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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
EXAS
101
DELISTED
Exact Sciences
EXAS
$3.96M 0.04%
74,475
+12,780
+21% +$649K
CTAS icon
102
Cintas
CTAS
$81.7B
$3.93M 0.04%
17,653
+849
+5% +$183K
JAMF
103
DELISTED
Jamf
JAMF
$3.8M 0.04%
399,351
+117
+0% +$1.26K
XOM icon
104
ExxonMobil
XOM
$632B
$3.71M 0.04%
34,373
+10,460
+44% +$1.12M
BRK.A icon
105
Berkshire Hathaway Class A
BRK.A
$1.1T
$3.64M 0.04%
5
-1
-17% -$762K
WWD icon
106
Woodward
WWD
$21.4B
$3.43M 0.03%
14,000
– –
RDNT icon
107
RadNet
RDNT
$4.89B
$3.29M 0.03%
+57,731
New +$3.17M
IVV icon
108
iShares Core S&P 500 ETF
IVV
$870B
$3.18M 0.03%
5,120
+484
+10% +$278K
CVX icon
109
Chevron
CVX
$382B
$3.18M 0.03%
22,183
+1,874
+9% +$264K
COST icon
110
Costco
COST
$421B
$3.16M 0.03%
3,188
+488
+18% +$485K
ORCL icon
111
Oracle
ORCL
$366B
$3.12M 0.03%
14,275
+490
+4% +$79.1K
COP icon
112
ConocoPhillips
COP
$144B
$2.59M 0.03%
28,838
-2,691
-9% -$242K
ULTA icon
113
Ulta Beauty
ULTA
$22B
$2.13M 0.02%
4,556
-67,592
-94% -$28M
ALRS icon
114
Alerus Financial
ALRS
$836M
$2.12M 0.02%
97,867
+203
+0.2% +$4.06K
AMAT icon
115
Applied Materials
AMAT
$410B
$2.07M 0.02%
11,327
+3,950
+54% +$626K
CWAN
116
DELISTED
Clearwater Analytics
CWAN
$2.06M 0.02%
94,140
+130
+0.1% +$2.99K
GE icon
117
GE Aerospace
GE
$370B
$2.01M 0.02%
7,825
+978
+14% +$215K
HWKN icon
118
Hawkins
HWKN
$2.54B
$1.91M 0.02%
13,420
+100
+0.8% +$12.6K
PFE icon
119
Pfizer
PFE
$141B
$1.88M 0.02%
77,459
+3,870
+5% +$90.3K
SYK icon
120
Stryker
SYK
$123B
$1.76M 0.02%
4,436
+25
+0.6% +$9.35K
KO icon
121
Coca-Cola
KO
$376B
$1.67M 0.02%
23,611
+2,716
+13% +$193K
AMGN icon
122
Amgen
AMGN
$206B
$1.63M 0.02%
5,838
+877
+18% +$248K
SKYT icon
123
SkyWater Technology
SKYT
$1.6B
$1.61M 0.02%
163,920
+22,750
+16% +$184K
WMT icon
124
Walmart Inc
WMT
$885B
$1.58M 0.02%
16,182
+1,149
+8% +$109K
LOW icon
125
Lowe's Companies
LOW
$116B
$1.55M 0.02%
7,000
+176
+3% +$39.3K
3 4
5
6 7

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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 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.