MAIRS & POWER INC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$10.4B

Total Positions

243

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

MSFT8.90%

NVDA8.88%

AMZN5.76%

GOOG5.13%

JPM3.96%

LLY3.57%

AAPL3.19%

GGG3.08%

V2.71%

UNH2.64%

Other27.03%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

OKLO6Q held

Oklo Inc

Avg $10.54 · $950,395 est. P&L

Est. P&L

+579.21%

HWKN28Q held

HAWKINS INC

Avg $25.16 · $1.5M est. P&L

Est. P&L

+470.02%

LLY28Q held

Eli Lilly & Co

Avg $193.05 · $305.6M est. P&L

Est. P&L

+458.39%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 243 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	1.9M	$925.1M	8.9%	—	$147.60	+230.28%	28 qtrs	Increased 62
NVDA NVIDIA Corp	4.9M	$923.1M	8.9%	—	$112.12	+67.26%	27 qtrs	Decreased 0
AMZN Amazon.com Inc	2.6M	$598.5M	5.8%	—	$119.59	+94.44%	28 qtrs	Increased 62
GOOG Alphabet Inc	1.7M	$532.8M	5.1%	—	$95.46	+229.50%	28 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	1.3M	$411.3M	4.0%	—	$115.55	+178.64%	28 qtrs	Decreased 0
LLY Eli Lilly & Co	345,345	$371.1M	3.6%	—	$193.05	+458.39%	28 qtrs	Decreased 0
AAPL Apple Inc	1.2M	$331M	3.2%	—	$186.59	+46.22%	28 qtrs	Increased 59
GGG Graco Inc	3.9M	$320.1M	3.1%	—	$48.39	+71.12%	28 qtrs	Decreased 0
V Visa Inc	802,518	$281.5M	2.7%	—	$193.62	+82.26%	28 qtrs	Increased 54
UNH UnitedHealth Group Inc	830,535	$274.2M	2.6%	—	$290.12	+14.49%	28 qtrs	Decreased 0
TTC Toro Co/The	3.4M	$269.4M	2.6%	—	$68.54	+16.00%	28 qtrs	Decreased 0
NVT nVent Electric PLC	2.1M	$215.3M	2.1%	—	$20.87	+392.78%	28 qtrs	Decreased 0
META Meta Platforms Inc	316,529	$208.9M	2.0%	—	$701.10	-5.01%	28 qtrs	Increased 64
ECL Ecolab Inc	770,571	$202.3M	1.9%	—	$171.12	+54.56%	28 qtrs	Decreased 0
MSI Motorola Solutions Inc	525,214	$201.3M	1.9%	—	$168.59	+127.74%	28 qtrs	Increased 55
WEC WEC Energy Group Inc	1.9M	$201.3M	1.9%	—	$99.73	+5.49%	28 qtrs	Increased 51
LFUS Littelfuse Inc	778,951	$197M	1.9%	—	$188.22	+36.73%	28 qtrs	Decreased 0
LNT Alliant Energy Corp	3M	$192.2M	1.9%	—	$47.23	+37.39%	28 qtrs	Decreased 0
FAST Fastenal Co	4.7M	$187.3M	1.8%	—	$28.19	+44.21%	28 qtrs	Decreased 0
JNJ Johnson & Johnson	804,346	$166.5M	1.6%	—	$116.38	+77.79%	28 qtrs	Decreased 0
TECH Bio-Techne Corp	2.8M	$162.8M	1.6%	—	$72.47	-18.54%	28 qtrs	Decreased 0
WFC Wells Fargo & Co	1.7M	$161.2M	1.6%	—	$31.89	+194.27%	28 qtrs	Decreased 0
SHW Sherwin-Williams Co/The	469,592	$152.2M	1.5%	—	$248.07	+31.48%	28 qtrs	Increased 48
TSM TAIWAN SEMICONDUCTOR MFG LTD	486,547	$147.9M	1.4%	—	$180.64	+65.84%	4 qtrs	Decreased 0
FUL FULLER H B CO	2.4M	$143.4M	1.4%	—	$46.10	+30.43%	28 qtrs	Increased 48
Showing 25 of 243 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

CTASCintas Corp

Q3 2024 → Q4 2025+15,843 shares+$1M

AMZNAmazon.com Inc

Q3 2024 → Q4 2025+242,371 shares+$144.2M

LTHLIFE TIME GROUP HOLDINGS INC

Q4 2024 → Q4 2025+105,737 shares+$3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer