MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2025
Top Holdings235 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $997.2M | 9.8% | $146.29 | +237.83% | 26 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORP | 5.8M | $918.4M | 9.1% | $112.12 | +40.68% | 25 qtrssince 2019-Q2 | Increased 62 |
AMAZON.COM INC | 2.5M | $546.9M | 5.4% | $115.33 | +93.62% | 26 qtrssince 2019-Q1 | Increased 63 |
JPMORGAN CHASE & CO | 1.5M | $435.1M | 4.3% | $115.55 | +144.98% | 26 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4M | $341.9M | 3.4% | $48.02 | +75.96% | 26 qtrssince 2019-Q1 | Increased 58 |
UNITEDHEALTH GROUP INC | 1.1M | $329.8M | 3.3% | $289.48 | +5.40% | 26 qtrssince 2019-Q1 | Increased 66 |
ALPHABET INC-CL C | 1.8M | $319.6M | 3.2% | $95.46 | +86.45% | 26 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.7M | $298.7M | 2.9% | $92.74 | +85.81% | 26 qtrssince 2019-Q1 | Increased 53 |
ELI LILLY & CO | 365,327 | $284.8M | 2.8% | $193.02 | +300.45% | 26 qtrssince 2019-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 794,996 | $282.3M | 2.8% | $190.34 | +84.72% | 26 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3.6M | $258M | 2.5% | $68.54 | +1.61% | 26 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.1M | $234.4M | 2.3% | $181.56 | +12.46% | 26 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 5.4M | $225.7M | 2.2% | $27.92 | +46.52% | 26 qtrssince 2019-Q1 | Increased 85 |
ECOLAB INC | 788,929 | $212.6M | 2.1% | $171.12 | +55.48% | 26 qtrssince 2019-Q1 | Increased 53 |
MOTOROLA SOLUTIONS INC | 475,106 | $199.8M | 2.0% | $138.18 | +201.29% | 26 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 866,464 | $196.5M | 1.9% | $188.22 | +19.15% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALLIANT ENERGY CORP | 3M | $184M | 1.8% | $46.87 | +24.15% | 26 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 2.2M | $174.2M | 1.7% | $31.52 | +147.30% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVENT ELECTRIC PLC | 2.4M | $172.4M | 1.7% | $20.87 | +247.82% | 26 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 218,761 | $161.5M | 1.6% | $703.40 | +4.14% | 26 qtrssince 2019-Q1 | Increased 77 |
MAIRS & POWER INC manages $10.1B across 235 positions as of Q2 2025. Top holdings: MSFT (9.8%), NVDA (9.1%), AMZN (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 23 new positions, 9 exits, 101 increased. Top move: FAST (INCREASED, conviction 85). Portfolio: $10.1B across 235 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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