MAIRS & POWER INC
CIK: 0001070134SEC EDGAR →
Portfolio Value
$10.4B
Holdings
243
As of
Q4 2025
New Positions
24
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,912,896 | $925.1M | 8.90% |
| 2 | NVIDIA CORPORATION | 4,949,648 | $923.1M | 8.88% |
| 3 | AMAZON COM INC | 2,592,768 | $598.5M | 5.76% |
| 4 | ALPHABET INC | 1,697,969 | $532.8M | 5.13% |
| 5 | JPMORGAN CHASE & CO. | 1,276,404 | $411.3M | 3.96% |
| 6 | APPLE INC | 1,217,486 | $331.0M | 3.19% |
| 7 | GRACO INC | 3,905,582 | $320.1M | 3.08% |
| 8 | VISA INC | 802,518 | $281.4M | 2.71% |
| 9 | UNITEDHEALTH GROUP INC | 830,535 | $274.2M | 2.64% |
| 10 | TORO CO | 3,422,823 | $269.4M | 2.59% |
Quarterly Changes
Top Buys
New Positions (11)
Closed Positions (16)
$3.2M · 298K shares
$634K · 1K shares
$324K · 11K shares
$310K · 1K shares
$283K · 5K shares
$241K · 4K shares
$239K · 8K shares
$235K · 760 shares
$226K · 3K shares
$223K · 14K shares
$222K · 4K shares
$222K · 2K shares
$218K · 3K shares
$204K · 429 shares
$100K · 11K shares
$93K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 36 | $3.3B | 34.0% |
| Industrials | 40 | $1.5B | 15.7% |
| Financial Services | 56 | $1.3B | 13.1% |
| Healthcare | 31 | $811.1M | 8.4% |
| Consumer Cyclical | 14 | $680.4M | 7.1% |
| Communication Services | 5 | $582.6M | 6.1% |
| Basic Materials | 9 | $511.4M | 5.3% |
| Utilities | 9 | $475.6M | 4.9% |
| Unknown | 19 | $291.0M | 3.0% |
| Consumer Defensive | 13 | $199.2M | 2.1% |
| Energy | 9 | $18.5M | 0.2% |
| Real Estate | 2 | $1.2M | 0.0% |