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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
+9.08%
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
$10.6B
AUM Growth
+$509M
Cap. Flow
-$242M
Cap. Flow %
-2.27%
Top 10 Hldgs %
46.99%
Holding
259
New
24
Increased
65
Reduced
114
Closed
11

Top Buys

Rank Stock Value
1
WEC icon
WEC Energy
WEC
+$32.7M
2
META icon
Meta Platforms (Facebook)
META
+$28.4M
3
CGNX icon
Cognex
CGNX
+$19.6M
4
AMZN icon
Amazon
AMZN
+$14.3M
5
PANW icon
Palo Alto Networks
PANW
+$13.5M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$50.6M
2
QCOM icon
Qualcomm
QCOM
+$44.5M
3
JPM icon
JPMorgan Chase
JPM
+$41.5M
4
NVDA icon
NVIDIA
NVDA
+$41.2M
5
FAST icon
Fastenal
FAST
+$30.9M

Sector Composition

Rank Sector Weight
1 Technology 34.55%
2 Industrials 15.82%
3 Healthcare 11.37%
4 Financials 11.3%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
126
Amgen
AMGN
$207B
$1.6M 0.02%
5,667
-171
-3% -$49.6K
KO icon
127
Coca-Cola
KO
$371B
$1.57M 0.01%
23,611
– –
RTX icon
128
RTX Corp
RTX
$291B
$1.52M 0.01%
9,071
– –
ULTA icon
129
Ulta Beauty
ULTA
$23.1B
$1.46M 0.01%
2,678
-1,878
-41% -$962K
CSCO icon
130
Cisco
CSCO
$473B
$1.43M 0.01%
20,904
+863
+4% +$58.8K
ZBH icon
131
Zimmer Biomet
ZBH
$18.4B
$1.37M 0.01%
13,955
-325
-2% -$32.2K
IDXX icon
132
Idexx Laboratories
IDXX
$46.4B
$1.37M 0.01%
2,144
-80
-4% -$48.6K
KMB icon
133
Kimberly-Clark
KMB
$35.9B
$1.36M 0.01%
10,969
– –
BDX icon
134
Becton Dickinson
BDX
$46.7B
$1.33M 0.01%
7,119
-36
-0.5% -$6.69K
PEP icon
135
PepsiCo
PEP
$189B
$1.31M 0.01%
9,351
-185
-2% -$26.4K
AVGO icon
136
Broadcom
AVGO
$1.96T
$1.29M 0.01%
3,920
+719
+22% +$221K
BAC icon
137
Bank of America
BAC
$443B
$1.29M 0.01%
24,976
+4,634
+23% +$226K
SNA icon
138
Snap-on
SNA
$21.4B
$1.24M 0.01%
3,573
-15
-0.4% -$4.91K
BMY icon
139
Bristol-Myers Squibb
BMY
$131B
$1.19M 0.01%
26,392
-450
-2% -$21K
CVRX icon
140
CVRx
CVRX
$145M
$1.17M 0.01%
144,956
+675
+0.5% +$5.08K
EFA icon
141
iShares MSCI EAFE ETF
EFA
$79B
$1.17M 0.01%
12,486
+790
+7% +$71.8K
UNP icon
142
Union Pacific
UNP
$174B
$1.14M 0.01%
4,826
-315
-6% -$71K
WAB icon
143
Wabtec
WAB
$50.4B
$1.07M 0.01%
5,325
– –
IBM icon
144
IBM
IBM
$216B
$1.04M 0.01%
3,703
-71
-2% -$18.6K
MOS icon
145
The Mosaic Company
MOS
$7.04B
$1.02M 0.01%
29,500
-1,780
-6% -$61.3K
BSX icon
146
Boston Scientific
BSX
$70.5B
$1.01M 0.01%
10,307
-102
-1% -$10.6K
NEE icon
147
NextEra Energy
NEE
$180B
$1.01M 0.01%
13,325
+2,798
+27% +$204K
QQQ icon
148
Invesco QQQ Trust
QQQ
$480B
$928K 0.01%
1,546
-175
-10% -$100K
NSC icon
149
Norfolk Southern
NSC
$76B
$917K 0.01%
3,054
– –
PSX icon
150
Phillips 66
PSX
$82.6B
$904K 0.01%
6,643
-13
-0.2% -$1.67K
4 5
6
7 8

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Mairs & Power Inc held 259 positions worth $10.6B, up 5% from $10.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Mairs & Power Inc's Q3 2025 filing shows 24 new, 65 increased, 114 reduced and 11 closed positions. Its largest new stake was Trex: 63,338 shares worth $3.27M. The largest sale was Microsoft, an estimated $50.6M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 34% a quarter earlier, followed by Industrials and Healthcare.

  • Mairs & Power Inc's largest Q3 2025 buy was Trex: 63,338 shares worth $3.27M.
  • Mairs & Power Inc added most to WEC Energy in Q3 2025, an estimated $32.7M increase.
  • Mairs & Power Inc's biggest Q3 2025 reduction was Microsoft, cutting an estimated $50.6M.
  • Mairs & Power Inc fully exited The AZEK Co in Q3 2025, selling an estimated $1.3M.
  • Mairs & Power Inc's ten largest holdings make up 47% of its $10.6B portfolio in Q3 2025.
  • Mairs & Power Inc opened 24 new positions and closed 11 in Q3 2025.
  • Mairs & Power Inc's portfolio value rose 5% quarter-over-quarter to $10.6B.

Based on Mairs & Power Inc's 13F filing for Q3 2025, filed 14 Nov 2025.