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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
+1.93%
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
$10.4B
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
MSFT icon
1
Microsoft
MSFT
$3.71T
$925M 8.9%
1,912,896
+7,349
+0.4% +$3.68M
NVDA icon
2
NVIDIA
NVDA
$5.56T
$923M 8.88%
4,949,648
-626,772
-11% -$117M
AMZN icon
3
Amazon
AMZN
$2.79T
$598M 5.76%
2,592,768
+36,866
+1% +$8.43M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.1T
$533M 5.13%
1,697,969
-64,619
-4% -$18.5M
JPM icon
5
JPMorgan Chase
JPM
$953B
$411M 3.96%
1,276,404
-85,126
-6% -$26.4M
LLY icon
6
Eli Lilly
LLY
$1.02T
$371M 3.57%
345,345
-12,832
-4% -$12.3M
AAPL icon
7
Apple
AAPL
$4.67T
$331M 3.19%
1,217,486
+34,743
+3% +$9.33M
GGG icon
8
Graco
GGG
$12.6B
$320M 3.08%
3,905,582
-28,419
-0.7% -$2.34M
V icon
9
Visa
V
$700B
$281M 2.71%
802,518
+11,371
+1% +$3.87M
UNH icon
10
UnitedHealth
UNH
$356B
$274M 2.64%
830,535
-239,412
-22% -$81.1M
TTC icon
11
Toro Company
TTC
$8.83B
$269M 2.59%
3,422,823
-177,636
-5% -$13.1M
NVT icon
12
nVent Electric
NVT
$25.3B
$215M 2.07%
2,111,211
-71,162
-3% -$7.39M
META icon
13
Meta Platforms (Facebook)
META
$1.57T
$209M 2.01%
316,529
+59,602
+23% +$39.8M
ECL icon
14
Ecolab
ECL
$78.3B
$202M 1.95%
770,571
-6,458
-0.8% -$1.72M
MSI icon
15
Motorola Solutions
MSI
$77.5B
$201M 1.94%
525,214
+64,985
+14% +$26.1M
WEC icon
16
WEC Energy
WEC
$34.5B
$201M 1.94%
1,908,774
+114,923
+6% +$12.7M
LFUS icon
17
Littelfuse
LFUS
$10.6B
$197M 1.9%
778,951
-34,987
-4% -$8.91M
LNT icon
18
Alliant Energy
LNT
$17.6B
$192M 1.85%
2,956,947
-36,696
-1% -$2.46M
FAST icon
19
Fastenal
FAST
$56.9B
$187M 1.8%
4,667,499
-51,537
-1% -$2.17M
JNJ icon
20
Johnson & Johnson
JNJ
$663B
$166M 1.6%
804,346
-181,156
-18% -$35.8M
TECH icon
21
Bio-Techne
TECH
$11.4B
$163M 1.57%
2,767,539
-39,870
-1% -$2.42M
WFC icon
22
Wells Fargo
WFC
$272B
$161M 1.55%
1,729,341
-442,996
-20% -$38.5M
SHW icon
23
Sherwin-Williams
SHW
$81B
$152M 1.46%
469,592
+5,549
+1% +$1.86M
TSM icon
24
TSMC
TSM
$2.22T
$148M 1.42%
486,547
-8,718
-2% -$2.56M
FUL icon
25
H.B. Fuller
FUL
$2.9B
$143M 1.38%
2,411,067
+2,174
+0.1% +$128K
1
2 3 4 5

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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.