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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
AVGO icon
151
Broadcom
AVGO
$1.85T
$882K 0.01%
3,201
-179
-5% -$38.9K
CVRX icon
152
CVRx
CVRX
$135M
$848K 0.01%
144,281
– –
ADBE icon
153
Adobe
ADBE
$97.3B
$823K 0.01%
2,127
+64
+3% +$24.7K
PSX icon
154
Phillips 66
PSX
$84B
$794K 0.01%
6,656
-3,631
-35% -$407K
NSC icon
155
Norfolk Southern
NSC
$75.2B
$782K 0.01%
3,054
-118
-4% -$27.8K
BMO icon
156
Bank of Montreal
BMO
$126B
$746K 0.01%
6,746
-100
-1% -$10.1K
IWF icon
157
iShares Russell 1000 Growth ETF
IWF
$120B
$741K 0.01%
6,984
– –
NEE icon
158
NextEra Energy
NEE
$183B
$731K 0.01%
10,527
+6,133
+140% +$426K
AWK icon
159
American Water Works
AWK
$27B
$726K 0.01%
5,221
+112
+2% +$16K
CM icon
160
Canadian Imperial Bank of Commerce
CM
$108B
$721K 0.01%
10,176
– –
CB icon
161
Chubb
CB
$136B
$714K 0.01%
2,466
+123
+5% +$35.4K
IEX icon
162
IDEX
IEX
$16.9B
$702K 0.01%
4,000
– –
SCHF icon
163
Schwab International Equity ETF
SCHF
$66.6B
$663K 0.01%
30,000
– –
TMO icon
164
Thermo Fisher Scientific
TMO
$210B
$655K 0.01%
1,616
+310
+24% +$130K
VO icon
165
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$626K 0.01%
8,952
+800
+10% +$52.5K
MA icon
166
Mastercard
MA
$504B
$598K 0.01%
1,064
+50
+5% +$27.7K
TT icon
167
Trane Technologies
TT
$101B
$560K 0.01%
1,281
– –
NVEC icon
168
NVE Corp
NVEC
$557M
$537K 0.01%
7,300
– –
BNY
169
Bank of New York Mellon
BNY
$106B
$536K 0.01%
+5,888
New +$500K
GEV icon
170
GE Vernova
GEV
$267B
$529K 0.01%
1,000
+287
+40% +$119K
SHEL icon
171
Shell
SHEL
$252B
$528K 0.01%
7,504
– –
VUG icon
172
Vanguard Morningstar Growth ETF
VUG
$218B
$516K 0.01%
7,068
-420
-6% -$27.7K
BA icon
173
Boeing
BA
$168B
$501K ﹤0.01%
2,393
-60
-2% -$11.3K
MDY icon
174
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$490K ﹤0.01%
+865
New +$464K
PM icon
175
Philip Morris
PM
$299B
$480K ﹤0.01%
2,637
+37
+1% +$6.35K
5 6
7
8 9

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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.