MAIRS & POWER INC
Institutional investor · Portfolio as of Q3 2025
Top Holdings248 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 5.6M | $1B | 9.8% | $112.12 | +62.18% | 26 qtrssince 2019-Q2 | Decreased 0 |
MICROSOFT CORP | 1.9M | $987M | 9.3% | $146.29 | +251.12% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.6M | $561.2M | 5.3% | $117.96 | +88.34% | 27 qtrssince 2019-Q1 | Increased 63 |
JPMORGAN CHASE & CO | 1.4M | $429.5M | 4.0% | $115.55 | +170.66% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.8M | $429.3M | 4.0% | $95.46 | +155.81% | 27 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.1M | $369.5M | 3.5% | $290.12 | +18.18% | 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% | $184.01 | +37.87% | 27 qtrssince 2019-Q1 | Increased 55 |
TORO CO | 3.6M | $274.4M | 2.6% | $68.54 | +9.94% | 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-CLASS A SHARES | 791,147 | $270.1M | 2.5% | $190.34 | +77.93% | 27 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 4.7M | $231.4M | 2.2% | $27.92 | +71.89% | 27 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.7M | $225.6M | 2.1% | $93.12 | +40.09% | 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% | $171.12 | +59.04% | 27 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 813,938 | $210.8M | 2.0% | $188.22 | +36.54% | 27 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 460,229 | $210.5M | 2.0% | $138.18 | +227.59% | 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-CLASS A | 256,927 | $188.7M | 1.8% | $709.25 | +4.73% | 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 Rating: 4/5.0.
Active quarter - 24 new positions, 11 exits, 65 increased. Top move: AMZN (INCREASED, conviction 63). Portfolio: $10.6B across 248 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