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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
ZBH icon
151
Zimmer Biomet
ZBH
$18.5B
$998K 0.01%
11,100
-2,855
-20% -$271K
BSX icon
152
Boston Scientific
BSX
$71B
$970K 0.01%
10,176
-131
-1% -$12.8K
QQQ icon
153
Invesco QQQ Trust
QQQ
$467B
$950K 0.01%
1,546
– –
VCEL icon
154
Vericel Corp
VCEL
$2.41B
$931K 0.01%
25,865
– –
CM icon
155
Canadian Imperial Bank of Commerce
CM
$108B
$922K 0.01%
10,176
– –
NSC icon
156
Norfolk Southern
NSC
$75.4B
$876K 0.01%
3,035
-19
-0.6% -$5.5K
BMO icon
157
Bank of Montreal
BMO
$126B
$876K 0.01%
6,746
– –
WY icon
158
Weyerhaeuser
WY
$18B
$856K 0.01%
36,117
– –
XLV icon
159
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$855K 0.01%
+5,522
New +$827K
PSX icon
160
Phillips 66
PSX
$84.7B
$852K 0.01%
6,604
-39
-0.6% -$5.25K
XYL icon
161
Xylem
XYL
$27.6B
$813K 0.01%
5,970
+4,504
+307% +$648K
AMCR icon
162
Amcor
AMCR
$21B
$738K 0.01%
17,704
– –
CB icon
163
Chubb
CB
$134B
$728K 0.01%
2,334
-58
-2% -$17K
SCHF icon
164
Schwab International Equity ETF
SCHF
$66.8B
$721K 0.01%
30,000
– –
AXGN icon
165
Axogen
AXGN
$2.46B
$720K 0.01%
22,000
– –
TMO icon
166
Thermo Fisher Scientific
TMO
$214B
$719K 0.01%
1,241
-375
-23% -$212K
IEX icon
167
IDEX
IEX
$17.1B
$712K 0.01%
4,000
– –
ADBE icon
168
Adobe
ADBE
$101B
$703K 0.01%
2,009
-20
-1% -$6.8K
CIEN icon
169
Ciena
CIEN
$53.9B
$702K 0.01%
3,000
– –
BNY
170
Bank of New York Mellon
BNY
$105B
$684K 0.01%
5,888
– –
AWK icon
171
American Water Works
AWK
$26.7B
$659K 0.01%
5,046
-138
-3% -$18.4K
ACWX icon
172
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$655K 0.01%
9,750
+6,873
+239% +$455K
XLK icon
173
State Street Technology Select Sector SPDR ETF
XLK
$116B
$644K 0.01%
4,470
– –
GEV icon
174
GE Vernova
GEV
$266B
$610K 0.01%
933
-67
-7% -$40.8K
VO icon
175
Vanguard Morningstar Mid-Cap ETF
VO
$107B
$608K 0.01%
8,380
+3,868
+86% +$281K
5 6
7
8 9

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FCM
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MF
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HI
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DCP
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CIM
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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.