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MPI

Mairs & Power Inc Portfolio holdings

AUM $10.9B
1-Year Est. Return 27.5%
This Fund
S&P 500
This Quarter Est. Return
+10.1%
1 Year Est. Return
+27.5%
3 Year Est. Return
+83.61%
5 Year Est. Return
+104.32%
10 Year Est. Return
+340.61%
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
MSFT icon
1
Microsoft
MSFT
$3.81T
$997M 9.84%
2,004,808
+8,591
+0.4% +$3.73M
NVDA icon
2
NVIDIA
NVDA
$5.25T
$918M 9.07%
5,812,871
+10,957
+0.2% +$1.38M
AMZN icon
3
Amazon
AMZN
$2.87T
$547M 5.4%
2,492,861
+95,244
+4% +$18.8M
JPM icon
4
JPMorgan Chase
JPM
$951B
$435M 4.3%
1,500,966
-161,804
-10% -$41.3M
GGG icon
5
Graco
GGG
$12.8B
$342M 3.37%
3,976,890
+52,607
+1% +$4.36M
UNH icon
6
UnitedHealth
UNH
$353B
$330M 3.26%
1,057,160
+150,506
+17% +$57.5M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.19T
$320M 3.16%
1,801,827
-246,266
-12% -$40.7M
FISV
8
Fiserv Inc
FISV
$28.3B
$299M 2.95%
1,732,621
+15,064
+0.9% +$2.73M
LLY icon
9
Eli Lilly
LLY
$1.05T
$285M 2.81%
365,327
+534
+0.1% +$415K
V icon
10
Visa
V
$712B
$282M 2.79%
794,996
-29,117
-4% -$10.1M
TTC icon
11
Toro Company
TTC
$9.43B
$258M 2.55%
3,649,717
-1,719
-0% -$122K
AAPL icon
12
Apple
AAPL
$4.67T
$234M 2.31%
1,142,568
-213,024
-16% -$43M
FAST icon
13
Fastenal
FAST
$57.1B
$226M 2.23%
5,372,759
-6,951
-0.1% -$282K
ECL icon
14
Ecolab
ECL
$80.4B
$213M 2.1%
788,929
+15,743
+2% +$4M
MSI icon
15
Motorola Solutions
MSI
$80.4B
$200M 1.97%
475,106
-2,499
-0.5% -$1.05M
LFUS icon
16
Littelfuse
LFUS
$10.3B
$196M 1.94%
866,464
-16,963
-2% -$3.35M
LNT icon
17
Alliant Energy
LNT
$17.6B
$184M 1.82%
3,042,142
-2,496
-0.1% -$153K
WFC icon
18
Wells Fargo
WFC
$262B
$174M 1.72%
2,174,403
-10,389
-0.5% -$749K
NVT icon
19
nVent Electric
NVT
$24B
$172M 1.7%
2,353,263
+803
+0% +$49.3K
META icon
20
Meta Platforms (Facebook)
META
$1.47T
$161M 1.59%
218,761
+193,254
+758% +$119M
SHW icon
21
Sherwin-Williams
SHW
$83.7B
$158M 1.56%
460,613
-10,718
-2% -$3.71M
WEC icon
22
WEC Energy
WEC
$34.6B
$156M 1.54%
1,492,528
+103,447
+7% +$11M
JNJ icon
23
Johnson & Johnson
JNJ
$646B
$154M 1.52%
1,010,469
+11,448
+1% +$1.76M
QCOM icon
24
Qualcomm
QCOM
$175B
$149M 1.47%
934,161
-15,761
-2% -$2.32M
VZ icon
25
Verizon
VZ
$208B
$148M 1.46%
3,413,917
-14,935
-0.4% -$647K
1
2 3 4 5

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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.