MAIRS & POWER INC
Institutional investor · Portfolio as of Q3 2025
Top Holdings248 positions
NVIDIA Corp. | 5.6M | $1B | 9.8% | $7.74 | +2303.64% | 26 qtrssince 2019-Q2 | Decreased 0 |
Microsoft Corp. | 1.9M | $987M | 9.3% | $145.46 | +253.16% | 27 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 2.6M | $561.2M | 5.3% | $156.25 | +40.52% | 27 qtrssince 2019-Q1 | Increased 63 |
JPMorgan Chase & Co. | 1.4M | $429.5M | 4.0% | $114.12 | +171.22% | 27 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.8M | $429.3M | 4.0% | $59.24 | +310.07% | 27 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 1.1M | $369.5M | 3.5% | $285.28 | +17.90% | 27 qtrssince 2019-Q1 | Increased 58 |
GRACO INC | 3.9M | $334.2M | 3.1% | $48.02 | +74.45% | 27 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.2M | $301.2M | 2.8% | $179.80 | +41.10% | 27 qtrssince 2019-Q1 | Increased 55 |
TORO CO | 3.6M | $274.4M | 2.6% | $67.72 | +10.02% | 27 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 358,177 | $273.3M | 2.6% | $193.02 | +292.82% | 27 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 791,147 | $270.1M | 2.5% | $190.34 | +77.93% | 27 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co. | 4.7M | $231.4M | 2.2% | $14.86 | +223.08% | 27 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.7M | $225.6M | 2.1% | $93.05 | +38.56% | 27 qtrssince 2019-Q1 | Increased 53 |
NVent Electric PLC | 2.2M | $215.3M | 2.0% | $20.87 | +369.59% | 27 qtrssince 2019-Q1 | Decreased 0 |
Ecolab Inc. | 777,029 | $212.8M | 2.0% | $169.56 | +59.77% | 27 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 813,938 | $210.8M | 2.0% | $187.02 | +37.26% | 27 qtrssince 2019-Q1 | Decreased 0 |
Motorola Solutions Inc | 460,229 | $210.5M | 2.0% | $137.70 | +228.29% | 27 qtrssince 2019-Q1 | Decreased 0 |
WEC ENERGY GROUP INC | 1.8M | $205.6M | 1.9% | $98.21 | +12.82% | 27 qtrssince 2019-Q1 | Increased 57 |
ALLIANT ENERGY CORP | 3M | $201.8M | 1.9% | $46.87 | +39.49% | 27 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 256,927 | $188.7M | 1.8% | $709.37 | +3.18% | 27 qtrssince 2019-Q1 | Increased 56 |
MAIRS & POWER INC manages $10.6B across 248 positions as of Q3 2025. Top holdings: NVDA (9.8%), MSFT (9.3%), AMZN (5.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 24 new positions, 11 exits, 65 increased. Top move: AMZN (INCREASED, conviction 63). Portfolio: $10.6B across 248 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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