Mairs & Power Inc
- SEC CIK
- 0001070134
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 243
- −5 vs. Q3 2025
- Portfolio value
- $10.4B
- −$249.4M (−2.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,912,896 | $925.1M | 8.9% | +7,349+0.4% | Added | History |
| NVDANVIDIA Corp | Stock | 4,949,648 | $923.1M | 8.9% | −626,772−11.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,592,768 | $598.5M | 5.8% | +36,866+1.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,697,969 | $532.8M | 5.1% | −64,619−3.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,276,404 | $411.3M | 4.0% | −85,126−6.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 345,345 | $371.1M | 3.6% | −12,832−3.6% | Reduced | History |
| AAPLApple Inc. | Stock | 1,217,486 | $331.0M | 3.2% | +34,743+2.9% | Added | History |
| GGGGraco Inc | COM | 3,905,582 | $320.1M | 3.1% | −28,419−0.7% | Reduced | History |
| VVisa Inc. | Stock | 802,518 | $281.5M | 2.7% | +11,371+1.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 830,535 | $274.2M | 2.6% | −239,412−22.4% | Reduced | History |
| TTCToro Co | COM | 3,422,823 | $269.4M | 2.6% | −177,636−4.9% | Reduced | History |
| NVTnVent Electric plc | SHS | 2,111,211 | $215.3M | 2.1% | −71,162−3.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 316,529 | $208.9M | 2.0% | +59,602+23.2% | Added | History |
| ECLEcolab Inc. | Stock | 770,571 | $202.3M | 1.9% | −6,458−0.8% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 525,214 | $201.3M | 1.9% | +64,985+14.1% | Added | History |
| WECWec Energy Group, Inc. | Stock | 1,908,774 | $201.3M | 1.9% | +114,923+6.4% | Added | History |
| LFUSLittelfuse Inc | COM | 778,951 | $197.0M | 1.9% | −34,987−4.3% | Reduced | History |
| LNTAlliant Energy Corp | Stock | 2,956,947 | $192.2M | 1.9% | −36,696−1.2% | Reduced | History |
| FASTFastenal Co | Stock | 4,667,499 | $187.3M | 1.8% | −51,537−1.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 804,346 | $166.5M | 1.6% | −181,156−18.4% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 2,767,539 | $162.8M | 1.6% | −39,870−1.4% | Reduced | History |
| WFCWells Fargo & Company | Stock | 1,729,341 | $161.2M | 1.6% | −442,996−20.4% | Reduced | History |
| SHWSherwin Williams Co | COM | 469,592 | $152.2M | 1.5% | +5,549+1.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 486,547 | $147.9M | 1.4% | −8,718−1.8% | Reduced | History |
| FULFuller H B Co | Stock | 2,411,067 | $143.4M | 1.4% | +2,174+0.1% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 862,483 | $138.7M | 1.3% | −7,255−0.8% | Reduced | History |
| VZVerizon Communications Inc | Stock | 3,373,672 | $137.4M | 1.3% | −40,403−1.2% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 330,334 | $128.5M | 1.2% | −80,443−19.6% | Reduced | History |
| ENTGEntegris Inc | COM | 1,348,986 | $113.7M | 1.1% | +154,936+13.0% | Added | History |
| FISVFiserv Inc | Stock | 1,643,250 | $110.4M | 1.1% | −106,681−6.1% | Reduced | History |
| QCOMQualcomm Inc | Stock | 550,308 | $94.1M | 0.9% | −103,625−15.8% | Reduced | History |
| HRLHormel Foods Corp | COM | 3,789,513 | $89.8M | 0.9% | −396,129−9.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 708,081 | $88.7M | 0.9% | −14,803−2.0% | Reduced | History |
| TNCTennant Co | COM | 1,071,624 | $79.0M | 0.8% | −258,064−19.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 296,013 | $78.4M | 0.8% | +1,224+0.4% | Added | History |
| WKWorkiva Inc | COM CL A | 727,994 | $62.8M | 0.6% | −29,069−3.8% | Reduced | History |
| PIPRPiper Sandler Companies | COM | 175,861 | $59.7M | 0.6% | −8,745−4.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 159,459 | $59.0M | 0.6% | −10,572−6.2% | Reduced | History |
| CASYCaseys General Stores Inc | COM | 103,873 | $57.4M | 0.6% | −4,359−4.0% | Reduced | History |
| MMM3M Co | Stock | 349,147 | $55.9M | 0.5% | +2,694+0.8% | Added | History |
| HDHome Depot, Inc. | Stock | 157,053 | $54.0M | 0.5% | +1,502+1.0% | Added | History |
| DCIDonaldson Co Inc | Stock | 560,653 | $49.7M | 0.5% | −44,786−7.4% | Reduced | History |
| HONHoneywell International Inc | COM | 233,976 | $45.6M | 0.4% | −15,272−6.1% | Reduced | History |
| CGNXCognex Corp | COM | 1,171,596 | $42.2M | 0.4% | +558,302+91.0% | Added | History |
| TXNTexas Instruments Inc | Stock | 235,424 | $40.8M | 0.4% | −1,293−0.5% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 220,647 | $40.6M | 0.4% | +109,405+98.3% | Added | History |
| KHCKraft Heinz Co | Stock | 1,672,831 | $40.6M | 0.4% | −558,344−25.0% | Reduced | History |
| MDTMedtronic plc | Stock | 412,750 | $39.6M | 0.4% | −17,822−4.1% | Reduced | History |
| IDAIdacorp Inc | COM | 302,508 | $38.3M | 0.4% | +15,340+5.3% | Added | History |
| MEDPMedpace Holdings, Inc. | COM | 66,665 | $37.4M | 0.4% | −2,918−4.2% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 62,277 | $35.3M | 0.3% | +62,277 | New | History |
| USBUS Bancorp DE | COM NEW | 647,980 | $34.6M | 0.3% | −115,757−15.2% | Reduced | History |
| DISWalt Disney Co | Stock | 296,183 | $33.7M | 0.3% | −17,351−5.5% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 113,800 | $33.0M | 0.3% | +25,306+28.6% | Added | History |
| PGProcter & Gamble Co | Stock | 216,266 | $31.0M | 0.3% | +27,830+14.8% | Added | History |
| XELXcel Energy Inc | Stock | 396,280 | $29.3M | 0.3% | +10,272+2.7% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 110,781 | $28.5M | 0.3% | +5,674+5.4% | Added | History |
| ZTSZoetis Inc. | Stock | 226,400 | $28.5M | 0.3% | +224,910+15,094.6% | Added | History |
| SCHWSchwab Charles Corp | Stock | 273,357 | $27.3M | 0.3% | −26,032−8.7% | Reduced | History |
| CLFDClearfield, Inc. | COM | 730,188 | $21.3M | 0.2% | −605−0.1% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 42,611 | $20.9M | 0.2% | +7,905+22.8% | Added | History |
| TGTTarget Corp | Stock | 194,758 | $19.0M | 0.2% | −37,977−16.3% | Reduced | History |
| PFGPrincipal Financial Group Inc | COM | 211,818 | $18.7M | 0.2% | −42,600−16.7% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,054 | $18.4M | 0.2% | +61+0.2% | Added | History |
| BMIBadger Meter Inc | COM | 102,813 | $17.9M | 0.2% | −1,046−1.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 49,881 | $15.6M | 0.2% | +23,613+89.9% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 108,578 | $14.8M | 0.1% | −8,183−7.0% | Reduced | History |
| ONBOld National Bancorp | Stock | 589,960 | $13.2M | 0.1% | −47,165−7.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 24,857 | $12.5M | 0.1% | −522−2.1% | Reduced | History |
| HSYHershey Co | COM | 67,608 | $12.3M | 0.1% | −3,685−5.2% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 46,456 | $10.6M | 0.1% | −965−2.0% | Reduced | History |
| CATCaterpillar Inc | Stock | 18,455 | $10.6M | 0.1% | −255−1.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 86,602 | $10.4M | 0.1% | +16,689+23.9% | Added | History |
| JBTMJBT Marel Corp | COM | 68,757 | $10.4M | 0.1% | −1,278−1.8% | Reduced | History |
| SYYSysco Corp | Stock | 138,534 | $10.2M | 0.1% | −17,701−11.3% | Reduced | History |
| HUBGHub Group, Inc. | CL A | 236,036 | $10.1M | 0.1% | −20,055−7.8% | Reduced | History |
| AIRAar Corp | Stock | 112,176 | $9.29M | 0.1% | −15,526−12.2% | Reduced | History |
| EMREmerson Electric Co | Stock | 66,916 | $8.88M | 0.1% | −1,251−1.8% | Reduced | History |
| KNFKnife River Corp | Stock | 123,855 | $8.71M | 0.1% | +1,810+1.5% | Added | History |
| GLWCorning Inc | COM | 90,350 | $7.91M | 0.1% | −2,276−2.5% | Reduced | History |
| QCRHQCR Holdings Inc | COM | 91,002 | $7.58M | 0.1% | −13,789−13.2% | Reduced | History |
| Mairs & Power Minnesota Municipal Bond ETF89834G836 | ETF | 324,736 | $7.32M | 0.1% | +95,550+41.7% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 261,246 | $6.85M | 0.1% | 00.0% | Unchanged | – |
| RDNTRadNet, Inc. | COM | 95,648 | $6.82M | 0.1% | −1,835−1.9% | Reduced | History |
| PLXSPlexus Corp | COM | 45,868 | $6.74M | 0.1% | −9,044−16.5% | Reduced | History |
| ASBAssociated Banc-Corp | COM | 260,279 | $6.70M | 0.1% | −11,737−4.3% | Reduced | History |
| BKHBlack Hills Corp | COM | 94,138 | $6.54M | 0.1% | −3,511−3.6% | Reduced | History |
| WTFCWintrust Financial Corp | COM | 46,633 | $6.52M | 0.1% | −4,216−8.3% | Reduced | History |
| PNRPENTAIR plc | SHS | 59,063 | $6.15M | 0.1% | −1,150−1.9% | Reduced | History |
| SOLVSolventum Corp | Stock | 72,887 | $5.78M | 0.1% | −350−0.5% | Reduced | History |
| PATKPatrick Industries Inc | COM | 53,033 | $5.75M | 0.1% | +29,648+126.8% | Added | History |
| ORCLOracle Corp | Stock | 28,618 | $5.58M | 0.1% | +11,006+62.5% | Added | History |
| MRKMerck & Co., Inc. | Stock | 51,999 | $5.47M | 0.1% | −188−0.4% | Reduced | History |
| CFRCullen/Frost Bankers, Inc. | COM | 42,731 | $5.41M | 0.1% | −772−1.8% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 57,616 | $5.31M | 0.1% | −7,830−12.0% | Reduced | History |
| NWENorthWestern Energy Group, Inc. | COM NEW | 81,682 | $5.27M | 0.1% | −7,355−8.3% | Reduced | History |
| MCDMcDonalds Corp | Stock | 16,693 | $5.10M | <0.1% | −1,248−7.0% | Reduced | History |
| GISGeneral Mills Inc | Stock | 108,477 | $5.04M | <0.1% | −7,271−6.3% | Reduced | History |
| PIIPolaris Inc. | Stock | 75,743 | $4.79M | <0.1% | −20,097−21.0% | Reduced | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 172,317 | $4.58M | <0.1% | +12,701+8.0% | Added | History |
Sold out since Q3 2025 (16)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| JAMFJamf Holding Corp. | COM | 298,112 | $3.19M | <0.1% | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,064 | $634.3K | <0.1% | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 11,000 | $324.4K | <0.1% | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 1,031 | $310.1K | <0.1% | – |
| MDLZMondelez International, Inc. | Stock | 4,524 | $282.6K | <0.1% | History |
| CARRCarrier Global Corp | Stock | 4,043 | $241.4K | <0.1% | History |
| CMCSAComcast Corp | Stock | 7,600 | $238.8K | <0.1% | History |
| AJGArthur J. Gallagher & Co. | COM | 760 | $235.4K | <0.1% | History |
| SBUXStarbucks Corp | Stock | 2,671 | $226.0K | <0.1% | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 14,255 | $222.8K | <0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,172 | $222.5K | <0.1% | – |
| GPCGenuine Parts Co | Stock | 1,603 | $222.2K | <0.1% | History |
| ALEAllete Inc | COM NEW | 3,288 | $218.3K | <0.1% | History |
| LINLinde PLC | Stock | 429 | $203.8K | <0.1% | History |
| ORBSEightco Holdings Inc. | COM | 10,900 | $99.7K | <0.1% | History |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 10,550 | $93.2K | <0.1% | History |