whalstreet

Mairs and Power · Mairs & Power Inc.

Period:Q2 2025
Portfolio date:Jun 30, 2025
No. of stocks:235
Portfolio value:$10.1B
CIK 0001070134·SEC EDGAR
Quarter:Q4 2025· latestQ3 2025Q2 2025Q1 2025Q4 2024
Viewing historical Q2 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
Stock% of PortfolioRecent ActivitySharesReported Price *ValueCurrent Price+/- Reported Price52 Week Low52 Week High
MSFT · Microsoft Corp.9.84Add 0.43%2,004,808$497.41$997,211,515$415.06-16.56%$356.28$555.45
NVDA · Nvidia Corp.9.07Add 0.19%5,812,871$157.99$918,375,438$215.22+36.22%$120.28$217.80
AMZN · Amazon Com Inc.5.40Add 3.97%2,492,861$219.39$546,908,775$272.68+24.29%$196.00$278.56
JPM · Jpmorgan Chase & Co.4.30Reduce 9.73%1,500,966$289.91$435,145,053$302.10+4.20%$256.00$337.25
GGG · Graco Inc.3.37Add 1.34%3,976,890$85.97$341,893,211$77.59-9.75%$77.42$95.69
UNH · Unitedhealth Group Inc.3.26Add 16.60%1,057,160$311.97$329,802,243$379.98+21.80%$234.60$387.21
GOOG · Alphabet Inc.3.16Reduce 12.02%1,801,827$177.39$319,626,023$400.71+125.89%$156.16$402.00
FISV · Fiserv Inc.2.95Add 0.88%1,732,621$172.41$298,721,187$55.48-67.82%$52.91$191.91
LLY · Eli Lilly & Co.2.81Add 0.15%365,327$779.53$284,783,356$948.45+21.67%$623.78$1133.95
V · Visa, Inc.2.79Reduce 3.53%794,996$355.05$282,263,277$318.79-10.21%$293.89$375.51
TTC · Toro Co.2.55Reduce 0.05%3,649,717$70.68$257,961,970$95.50+35.12%$67.04$105.19
AAPL · Apple Inc.2.31Reduce 15.71%1,142,568$205.17$234,420,598$293.26+42.93%$193.46$294.76
FAST · Fastenal Co.2.23Add 99.74%5,372,759$42.00$225,655,861$44.17+5.17%$38.97$50.63
ECL · Ecolab Inc.2.10Add 2.04%788,929$269.44$212,569,094$254.22-5.65%$249.04$309.27
MSI · Motorola Solutions Inc.1.97Reduce 0.52%475,106$420.46$199,763,069$383.99-8.67%$359.36$492.22
LFUS · Littelfuse Inc.1.94Reduce 1.92%866,464$226.73$196,453,383$457.03+101.57%$201.19$475.00
LNT · Alliant Energy Corp.1.82Reduce 0.08%3,042,142$60.47$183,958,327$71.76+18.67%$58.98$75.76
WFC · Wells Fargo Co. New1.72Reduce 0.48%2,174,403$80.12$174,213,175$75.64-5.59%$71.90$97.76
NVT · Nvent Electric Plc1.70Add 0.03%2,353,263$73.25$172,376,489$169.95+132.01%$63.15$174.50
META · Meta Platforms, Inc.1.59Add 757.65%218,761$738.09$161,465,306$609.63-17.40%$520.26$796.25
SHW · Sherwin Williams Co.1.56Reduce 2.27%460,613$343.36$158,156,120$316.82-7.73%$301.58$379.65
WEC · Wec Energy Group Inc.1.54Add 7.45%1,492,528$104.20$155,521,418$111.66+7.16%$100.61$119.62
JNJ · Johnson & Johnson1.52Add 1.15%1,010,469$152.75$154,349,129$221.32+44.89%$146.12$251.71
QCOM · Qualcomm Inc.1.47Reduce 1.66%934,161$159.26$148,774,481$219.09+37.57%$121.99$228.05
VZ · Verizon Communications Inc.1.46Reduce 0.44%3,413,917$43.27$147,720,189$47.22+9.13%$38.39$51.68
FUL · Fuller H B Co.1.45Add 0.32%2,448,249$60.15$147,262,179$61.25+1.83%$48.71$68.63
TECH · Bio-Techne Corp.1.38Add 2.44%2,716,378$51.45$139,757,638$48.36-6.01%$45.12$72.16
ROK · Rockwell Automation Inc.1.35Reduce 1.32%412,922$332.17$137,160,294$453.89+36.64%$298.70$463.49
HRL · Hormel Foods Corp.1.26Reduce 1.20%4,220,403$30.25$127,667,191$20.44-32.43%$20.32$31.86
ABT · Abbott Labs1.21Reduce 11.31%901,941$136.01$122,673,099$84.32-38.00%$84.08$139.06
TNC · Tennant Co.1.03Reduce 4.84%1,352,658$77.48$104,803,942$87.12+12.44%$60.18$88.86
TSM · Taiwan Semiconductor Mfg Ltd.1.00Add 12.36%446,826$226.49$101,201,621$411.68+81.77%$184.61$420.00
ENTG · Entegris Inc.0.89Add 19.17%1,118,039$80.65$90,169,845$149.11+84.89%$66.32$159.15
CHRW · C H Robinson Worldwide Inc.0.82Reduce 0.27%863,550$95.95$82,857,616$171.39+78.62%$92.36$203.34
CRM · Salesforce Inc.0.68Reduce 0.40%253,841$272.69$69,219,902$181.82-33.32%$163.52$296.05
PIPR · Piper Sandler Companies0.68Add 0.91%246,834$277.94$68,605,042$81.03-70.85%$61.02$95.06
HON · Honeywell Intl Inc.0.67Reduce 5.10%293,197$232.88$68,279,613$213.12-8.48%$186.76$248.18
KHC · Kraft Heinz Co.0.61Add 0.41%2,381,893$25.82$61,500,477$23.96-7.22%$21.04$29.19
AXP · American Express Co.0.60Reduce 1.62%189,988$318.98$60,602,471$316.03-0.92%$281.46$387.49
CASY · Caseys Gen Stores Inc.0.57Reduce 15.30%113,916$510.27$58,127,917$859.49+68.44%$430.00$868.08
DCI · Donaldson Inc.0.57Reduce 25.95%829,505$69.35$57,526,140$86.00+24.01%$67.71$112.84
HD · Home Depot Inc.0.56Reduce 0.33%154,173$366.64$56,526,083$317.45-13.42%$310.40$426.75
MMM · 3m Company0.52Add 73.82%344,366$152.24$52,426,222$143.29-5.88%$139.34$177.41
WK · Workiva Inc.0.51Add 2.57%757,819$68.45$51,872,711$51.29-25.07%$49.44$97.09
USB · Us Bancorp Del0.48Reduce 48.24%1,070,161$45.25$48,424,784$55.53+22.72%$42.21$61.19
TXN · Texas Instrs Inc.0.47Add 1.24%230,856$207.62$47,930,323$287.80+38.62%$152.73$292.64
MDT · Medtronic Plc0.39Reduce 15.40%455,290$87.17$39,687,618$76.15-12.64%$75.91$106.33
DIS · Disney Walt Co.0.38Reduce 1.08%311,433$124.01$38,620,809$108.02-12.89%$92.19$124.69
CLFD · Clearfield Inc.0.33Reduce 10.56%762,234$43.41$33,088,578$40.04-7.76%$23.76$46.76
ADP · Automatic Data Processing In0.31Reduce 6.27%101,383$308.40$31,266,517$213.00-30.94%$188.16$329.93
808513105 · Schwab Charles Corp.0.30Reduce 33.50%337,277$91.24$30,773,153
TGT · Target Corp.0.29Reduce 28.70%301,699$98.65$29,762,522$125.25+26.96%$83.44$133.10
PFG · Principal Financial Group0.28Reduce 54.19%362,798$79.43$28,817,034$100.50+26.53%$75.00$103.00
IDA · Idacorp Inc.0.28New244,510$115.45$28,228,680$144.00+24.73%$108.15$149.73
BMI · Badger Meter Inc.0.27Reduce 3.89%111,377$244.95$27,281,913$118.52-51.61%$112.09$256.08
XEL · Xcel Energy Inc.0.25Add 0.57%376,431$68.10$25,634,983$79.39+16.58%$65.21$84.23
PG · Procter And Gamble Co.0.25Reduce 3.10%156,286$159.32$24,899,429$146.42-8.10%$137.62$170.99
MEDP · Medpace Hldgs Inc.0.24Add 134.90%76,186$313.86$23,911,738$424.00+35.09%$284.48$628.92
TRV · The Travelers Companies Inc.0.21Add 15.40%80,313$267.54$21,486,940$298.04+11.40%$249.19$313.12
SYY · Sysco Corp.0.20Reduce 19.04%266,137$75.74$20,157,216$72.44-4.36%$68.19$91.85
GNRC · Generac Hldgs Inc.0.19Reduce 14.20%131,617$143.21$18,848,871$269.41+88.12%$118.09$272.40
78462F103 · Spdr S&P 500 Etf Tr0.17Add 210.71%27,790$617.85$17,170,098
ONB · Old Natl Bancorp Ind0.16Reduce 12.57%740,125$21.34$15,794,268$24.30+13.87%$19.39$26.17
AMP · Ameriprise Financial Inc.0.15Add 1.36%28,008$533.73$14,948,710$465.56-12.77%$422.37$550.18
BRK-B · Berkshire Hathaway Inc. Del0.13Add 6.05%26,092$485.77$12,674,711$475.94-2.02%$455.19$520.30
HSY · Hershey Co.0.11Reduce 1.22%67,015$165.95$11,121,139$185.94+12.05%$150.04$239.48
JBTM · Jbt Marel Corporation0.11Reduce 9.35%89,864$120.26$10,807,045$139.45+15.96%$111.07$170.19
AIR · Aar Corp.0.11Reduce 13.31%156,076$68.79$10,736,468$117.78+71.22%$58.83$127.21
KNF · Knife River Corp.0.09Reduce 10.32%113,916$81.64$9,300,102$90.43+10.77%$58.72$103.17
HUBG · Hub Group Inc.0.09Reduce 0.73%277,099$33.43$9,263,420$42.88+28.27%$32.46$53.26
EMR · Emerson Elec Co.0.09Add 16.26%68,668$133.33$9,155,504$141.31+5.99%$114.83$165.15
INSP · Inspire Med Sys Inc.0.09Reduce 4.20%67,804$129.77$8,798,925$44.26-65.89%$43.99$161.88
ABBV · Abbvie, Inc.0.09Add 12.18%47,073$185.62$8,737,690$201.55+8.58%$176.57$244.81
PANW · Palo Alto Networks Inc.0.08Add 35.57%40,931$204.64$8,376,120$207.88+1.58%$139.57$223.61
QCRH · Qcr Holdings Inc.0.08Reduce 1.99%117,624$67.90$7,986,670$91.06+34.12%$63.68$96.00
PLXS · Plexus Corp.0.08Reduce 9.50%56,533$135.31$7,649,480$266.55+96.99%$115.35$275.83
CAT · Caterpillar Inc.0.07Add 16.96%19,361$388.21$7,516,134$897.45+131.18%$336.24$931.35
ASB · Associated Banc Corp.0.07Reduce 10.72%297,935$24.39$7,266,635$28.55+17.06%$22.40$29.52
PNR · Pentair Plc0.06Reduce 0.16%62,413$102.66$6,407,319$76.82-25.17%$76.69$113.95
WTFC · Wintrust Finl Corp.0.06Reduce 22.48%50,680$123.98$6,283,306$151.64+22.31%$114.73$162.96
808524102 · Schwab Strategic Tr0.06261,246$23.83$6,225,492
GIS · General Mls Inc.0.06Add 9.53%119,611$51.81$6,197,046$34.68-33.06%$33.58$55.35
BKH · Black Hills Corp.0.06Reduce 12.45%109,398$56.10$6,137,228$75.23+34.10%$55.49$78.69
SOLV · Solventum Corp.0.06Add 111.17%74,000$75.84$5,612,160$73.38-3.24%$62.38$88.20
CFR · Cullen Frost Bankers Inc.0.06Reduce 27.52%43,428$128.54$5,582,235$138.85+8.02%$119.00$148.97
NWE · Northwestern Energy Group In0.05Reduce 16.92%102,928$51.30$5,280,206$72.39+41.11%$50.46$75.18
MGPI · Mgp Ingredients Inc. New0.05Add 8.79%175,774$29.97$5,267,947$19.70-34.27%$16.45$34.99
BBY · Best Buy Inc.0.05Reduce 89.58%78,266$67.13$5,253,997$59.40-11.51%$56.68$84.99
MCD · Mcdonalds Corp.0.05Add 34.90%17,976$292.17$5,251,970$275.75-5.62%$274.83$341.75
GLW · Corning Inc.0.05Add 4.45%93,220$52.59$4,902,440$186.94+255.47%$46.34$198.25
PII · Polaris Inc.0.05Add 34.82%113,536$40.65$4,615,238$68.24+67.87%$36.73$75.25
LTH · Life Time Group Holdings Inc.0.05Add 20.52%151,215$30.33$4,586,351$31.93+5.28%$24.14$33.95
MRK · Merck & Co.Inc. New0.04Add 6.98%56,871$79.16$4,501,908$111.38+40.70%$73.31$125.14
89834G836 · Trust For Professional Manager0.04New206,186$21.72$4,479,205
OSK · Oshkosh Corp.0.04Reduce 10.07%37,790$113.54$4,290,677$137.97+21.52%$96.03$180.49
UPS · United Parcel Service Inc.0.04Reduce 12.70%42,312$100.94$4,270,989$100.78-0.16%$82.00$122.41
GBCI · Glacier Bancorp Inc. New0.04Reduce 23.16%98,971$43.08$4,263,671$48.79+13.25%$39.90$53.99
GOOGL · Alphabet Inc.0.04Add 0.38%23,877$176.23$4,207,844$400.71+127.38%$156.16$402.00
CGNX · Cognex Corp.0.04Add 104.83%129,777$31.72$4,116,526$65.66+107.00%$29.00$71.90
THRM · Gentherm Inc.0.04Reduce 5.96%142,939$28.29$4,043,744$31.57+11.59%$25.76$39.48
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
10 sectors represented
Technology
31.31
Industrials
15.62
Financial Services
11.79
Healthcare
11.08
Consumer Cyclical
6.76
Communication Services
6.63
Basic Materials
5.21
Utilities
4.00
Unclassified
3.53
Consumer Defensive
2.83
Whales with similar holdings to Mairs and Power
Ranked by number of overlapping positions in current portfolios
WhaleShared positionsShared $ exposure
Matrix Asset Advisors Inc./Ny55$695MCompare →
First Eagle Investment · First Eagle Investment Management, LLC52$24.2BCompare →
Tom Gayner · Markel Group Inc.47$7.1BCompare →
Jensen Investment Management Inc.41$4.0BCompare →
Torray Investment Partners LLC39$353MCompare →
Articles & Commentaries
Coming soon
Curated press + commentary about Mairs and Power arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com