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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
PLXS icon
76
Plexus
PLXS
$6.72B
$7.65M 0.08%
56,533
-5,937
-10% -$761K
CAT icon
77
Caterpillar
CAT
$377B
$7.52M 0.07%
19,361
+2,808
+17% +$936K
ASB icon
78
Associated Banc-Corp
ASB
$5.82B
$7.27M 0.07%
297,935
-35,781
-11% -$806K
PNR icon
79
Pentair
PNR
$10.5B
$6.41M 0.06%
62,413
-97
-0.2% -$9.06K
WTFC icon
80
Wintrust Financial
WTFC
$10.7B
$6.28M 0.06%
50,680
-14,695
-22% -$1.69M
SCHB icon
81
Schwab US Broad Market ETF
SCHB
$43B
$6.23M 0.06%
261,246
– –
GIS icon
82
General Mills
GIS
$19.2B
$6.2M 0.06%
119,611
+10,405
+10% +$574K
BKH icon
83
Black Hills Corp
BKH
$5.46B
$6.14M 0.06%
109,398
-15,552
-12% -$911K
SOLV icon
84
Solventum
SOLV
$14.7B
$5.61M 0.06%
74,000
+38,957
+111% +$2.76M
CFR icon
85
Cullen/Frost Bankers
CFR
$10.4B
$5.58M 0.06%
43,428
-16,492
-28% -$2.02M
NWE icon
86
NorthWestern Energy
NWE
$4.25B
$5.28M 0.05%
102,928
-20,957
-17% -$1.16M
MGPI icon
87
MGP Ingredients
MGPI
$385M
$5.27M 0.05%
175,774
+14,206
+9% +$422K
BBY icon
88
Best Buy
BBY
$18.2B
$5.25M 0.05%
78,266
-672,762
-90% -$45.7M
MCD icon
89
McDonald's
MCD
$191B
$5.25M 0.05%
17,976
+4,651
+35% +$1.43M
GLW icon
90
Corning
GLW
$122B
$4.9M 0.05%
93,220
+3,975
+4% +$186K
PII icon
91
Polaris
PII
$3.78B
$4.62M 0.05%
113,536
+29,321
+35% +$1.11M
LTH icon
92
Life Time Group Holdings
LTH
$10.1B
$4.59M 0.05%
151,215
+25,745
+21% +$764K
MRK icon
93
Merck
MRK
$321B
$4.5M 0.04%
56,871
+3,712
+7% +$295K
MINN icon
94
Mairs & Power Minnesota Municipal Bond ETF
MINN
$47M
$4.48M 0.04%
+206,186
New +$4.47M
OSK icon
95
Oshkosh
OSK
$8.79B
$4.29M 0.04%
37,790
-4,230
-10% -$411K
UPS icon
96
United Parcel Service
UPS
$89.2B
$4.27M 0.04%
42,312
-6,155
-13% -$606K
GBCI icon
97
Glacier Bancorp
GBCI
$6.39B
$4.26M 0.04%
98,971
-29,834
-23% -$1.24M
GOOGL icon
98
Alphabet (Google) Class A
GOOGL
$4.32T
$4.21M 0.04%
23,877
+90
+0.4% +$14.7K
CGNX icon
99
Cognex
CGNX
$10.7B
$4.12M 0.04%
129,777
+66,418
+105% +$1.9M
THRM icon
100
Gentherm
THRM
$1.25B
$4.04M 0.04%
142,939
-9,053
-6% -$240K
2 3
4
5 6

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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 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.