Mairs & Power Inc
- SEC CIK
- 0001070134
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 248
- +13 vs. Q2 2025
- Portfolio value
- $10.6B
- +$509.3M (+5.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 5,576,420 | $1.04B | 9.8% | −236,451−4.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,905,547 | $987.0M | 9.3% | −99,261−5.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,555,902 | $561.2M | 5.3% | +63,041+2.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 1,361,530 | $429.5M | 4.0% | −139,436−9.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,762,588 | $429.3M | 4.0% | −39,239−2.2% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,069,947 | $369.5M | 3.5% | +12,787+1.2% | Added | History |
| GGGGraco Inc | COM | 3,934,001 | $334.2M | 3.1% | −42,889−1.1% | Reduced | History |
| AAPLApple Inc. | Stock | 1,182,743 | $301.2M | 2.8% | +40,175+3.5% | Added | History |
| TTCToro Co | COM | 3,600,459 | $274.4M | 2.6% | −49,258−1.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 358,177 | $273.3M | 2.6% | −7,150−2.0% | Reduced | History |
| VVisa Inc. | Stock | 791,147 | $270.1M | 2.5% | −3,849−0.5% | Reduced | History |
| FASTFastenal Co | Stock | 4,719,036 | $231.4M | 2.2% | −653,723−12.2% | Reduced | History |
| FISVFiserv Inc | Stock | 1,749,931 | $225.6M | 2.1% | +17,310+1.0% | Added | History |
| NVTnVent Electric plc | SHS | 2,182,373 | $215.3M | 2.0% | −170,890−7.3% | Reduced | History |
| ECLEcolab Inc. | Stock | 777,029 | $212.8M | 2.0% | −11,900−1.5% | Reduced | History |
| LFUSLittelfuse Inc | COM | 813,938 | $210.8M | 2.0% | −52,526−6.1% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 460,229 | $210.5M | 2.0% | −14,877−3.1% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 1,793,851 | $205.6M | 1.9% | +301,323+20.2% | Added | History |
| LNTAlliant Energy Corp | Stock | 2,993,643 | $201.8M | 1.9% | −48,499−1.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 256,927 | $188.7M | 1.8% | +38,166+17.4% | Added | History |
| JNJJohnson & Johnson | Stock | 985,502 | $182.7M | 1.7% | −24,967−2.5% | Reduced | History |
| WFCWells Fargo & Company | Stock | 2,172,337 | $182.1M | 1.7% | −2,066−0.1% | Reduced | History |
| SHWSherwin Williams Co | COM | 464,043 | $160.7M | 1.5% | +3,430+0.7% | Added | History |
| TECHBIO-TECHNE Corp | COM | 2,807,409 | $156.2M | 1.5% | +91,031+3.4% | Added | History |
| VZVerizon Communications Inc | Stock | 3,414,075 | $150.0M | 1.4% | +1580.0% | Added | History |
| ROKRockwell Automation, Inc | Stock | 410,777 | $143.6M | 1.3% | −2,145−0.5% | Reduced | History |
| FULFuller H B Co | Stock | 2,408,893 | $142.8M | 1.3% | −39,356−1.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 495,265 | $138.3M | 1.3% | +48,439+10.8% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 869,738 | $115.2M | 1.1% | +6,188+0.7% | Added | History |
| ENTGEntegris Inc | COM | 1,194,050 | $110.4M | 1.0% | +76,011+6.8% | Added | History |
| QCOMQualcomm Inc | Stock | 653,933 | $108.8M | 1.0% | −280,228−30.0% | Reduced | History |
| TNCTennant Co | COM | 1,329,688 | $107.8M | 1.0% | −22,970−1.7% | Reduced | History |
| HRLHormel Foods Corp | COM | 4,185,642 | $103.6M | 1.0% | −34,761−0.8% | Reduced | History |
| ABTAbbott Laboratories | Stock | 722,884 | $96.8M | 0.9% | −179,057−19.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 294,789 | $69.9M | 0.7% | +40,948+16.1% | Added | History |
| WKWorkiva Inc | COM CL A | 757,063 | $65.2M | 0.6% | −756−0.1% | Reduced | History |
| PIPRPiper Sandler Companies | COM | 184,606 | $64.1M | 0.6% | −62,228−25.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 155,551 | $63.0M | 0.6% | +1,378+0.9% | Added | History |
| CASYCaseys General Stores Inc | COM | 108,232 | $61.2M | 0.6% | −5,684−5.0% | Reduced | History |
| KHCKraft Heinz Co | Stock | 2,231,175 | $58.1M | 0.5% | −150,718−6.3% | Reduced | History |
| AXPAmerican Express Co | Stock | 170,031 | $56.5M | 0.5% | −19,957−10.5% | Reduced | History |
| MMM3M Co | Stock | 346,453 | $53.8M | 0.5% | +2,087+0.6% | Added | History |
| HONHoneywell International Inc | COM | 249,248 | $52.5M | 0.5% | −43,949−15.0% | Reduced | History |
| DCIDonaldson Co Inc | Stock | 605,439 | $49.6M | 0.5% | −224,066−27.0% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 236,717 | $43.5M | 0.4% | +5,861+2.5% | Added | History |
| MDTMedtronic plc | Stock | 430,572 | $41.0M | 0.4% | −24,718−5.4% | Reduced | History |
| IDAIdacorp Inc | COM | 287,168 | $37.9M | 0.4% | +42,658+17.4% | Added | History |
| USBUS Bancorp DE | COM NEW | 763,737 | $36.9M | 0.3% | −306,424−28.6% | Reduced | History |
| DISWalt Disney Co | Stock | 313,534 | $35.9M | 0.3% | +2,101+0.7% | Added | History |
| MEDPMedpace Holdings, Inc. | COM | 69,583 | $35.8M | 0.3% | −6,603−8.7% | Reduced | History |
| XELXcel Energy Inc | Stock | 386,008 | $31.1M | 0.3% | +9,577+2.5% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 105,107 | $30.8M | 0.3% | +3,724+3.7% | Added | History |
| PGProcter & Gamble Co | Stock | 188,436 | $29.0M | 0.3% | +32,150+20.6% | Added | History |
| SCHWSchwab Charles Corp | Stock | 299,389 | $28.6M | 0.3% | −37,888−11.2% | Reduced | History |
| CGNXCognex Corp | COM | 613,294 | $27.8M | 0.3% | +483,517+372.6% | Added | History |
| CLFDClearfield, Inc. | COM | 730,793 | $25.1M | 0.2% | −31,441−4.1% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 88,494 | $24.7M | 0.2% | +8,181+10.2% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 111,242 | $22.7M | 0.2% | +70,311+171.8% | Added | History |
| PFGPrincipal Financial Group Inc | COM | 254,418 | $21.1M | 0.2% | −108,380−29.9% | Reduced | History |
| TGTTarget Corp | Stock | 232,735 | $20.9M | 0.2% | −68,964−22.9% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 116,761 | $19.5M | 0.2% | −14,856−11.3% | Reduced | History |
| BMIBadger Meter Inc | COM | 103,859 | $18.5M | 0.2% | −7,518−6.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,993 | $18.0M | 0.2% | −797−2.9% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 34,706 | $17.0M | 0.2% | +6,698+23.9% | Added | History |
| ONBOld National Bancorp | Stock | 637,125 | $14.0M | 0.1% | −103,000−13.9% | Reduced | History |
| HSYHershey Co | COM | 71,293 | $13.3M | 0.1% | +4,278+6.4% | Added | History |
| SYYSysco Corp | Stock | 156,235 | $12.9M | 0.1% | −109,902−41.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 25,379 | $12.8M | 0.1% | −713−2.7% | Reduced | History |
| AIRAar Corp | Stock | 127,702 | $11.5M | 0.1% | −28,374−18.2% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 47,421 | $11.0M | 0.1% | +348+0.7% | Added | History |
| JBTMJBT Marel Corp | COM | 70,035 | $9.84M | 0.1% | −19,829−22.1% | Reduced | History |
| KNFKnife River Corp | Stock | 122,045 | $9.38M | 0.1% | +8,129+7.1% | Added | History |
| EMREmerson Electric Co | Stock | 68,167 | $8.94M | 0.1% | −501−0.7% | Reduced | History |
| CATCaterpillar Inc | Stock | 18,710 | $8.93M | 0.1% | −651−3.4% | Reduced | History |
| HUBGHub Group, Inc. | CL A | 256,091 | $8.82M | 0.1% | −21,008−7.6% | Reduced | History |
| PLXSPlexus Corp | COM | 54,912 | $7.95M | 0.1% | −1,621−2.9% | Reduced | History |
| QCRHQCR Holdings Inc | COM | 104,791 | $7.93M | 0.1% | −12,833−10.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 69,913 | $7.88M | 0.1% | +35,540+103.4% | Added | History |
| GLWCorning Inc | COM | 92,626 | $7.60M | 0.1% | −594−0.6% | Reduced | History |
| RDNTRadNet, Inc. | COM | 97,483 | $7.43M | 0.1% | +39,752+68.9% | Added | History |
| ASBAssociated Banc-Corp | COM | 272,016 | $6.99M | 0.1% | −25,919−8.7% | Reduced | History |
| WTFCWintrust Financial Corp | COM | 50,849 | $6.73M | 0.1% | +169+0.3% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 261,246 | $6.72M | 0.1% | 00.0% | Unchanged | – |
| PNRPENTAIR plc | SHS | 60,213 | $6.67M | 0.1% | −2,200−3.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 26,268 | $6.39M | 0.1% | +2,391+10.0% | Added | History |
| BKHBlack Hills Corp | COM | 97,649 | $6.01M | 0.1% | −11,749−10.7% | Reduced | History |
| GISGeneral Mills Inc | Stock | 115,748 | $5.84M | 0.1% | −3,863−3.2% | Reduced | History |
| PIIPolaris Inc. | Stock | 95,840 | $5.57M | 0.1% | −17,696−15.6% | Reduced | History |
| CFRCullen/Frost Bankers, Inc. | COM | 43,503 | $5.51M | 0.1% | +75+0.2% | Added | History |
| MCDMcDonalds Corp | Stock | 17,941 | $5.45M | 0.1% | −35−0.2% | Reduced | History |
| SOLVSolventum Corp | Stock | 73,237 | $5.35M | 0.1% | −763−1.0% | Reduced | History |
| NWENorthWestern Energy Group, Inc. | COM NEW | 89,037 | $5.22M | <0.1% | −13,891−13.5% | Reduced | History |
| Mairs & Power Minnesota Municipal Bond ETF89834G836 | ETF | 229,186 | $5.10M | <0.1% | +23,000+11.2% | Added | – |
| EXASExact Sciences Corp | COM | 93,237 | $5.10M | <0.1% | +18,762+25.2% | Added | History |
| ORCLOracle Corp | Stock | 17,612 | $4.95M | <0.1% | +3,337+23.4% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 65,446 | $4.86M | <0.1% | −2,358−3.5% | Reduced | History |
| GBCIGlacier Bancorp, Inc. | COM | 99,163 | $4.83M | <0.1% | +192+0.2% | Added | History |
| OSKOshkosh Corp | COM | 35,544 | $4.61M | <0.1% | −2,246−5.9% | Reduced | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 159,616 | $4.41M | <0.1% | +8,401+5.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 52,187 | $4.38M | <0.1% | −4,684−8.2% | Reduced | History |
Sold out since Q2 2025 (11)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| AZEKAZEK Co Inc. | CL A | 23,927 | $1.30M | <0.1% | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 9,850 | $285.2K | <0.1% | – |
| iShares Select Dividend ETF464287168 | ETF | 2,105 | $279.6K | <0.1% | – |
| MGNIMagnite, Inc. | COM | 10,000 | $241.2K | <0.1% | History |
| NVSNovartis AG | ADR | 1,795 | $217.2K | <0.1% | History |
| OTISOtis Worldwide Corp | Stock | 2,128 | $210.7K | <0.1% | History |
| CMGChipotle Mexican Grill Inc | COM | 3,660 | $205.5K | <0.1% | History |
| CLColgate Palmolive Co | Stock | 2,224 | $202.2K | <0.1% | History |
| TCMDTactile Systems Technology Inc | COM | 12,500 | $126.8K | <0.1% | History |
| SHYFShyft Group, Inc. | COM | 10,000 | $125.4K | <0.1% | History |
| NEONeogenomics Inc | COM NEW | 15,000 | $109.7K | <0.1% | History |