Mairs and Power

Mairs & Power as of June 30, 2025

Portfolio Holdings for Mairs & Power

Mairs & Power holds 235 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.8 $997M 2.0M 497.41
NVIDIA Corporation (NVDA) 9.1 $918M 5.8M 157.99
Amazon (AMZN) 5.4 $547M 2.5M 219.39
JPMorgan Chase & Co. (JPM) 4.3 $435M 1.5M 289.91
Gra (GGG) 3.4 $342M 4.0M 85.97
UnitedHealth (UNH) 3.3 $330M 1.1M 311.97
Alphabet Cap Stk Cl C (GOOG) 3.2 $320M 1.8M 177.39
Fiserv (FI) 2.9 $299M 1.7M 172.41
Eli Lilly & Co. (LLY) 2.8 $285M 365k 779.53
Visa Com Cl A (V) 2.8 $282M 795k 355.05
Toro Company (TTC) 2.5 $258M 3.6M 70.68
Apple (AAPL) 2.3 $234M 1.1M 205.17
Fastenal Company (FAST) 2.2 $226M 5.4M 42.00
Ecolab (ECL) 2.1 $213M 789k 269.44
Motorola Solutions Com New (MSI) 2.0 $200M 475k 420.46
Littelfuse (LFUS) 1.9 $197M 867k 226.73
Alliant Energy Corporation (LNT) 1.8 $184M 3.0M 60.47
Wells Fargo & Company (WFC) 1.7 $174M 2.2M 80.12
Nvent Electric SHS (NVT) 1.7 $172M 2.4M 73.25
Meta Platforms Cl A (META) 1.6 $162M 219k 738.09
Sherwin-Williams Company (SHW) 1.6 $158M 461k 343.36
Wec Energy Group (WEC) 1.5 $156M 1.5M 104.20
Johnson & Johnson (JNJ) 1.5 $154M 1.0M 152.75
Qualcomm (QCOM) 1.5 $149M 934k 159.26
Verizon Communications (VZ) 1.5 $148M 3.4M 43.27
H.B. Fuller Company (FUL) 1.5 $147M 2.4M 60.15
Bio-techne Corporation (TECH) 1.4 $140M 2.7M 51.45
Rockwell Automation (ROK) 1.4 $137M 413k 332.17
Hormel Foods Corporation (HRL) 1.3 $128M 4.2M 30.25
Abbott Laboratories (ABT) 1.2 $123M 902k 136.01
Tennant Company (TNC) 1.0 $105M 1.4M 77.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $101M 447k 226.49
Entegris (ENTG) 0.9 $90M 1.1M 80.65
C H Robinson Worldwide Com New (CHRW) 0.8 $83M 864k 95.95
salesforce (CRM) 0.7 $69M 254k 272.69
Piper Jaffray Companies (PIPR) 0.7 $69M 247k 277.94
Honeywell International (HON) 0.7 $68M 293k 232.88
Kraft Heinz (KHC) 0.6 $62M 2.4M 25.82
American Express Company (AXP) 0.6 $61M 190k 318.98
Casey's General Stores (CASY) 0.6 $58M 114k 510.27
Donaldson Company (DCI) 0.6 $58M 830k 69.35
Home Depot (HD) 0.6 $57M 154k 366.64
3M Company (MMM) 0.5 $52M 344k 152.24
Workiva Com Cl A (WK) 0.5 $52M 758k 68.45
Us Bancorp Del Com New (USB) 0.5 $48M 1.1M 45.25
Texas Instruments Incorporated (TXN) 0.5 $48M 231k 207.62
Medtronic SHS (MDT) 0.4 $40M 455k 87.17
Walt Disney Company (DIS) 0.4 $39M 311k 124.01
Clearfield (CLFD) 0.3 $33M 762k 43.41
Automatic Data Processing (ADP) 0.3 $31M 101k 308.40
Charles Schwab Corporation (SCHW) 0.3 $31M 337k 91.24
Target Corporation (TGT) 0.3 $30M 302k 98.65
Principal Financial (PFG) 0.3 $29M 363k 79.43
Ida (IDA) 0.3 $28M 245k 115.45
Badger Meter (BMI) 0.3 $27M 111k 244.95
Xcel Energy (XEL) 0.3 $26M 376k 68.10
Procter & Gamble Company (PG) 0.2 $25M 156k 159.32
Medpace Hldgs (MEDP) 0.2 $24M 76k 313.86
Travelers Companies (TRV) 0.2 $22M 80k 267.54
SYSCO Corporation (SYY) 0.2 $20M 266k 75.74
Generac Holdings (GNRC) 0.2 $19M 132k 143.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $17M 28k 617.85
Old National Ban (ONB) 0.2 $16M 740k 21.34
Ameriprise Financial (AMP) 0.1 $15M 28k 533.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $13M 26k 485.77
Hershey Company (HSY) 0.1 $11M 67k 165.95
John Bean Technologies Corporation (JBTM) 0.1 $11M 90k 120.26
Aar (AIR) 0.1 $11M 156k 68.79
Knife River Corp Common Stock (KNF) 0.1 $9.3M 114k 81.64
Hub Group Cl A (HUBG) 0.1 $9.3M 277k 33.43
Emerson Electric (EMR) 0.1 $9.2M 69k 133.33
Inspire Med Sys (INSP) 0.1 $8.8M 68k 129.77
Abbvie (ABBV) 0.1 $8.7M 47k 185.62
Palo Alto Networks (PANW) 0.1 $8.4M 41k 204.64
QCR Holdings (QCRH) 0.1 $8.0M 118k 67.90
Plexus (PLXS) 0.1 $7.6M 57k 135.31
Caterpillar (CAT) 0.1 $7.5M 19k 388.21
Associated Banc- (ASB) 0.1 $7.3M 298k 24.39
Pentair SHS (PNR) 0.1 $6.4M 62k 102.66
Wintrust Financial Corporation (WTFC) 0.1 $6.3M 51k 123.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $6.2M 261k 23.83
General Mills (GIS) 0.1 $6.2M 120k 51.81
Black Hills Corporation (BKH) 0.1 $6.1M 109k 56.10
Solventum Corp Com Shs (SOLV) 0.1 $5.6M 74k 75.84
Cullen/Frost Bankers (CFR) 0.1 $5.6M 43k 128.54
Northwestern Energy Group In Com New (NWE) 0.1 $5.3M 103k 51.30
Mgp Ingredients Inc Common Sto (MGPI) 0.1 $5.3M 176k 29.97
Best Buy (BBY) 0.1 $5.3M 78k 67.13
McDonald's Corporation (MCD) 0.1 $5.3M 18k 292.17
Corning Incorporated (GLW) 0.0 $4.9M 93k 52.59
Polaris Industries (PII) 0.0 $4.6M 114k 40.65
Life Time Group Holdings Common Stock (LTH) 0.0 $4.6M 151k 30.33
Merck & Co (MRK) 0.0 $4.5M 57k 79.16
Trust For Professional Man Mairs & Pwr Minn (MINN) 0.0 $4.5M 206k 21.72
Oshkosh Corporation (OSK) 0.0 $4.3M 38k 113.54
United Parcel Service CL B (UPS) 0.0 $4.3M 42k 100.94
Glacier Ban (GBCI) 0.0 $4.3M 99k 43.08
Alphabet Cap Stk Cl A (GOOGL) 0.0 $4.2M 24k 176.23
Cognex Corporation (CGNX) 0.0 $4.1M 130k 31.72
Gentherm (THRM) 0.0 $4.0M 143k 28.29
EXACT Sciences Corporation (EXAS) 0.0 $4.0M 75k 53.14
Cintas Corporation (CTAS) 0.0 $3.9M 18k 222.87
Jamf Hldg Corp (JAMF) 0.0 $3.8M 399k 9.51
Exxon Mobil Corporation (XOM) 0.0 $3.7M 34k 107.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $3.6M 5.00 728800.00
Woodward Governor Company (WWD) 0.0 $3.4M 14k 245.09
RadNet (RDNT) 0.0 $3.3M 58k 56.91
Ishares Tr Core S&p500 Etf (IVV) 0.0 $3.2M 5.1k 620.86
Chevron Corporation (CVX) 0.0 $3.2M 22k 143.19
Costco Wholesale Corporation (COST) 0.0 $3.2M 3.2k 989.94
Oracle Corporation (ORCL) 0.0 $3.1M 14k 218.63
ConocoPhillips (COP) 0.0 $2.6M 29k 89.74
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $2.1M 4.6k 467.82
Alerus Finl (ALRS) 0.0 $2.1M 98k 21.64
Applied Materials (AMAT) 0.0 $2.1M 11k 183.07
Clearwater Analytics Hldgs I Cl A (CWAN) 0.0 $2.1M 94k 21.93
Ge Aerospace Com New (GE) 0.0 $2.0M 7.8k 257.39
Hawkins (HWKN) 0.0 $1.9M 13k 142.10
Pfizer (PFE) 0.0 $1.9M 78k 24.24
Stryker Corporation (SYK) 0.0 $1.8M 4.4k 395.63
Coca-Cola Company (KO) 0.0 $1.7M 24k 70.75
Amgen (AMGN) 0.0 $1.6M 5.8k 279.21
Skywater Technology (SKYT) 0.0 $1.6M 164k 9.84
Wal-Mart Stores (WMT) 0.0 $1.6M 16k 97.78
Lowe's Companies (LOW) 0.0 $1.6M 7.0k 221.87
Kimberly-Clark Corporation (KMB) 0.0 $1.4M 11k 128.96
Cisco Systems (CSCO) 0.0 $1.4M 20k 69.38
Raytheon Technologies Corp (RTX) 0.0 $1.3M 9.1k 146.02
Zimmer Holdings (ZBH) 0.0 $1.3M 14k 91.21
Azek Cl A (AZEK) 0.0 $1.3M 24k 54.35
Pepsi (PEP) 0.0 $1.3M 9.5k 132.04
Bristol Myers Squibb (BMY) 0.0 $1.2M 27k 46.29
Becton, Dickinson and (BDX) 0.0 $1.2M 7.2k 172.25
IDEXX Laboratories (IDXX) 0.0 $1.2M 2.2k 536.34
Union Pacific Corporation (UNP) 0.0 $1.2M 5.1k 230.08
Mosaic (MOS) 0.0 $1.1M 31k 36.48
Boston Scientific Corporation (BSX) 0.0 $1.1M 10k 107.41
Snap-on Incorporated (SNA) 0.0 $1.1M 3.6k 311.18
Wabtec Corporation (WAB) 0.0 $1.1M 5.3k 209.35
International Business Machines (IBM) 0.0 $1.1M 3.8k 294.78
Vericel (VCEL) 0.0 $1.1M 26k 42.55
Select Sector Spdr Tr Technology (XLK) 0.0 $1.1M 4.2k 253.24
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.0M 12k 89.39
Amcor Ord (AMCR) 0.0 $988k 108k 9.19
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $966k 38k 25.69
Bank of America Corporation (BAC) 0.0 $963k 20k 47.32
Baxter International (BAX) 0.0 $951k 31k 30.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $949k 1.7k 551.64
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $930k 4.5k 204.67
Oklo Com Cl A (OKLO) 0.0 $894k 16k 55.99
Broadcom (AVGO) 0.0 $882k 3.2k 275.65
CVRX (CVRX) 0.0 $848k 144k 5.88
Adobe Systems Incorporated (ADBE) 0.0 $823k 2.1k 386.88
Phillips 66 (PSX) 0.0 $794k 6.7k 119.30
Norfolk Southern (NSC) 0.0 $782k 3.1k 255.97
Bank Of Montreal Cadcom (BMO) 0.0 $746k 6.7k 110.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $741k 1.7k 424.58
Nextera Energy (NEE) 0.0 $731k 11k 69.42
American Water Works (AWK) 0.0 $726k 5.2k 139.11
Cibc Cad (CM) 0.0 $721k 10k 70.83
Chubb (CB) 0.0 $715k 2.5k 289.72
IDEX Corporation (IEX) 0.0 $702k 4.0k 175.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $663k 30k 22.10
Thermo Fisher Scientific (TMO) 0.0 $655k 1.6k 405.46
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $626k 2.2k 279.83
Mastercard Incorporated Cl A (MA) 0.0 $598k 1.1k 561.94
Trane Technologies SHS (TT) 0.0 $560k 1.3k 437.41
Nve Corp Com New (NVEC) 0.0 $537k 7.3k 73.61
Bank of New York Mellon Corporation (BK) 0.0 $537k 5.9k 91.11
Ge Vernova (GEV) 0.0 $529k 1.0k 529.15
Shell Spon Ads (SHEL) 0.0 $528k 7.5k 70.41
Vanguard Index Fds Growth Etf (VUG) 0.0 $516k 1.2k 438.40
Boeing Company (BA) 0.0 $501k 2.4k 209.53
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $490k 865.00 566.48
Philip Morris International (PM) 0.0 $480k 2.6k 182.13
Brady Corp Cl A (BRC) 0.0 $476k 7.0k 67.97
Huntington Bancshares Incorporated (HBAN) 0.0 $464k 28k 16.76
American Tower Reit (AMT) 0.0 $455k 2.1k 221.02
Accenture Plc Ireland Shs Class A (ACN) 0.0 $448k 1.5k 298.89
Illinois Tool Works (ITW) 0.0 $435k 1.8k 247.25
Sturm, Ruger & Company (RGR) 0.0 $431k 12k 35.90
Vanguard Index Fds Small Cp Etf (VB) 0.0 $372k 1.6k 237.02
Cardinal Health (CAH) 0.0 $356k 2.1k 168.00
TJX Companies (TJX) 0.0 $354k 2.9k 123.49
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $334k 3.1k 109.29
Harley-Davidson (HOG) 0.0 $330k 14k 23.60
Intel Corporation (INTC) 0.0 $329k 15k 22.40
At&t (T) 0.0 $328k 11k 28.94
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $327k 14k 22.93
Ciena Corp Com New (CIEN) 0.0 $325k 4.0k 81.33
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $324k 14k 23.36
Digi International (DGII) 0.0 $314k 9.0k 34.86
Deere & Company (DE) 0.0 $314k 617.00 508.49
Nike CL B (NKE) 0.0 $311k 4.4k 71.04
Northern Trust Corporation (NTRS) 0.0 $309k 2.4k 126.79
Altria (MO) 0.0 $302k 5.2k 58.63
Marsh & McLennan Companies (MMC) 0.0 $300k 1.4k 218.64
SEI Investments Company (SEIC) 0.0 $297k 3.3k 89.86
Axogen (AXGN) 0.0 $293k 27k 10.85
Newmont Mining Corporation (NEM) 0.0 $291k 5.0k 58.26
Ishares Tr Global Tech Etf (IXN) 0.0 $291k 3.2k 92.31
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $289k 1.0k 280.18
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $285k 9.9k 28.95
Ishares Tr Select Divid Etf (DVY) 0.0 $280k 2.1k 132.81
Gilead Sciences (GILD) 0.0 $277k 2.5k 110.87
Allete Com New (ALE) 0.0 $275k 4.3k 64.07
Bank of Hawaii Corporation (BOH) 0.0 $270k 4.0k 67.53
Enterprise Products Partners (EPD) 0.0 $267k 8.6k 31.01
United Fire & Casualty (UFCS) 0.0 $258k 9.0k 28.70
Advanced Micro Devices (AMD) 0.0 $252k 1.8k 141.90
Waste Management (WM) 0.0 $249k 1.1k 228.82
Autodesk (ADSK) 0.0 $248k 801.00 309.57
Msa Safety Inc equity (MSA) 0.0 $246k 1.5k 167.53
Arthur J. Gallagher & Co. (AJG) 0.0 $243k 760.00 320.12
Magnite Ord (MGNI) 0.0 $241k 10k 24.12
Carrier Global Corporation (CARR) 0.0 $238k 3.2k 73.19
Vanguard Index Fds Large Cap Etf (VV) 0.0 $233k 817.00 285.30
Zoetis Cl A (ZTS) 0.0 $232k 1.5k 155.95
Danaher Corporation (DHR) 0.0 $231k 1.2k 197.54
Regions Financial Corporation (RF) 0.0 $229k 9.7k 23.52
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $223k 2.4k 91.73
Ishares Gold Tr Ishares New (IAU) 0.0 $220k 3.5k 62.36
Novartis Sponsored Adr (NVS) 0.0 $217k 1.8k 121.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $214k 3.2k 67.22
Sony Group Corp Sponsored Adr (SONY) 0.0 $213k 8.2k 26.03
Otis Worldwide Corp (OTIS) 0.0 $211k 2.1k 99.02
Chipotle Mexican Grill (CMG) 0.0 $206k 3.7k 56.15
Colgate-Palmolive Company (CL) 0.0 $202k 2.2k 90.90
ViaSat (VSAT) 0.0 $190k 13k 14.60
Tactile Systems Technology, In (TCMD) 0.0 $127k 13k 10.14
Shyft Group (SHYF) 0.0 $125k 10k 12.54
Cleveland-cliffs (CLF) 0.0 $122k 16k 7.60
Neogenomics Com New (NEO) 0.0 $110k 15k 7.31
Himax Technologies Sponsored Adr (HIMX) 0.0 $94k 11k 8.93
Plug Power Com New (PLUG) 0.0 $15k 10k 1.49