 16 in Q1 2025.
  • Mairs & Power Inc's portfolio value fell 7% quarter-over-quarter to $9.61B.

Based on Mairs & Power Inc's 13F filing for Q1 2025, filed 15 May 2025.