MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2025
Top Holdings243 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $925.1M | 8.9% | $147.60 | +230.28% | 28 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORP | 4.9M | $923.1M | 8.9% | $112.12 | +67.26% | 27 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 2.6M | $598.5M | 5.8% | $119.59 | +94.44% | 28 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC-CL C | 1.7M | $532.8M | 5.1% | $95.46 | +229.50% | 28 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $411.3M | 4.0% | $115.55 | +178.64% | 28 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 345,345 | $371.1M | 3.6% | $193.02 | +454.09% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.2M | $331M | 3.2% | $186.50 | +45.37% | 28 qtrssince 2019-Q1 | Increased 59 |
GRACO INC | 3.9M | $320.1M | 3.1% | $48.02 | +68.87% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 802,518 | $281.5M | 2.7% | $192.59 | +81.02% | 28 qtrssince 2019-Q1 | Increased 54 |
UNITEDHEALTH GROUP INC | 830,535 | $274.2M | 2.6% | $290.12 | +14.49% | 28 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3.4M | $269.4M | 2.6% | $68.54 | +16.00% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVENT ELECTRIC PLC | 2.1M | $215.3M | 2.1% | $20.87 | +386.41% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 316,529 | $208.9M | 2.0% | $701.10 | -5.01% | 28 qtrssince 2019-Q1 | Increased 64 |
ECOLAB INC | 770,571 | $202.3M | 1.9% | $171.12 | +54.56% | 28 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 525,214 | $201.3M | 1.9% | $168.59 | +127.74% | 28 qtrssince 2019-Q1 | Increased 55 |
WEC ENERGY GROUP INC | 1.9M | $201.3M | 1.9% | $98.48 | +4.38% | 28 qtrssince 2019-Q1 | Increased 51 |
LITTELFUSE INC | 778,951 | $197M | 1.9% | $188.22 | +36.73% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALLIANT ENERGY CORP | 3M | $192.2M | 1.9% | $46.87 | +35.53% | 28 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 4.7M | $187.3M | 1.8% | $27.92 | +41.39% | 28 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 804,346 | $166.5M | 1.6% | $116.38 | +77.79% | 28 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $10.4B across 243 positions as of Q4 2025. Top holdings: MSFT (8.9%), NVDA (8.9%), AMZN (5.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 11 new positions, 16 exits, 45 increased. Top move: META (INCREASED, conviction 64). Portfolio: $10.4B across 243 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