Mairs and Power · Mairs & Power Inc.
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 243 |
| Portfolio value: | $10.4B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| MSFT · Microsoft Corp. | 8.90 | Add 0.39% | 1,912,896 | $483.62 | $925,114,873 | $415.06 | -14.18% | $356.28 | $555.45 |
| NVDA · Nvidia Corp. | 8.88 | Reduce 11.24% | 4,949,648 | $186.50 | $923,109,405 | $215.22 | +15.40% | $120.28 | $217.80 |
| AMZN · Amazon Com Inc. | 5.76 | Add 1.44% | 2,592,768 | $230.82 | $598,462,710 | $272.68 | +18.14% | $196.00 | $278.56 |
| GOOG · Alphabet Inc. | 5.13 | Reduce 3.67% | 1,697,969 | $313.80 | $532,822,723 | $400.71 | +27.70% | $156.16 | $402.00 |
| JPM · Jpmorgan Chase & Co. | 3.96 | Reduce 6.25% | 1,276,404 | $322.22 | $411,282,897 | $302.10 | -6.24% | $256.00 | $337.25 |
| LLY · Eli Lilly & Co. | 3.57 | Reduce 3.58% | 345,345 | $1074.68 | $371,135,365 | $948.45 | -11.75% | $623.78 | $1133.95 |
| AAPL · Apple Inc. | 3.19 | Add 2.94% | 1,217,486 | $271.86 | $330,985,738 | $293.26 | +7.87% | $193.46 | $294.76 |
| GGG · Graco Inc. | 3.08 | Reduce 0.72% | 3,905,582 | $81.97 | $320,140,546 | $77.59 | -5.34% | $77.42 | $95.69 |
| V · Visa, Inc. | 2.71 | Add 1.44% | 802,518 | $350.71 | $281,450,966 | $318.79 | -9.10% | $293.89 | $375.51 |
| UNH · Unitedhealth Group Inc. | 2.64 | Reduce 22.38% | 830,535 | $330.11 | $274,167,948 | $379.98 | +15.11% | $234.60 | $387.21 |
| TTC · Toro Co. | 2.59 | Reduce 4.93% | 3,422,823 | $78.72 | $269,444,639 | $95.50 | +21.32% | $67.04 | $105.19 |
| NVT · Nvent Electric Plc | 2.07 | Reduce 3.26% | 2,111,211 | $101.97 | $215,280,150 | $169.95 | +66.67% | $63.15 | $174.50 |
| META · Meta Platforms, Inc. | 2.01 | Add 23.20% | 316,529 | $660.09 | $208,937,628 | $609.63 | -7.64% | $520.26 | $796.25 |
| ECL · Ecolab Inc. | 1.95 | Reduce 0.83% | 770,571 | $262.52 | $202,290,331 | $254.22 | -3.16% | $249.04 | $309.27 |
| MSI · Motorola Solutions Inc. | 1.94 | Add 14.12% | 525,214 | $383.32 | $201,325,030 | $383.99 | +0.17% | $359.36 | $492.22 |
| WEC · Wec Energy Group Inc. | 1.94 | Add 6.41% | 1,908,774 | $105.46 | $201,299,306 | $111.66 | +5.88% | $100.61 | $119.62 |
| LFUS · Littelfuse Inc. | 1.90 | Reduce 4.30% | 778,951 | $252.92 | $197,012,287 | $457.03 | +80.70% | $201.19 | $475.00 |
| LNT · Alliant Energy Corp. | 1.85 | Reduce 1.23% | 2,956,947 | $65.01 | $192,231,124 | $71.76 | +10.38% | $58.98 | $75.76 |
| FAST · Fastenal Co. | 1.80 | Reduce 1.09% | 4,667,499 | $40.13 | $187,306,719 | $44.17 | +10.07% | $38.97 | $50.63 |
| JNJ · Johnson & Johnson | 1.60 | Reduce 18.38% | 804,346 | $206.95 | $166,459,390 | $221.32 | +6.94% | $146.12 | $251.71 |
| TECH · Bio-Techne Corp. | 1.57 | Reduce 1.42% | 2,767,539 | $58.81 | $162,758,957 | $48.36 | -17.77% | $45.12 | $72.16 |
| WFC · Wells Fargo Co. New | 1.55 | Reduce 20.39% | 1,729,341 | $93.20 | $161,174,589 | $75.64 | -18.84% | $71.90 | $97.76 |
| SHW · Sherwin Williams Co. | 1.46 | Add 1.20% | 469,592 | $324.03 | $152,161,922 | $316.82 | -2.23% | $301.58 | $379.65 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 1.42 | Reduce 1.76% | 486,547 | $303.89 | $147,856,768 | $411.68 | +35.47% | $184.61 | $420.00 |
| FUL · Fuller H B Co. | 1.38 | Add 0.09% | 2,411,067 | $59.46 | $143,362,044 | $61.25 | +3.01% | $48.71 | $68.63 |
| CHRW · C H Robinson Worldwide Inc. | 1.33 | Reduce 0.83% | 862,483 | $160.76 | $138,652,756 | $171.39 | +6.61% | $92.36 | $203.34 |
| VZ · Verizon Communications Inc. | 1.32 | Reduce 1.18% | 3,373,672 | $40.73 | $137,409,661 | $47.22 | +15.93% | $38.39 | $51.68 |
| ROK · Rockwell Automation Inc. | 1.24 | Reduce 19.58% | 330,334 | $389.07 | $128,523,049 | $453.89 | +16.66% | $298.70 | $463.49 |
| ENTG · Entegris Inc. | 1.09 | Add 12.98% | 1,348,986 | $84.25 | $113,652,071 | $149.11 | +76.99% | $66.32 | $159.15 |
| FISV · Fiserv Inc. | 1.06 | Reduce 6.10% | 1,643,250 | $67.17 | $110,377,103 | $55.48 | -17.40% | $52.91 | $191.91 |
| QCOM · Qualcomm Inc. | 0.91 | Reduce 15.85% | 550,308 | $171.05 | $94,130,183 | $219.09 | +28.09% | $121.99 | $228.05 |
| HRL · Hormel Foods Corp. | 0.86 | Reduce 9.46% | 3,789,513 | $23.70 | $89,811,458 | $20.44 | -13.76% | $20.32 | $31.86 |
| ABT · Abbott Labs | 0.85 | Reduce 2.05% | 708,081 | $125.29 | $88,715,439 | $84.32 | -32.70% | $84.08 | $139.06 |
| TNC · Tennant Co. | 0.76 | Reduce 19.41% | 1,071,624 | $73.70 | $78,978,689 | $87.12 | +18.21% | $60.18 | $88.86 |
| CRM · Salesforce Inc. | 0.75 | Add 0.42% | 296,013 | $264.91 | $78,416,804 | $181.82 | -31.37% | $163.52 | $296.05 |
| WK · Workiva Inc. | 0.60 | Reduce 3.84% | 727,994 | $86.25 | $62,789,483 | $51.29 | -40.53% | $49.44 | $97.09 |
| PIPR · Piper Sandler Companies | 0.57 | Reduce 4.74% | 175,861 | $339.71 | $59,741,740 | $81.03 | -76.15% | $61.02 | $95.06 |
| AXP · American Express Co. | 0.57 | Reduce 6.22% | 159,459 | $369.95 | $58,992,019 | $316.03 | -14.58% | $281.46 | $387.49 |
| CASY · Caseys Gen Stores Inc. | 0.55 | Reduce 4.03% | 103,873 | $552.71 | $57,411,646 | $859.49 | +55.50% | $430.00 | $868.08 |
| MMM · 3m Company | 0.54 | Add 0.78% | 349,147 | $160.10 | $55,898,373 | $143.29 | -10.50% | $139.34 | $177.41 |
| HD · Home Depot Inc. | 0.52 | Add 0.97% | 157,053 | $344.10 | $54,041,892 | $317.45 | -7.74% | $310.40 | $426.75 |
| DCI · Donaldson Inc. | 0.48 | Reduce 7.40% | 560,653 | $88.66 | $49,707,454 | $86.00 | -3.00% | $67.71 | $112.84 |
| HON · Honeywell Intl Inc. | 0.44 | Reduce 6.13% | 233,976 | $195.09 | $45,646,291 | $213.12 | +9.24% | $186.76 | $248.18 |
| CGNX · Cognex Corp. | 0.41 | Add 91.03% | 1,171,596 | $35.98 | $42,154,024 | $65.66 | +82.49% | $29.00 | $71.90 |
| TXN · Texas Instrs Inc. | 0.39 | Reduce 0.55% | 235,424 | $173.49 | $40,843,710 | $287.80 | +65.89% | $152.73 | $292.64 |
| PANW · Palo Alto Networks Inc. | 0.39 | Add 98.35% | 220,647 | $184.20 | $40,643,177 | $207.88 | +12.86% | $139.57 | $223.61 |
| KHC · Kraft Heinz Co. | 0.39 | Reduce 25.02% | 1,672,831 | $24.25 | $40,566,152 | $23.96 | -1.21% | $21.04 | $29.19 |
| MDT · Medtronic Plc | 0.38 | Reduce 4.14% | 412,750 | $96.05 | $39,646,159 | $76.15 | -20.72% | $75.91 | $106.33 |
| IDA · Idacorp Inc. | 0.37 | Add 5.34% | 302,508 | $126.56 | $38,285,412 | $144.00 | +13.78% | $108.15 | $149.73 |
| MEDP · Medpace Hldgs Inc. | 0.36 | Reduce 4.19% | 66,665 | $561.65 | $37,442,397 | $424.00 | -24.51% | $284.48 | $628.92 |
| ISRG · Intuitive Surgical Inc. | 0.34 | New | 62,277 | $566.36 | $35,271,202 | $450.06 | -20.53% | $427.84 | $603.88 |
| USB · Us Bancorp Del | 0.33 | Reduce 15.16% | 647,980 | $53.36 | $34,576,228 | $55.53 | +4.07% | $42.21 | $61.19 |
| DIS · Disney Walt Co. | 0.32 | Reduce 5.53% | 296,183 | $113.77 | $33,696,740 | $108.02 | -5.05% | $92.19 | $124.69 |
| TRV · The Travelers Companies Inc. | 0.32 | Add 28.60% | 113,800 | $290.06 | $33,008,828 | $298.04 | +2.75% | $249.19 | $313.12 |
| PG · Procter And Gamble Co. | 0.30 | Add 14.77% | 216,266 | $143.31 | $30,993,030 | $146.42 | +2.17% | $137.62 | $170.99 |
| XEL · Xcel Energy Inc. | 0.28 | Add 2.66% | 396,280 | $73.86 | $29,269,276 | $79.39 | +7.49% | $65.21 | $84.23 |
| ADP · Automatic Data Processing In | 0.27 | Add 5.40% | 110,781 | $257.23 | $28,496,197 | $213.00 | -17.20% | $188.16 | $329.93 |
| ZTS · Zoetis Inc. | 0.27 | Add 15094.63% | 226,400 | $125.82 | $28,485,648 | $82.83 | -34.17% | $81.10 | $172.23 |
| 808513105 · Schwab Charles Corp. | 0.26 | Reduce 8.70% | 273,357 | $99.91 | $27,311,098 | — | — | — | — |
| CLFD · Clearfield Inc. | 0.20 | Reduce 0.08% | 730,188 | $29.15 | $21,284,980 | $40.04 | +37.36% | $23.76 | $46.76 |
| AMP · Ameriprise Financial Inc. | 0.20 | Add 22.78% | 42,611 | $490.34 | $20,893,878 | $465.56 | -5.05% | $422.37 | $550.18 |
| TGT · Target Corp. | 0.18 | Reduce 16.32% | 194,758 | $97.75 | $19,037,579 | $125.25 | +28.13% | $83.44 | $133.10 |
| PFG · Principal Financial Group | 0.18 | Reduce 16.74% | 211,818 | $88.21 | $18,684,454 | $100.50 | +13.93% | $75.00 | $103.00 |
| 78462F103 · Spdr S&P 500 Etf Tr | 0.18 | Add 0.23% | 27,054 | $681.92 | $18,448,664 | — | — | — | — |
| BMI · Badger Meter Inc. | 0.17 | Reduce 1.01% | 102,813 | $174.41 | $17,931,698 | $118.52 | -32.05% | $112.09 | $256.08 |
| GOOGL · Alphabet Inc. | 0.15 | Add 89.89% | 49,881 | $313.00 | $15,612,753 | $400.71 | +28.02% | $156.16 | $402.00 |
| GNRC · Generac Hldgs Inc. | 0.14 | Reduce 7.01% | 108,578 | $136.37 | $14,806,782 | $269.41 | +97.56% | $118.09 | $272.40 |
| ONB · Old Natl Bancorp Ind | 0.13 | Reduce 7.40% | 589,960 | $22.31 | $13,162,008 | $24.30 | +8.92% | $19.39 | $26.17 |
| BRK-B · Berkshire Hathaway Inc. Del | 0.12 | Reduce 2.06% | 24,857 | $502.65 | $12,494,371 | $475.94 | -5.31% | $455.19 | $520.30 |
| HSY · Hershey Co. | 0.12 | Reduce 5.17% | 67,608 | $181.98 | $12,303,304 | $185.94 | +2.18% | $150.04 | $239.48 |
| ABBV · Abbvie, Inc. | 0.10 | Reduce 2.03% | 46,456 | $228.49 | $10,614,731 | $201.55 | -11.79% | $176.57 | $244.81 |
| CAT · Caterpillar Inc. | 0.10 | Reduce 1.36% | 18,455 | $572.87 | $10,572,316 | $897.45 | +56.66% | $336.24 | $931.35 |
| XOM · Exxon Mobil Corp. | 0.10 | Add 23.87% | 86,602 | $120.34 | $10,421,685 | $144.57 | +20.13% | $101.19 | $176.41 |
| JBTM · Jbt Marel Corporation | 0.10 | Reduce 1.82% | 68,757 | $150.67 | $10,359,617 | $139.45 | -7.45% | $111.07 | $170.19 |
| SYY · Sysco Corp. | 0.10 | Reduce 11.33% | 138,534 | $73.69 | $10,208,570 | $72.44 | -1.70% | $68.19 | $91.85 |
| HUBG · Hub Group Inc. | 0.10 | Reduce 7.83% | 236,036 | $42.61 | $10,057,494 | $42.88 | +0.63% | $32.46 | $53.26 |
| AIR · Aar Corp. | 0.09 | Reduce 12.16% | 112,176 | $82.79 | $9,287,051 | $117.78 | +42.26% | $58.83 | $127.21 |
| EMR · Emerson Elec Co. | 0.09 | Reduce 1.84% | 66,916 | $132.72 | $8,881,092 | $141.31 | +6.47% | $114.83 | $165.15 |
| KNF · Knife River Corp. | 0.08 | Add 1.48% | 123,855 | $70.35 | $8,713,199 | $90.43 | +28.54% | $58.72 | $103.17 |
| GLW · Corning Inc. | 0.08 | Reduce 2.46% | 90,350 | $87.56 | $7,911,046 | $186.94 | +113.50% | $46.34 | $198.25 |
| QCRH · Qcr Holdings Inc. | 0.07 | Reduce 13.16% | 91,002 | $83.30 | $7,580,467 | $91.06 | +9.32% | $63.68 | $96.00 |
| 89834G836 · Trust For Professional Manager | 0.07 | Add 41.69% | 324,736 | $22.55 | $7,322,862 | — | — | — | — |
| 808524102 · Schwab Strategic Tr | 0.07 | 261,246 | $26.23 | $6,852,483 | — | — | — | — | |
| RDNT · Radnet Inc. | 0.07 | Reduce 1.88% | 95,648 | $71.35 | $6,824,485 | $58.19 | -18.44% | $50.76 | $85.84 |
| PLXS · Plexus Corp. | 0.06 | Reduce 16.47% | 45,868 | $147.00 | $6,742,596 | $266.55 | +81.33% | $115.35 | $275.83 |
| ASB · Associated Banc Corp. | 0.06 | Reduce 4.31% | 260,279 | $25.76 | $6,704,787 | $28.55 | +10.83% | $22.40 | $29.52 |
| BKH · Black Hills Corp. | 0.06 | Reduce 3.60% | 94,138 | $69.42 | $6,535,060 | $75.23 | +8.37% | $55.49 | $78.69 |
| WTFC · Wintrust Finl Corp. | 0.06 | Reduce 8.29% | 46,633 | $139.82 | $6,520,226 | $151.64 | +8.45% | $114.73 | $162.96 |
| PNR · Pentair Plc | 0.06 | Reduce 1.91% | 59,063 | $104.14 | $6,150,821 | $76.82 | -26.23% | $76.69 | $113.95 |
| SOLV · Solventum Corp. | 0.06 | Reduce 0.48% | 72,887 | $79.24 | $5,775,566 | $73.38 | -7.40% | $62.38 | $88.20 |
| PATK · Patrick Inds Inc. | 0.06 | Add 126.78% | 53,033 | $108.43 | $5,750,368 | $95.17 | -12.23% | $82.24 | $148.50 |
| ORCL · Oracle Corp. | 0.05 | Add 62.49% | 28,618 | $194.91 | $5,577,934 | $195.95 | +0.53% | $134.57 | $345.72 |
| MRK · Merck & Co.Inc. New | 0.05 | Reduce 0.36% | 51,999 | $105.26 | $5,473,415 | $111.38 | +5.81% | $73.31 | $125.14 |
| CFR · Cullen Frost Bankers Inc. | 0.05 | Reduce 1.77% | 42,731 | $126.63 | $5,411,027 | $138.85 | +9.65% | $119.00 | $148.97 |
| INSP · Inspire Med Sys Inc. | 0.05 | Reduce 11.96% | 57,616 | $92.23 | $5,313,924 | $44.26 | -52.01% | $43.99 | $161.88 |
| NWE · Northwestern Energy Group In | 0.05 | Reduce 8.26% | 81,682 | $64.54 | $5,271,756 | $72.39 | +12.16% | $50.46 | $75.18 |
| MCD · Mcdonalds Corp. | 0.05 | Reduce 6.96% | 16,693 | $305.63 | $5,101,800 | $275.75 | -9.78% | $274.83 | $341.75 |
| GIS · General Mls Inc. | 0.05 | Reduce 6.28% | 108,477 | $46.50 | $5,044,181 | $34.68 | -25.42% | $33.58 | $55.35 |
| PII · Polaris Inc. | 0.05 | Reduce 20.97% | 75,743 | $63.25 | $4,790,745 | $68.24 | +7.89% | $36.73 | $75.25 |
| LTH · Life Time Group Holdings Inc. | 0.04 | Add 7.96% | 172,317 | $26.58 | $4,580,186 | $31.93 | +20.13% | $24.14 | $33.95 |
* 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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