Mairs and Power

Mairs & Power as of Sept. 30, 2025

Portfolio Holdings for Mairs & Power

Mairs & Power holds 248 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 9.8 $1.0B 5.6M 186.58
Microsoft Corporation (MSFT) 9.3 $987M 1.9M 517.95
Amazon (AMZN) 5.3 $561M 2.6M 219.57
JPMorgan Chase & Co. (JPM) 4.0 $430M 1.4M 315.43
Alphabet Cap Stk Cl C (GOOG) 4.0 $429M 1.8M 243.55
UnitedHealth (UNH) 3.5 $370M 1.1M 345.30
Gra (GGG) 3.1 $334M 3.9M 84.96
Apple (AAPL) 2.8 $301M 1.2M 254.63
Toro Company (TTC) 2.6 $274M 3.6M 76.20
Eli Lilly & Co. (LLY) 2.6 $273M 358k 763.00
Visa Com Cl A (V) 2.5 $270M 791k 341.38
Fastenal Company (FAST) 2.2 $231M 4.7M 49.04
Fiserv (FI) 2.1 $226M 1.7M 128.93
Nvent Electric SHS (NVT) 2.0 $215M 2.2M 98.64
Ecolab (ECL) 2.0 $213M 777k 273.86
Littelfuse (LFUS) 2.0 $211M 814k 259.01
Motorola Solutions Com New (MSI) 2.0 $211M 460k 457.29
Wec Energy Group (WEC) 1.9 $206M 1.8M 114.59
Alliant Energy Corporation (LNT) 1.9 $202M 3.0M 67.41
Meta Platforms Cl A (META) 1.8 $189M 257k 734.38
Johnson & Johnson (JNJ) 1.7 $183M 986k 185.42
Wells Fargo & Company (WFC) 1.7 $182M 2.2M 83.82
Sherwin-Williams Company (SHW) 1.5 $161M 464k 346.26
Bio-techne Corporation (TECH) 1.5 $156M 2.8M 55.63
Verizon Communications (VZ) 1.4 $150M 3.4M 43.95
Rockwell Automation (ROK) 1.3 $144M 411k 349.53
H.B. Fuller Company (FUL) 1.3 $143M 2.4M 59.28
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.3 $138M 495k 279.29
C H Robinson Worldwide Com New (CHRW) 1.1 $115M 870k 132.40
Entegris (ENTG) 1.0 $110M 1.2M 92.46
Qualcomm (QCOM) 1.0 $109M 654k 166.36
Tennant Company (TNC) 1.0 $108M 1.3M 81.06
Hormel Foods Corporation (HRL) 1.0 $104M 4.2M 24.74
Abbott Laboratories (ABT) 0.9 $97M 723k 133.94
salesforce (CRM) 0.7 $70M 295k 237.00
Workiva Com Cl A (WK) 0.6 $65M 757k 86.08
Piper Jaffray Companies (PIPR) 0.6 $64M 185k 346.99
Home Depot (HD) 0.6 $63M 156k 405.19
Casey's General Stores (CASY) 0.6 $61M 108k 565.32
Kraft Heinz (KHC) 0.5 $58M 2.2M 26.04
American Express Company (AXP) 0.5 $57M 170k 332.16
3M Company (MMM) 0.5 $54M 347k 155.18
Honeywell International (HON) 0.5 $53M 249k 210.50
Donaldson Company (DCI) 0.5 $50M 605k 81.85
Texas Instruments Incorporated (TXN) 0.4 $44M 237k 183.73
Medtronic SHS (MDT) 0.4 $41M 431k 95.23
Ida (IDA) 0.4 $38M 287k 132.15
Us Bancorp Del Com New (USB) 0.3 $37M 764k 48.33
Walt Disney Company (DIS) 0.3 $36M 314k 114.50
Medpace Hldgs (MEDP) 0.3 $36M 70k 514.16
Xcel Energy (XEL) 0.3 $31M 386k 80.65
Automatic Data Processing (ADP) 0.3 $31M 105k 293.50
Procter & Gamble Company (PG) 0.3 $29M 188k 153.65
Charles Schwab Corporation (SCHW) 0.3 $29M 299k 95.47
Cognex Corporation (CGNX) 0.3 $28M 613k 45.30
Clearfield (CLFD) 0.2 $25M 731k 34.38
Travelers Companies (TRV) 0.2 $25M 89k 279.22
Palo Alto Networks (PANW) 0.2 $23M 111k 203.62
Principal Financial (PFG) 0.2 $21M 254k 82.91
Target Corporation (TGT) 0.2 $21M 233k 89.70
Generac Holdings (GNRC) 0.2 $20M 117k 167.40
Badger Meter (BMI) 0.2 $19M 104k 178.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $18M 27k 666.18
Ameriprise Financial (AMP) 0.2 $17M 35k 491.25
Old National Ban (ONB) 0.1 $14M 637k 21.95
Hershey Company (HSY) 0.1 $13M 71k 187.05
SYSCO Corporation (SYY) 0.1 $13M 156k 82.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $13M 25k 502.74
Aar (AIR) 0.1 $12M 128k 89.67
Abbvie (ABBV) 0.1 $11M 47k 231.54
John Bean Technologies Corporation (JBTM) 0.1 $9.8M 70k 140.45
Knife River Corp Common Stock (KNF) 0.1 $9.4M 122k 76.87
Emerson Electric (EMR) 0.1 $8.9M 68k 131.18
Caterpillar (CAT) 0.1 $8.9M 19k 477.15
Hub Group Cl A (HUBG) 0.1 $8.8M 256k 34.44
Plexus (PLXS) 0.1 $7.9M 55k 144.69
QCR Holdings (QCRH) 0.1 $7.9M 105k 75.64
Exxon Mobil Corporation (XOM) 0.1 $7.9M 70k 112.75
Corning Incorporated (GLW) 0.1 $7.6M 93k 82.03
RadNet (RDNT) 0.1 $7.4M 98k 76.21
Associated Banc- (ASB) 0.1 $7.0M 272k 25.71
Wintrust Financial Corporation (WTFC) 0.1 $6.7M 51k 132.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $6.7M 261k 25.71
Pentair SHS (PNR) 0.1 $6.7M 60k 110.76
Alphabet Cap Stk Cl A (GOOGL) 0.1 $6.4M 26k 243.10
Black Hills Corporation (BKH) 0.1 $6.0M 98k 61.59
General Mills (GIS) 0.1 $5.8M 116k 50.42
Polaris Industries (PII) 0.1 $5.6M 96k 58.13
Cullen/Frost Bankers (CFR) 0.1 $5.5M 44k 126.77
McDonald's Corporation (MCD) 0.1 $5.5M 18k 303.89
Solventum Corp Com Shs (SOLV) 0.1 $5.3M 73k 73.00
Northwestern Energy Group In Com New (NWE) 0.0 $5.2M 89k 58.61
Trust For Professional Man Mairs & Pwr Minn (MINN) 0.0 $5.1M 229k 22.26
EXACT Sciences Corporation (EXAS) 0.0 $5.1M 93k 54.71
Oracle Corporation (ORCL) 0.0 $5.0M 18k 281.24
Inspire Med Sys (INSP) 0.0 $4.9M 65k 74.20
Glacier Ban (GBCI) 0.0 $4.8M 99k 48.67
Oshkosh Corporation (OSK) 0.0 $4.6M 36k 129.70
Life Time Group Holdings Common Stock (LTH) 0.0 $4.4M 160k 27.60
Merck & Co (MRK) 0.0 $4.4M 52k 83.93
Mgp Ingredients Inc Common Sto (MGPI) 0.0 $4.3M 176k 24.19
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $3.8M 5.00 754200.00
Cintas Corporation (CTAS) 0.0 $3.7M 18k 205.26
Ishares Tr Core S&p500 Etf (IVV) 0.0 $3.7M 475.00 7864.92
Chevron Corporation (CVX) 0.0 $3.6M 23k 155.29
Nike CL B (NKE) 0.0 $3.5M 51k 69.73
Woodward Governor Company (WWD) 0.0 $3.5M 14k 252.71
Skywater Technology (SKYT) 0.0 $3.4M 185k 18.66
Trex Company (TREX) 0.0 $3.3M 63k 51.67
Jamf Hldg Corp (JAMF) 0.0 $3.2M 298k 10.70
Costco Wholesale Corporation (COST) 0.0 $3.0M 3.2k 925.63
ConocoPhillips (COP) 0.0 $2.7M 28k 94.59
Gentherm (THRM) 0.0 $2.6M 76k 34.06
Hawkins (HWKN) 0.0 $2.5M 13k 182.72
Patrick Industries (PATK) 0.0 $2.4M 23k 103.43
Ge Aerospace Com New (GE) 0.0 $2.4M 7.8k 300.82
Applied Materials (AMAT) 0.0 $2.3M 11k 204.74
United Parcel Service CL B (UPS) 0.0 $2.1M 25k 83.53
Alerus Finl (ALRS) 0.0 $1.9M 87k 22.14
Pfizer (PFE) 0.0 $1.9M 75k 25.48
Oklo Com Cl A (OKLO) 0.0 $1.8M 16k 111.63
Lowe's Companies (LOW) 0.0 $1.8M 7.0k 251.31
Wal-Mart Stores (WMT) 0.0 $1.7M 17k 103.06
Clearwater Analytics Hldgs I Cl A (CWAN) 0.0 $1.7M 94k 18.02
Stryker Corporation (SYK) 0.0 $1.6M 4.4k 369.67
Amgen (AMGN) 0.0 $1.6M 5.7k 282.20
Coca-Cola Company (KO) 0.0 $1.6M 24k 66.32
Raytheon Technologies Corp (RTX) 0.0 $1.5M 9.1k 167.33
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $1.5M 2.7k 546.75
Cisco Systems (CSCO) 0.0 $1.4M 21k 68.42
Zimmer Holdings (ZBH) 0.0 $1.4M 14k 98.50
IDEXX Laboratories (IDXX) 0.0 $1.4M 2.1k 638.89
Kimberly-Clark Corporation (KMB) 0.0 $1.4M 11k 124.34
Becton, Dickinson and (BDX) 0.0 $1.3M 7.1k 187.17
Pepsi (PEP) 0.0 $1.3M 9.4k 140.44
Broadcom (AVGO) 0.0 $1.3M 3.9k 329.91
Bank of America Corporation (BAC) 0.0 $1.3M 25k 51.59
Snap-on Incorporated (SNA) 0.0 $1.2M 3.6k 346.53
Bristol Myers Squibb (BMY) 0.0 $1.2M 26k 45.10
CVRX (CVRX) 0.0 $1.2M 145k 8.07
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.2M 13k 93.37
Union Pacific Corporation (UNP) 0.0 $1.1M 4.8k 236.37
Wabtec Corporation (WAB) 0.0 $1.1M 5.3k 200.47
International Business Machines (IBM) 0.0 $1.0M 3.7k 282.16
Mosaic (MOS) 0.0 $1.0M 30k 34.68
Boston Scientific Corporation (BSX) 0.0 $1.0M 10k 97.63
Nextera Energy (NEE) 0.0 $1.0M 13k 75.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $928k 1.5k 600.37
Norfolk Southern (NSC) 0.0 $918k 3.1k 300.41
Phillips 66 (PSX) 0.0 $904k 6.6k 136.02
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $895k 36k 24.79
Bank Of Montreal Cadcom (BMO) 0.0 $879k 6.7k 130.25
Vericel (VCEL) 0.0 $814k 26k 31.47
Cibc Cad (CM) 0.0 $813k 10k 79.89
Thermo Fisher Scientific (TMO) 0.0 $784k 1.6k 485.02
Best Buy (BBY) 0.0 $756k 10k 75.62
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $725k 3.4k 215.79
Amcor Ord (AMCR) 0.0 $724k 89k 8.18
American Water Works (AWK) 0.0 $722k 5.2k 139.19
Adobe Systems Incorporated (ADBE) 0.0 $716k 2.0k 352.75
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $715k 2.9k 248.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $698k 30k 23.28
Baxter International (BAX) 0.0 $679k 30k 22.77
Chubb (CB) 0.0 $675k 2.4k 282.25
IDEX Corporation (IEX) 0.0 $651k 4.0k 162.76
Bank of New York Mellon Corporation (BK) 0.0 $642k 5.9k 108.96
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $634k 1.1k 596.10
Select Sector Spdr Tr Technology (XLK) 0.0 $630k 2.2k 281.89
Ge Vernova (GEV) 0.0 $615k 1.0k 614.90
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $613k 1.1k 543.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $586k 14k 42.18
American Tower Reit (AMT) 0.0 $583k 3.0k 192.32
Brady Corp Cl A (BRC) 0.0 $546k 7.0k 78.03
Vanguard Index Fds Growth Etf (VUG) 0.0 $541k 2.1k 259.22
Trane Technologies SHS (TT) 0.0 $541k 1.3k 421.96
Shell Spon Ads (SHEL) 0.0 $537k 7.5k 71.53
Sturm, Ruger & Company (RGR) 0.0 $522k 12k 43.47
Boeing Company (BA) 0.0 $508k 2.4k 215.83
Intel Corporation (INTC) 0.0 $481k 14k 33.55
TJX Companies (TJX) 0.0 $479k 3.3k 144.54
Huntington Bancshares Incorporated (HBAN) 0.0 $478k 28k 17.27
Illinois Tool Works (ITW) 0.0 $459k 1.8k 260.76
Ciena Corp Com New (CIEN) 0.0 $437k 3.0k 145.67
Philip Morris International (PM) 0.0 $428k 2.6k 162.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $425k 817.00 519.77
Newmont Mining Corporation (NEM) 0.0 $422k 5.0k 84.31
Advanced Micro Devices (AMD) 0.0 $420k 2.6k 161.79
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $418k 3.5k 118.83
Vanguard Index Fds Small Cp Etf (VB) 0.0 $399k 1.3k 308.18
Axogen (AXGN) 0.0 $393k 22k 17.84
Nve Corp Com New (NVEC) 0.0 $392k 6.0k 65.27
Harley-Davidson (HOG) 0.0 $391k 14k 27.90
Blackrock (BLK) 0.0 $386k 331.00 1165.87
ViaSat (VSAT) 0.0 $381k 13k 29.30
Mastercard Incorporated Cl A (MA) 0.0 $366k 644.00 568.81
Danaher Corporation (DHR) 0.0 $348k 1.8k 198.26
Cardinal Health (CAH) 0.0 $333k 2.1k 156.96
Accenture Plc Ireland Shs Class A (ACN) 0.0 $329k 1.3k 246.60
Northern Trust Corporation (NTRS) 0.0 $328k 2.4k 134.60
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $327k 3.2k 103.86
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $324k 11k 29.49
L3harris Technologies (LHX) 0.0 $321k 1.1k 305.41
At&t (T) 0.0 $320k 11k 28.24
Ishares Tr Global Tech Etf (IXN) 0.0 $312k 5.6k 55.93
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $310k 1.0k 300.79
Altria (MO) 0.0 $308k 4.7k 66.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $303k 2.5k 120.72
Digi International (DGII) 0.0 $292k 8.0k 36.46
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $283k 3.1k 91.75
Mondelez Intl Cl A (MDLZ) 0.0 $283k 4.5k 62.47
SEI Investments Company (SEIC) 0.0 $280k 3.3k 84.85
Deere & Company (DE) 0.0 $275k 602.00 457.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $274k 4.6k 59.92
Marsh & McLennan Companies (MMC) 0.0 $273k 1.4k 201.53
Enterprise Products Partners (EPD) 0.0 $269k 8.6k 31.27
Bank of Hawaii Corporation (BOH) 0.0 $263k 4.0k 65.64
Schlumberger Com Stk (SLB) 0.0 $259k 7.5k 34.37
Regions Financial Corporation (RF) 0.0 $257k 9.7k 26.37
Ishares Gold Tr Ishares New (IAU) 0.0 $257k 3.5k 72.77
Autodesk (ADSK) 0.0 $255k 801.00 317.67
Msa Safety Inc equity (MSA) 0.0 $253k 1.5k 172.07
Gilead Sciences (GILD) 0.0 $253k 2.3k 111.00
Vanguard Index Fds Large Cap Etf (VV) 0.0 $252k 1.6k 160.41
Marathon Petroleum Corp (MPC) 0.0 $251k 1.3k 192.74
Eaton Corp SHS (ETN) 0.0 $242k 647.00 374.25
Carrier Global Corporation (CARR) 0.0 $241k 4.0k 59.70
Comcast Corp Cl A (CMCSA) 0.0 $239k 7.6k 31.42
Arthur J. Gallagher & Co. (AJG) 0.0 $235k 760.00 309.74
Waste Management (WM) 0.0 $232k 1.1k 220.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $227k 3.2k 71.37
Starbucks Corporation (SBUX) 0.0 $226k 2.7k 84.61
Sony Group Corp Sponsored Adr (SONY) 0.0 $225k 7.8k 28.79
BP Sponsored Adr (BP) 0.0 $224k 6.5k 34.46
Cummins (CMI) 0.0 $223k 528.00 422.37
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $223k 14k 15.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $223k 4.2k 53.33
Genuine Parts Company (GPC) 0.0 $222k 1.6k 138.60
Allete Com New (ALE) 0.0 $218k 3.3k 66.40
Zoetis Cl A (ZTS) 0.0 $218k 1.5k 146.32
Xylem (XYL) 0.0 $216k 1.5k 147.50
Linde SHS (LIN) 0.0 $204k 429.00 475.00
United Fire & Casualty (UFCS) 0.0 $201k 6.6k 30.42
Cleveland-cliffs (CLF) 0.0 $165k 14k 12.20
Uipath Cl A (PATH) 0.0 $162k 12k 13.38
Aebi Schmidt Hldg Ag F (AEBI) 0.0 $130k 10k 12.47
Eightco Holdings 0.0 $100k 11k 9.15
Himax Technologies Sponsored Adr (HIMX) 0.0 $93k 11k 8.83
Plug Power Com New (PLUG) 0.0 $23k 10k 2.33