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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
EXAS
126
DELISTED
Exact Sciences
EXAS
$1.75M 0.02%
17,236
-76,001
-82% -$6.1M
RTX icon
127
RTX Corp
RTX
$292B
$1.66M 0.02%
9,071
– –
LOW icon
128
Lowe's Companies
LOW
$119B
$1.66M 0.02%
6,863
-122
-2% -$29.3K
KO icon
129
Coca-Cola
KO
$374B
$1.64M 0.02%
23,411
-200
-0.8% -$13.9K
XLI icon
130
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$1.63M 0.02%
+10,535
New +$1.62M
CSCO icon
131
Cisco
CSCO
$457B
$1.56M 0.02%
20,265
-639
-3% -$47.4K
XLP icon
132
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$1.56M 0.02%
+20,045
New +$1.56M
SYK icon
133
Stryker
SYK
$131B
$1.48M 0.01%
4,199
-237
-5% -$86.4K
IDXX icon
134
Idexx Laboratories
IDXX
$44.8B
$1.44M 0.01%
2,131
-13
-0.6% -$8.85K
XLF icon
135
State Street Financial Select Sector SPDR ETF
XLF
$58B
$1.39M 0.01%
+25,310
New +$1.35M
BDX icon
136
Becton Dickinson
BDX
$46.9B
$1.38M 0.01%
7,119
– –
BMY icon
137
Bristol-Myers Squibb
BMY
$134B
$1.35M 0.01%
24,938
-1,454
-6% -$69.9K
PEP icon
138
PepsiCo
PEP
$191B
$1.31M 0.01%
9,103
-248
-3% -$36.4K
BAC icon
139
Bank of America
BAC
$437B
$1.24M 0.01%
22,493
-2,483
-10% -$131K
SNA icon
140
Snap-on
SNA
$21.2B
$1.16M 0.01%
3,373
-200
-6% -$68.4K
EFA icon
141
iShares MSCI EAFE ETF
EFA
$78.4B
$1.16M 0.01%
12,093
-393
-3% -$37.3K
AVGO icon
142
Broadcom
AVGO
$1.87T
$1.15M 0.01%
3,323
-597
-15% -$213K
WAB icon
143
Wabtec
WAB
$50.1B
$1.12M 0.01%
5,237
-88
-2% -$18.1K
OKLO
144
Oklo
OKLO
$7.17B
$1.12M 0.01%
15,561
-410
-3% -$45.7K
ULTA icon
145
Ulta Beauty
ULTA
$23B
$1.1M 0.01%
1,810
-868
-32% -$477K
IBM icon
146
IBM
IBM
$213B
$1.07M 0.01%
3,627
-76
-2% -$22.8K
UNP icon
147
Union Pacific
UNP
$173B
$1.06M 0.01%
4,592
-234
-5% -$53.4K
KMB icon
148
Kimberly-Clark
KMB
$35.7B
$1.05M 0.01%
10,419
-550
-5% -$60.2K
NEE icon
149
NextEra Energy
NEE
$181B
$1.03M 0.01%
12,772
-553
-4% -$45.8K
CVRX icon
150
CVRx
CVRX
$146M
$1.01M 0.01%
142,456
-2,500
-2% -$22.8K
4 5
6
7 8

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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.