MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings221 positions
Microsoft Corp. | 2M | $749.4M | 7.8% | $143.97 | +157.72% | 25 qtrssince 2019-Q1 | Increased 62 |
NVIDIA Corp. | 5.8M | $628.8M | 6.5% | $7.46 | +1349.00% | 24 qtrssince 2019-Q2 | Decreased 0 |
UnitedHealth Group Inc. | 906,654 | $474.9M | 4.9% | $281.78 | +78.64% | 25 qtrssince 2019-Q1 | Increased 60 |
Amazon.com, Inc. | 2.4M | $456.2M | 4.7% | $152.08 | +25.11% | 25 qtrssince 2019-Q1 | Increased 58 |
JPMorgan Chase & Co. | 1.7M | $407.9M | 4.2% | $114.12 | +108.62% | 25 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.7M | $379.3M | 3.9% | $91.99 | +140.06% | 25 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 3.9M | $327.7M | 3.4% | $47.53 | +72.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 2M | $320M | 3.3% | $59.24 | +162.49% | 25 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 364,793 | $301.3M | 3.1% | $192.17 | +325.28% | 25 qtrssince 2019-Q1 | Increased 61 |
Apple Inc. | 1.4M | $301.1M | 3.1% | $177.20 | +24.59% | 25 qtrssince 2019-Q1 | Increased 57 |
Visa Inc | 824,113 | $288.8M | 3.0% | $190.34 | +82.03% | 25 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3.7M | $265.6M | 2.8% | $67.72 | +4.46% | 25 qtrssince 2019-Q1 | Increased 54 |
Motorola Solutions Inc | 477,605 | $209.1M | 2.2% | $137.70 | +212.77% | 25 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co. | 2.7M | $208.6M | 2.2% | $14.86 | +152.89% | 25 qtrssince 2019-Q1 | Decreased 0 |
Ecolab Inc. | 773,186 | $196M | 2.0% | $167.60 | +48.91% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALLIANT ENERGY CORP | 3M | $195.9M | 2.0% | $46.87 | +31.03% | 25 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 883,427 | $173.8M | 1.8% | $187.02 | +3.60% | 25 qtrssince 2019-Q1 | Increased 48 |
Johnson & Johnson | 999,021 | $165.7M | 1.7% | $114.14 | +39.86% | 25 qtrssince 2019-Q1 | Decreased 0 |
The Sherwin-Williams Company | 471,331 | $164.6M | 1.7% | $201.81 | +70.66% | 25 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO CO NEW | 2.2M | $156.8M | 1.6% | $31.52 | +120.38% | 25 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $9.6B across 221 positions as of Q1 2025. Top holdings: MSFT (7.8%), NVDA (6.5%), UNH (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 8 new positions, 16 exits, 54 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $9.6B across 221 positions.
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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