MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings221 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $749.4M | 7.8% | $144.79 | +160.23% | 25 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORP | 5.8M | $628.8M | 6.5% | $112.04 | -2.13% | 24 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 906,654 | $474.9M | 4.9% | $286.88 | +76.30% | 25 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 2.4M | $456.2M | 4.7% | $111.04 | +73.56% | 25 qtrssince 2019-Q1 | Increased 58 |
JPMORGAN CHASE & CO | 1.7M | $407.9M | 4.2% | $115.55 | +105.95% | 25 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.7M | $379.3M | 3.9% | $92.05 | +134.81% | 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-CL C | 2M | $320M | 3.3% | $95.46 | +63.03% | 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% | $181.56 | +21.59% | 25 qtrssince 2019-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 824,113 | $288.8M | 3.0% | $190.34 | +82.03% | 25 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3.7M | $265.6M | 2.8% | $68.54 | +4.72% | 25 qtrssince 2019-Q1 | Increased 54 |
MOTOROLA SOLUTIONS INC | 477,605 | $209.1M | 2.2% | $138.18 | +210.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 2.7M | $208.6M | 2.2% | $14.97 | +151.05% | 25 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 773,186 | $196M | 2.0% | $169.18 | +46.36% | 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% | $188.22 | +5.77% | 25 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 999,021 | $165.7M | 1.7% | $115.99 | +38.05% | 25 qtrssince 2019-Q1 | Decreased 0 |
SHERWIN-WILLIAMS CO/THE | 471,331 | $164.6M | 1.7% | $246.43 | +36.95% | 25 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 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 Rating: 4.5/5.0.
Active quarter - 8 new positions, 16 exits, 54 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $9.6B across 221 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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