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
+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
KMB icon
126
Kimberly-Clark
KMB
$36.3B
$1.41M 0.01%
10,969
+1,486
+16% +$201K
CSCO icon
127
Cisco
CSCO
$457B
$1.39M 0.01%
20,041
+1,210
+6% +$74.4K
RTX icon
128
RTX Corp
RTX
$290B
$1.32M 0.01%
9,071
+2,418
+36% +$322K
ZBH icon
129
Zimmer Biomet
ZBH
$18.2B
$1.3M 0.01%
14,280
-170
-1% -$16.4K
AZEK
130
DELISTED
The AZEK Co
AZEK
$1.3M 0.01%
23,927
-228,159
-91% -$11.4M
PEP icon
131
PepsiCo
PEP
$190B
$1.26M 0.01%
9,536
+2,026
+27% +$273K
BMY icon
132
Bristol-Myers Squibb
BMY
$133B
$1.24M 0.01%
26,842
+282
+1% +$13.8K
BDX icon
133
Becton Dickinson
BDX
$45.6B
$1.23M 0.01%
7,155
-65
-0.9% -$11.9K
IDXX icon
134
Idexx Laboratories
IDXX
$44.1B
$1.19M 0.01%
2,224
-82
-4% -$39.2K
UNP icon
135
Union Pacific
UNP
$174B
$1.18M 0.01%
5,141
-500
-9% -$111K
MOS icon
136
The Mosaic Company
MOS
$7.03B
$1.14M 0.01%
31,280
+1,000
+3% +$32K
BSX icon
137
Boston Scientific
BSX
$69.5B
$1.12M 0.01%
10,409
+98
+1% +$9.92K
SNA icon
138
Snap-on
SNA
$21.2B
$1.12M 0.01%
3,588
+3
+0.1% +$954
WAB icon
139
Wabtec
WAB
$49.1B
$1.11M 0.01%
+5,325
New +$1.02M
IBM icon
140
IBM
IBM
$211B
$1.11M 0.01%
3,774
+2,395
+174% +$617K
VCEL icon
141
Vericel Corp
VCEL
$2.35B
$1.1M 0.01%
25,915
– –
XLK icon
142
State Street Technology Select Sector SPDR ETF
XLK
$115B
$1.08M 0.01%
8,492
+118
+1% +$13.1K
EFA icon
143
iShares MSCI EAFE ETF
EFA
$78B
$1.05M 0.01%
11,696
+125
+1% +$10.7K
AMCR icon
144
Amcor
AMCR
$20.8B
$988K 0.01%
21,511
-2,107
-9% -$97.2K
WY icon
145
Weyerhaeuser
WY
$18B
$966K 0.01%
37,601
+1,170
+3% +$30.6K
BAC icon
146
Bank of America
BAC
$435B
$963K 0.01%
20,342
-2,000
-9% -$84.1K
BAX icon
147
Baxter International
BAX
$13.5B
$951K 0.01%
31,421
+975
+3% +$29.6K
QQQ icon
148
Invesco QQQ Trust
QQQ
$453B
$949K 0.01%
1,721
+109
+7% +$54.2K
VIG icon
149
Vanguard Dividend Appreciation ETF
VIG
$111B
$930K 0.01%
4,546
+1,664
+58% +$323K
OKLO
150
Oklo
OKLO
$6.76B
$894K 0.01%
15,971
– –
4 5
6
7 8

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 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.