Mairs & Power Inc
- SEC CIK
- 0001070134
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30,2025/8/14 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 235
- 較 2025 年第 1 季 +14
- 總值
- $101.3 億
- 較 2025 年第 1 季 +$5.20 億 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 2,004,808 | $9.97 億 | 9.8% | +8,591+0.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,812,871 | $9.18 億 | 9.1% | +10,957+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,492,861 | $5.47 億 | 5.4% | +95,244+4.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,500,966 | $4.35 億 | 4.3% | −161,804−9.7% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 3,976,890 | $3.42 億 | 3.4% | +52,607+1.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,057,160 | $3.30 億 | 3.3% | +150,506+16.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,801,827 | $3.20 億 | 3.2% | −246,266−12.0% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 1,732,621 | $2.99 億 | 2.9% | +15,064+0.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 365,327 | $2.85 億 | 2.8% | +534+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 794,996 | $2.82 億 | 2.8% | −29,117−3.5% | 減碼 | 歷史 |
| TTCToro Co | COM | 3,649,717 | $2.58 億 | 2.5% | −1,7190.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,142,568 | $2.34 億 | 2.3% | −213,024−15.7% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 5,372,759 | $2.26 億 | 2.2% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| ECLEcolab Inc. | Stock | 788,929 | $2.13 億 | 2.1% | +15,743+2.0% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 475,106 | $2.00 億 | 2.0% | −2,499−0.5% | 減碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 866,464 | $1.96 億 | 1.9% | −16,963−1.9% | 減碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 3,042,142 | $1.84 億 | 1.8% | −2,496−0.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,174,403 | $1.74 億 | 1.7% | −10,389−0.5% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 2,353,263 | $1.72 億 | 1.7% | +8030.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 218,761 | $1.61 億 | 1.6% | +193,254+757.7% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 460,613 | $1.58 億 | 1.6% | −10,718−2.3% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 1,492,528 | $1.56 億 | 1.5% | +103,447+7.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,010,469 | $1.54 億 | 1.5% | +11,448+1.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 934,161 | $1.49 億 | 1.5% | −15,761−1.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 3,413,917 | $1.48 億 | 1.5% | −14,935−0.4% | 減碼 | 歷史 |
| FULFuller H B Co | Stock | 2,448,249 | $1.47 億 | 1.5% | +7,857+0.3% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 2,716,378 | $1.40 億 | 1.4% | +64,585+2.4% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 412,922 | $1.37 億 | 1.4% | −5,539−1.3% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 4,220,403 | $1.28 億 | 1.3% | −51,390−1.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 901,941 | $1.23 億 | 1.2% | −115,047−11.3% | 減碼 | 歷史 |
| TNCTennant Co | COM | 1,352,658 | $1.05 億 | 1.0% | −68,752−4.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 446,826 | $1.01 億 | 1.0% | +49,169+12.4% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 1,118,039 | $9,017 萬 | 0.9% | +179,846+19.2% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 863,550 | $8,286 萬 | 0.8% | −2,348−0.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 253,841 | $6,922 萬 | 0.7% | −1,014−0.4% | 減碼 | 歷史 |
| PIPRPiper Sandler Companies | COM | 246,834 | $6,861 萬 | 0.7% | +2,227+0.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 293,197 | $6,828 萬 | 0.7% | −15,754−5.1% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 2,381,893 | $6,150 萬 | 0.6% | +9,711+0.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 189,988 | $6,060 萬 | 0.6% | −3,129−1.6% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 113,916 | $5,813 萬 | 0.6% | −20,570−15.3% | 減碼 | 歷史 |
| DCIDonaldson Co Inc | Stock | 829,505 | $5,753 萬 | 0.6% | −290,644−25.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 154,173 | $5,653 萬 | 0.6% | −514−0.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 344,366 | $5,243 萬 | 0.5% | +146,254+73.8% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 757,819 | $5,187 萬 | 0.5% | +18,995+2.6% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,070,161 | $4,842 萬 | 0.5% | −997,454−48.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 230,856 | $4,793 萬 | 0.5% | +2,819+1.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 455,290 | $3,969 萬 | 0.4% | −82,893−15.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 311,433 | $3,862 萬 | 0.4% | −3,388−1.1% | 減碼 | 歷史 |
| CLFDClearfield, Inc. | COM | 762,234 | $3,309 萬 | 0.3% | −89,986−10.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 101,383 | $3,127 萬 | 0.3% | −6,777−6.3% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 337,277 | $3,077 萬 | 0.3% | −169,920−33.5% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 301,699 | $2,976 萬 | 0.3% | −121,426−28.7% | 減碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 362,798 | $2,882 萬 | 0.3% | −429,146−54.2% | 減碼 | 歷史 |
| IDAIdacorp Inc | COM | 244,510 | $2,823 萬 | 0.3% | +244,510 | 新進 | 歷史 |
| BMIBadger Meter Inc | COM | 111,377 | $2,728 萬 | 0.3% | −4,513−3.9% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 376,431 | $2,563 萬 | 0.3% | +2,117+0.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 156,286 | $2,490 萬 | 0.2% | −4,993−3.1% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 76,186 | $2,391 萬 | 0.2% | +43,753+134.9% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 80,313 | $2,149 萬 | 0.2% | +10,720+15.4% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 266,137 | $2,016 萬 | 0.2% | −62,604−19.0% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 131,617 | $1,885 萬 | 0.2% | −21,780−14.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,790 | $1,717 萬 | 0.2% | +18,846+210.7% | 加碼 | 歷史 |
| ONBOld National Bancorp | Stock | 740,125 | $1,579 萬 | 0.2% | −106,441−12.6% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 28,008 | $1,495 萬 | 0.1% | +375+1.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 26,092 | $1,267 萬 | 0.1% | +1,488+6.0% | 加碼 | 歷史 |
| HSYHershey Co | COM | 67,015 | $1,112 萬 | 0.1% | −830−1.2% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 89,864 | $1,081 萬 | 0.1% | −9,264−9.3% | 減碼 | 歷史 |
| AIRAar Corp | Stock | 156,076 | $1,074 萬 | 0.1% | −23,956−13.3% | 減碼 | 歷史 |
| KNFKnife River Corp | Stock | 113,916 | $930.0 萬 | 0.1% | −13,104−10.3% | 減碼 | 歷史 |
| HUBGHub Group, Inc. | CL A | 277,099 | $926.3 萬 | 0.1% | −2,050−0.7% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 68,668 | $915.6 萬 | 0.1% | +9,603+16.3% | 加碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 67,804 | $879.9 萬 | 0.1% | −2,972−4.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 47,073 | $873.8 萬 | 0.1% | +5,111+12.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 40,931 | $837.6 萬 | 0.1% | +10,740+35.6% | 加碼 | 歷史 |
| QCRHQCR Holdings Inc | COM | 117,624 | $798.7 萬 | 0.1% | −2,389−2.0% | 減碼 | 歷史 |
| PLXSPlexus Corp | COM | 56,533 | $764.9 萬 | 0.1% | −5,937−9.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 19,361 | $751.6 萬 | 0.1% | +2,808+17.0% | 加碼 | 歷史 |
| ASBAssociated Banc-Corp | COM | 297,935 | $726.7 萬 | 0.1% | −35,781−10.7% | 減碼 | 歷史 |
| PNRPENTAIR plc | SHS | 62,413 | $640.7 萬 | 0.1% | −97−0.2% | 減碼 | 歷史 |
| WTFCWintrust Financial Corp | COM | 50,680 | $628.3 萬 | 0.1% | −14,695−22.5% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 261,246 | $622.5 萬 | 0.1% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 119,611 | $619.7 萬 | 0.1% | +10,405+9.5% | 加碼 | 歷史 |
| BKHBlack Hills Corp | COM | 109,398 | $613.7 萬 | 0.1% | −15,552−12.4% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 74,000 | $561.2 萬 | 0.1% | +38,957+111.2% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 43,428 | $558.2 萬 | 0.1% | −16,492−27.5% | 減碼 | 歷史 |
| NWENorthWestern Energy Group, Inc. | COM NEW | 102,928 | $528.0 萬 | 0.1% | −20,957−16.9% | 減碼 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 175,774 | $526.8 萬 | 0.1% | +14,206+8.8% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 78,266 | $525.4 萬 | 0.1% | −672,762−89.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 17,976 | $525.2 萬 | 0.1% | +4,651+34.9% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 93,220 | $490.2 萬 | <0.1% | +3,975+4.5% | 加碼 | 歷史 |
| PIIPolaris Inc. | Stock | 113,536 | $461.5 萬 | <0.1% | +29,321+34.8% | 加碼 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 151,215 | $458.6 萬 | <0.1% | +25,745+20.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 56,871 | $450.2 萬 | <0.1% | +3,712+7.0% | 加碼 | 歷史 |
| Mairs & Power Minnesota Municipal Bond ETF89834G836 | ETF | 206,186 | $447.9 萬 | <0.1% | +206,186 | 新進 | – |
| OSKOshkosh Corp | COM | 37,790 | $429.1 萬 | <0.1% | −4,230−10.1% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 42,312 | $427.1 萬 | <0.1% | −6,155−12.7% | 減碼 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 98,971 | $426.4 萬 | <0.1% | −29,834−23.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,877 | $420.8 萬 | <0.1% | +90+0.4% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 129,777 | $411.7 萬 | <0.1% | +66,418+104.8% | 加碼 | 歷史 |
| THRMGentherm Inc | COM | 142,939 | $404.4 萬 | <0.1% | −9,053−6.0% | 減碼 | 歷史 |
2025 年第 1 季之後清倉(9 檔)
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NEOGNeogen Corp | COM | 455,289 | $394.7 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 10,081 | $75.3 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,585 | $71.0 萬 | <0.1% | – |
| CTVACorteva, Inc. | Stock | 8,949 | $56.3 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 10,801 | $37.7 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 10,540 | $35.6 萬 | <0.1% | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 9,150 | $28.6 萬 | <0.1% | 歷史 |
| SRDXSurmodics Inc | COM | 7,626 | $23.3 萬 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 5,500 | $23.0 萬 | <0.1% | 歷史 |