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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
+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
HUBG icon
76
HUB Group
HUBG
$2.76B
$10.1M 0.1%
236,036
-20,055
-8% -$762K
AIR icon
77
AAR Corp
AIR
$5.6B
$9.29M 0.09%
112,176
-15,526
-12% -$1.28M
EMR icon
78
Emerson Electric
EMR
$85.4B
$8.88M 0.09%
66,916
-1,251
-2% -$166K
KNF icon
79
Knife River
KNF
$4.33B
$8.71M 0.08%
123,855
+1,810
+1% +$127K
GLW icon
80
Corning
GLW
$126B
$7.91M 0.08%
90,350
-2,276
-2% -$196K
QCRH icon
81
QCR Holdings
QCRH
$1.71B
$7.58M 0.07%
91,002
-13,789
-13% -$1.09M
MINN icon
82
Mairs & Power Minnesota Municipal Bond ETF
MINN
$47.3M
$7.32M 0.07%
324,736
+95,550
+42% +$2.15M
SCHB icon
83
Schwab US Broad Market ETF
SCHB
$43.8B
$6.85M 0.07%
261,246
– –
RDNT icon
84
RadNet
RDNT
$5.3B
$6.82M 0.07%
95,648
-1,835
-2% -$142K
PLXS icon
85
Plexus
PLXS
$6.85B
$6.74M 0.06%
45,868
-9,044
-16% -$1.33M
ASB icon
86
Associated Banc-Corp
ASB
$5.91B
$6.7M 0.06%
260,279
-11,737
-4% -$302K
BKH icon
87
Black Hills Corp
BKH
$5.41B
$6.54M 0.06%
94,138
-3,511
-4% -$237K
WTFC icon
88
Wintrust Financial
WTFC
$10.8B
$6.52M 0.06%
46,633
-4,216
-8% -$561K
PNR icon
89
Pentair
PNR
$10.7B
$6.15M 0.06%
59,063
-1,150
-2% -$123K
SOLV icon
90
Solventum
SOLV
$15.2B
$5.78M 0.06%
72,887
-350
-0.5% -$26.8K
PATK icon
91
Patrick Industries
PATK
$2.76B
$5.75M 0.06%
53,033
+29,648
+127% +$3.11M
ORCL icon
92
Oracle
ORCL
$403B
$5.58M 0.05%
28,618
+11,006
+62% +$2.62M
MRK icon
93
Merck
MRK
$314B
$5.47M 0.05%
51,999
-188
-0.4% -$17.6K
CFR icon
94
Cullen/Frost Bankers
CFR
$10.4B
$5.41M 0.05%
42,731
-772
-2% -$96.8K
INSP icon
95
Inspire Medical Systems
INSP
$1.51B
$5.31M 0.05%
57,616
-7,830
-12% -$749K
NWE icon
96
NorthWestern Energy
NWE
$4.22B
$5.27M 0.05%
81,682
-7,355
-8% -$466K
MCD icon
97
McDonald's
MCD
$191B
$5.1M 0.05%
16,693
-1,248
-7% -$382K
GIS icon
98
General Mills
GIS
$19.2B
$5.04M 0.05%
108,477
-7,271
-6% -$346K
PII icon
99
Polaris
PII
$4.05B
$4.79M 0.05%
75,743
-20,097
-21% -$1.32M
LTH icon
100
Life Time Group Holdings
LTH
$10B
$4.58M 0.04%
172,317
+12,701
+8% +$331K
2 3
4
5 6

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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.