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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
SHEL icon
176
Shell
SHEL
$254B
$537K 0.01%
7,504
– –
RGR icon
177
Sturm, Ruger & Co
RGR
$594M
$522K ﹤0.01%
12,000
– –
BA icon
178
Boeing
BA
$171B
$508K ﹤0.01%
2,354
-39
-2% -$8.79K
INTC icon
179
Intel
INTC
$455B
$481K ﹤0.01%
14,333
-348
-2% -$8.43K
TJX icon
180
TJX Companies
TJX
$174B
$479K ﹤0.01%
3,315
+451
+16% +$59.9K
HBAN icon
181
Huntington Bancshares
HBAN
$34.4B
$478K ﹤0.01%
27,703
– –
ITW icon
182
Illinois Tool Works
ITW
$82.6B
$459K ﹤0.01%
1,759
– –
CIEN icon
183
Ciena
CIEN
$53.4B
$437K ﹤0.01%
3,000
-1,000
-25% -$102K
PM icon
184
Philip Morris
PM
$297B
$428K ﹤0.01%
2,641
+4
+0.2% +$673
VTI icon
185
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
$425K ﹤0.01%
+817
New +$258K
NEM icon
186
Newmont
NEM
$98.7B
$422K ﹤0.01%
5,000
– –
AMD icon
187
Advanced Micro Devices
AMD
$776B
$420K ﹤0.01%
2,596
+823
+46% +$133K
IJR icon
188
iShares Core S&P Small-Cap ETF
IJR
$111B
$418K ﹤0.01%
3,517
+464
+15% +$53.4K
VB icon
189
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
$399K ﹤0.01%
1,294
-274
-17% -$68K
AXGN icon
190
Axogen
AXGN
$2.27B
$392K ﹤0.01%
22,000
-5,000
-19% -$72.5K
NVEC icon
191
NVE Corp
NVEC
$562M
$392K ﹤0.01%
6,000
-1,300
-18% -$88.1K
HOG icon
192
Harley-Davidson
HOG
$2.58B
$391K ﹤0.01%
14,000
– –
BLK icon
193
Blackrock
BLK
$169B
$386K ﹤0.01%
+331
New +$370K
VSAT icon
194
Viasat
VSAT
$10.6B
$381K ﹤0.01%
13,000
– –
MA icon
195
Mastercard
MA
$502B
$366K ﹤0.01%
644
-420
-39% -$241K
DHR icon
196
Danaher
DHR
$137B
$348K ﹤0.01%
1,755
+586
+50% +$117K
CAH icon
197
Cardinal Health
CAH
$53.9B
$333K ﹤0.01%
2,121
– –
ACN icon
198
Accenture
ACN
$102B
$328K ﹤0.01%
1,332
-166
-11% -$43.3K
NTRS icon
199
Northern Trust
NTRS
$33.3B
$328K ﹤0.01%
2,440
– –
IBTG icon
200
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$327K ﹤0.01%
3,150
-11,105
-78% -$254K
6 7
8
9 10

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CCM
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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.