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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
WY icon
151
Weyerhaeuser
WY
$18.2B
$895K 0.01%
36,117
-1,484
-4% -$37.9K
BMO icon
152
Bank of Montreal
BMO
$126B
$879K 0.01%
6,746
– –
VCEL icon
153
Vericel Corp
VCEL
$2.36B
$814K 0.01%
25,865
-50
-0.2% -$1.79K
CM icon
154
Canadian Imperial Bank of Commerce
CM
$109B
$813K 0.01%
10,176
– –
TMO icon
155
Thermo Fisher Scientific
TMO
$213B
$784K 0.01%
1,616
– –
BBY icon
156
Best Buy
BBY
$18B
$756K 0.01%
10,002
-68,264
-87% -$4.9M
VIG icon
157
Vanguard Dividend Appreciation ETF
VIG
$112B
$725K 0.01%
3,360
-1,186
-26% -$249K
AMCR icon
158
Amcor
AMCR
$21.3B
$724K 0.01%
17,704
-3,807
-18% -$171K
AWK icon
159
American Water Works
AWK
$26.1B
$722K 0.01%
5,184
-37
-0.7% -$5.23K
ADBE icon
160
Adobe
ADBE
$99.9B
$716K 0.01%
2,029
-98
-5% -$35.2K
ACWX icon
161
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$715K 0.01%
+2,877
New +$180K
SCHF icon
162
Schwab International Equity ETF
SCHF
$67.1B
$698K 0.01%
30,000
– –
BAX icon
163
Baxter International
BAX
$14.5B
$679K 0.01%
29,821
-1,600
-5% -$40.6K
CB icon
164
Chubb
CB
$134B
$675K 0.01%
2,392
-74
-3% -$20.4K
IEX icon
165
IDEX
IEX
$17.2B
$651K 0.01%
4,000
– –
BNY
166
Bank of New York Mellon
BNY
$106B
$642K 0.01%
5,888
– –
MDY icon
167
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$634K 0.01%
1,064
+199
+23% +$117K
XLK icon
168
State Street Technology Select Sector SPDR ETF
XLK
$117B
$630K 0.01%
4,470
-4,022
-47% -$533K
GEV icon
169
GE Vernova
GEV
$268B
$615K 0.01%
1,000
– –
VO icon
170
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$613K 0.01%
4,512
-4,440
-50% -$319K
IWD icon
171
iShares Russell 1000 Value ETF
IWD
$82.6B
$586K 0.01%
+13,886
New +$2.76M
AMT icon
172
American Tower
AMT
$80.6B
$583K 0.01%
3,031
+971
+47% +$202K
BRC icon
173
Brady Corp
BRC
$4.52B
$546K 0.01%
7,000
– –
VUG icon
174
Vanguard Morningstar Growth ETF
VUG
$225B
$541K 0.01%
12,522
+5,454
+77% +$417K
TT icon
175
Trane Technologies
TT
$101B
$541K 0.01%
1,281
– –
5 6
7
8 9

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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.