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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
-3.81%
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
$9.61B
AUM Growth
-$727M
Cap. Flow
-$213M
Cap. Flow %
-2.21%
Top 10 Hldgs %
45.23%
Holding
237
New
8
Increased
54
Reduced
118
Closed
16

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$77.3M
2
WEC icon
WEC Energy
WEC
+$63.9M
3
KHC icon
Kraft Heinz
KHC
+$29.5M
4
LLY icon
Eli Lilly
LLY
+$21.2M
5
UNH icon
UnitedHealth
UNH
+$19.6M

Top Sells

Rank Stock Value
1
USB icon
US Bancorp
USB
+$98.7M
2
QCOM icon
Qualcomm
QCOM
+$60.1M
3
LNT icon
Alliant Energy
LNT
+$53.2M
4
SCHW
Charles Schwab
SCHW
+$46.3M
5
FISV
Fiserv Inc
FISV
+$33.7M

Sector Composition

Rank Sector Weight
1 Technology 31.39%
2 Industrials 15.73%
3 Healthcare 13.97%
4 Financials 13.23%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
201
Danaher
DHR
$137B
$239K ﹤0.01%
+1,166
New +$255K
IXN icon
202
iShares Global Tech ETF
IXN
$8.81B
$239K ﹤0.01%
3,150
– –
NKE icon
203
Nike
NKE
$61.6B
$235K ﹤0.01%
3,703
+263
+8% +$19.4K
SRDX
204
DELISTED
Surmodics
SRDX
$233K ﹤0.01%
7,626
– –
SLB icon
205
SLB Ltd
SLB
$75.4B
$230K ﹤0.01%
5,500
– –
RF icon
206
Regions Financial
RF
$27.3B
$229K ﹤0.01%
10,545
+805
+8% +$18.8K
OTIS icon
207
Otis Worldwide
OTIS
$28B
$227K ﹤0.01%
2,204
-159
-7% -$15.5K
ZTS icon
208
Zoetis
ZTS
$31.9B
$221K ﹤0.01%
1,344
-196
-13% -$32.6K
MSA icon
209
Mine Safety
MSA
$7.45B
$219K ﹤0.01%
1,490
+20
+1% +$3.19K
GEV icon
210
GE Vernova
GEV
$271B
$218K ﹤0.01%
713
-278
-28% -$96.9K
NTRS icon
211
Northern Trust
NTRS
$33.4B
$211K ﹤0.01%
2,140
-100
-4% -$10.6K
VV icon
212
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$211K ﹤0.01%
821
– –
ADSK icon
213
Autodesk
ADSK
$50.1B
$209K ﹤0.01%
800
– –
AMD icon
214
Advanced Micro Devices
AMD
$846B
$209K ﹤0.01%
2,038
-95
-4% -$10.6K
CARR icon
215
Carrier Global
CARR
$54.1B
$206K ﹤0.01%
3,246
-621
-16% -$41.3K
VEU icon
216
Vanguard FTSE All-World ex-US ETF
VEU
$68B
$205K ﹤0.01%
+3,378
New +$204K
IJR icon
217
iShares Core S&P Small-Cap ETF
IJR
$113B
$203K ﹤0.01%
1,946
-1,062
-35% -$120K
CLF icon
218
Cleveland-Cliffs
CLF
$7.02B
$132K ﹤0.01%
16,000
– –
SHYF
219
DELISTED
The Shyft Group
SHYF
$80.9K ﹤0.01%
10,000
– –
HIMX
220
Himax Technologies
HIMX
$2.47B
$77.5K ﹤0.01%
+10,550
New +$97.6K
PLUG icon
221
Plug Power
PLUG
$3.01B
$13.5K ﹤0.01%
10,000
– –
APD icon
222
Air Products & Chemicals
APD
$65.6B
– –
-1,175
Closed -$341K
AVY icon
223
Avery Dennison
AVY
$13.3B
– –
-2,000
Closed -$374K
BR icon
224
Broadridge
BR
$19.5B
– –
-1,350
Closed -$305K
CL icon
225
Colgate-Palmolive
CL
$73.8B
– –
-2,686
Closed -$244K
6 7 8
9
10

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Mairs & Power Inc's Q1 2025 Portfolio in Review

As of Q1 2025, Mairs & Power Inc held 237 positions worth $9.61B, down 7% from $10.3B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Mairs & Power Inc's Q1 2025 filing shows 8 new, 54 increased, 118 reduced and 16 closed positions. Its largest new stake was TSMC: 397,657 shares worth $66M. The largest sale was US Bancorp, an estimated $98.7M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Industrials and Healthcare.

  • Mairs & Power Inc's largest Q1 2025 buy was TSMC: 397,657 shares worth $66M.
  • Mairs & Power Inc added most to WEC Energy in Q1 2025, an estimated $63.9M increase.
  • Mairs & Power Inc's biggest Q1 2025 reduction was US Bancorp, cutting an estimated $98.7M.
  • Mairs & Power Inc fully exited State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025, selling an estimated $590K.
  • Mairs & Power Inc's ten largest holdings make up 45% of its $9.61B portfolio in Q1 2025.
  • Mairs & Power Inc opened 8 new positions and closed 16 in Q1 2025.
  • Mairs & Power Inc's portfolio value fell 7% quarter-over-quarter to $9.61B.

Based on Mairs & Power Inc's 13F filing for Q1 2025, filed 15 May 2025.