Mairs and Power · Mairs & Power Inc.
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 248 |
| Portfolio value: | $10.6B |
Viewing historical Q3 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| NVDA · Nvidia Corp. | 9.78 | Reduce 4.07% | 5,576,420 | $186.58 | $1,040,448,401 | $215.22 | +15.35% | $120.28 | $217.80 |
| MSFT · Microsoft Corp. | 9.28 | Reduce 4.95% | 1,905,547 | $517.95 | $986,977,989 | $415.06 | -19.86% | $356.28 | $555.45 |
| AMZN · Amazon Com Inc. | 5.27 | Add 2.53% | 2,555,902 | $219.57 | $561,199,402 | $272.68 | +24.19% | $196.00 | $278.56 |
| JPM · Jpmorgan Chase & Co. | 4.04 | Reduce 9.29% | 1,361,530 | $315.43 | $429,467,408 | $302.10 | -4.23% | $256.00 | $337.25 |
| GOOG · Alphabet Inc. | 4.03 | Reduce 2.18% | 1,762,588 | $243.55 | $429,278,287 | $400.71 | +64.53% | $156.16 | $402.00 |
| UNH · Unitedhealth Group Inc. | 3.47 | Add 1.21% | 1,069,947 | $345.30 | $369,452,740 | $379.98 | +10.04% | $234.60 | $387.21 |
| GGG · Graco Inc. | 3.14 | Reduce 1.08% | 3,934,001 | $84.96 | $334,232,703 | $77.59 | -8.67% | $77.42 | $95.69 |
| AAPL · Apple Inc. | 2.83 | Add 3.52% | 1,182,743 | $254.63 | $301,161,820 | $293.26 | +15.17% | $193.46 | $294.76 |
| TTC · Toro Co. | 2.58 | Reduce 1.35% | 3,600,459 | $76.20 | $274,355,003 | $95.50 | +25.33% | $67.04 | $105.19 |
| LLY · Eli Lilly & Co. | 2.57 | Reduce 1.96% | 358,177 | $763.00 | $273,289,051 | $948.45 | +24.31% | $623.78 | $1133.95 |
| V · Visa, Inc. | 2.54 | Reduce 0.48% | 791,147 | $341.38 | $270,081,661 | $318.79 | -6.62% | $293.89 | $375.51 |
| FAST · Fastenal Co. | 2.18 | Reduce 12.17% | 4,719,036 | $49.04 | $231,421,506 | $44.17 | -9.93% | $38.97 | $50.63 |
| FISV · Fiserv Inc. | 2.12 | Add 1.00% | 1,749,931 | $128.93 | $225,618,604 | $55.48 | -56.97% | $52.91 | $191.91 |
| NVT · Nvent Electric Plc | 2.02 | Reduce 7.26% | 2,182,373 | $98.64 | $215,269,238 | $169.95 | +72.29% | $63.15 | $174.50 |
| ECL · Ecolab Inc. | 2.00 | Reduce 1.51% | 777,029 | $273.86 | $212,797,080 | $254.22 | -7.17% | $249.04 | $309.27 |
| LFUS · Littelfuse Inc. | 1.98 | Reduce 6.06% | 813,938 | $259.01 | $210,818,081 | $457.03 | +76.45% | $201.19 | $475.00 |
| MSI · Motorola Solutions Inc. | 1.98 | Reduce 3.13% | 460,229 | $457.29 | $210,458,119 | $383.99 | -16.03% | $359.36 | $492.22 |
| WEC · Wec Energy Group Inc. | 1.93 | Add 20.19% | 1,793,851 | $114.59 | $205,557,386 | $111.66 | -2.56% | $100.61 | $119.62 |
| LNT · Alliant Energy Corp. | 1.90 | Reduce 1.59% | 2,993,643 | $67.41 | $201,801,475 | $71.76 | +6.45% | $58.98 | $75.76 |
| META · Meta Platforms, Inc. | 1.77 | Add 17.45% | 256,927 | $734.38 | $188,682,050 | $609.63 | -16.99% | $520.26 | $796.25 |
| JNJ · Johnson & Johnson | 1.72 | Reduce 2.47% | 985,502 | $185.42 | $182,731,768 | $221.32 | +19.36% | $146.12 | $251.71 |
| WFC · Wells Fargo Co. New | 1.71 | Reduce 0.10% | 2,172,337 | $83.82 | $182,085,294 | $75.64 | -9.76% | $71.90 | $97.76 |
| SHW · Sherwin Williams Co. | 1.51 | Add 0.74% | 464,043 | $346.26 | $160,679,544 | $316.82 | -8.50% | $301.58 | $379.65 |
| TECH · Bio-Techne Corp. | 1.47 | Add 3.35% | 2,807,409 | $55.63 | $156,176,151 | $48.36 | -13.07% | $45.12 | $72.16 |
| VZ · Verizon Communications Inc. | 1.41 | Add 0.00% | 3,414,075 | $43.95 | $150,048,596 | $47.22 | +7.44% | $38.39 | $51.68 |
| ROK · Rockwell Automation Inc. | 1.35 | Reduce 0.52% | 410,777 | $349.53 | $143,578,885 | $453.89 | +29.86% | $298.70 | $463.49 |
| FUL · Fuller H B Co. | 1.34 | Reduce 1.61% | 2,408,893 | $59.28 | $142,799,177 | $61.25 | +3.32% | $48.71 | $68.63 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 1.30 | Add 10.84% | 495,265 | $279.29 | $138,322,562 | $411.68 | +47.40% | $184.61 | $420.00 |
| CHRW · C H Robinson Worldwide Inc. | 1.08 | Add 0.72% | 869,738 | $132.40 | $115,153,302 | $171.39 | +29.45% | $92.36 | $203.34 |
| ENTG · Entegris Inc. | 1.04 | Add 6.80% | 1,194,050 | $92.46 | $110,401,863 | $149.11 | +61.27% | $66.32 | $159.15 |
| QCOM · Qualcomm Inc. | 1.02 | Reduce 30.00% | 653,933 | $166.36 | $108,788,294 | $219.09 | +31.70% | $121.99 | $228.05 |
| TNC · Tennant Co. | 1.01 | Reduce 1.70% | 1,329,688 | $81.06 | $107,784,509 | $87.12 | +7.48% | $60.18 | $88.86 |
| HRL · Hormel Foods Corp. | 0.97 | Reduce 0.82% | 4,185,642 | $24.74 | $103,552,783 | $20.44 | -17.38% | $20.32 | $31.86 |
| ABT · Abbott Labs | 0.91 | Reduce 19.85% | 722,884 | $133.94 | $96,823,051 | $84.32 | -37.05% | $84.08 | $139.06 |
| CRM · Salesforce Inc. | 0.66 | Add 16.13% | 294,789 | $237.00 | $69,864,993 | $181.82 | -23.28% | $163.52 | $296.05 |
| WK · Workiva Inc. | 0.61 | Reduce 0.10% | 757,063 | $86.08 | $65,167,983 | $51.29 | -40.42% | $49.44 | $97.09 |
| PIPR · Piper Sandler Companies | 0.60 | Reduce 25.21% | 184,606 | $346.99 | $64,056,436 | $81.03 | -76.65% | $61.02 | $95.06 |
| HD · Home Depot Inc. | 0.59 | Add 0.89% | 155,551 | $405.19 | $63,027,644 | $317.45 | -21.65% | $310.40 | $426.75 |
| CASY · Caseys Gen Stores Inc. | 0.58 | Reduce 4.99% | 108,232 | $565.32 | $61,185,714 | $859.49 | +52.04% | $430.00 | $868.08 |
| KHC · Kraft Heinz Co. | 0.55 | Reduce 6.33% | 2,231,175 | $26.04 | $58,099,797 | $23.96 | -8.00% | $21.04 | $29.19 |
| AXP · American Express Co. | 0.53 | Reduce 10.50% | 170,031 | $332.16 | $56,477,623 | $316.03 | -4.86% | $281.46 | $387.49 |
| MMM · 3m Company | 0.51 | Add 0.61% | 346,453 | $155.18 | $53,762,672 | $143.29 | -7.66% | $139.34 | $177.41 |
| HON · Honeywell Intl Inc. | 0.49 | Reduce 14.99% | 249,248 | $210.50 | $52,466,610 | $213.12 | +1.24% | $186.76 | $248.18 |
| DCI · Donaldson Inc. | 0.47 | Reduce 27.01% | 605,439 | $81.85 | $49,555,144 | $86.00 | +5.07% | $67.71 | $112.84 |
| TXN · Texas Instrs Inc. | 0.41 | Add 2.54% | 236,717 | $183.73 | $43,492,014 | $287.80 | +56.64% | $152.73 | $292.64 |
| MDT · Medtronic Plc | 0.39 | Reduce 5.43% | 430,572 | $95.23 | $41,005,093 | $76.15 | -20.04% | $75.91 | $106.33 |
| IDA · Idacorp Inc. | 0.36 | Add 17.45% | 287,168 | $132.15 | $37,949,251 | $144.00 | +8.97% | $108.15 | $149.73 |
| USB · Us Bancorp Del | 0.35 | Reduce 28.63% | 763,737 | $48.33 | $36,911,423 | $55.53 | +14.90% | $42.21 | $61.19 |
| DIS · Disney Walt Co. | 0.34 | Add 0.67% | 313,534 | $114.50 | $35,899,643 | $108.02 | -5.66% | $92.19 | $124.69 |
| MEDP · Medpace Hldgs Inc. | 0.34 | Reduce 8.67% | 69,583 | $514.16 | $35,776,795 | $424.00 | -17.54% | $284.48 | $628.92 |
| XEL · Xcel Energy Inc. | 0.29 | Add 2.54% | 386,008 | $80.65 | $31,131,583 | $79.39 | -1.56% | $65.21 | $84.23 |
| ADP · Automatic Data Processing In | 0.29 | Add 3.67% | 105,107 | $293.50 | $30,848,905 | $213.00 | -27.43% | $188.16 | $329.93 |
| PG · Procter And Gamble Co. | 0.27 | Add 20.57% | 188,436 | $153.65 | $28,953,137 | $146.42 | -4.71% | $137.62 | $170.99 |
| 808513105 · Schwab Charles Corp. | 0.27 | Reduce 11.23% | 299,389 | $95.47 | $28,582,668 | — | — | — | — |
| CGNX · Cognex Corp. | 0.26 | Add 372.58% | 613,294 | $45.30 | $27,782,218 | $65.66 | +44.94% | $29.00 | $71.90 |
| CLFD · Clearfield Inc. | 0.24 | Reduce 4.12% | 730,793 | $34.38 | $25,124,663 | $40.04 | +16.46% | $23.76 | $46.76 |
| TRV · The Travelers Companies Inc. | 0.23 | Add 10.19% | 88,494 | $279.22 | $24,709,295 | $298.04 | +6.74% | $249.19 | $313.12 |
| PANW · Palo Alto Networks Inc. | 0.21 | Add 171.78% | 111,242 | $203.62 | $22,651,096 | $207.88 | +2.09% | $139.57 | $223.61 |
| PFG · Principal Financial Group | 0.20 | Reduce 29.87% | 254,418 | $82.91 | $21,093,785 | $100.50 | +21.22% | $75.00 | $103.00 |
| TGT · Target Corp. | 0.20 | Reduce 22.86% | 232,735 | $89.70 | $20,876,348 | $125.25 | +39.63% | $83.44 | $133.10 |
| GNRC · Generac Hldgs Inc. | 0.18 | Reduce 11.29% | 116,761 | $167.40 | $19,545,791 | $269.41 | +60.94% | $118.09 | $272.40 |
| BMI · Badger Meter Inc. | 0.17 | Reduce 6.75% | 103,859 | $178.58 | $18,547,225 | $118.52 | -33.63% | $112.09 | $256.08 |
| 78462F103 · Spdr S&P 500 Etf Tr | 0.17 | Reduce 2.87% | 26,993 | $666.18 | $17,982,247 | — | — | — | — |
| AMP · Ameriprise Financial Inc. | 0.16 | Add 23.91% | 34,706 | $491.25 | $17,049,323 | $465.56 | -5.23% | $422.37 | $550.18 |
| ONB · Old Natl Bancorp Ind | 0.13 | Reduce 13.92% | 637,125 | $21.95 | $13,984,894 | $24.30 | +10.71% | $19.39 | $26.17 |
| HSY · Hershey Co. | 0.13 | Add 6.38% | 71,293 | $187.05 | $13,335,356 | $185.94 | -0.59% | $150.04 | $239.48 |
| SYY · Sysco Corp. | 0.12 | Reduce 41.30% | 156,235 | $82.34 | $12,864,390 | $72.44 | -12.02% | $68.19 | $91.85 |
| BRK-B · Berkshire Hathaway Inc. Del | 0.12 | Reduce 2.73% | 25,379 | $502.74 | $12,759,038 | $475.94 | -5.33% | $455.19 | $520.30 |
| AIR · Aar Corp. | 0.11 | Reduce 18.18% | 127,702 | $89.67 | $11,451,038 | $117.78 | +31.35% | $58.83 | $127.21 |
| ABBV · Abbvie, Inc. | 0.10 | Add 0.74% | 47,421 | $231.54 | $10,979,858 | $201.55 | -12.95% | $176.57 | $244.81 |
| JBTM · Jbt Marel Corporation | 0.09 | Reduce 22.07% | 70,035 | $140.45 | $9,836,416 | $139.45 | -0.71% | $111.07 | $170.19 |
| KNF · Knife River Corp. | 0.09 | Add 7.14% | 122,045 | $76.87 | $9,381,599 | $90.43 | +17.64% | $58.72 | $103.17 |
| EMR · Emerson Elec Co. | 0.08 | Reduce 0.73% | 68,167 | $131.18 | $8,942,147 | $141.31 | +7.72% | $114.83 | $165.15 |
| CAT · Caterpillar Inc. | 0.08 | Reduce 3.36% | 18,710 | $477.15 | $8,927,476 | $897.45 | +88.09% | $336.24 | $931.35 |
| HUBG · Hub Group Inc. | 0.08 | Reduce 7.58% | 256,091 | $34.44 | $8,819,774 | $42.88 | +24.51% | $32.46 | $53.26 |
| PLXS · Plexus Corp. | 0.07 | Reduce 2.87% | 54,912 | $144.69 | $7,945,217 | $266.55 | +84.22% | $115.35 | $275.83 |
| QCRH · Qcr Holdings Inc. | 0.07 | Reduce 10.91% | 104,791 | $75.64 | $7,926,391 | $91.06 | +20.39% | $63.68 | $96.00 |
| XOM · Exxon Mobil Corp. | 0.07 | Add 103.40% | 69,913 | $112.75 | $7,882,691 | $144.57 | +28.22% | $101.19 | $176.41 |
| GLW · Corning Inc. | 0.07 | Reduce 0.64% | 92,626 | $82.03 | $7,598,111 | $186.94 | +127.89% | $46.34 | $198.25 |
| RDNT · Radnet Inc. | 0.07 | Add 68.86% | 97,483 | $76.21 | $7,429,179 | $58.19 | -23.65% | $50.76 | $85.84 |
| ASB · Associated Banc Corp. | 0.07 | Reduce 8.70% | 272,016 | $25.71 | $6,993,531 | $28.55 | +11.05% | $22.40 | $29.52 |
| WTFC · Wintrust Finl Corp. | 0.06 | Add 0.33% | 50,849 | $132.44 | $6,734,442 | $151.64 | +14.50% | $114.73 | $162.96 |
| 808524102 · Schwab Strategic Tr | 0.06 | 261,246 | $25.71 | $6,716,635 | — | — | — | — | |
| PNR · Pentair Plc | 0.06 | Reduce 3.52% | 60,213 | $110.76 | $6,669,192 | $76.82 | -30.64% | $76.69 | $113.95 |
| GOOGL · Alphabet Inc. | 0.06 | Add 10.01% | 26,268 | $243.10 | $6,385,751 | $400.71 | +64.83% | $156.16 | $402.00 |
| BKH · Black Hills Corp. | 0.06 | Reduce 10.74% | 97,649 | $61.59 | $6,014,202 | $75.23 | +22.15% | $55.49 | $78.69 |
| GIS · General Mls Inc. | 0.05 | Reduce 3.23% | 115,748 | $50.42 | $5,836,014 | $34.68 | -31.22% | $33.58 | $55.35 |
| PII · Polaris Inc. | 0.05 | Reduce 15.59% | 95,840 | $58.13 | $5,571,179 | $68.24 | +17.39% | $36.73 | $75.25 |
| CFR · Cullen Frost Bankers Inc. | 0.05 | Add 0.17% | 43,503 | $126.77 | $5,514,875 | $138.85 | +9.53% | $119.00 | $148.97 |
| MCD · Mcdonalds Corp. | 0.05 | Reduce 0.19% | 17,941 | $303.89 | $5,452,009 | $275.75 | -9.26% | $274.83 | $341.75 |
| SOLV · Solventum Corp. | 0.05 | Reduce 1.03% | 73,237 | $73.00 | $5,346,301 | $73.38 | +0.52% | $62.38 | $88.20 |
| NWE · Northwestern Energy Group In | 0.05 | Reduce 13.50% | 89,037 | $58.61 | $5,218,459 | $72.39 | +23.51% | $50.46 | $75.18 |
| 89834G836 · Trust For Professional Manager | 0.05 | Add 11.15% | 229,186 | $22.26 | $5,102,093 | — | — | — | — |
| 30063P105 · Exact Sciences Corp. | 0.05 | Add 25.19% | 93,237 | $54.71 | $5,100,996 | — | — | — | — |
| ORCL · Oracle Corp. | 0.05 | Add 23.38% | 17,612 | $281.24 | $4,953,199 | $195.95 | -30.33% | $134.57 | $345.72 |
| INSP · Inspire Med Sys Inc. | 0.05 | Reduce 3.48% | 65,446 | $74.20 | $4,856,093 | $44.26 | -40.35% | $43.99 | $161.88 |
| GBCI · Glacier Bancorp Inc. New | 0.05 | Add 0.19% | 99,163 | $48.67 | $4,826,263 | $48.79 | +0.25% | $39.90 | $53.99 |
| OSK · Oshkosh Corp. | 0.04 | Reduce 5.94% | 35,544 | $129.70 | $4,610,057 | $137.97 | +6.38% | $96.03 | $180.49 |
| LTH · Life Time Group Holdings Inc. | 0.04 | Add 5.56% | 159,616 | $27.60 | $4,405,402 | $31.93 | +15.69% | $24.14 | $33.95 |
| MRK · Merck & Co.Inc. New | 0.04 | Reduce 8.24% | 52,187 | $83.93 | $4,380,055 | $111.38 | +32.71% | $73.31 | $125.14 |
* 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
11 sectors represented
Whales with similar holdings to Mairs and Power
Ranked by number of overlapping positions in current portfolios
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