What Mairs & Power Bought in Q1 2025
Mairs & Power · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$9.61B
Total Value
221
Holdings
8
New Buys
114
Reduced
In Q1 2025, Mairs & Power reported 221 long equity positions worth $9.61B in their Mairs & Power 13F filing, including 8 new positions (largest: TAIWAN SEMICONDUCTOR MFG LTD at $66.0M) and 58 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 1996217 | $749.4M | 7.80% | +1.4% |
| 2 | NVDA | NVIDIA CORPORATION | 5801914 | $628.8M | 6.54% | -1.4% |
| 3 | UNH | UNITEDHEALTH GROUP INC | 906654 | $474.9M | 4.94% | +4.4% |
| 4 | AMZN | AMAZON COM INC | 2397617 | $456.2M | 4.75% | +1.4% |
| 5 | JPM | JPMORGAN CHASE & CO. | 1662770 | $407.9M | 4.24% | -3.0% |
| 6 | FISV | FISERV INC | 1717557 | $379.3M | 3.95% | -8.2% |
| 7 | GGG | GRACO INC | 3924283 | $327.7M | 3.41% | -0.8% |
| 8 | GOOG | ALPHABET INC | 2048093 | $320.0M | 3.33% | -5.9% |
| 9 | LLY | ELI LILLY & CO | 364793 | $301.3M | 3.13% | +7.5% |
| 10 | AAPL | APPLE INC | 1355592 | $301.1M | 3.13% | +0.1% |
| 11 | V | VISA INC | 824113 | $288.8M | 3.01% | -1.3% |
| 12 | TTC | TORO CO | 3651436 | $265.6M | 2.76% | +1.6% |
| 13 | MSI | MOTOROLA SOLUTIONS INC | 477605 | $209.1M | 2.18% | -1.4% |
| 14 | FAST | FASTENAL CO | 2689855 | $208.6M | 2.17% | -0.7% |
| 15 | ECL | ECOLAB INC | 773186 | $196.0M | 2.04% | -1.3% |
| 16 | LNT | ALLIANT ENERGY CORP | 3044638 | $195.9M | 2.04% | -22.2% |
| 17 | LFUS | LITTELFUSE INC | 883427 | $173.8M | 1.81% | +0.9% |
| 18 | JNJ | JOHNSON & JOHNSON | 999021 | $165.7M | 1.72% | +-2.6% |
| 19 | SHW | SHERWIN WILLIAMS CO | 471331 | $164.6M | 1.71% | -2.2% |
| 20 | WFC | WELLS FARGO CO NEW | 2184792 | $156.8M | 1.63% | -5.4% |
| 21 | VZ | VERIZON COMMUNICATIONS INC | 3428852 | $155.5M | 1.62% | -0.6% |
| 22 | TECH | BIO-TECHNE CORP | 2651793 | $155.5M | 1.62% | -0.8% |
| 23 | WEC | WEC ENERGY GROUP INC | 1389081 | $151.4M | 1.58% | 81.9% |
| 24 | QCOM | QUALCOMM INC | 949922 | $145.9M | 1.52% | +-28.0% |
| 25 | FUL | FULLER H B CO | 2440392 | $137.0M | 1.43% | +10.4% |
| 26 | ABT | ABBOTT LABS | 1016988 | $134.9M | 1.40% | -5.6% |
| 27 | HRL | HORMEL FOODS CORP | 4271793 | $132.2M | 1.38% | +0.3% |
| 28 | NVT | NVENT ELECTRIC PLC | 2352460 | $123.3M | 1.28% | -0.4% |
| 29 | TNC | TENNANT CO | 1421410 | $113.4M | 1.18% | +0.1% |
| 30 | ROK | ROCKWELL AUTOMATION INC | 418461 | $108.1M | 1.13% | -0.1% |
| 31 | CHRW | C H ROBINSON WORLDWIDE INC | 865898 | $88.7M | 0.92% | +1.4% |
| 32 | USB | US BANCORP DEL | 2067615 | $87.3M | 0.91% | -50.8% |
| 33 | ENTG | ENTEGRIS INC | 938193 | $82.1M | 0.85% | -0.0% |
| 34 | DCI | DONALDSON INC | 1120149 | $75.1M | 0.78% | -14.5% |
| 35 | KHC | KRAFT HEINZ CO | 2372182 | $72.2M | 0.75% | +71.1% |
| 36 | CRM | SALESFORCE INC | 254855 | $68.4M | 0.71% | +5.6% |
| 37 | PFG | PRINCIPAL FINANCIAL GROUP IN | 791944 | $66.8M | 0.70% | -3.8% |
| 38 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 397657 | $66.0M | 0.69% | NEW |
| 39 | HON | HONEYWELL INTL INC | 308951 | $65.4M | 0.68% | -13.1% |
| 40 | PIPR | PIPER SANDLER COMPANIES | 244607 | $60.6M | 0.63% | +1.2% |
| 41 | CASY | CASEYS GEN STORES INC | 134486 | $58.4M | 0.61% | -2.4% |
| 42 | HD | HOME DEPOT INC | 154687 | $56.7M | 0.59% | -3.8% |
| 43 | WK | WORKIVA INC | 738824 | $56.1M | 0.58% | +0.7% |
| 44 | BBY | BEST BUY INC | 751028 | $55.3M | 0.58% | +0.7% |
| 45 | AXP | AMERICAN EXPRESS CO | 193117 | $52.0M | 0.54% | -8.4% |
| 46 | MDT | MEDTRONIC PLC | 538183 | $48.4M | 0.50% | -30.6% |
| 47 | TGT | TARGET CORP | 423125 | $44.2M | 0.46% | -5.3% |
| 48 | TXN | TEXAS INSTRS INC | 228037 | $41.0M | 0.43% | -0.8% |
| 49 | SCHW | SCHWAB CHARLES CORP | 507197 | $39.7M | 0.41% | +-53.8% |
| 50 | ADP | AUTOMATIC DATA PROCESSING IN | 108160 | $33.0M | 0.34% | -0.2% |
| 51 | DIS | DISNEY WALT CO | 314821 | $31.1M | 0.32% | -4.2% |
| 52 | MMM | 3M CO | 198112 | $29.1M | 0.30% | -1.2% |
| 53 | PG | PROCTER AND GAMBLE CO | 161279 | $27.5M | 0.29% | -6.2% |
| 54 | XELLL | XCEL ENERGY INC | 374314 | $26.5M | 0.28% | -0.3% |
| 55 | ULTA | ULTA BEAUTY INC | 72148 | $26.4M | 0.28% | +0.5% |
| 56 | CLFD | CLEARFIELD INC | 852220 | $25.3M | 0.26% | +103.3% |
| 57 | SYY | SYSCO CORP | 328741 | $24.7M | 0.26% | -19.7% |
| 58 | BMI | BADGER METER INC | 115890 | $22.0M | 0.23% | -4.9% |
| 59 | GNRC | GENERAC HLDGS INC | 153397 | $19.4M | 0.20% | -8.5% |
| 60 | TRV | TRAVELERS COMPANIES INC | 69593 | $18.4M | 0.19% | -6.2% |
| 61 | ONB | OLD NATL BANCORP IND | 846566 | $17.9M | 0.19% | -11.0% |
| 62 | META | META PLATFORMS INC | 25507 | $14.7M | 0.15% | -3.1% |
| 63 | AMP | AMERIPRISE FINL INC | 27633 | $13.4M | 0.14% | -1.9% |
| 64 | BRK.B | Berkshire Hathaway Inc. Class B | 24604 | $13.1M | 0.14% | -5.3% |
| 65 | AZEK | AZEK CO INC | 252086 | $12.3M | 0.13% | -11.4% |
| 66 | JBTM | JBT MAREL CORPORATION | 99128 | $12.1M | 0.13% | +-24.0% |
| 67 | HSY | HERSHEY CO | 67845 | $11.6M | 0.12% | -13.4% |
| 68 | KNF | KNIFE RIVER CORP | 127020 | $11.5M | 0.12% | +0.1% |
| 69 | INSP | INSPIRE MED SYS INC | 70776 | $11.3M | 0.12% | +9.4% |
| 70 | HUBG | HUB GROUP INC | 279149 | $10.4M | 0.11% | -1.5% |
| 71 | AIR | AAR CORP | 180032 | $10.1M | 0.10% | -4.2% |
| 72 | MEDP | MEDPACE HLDGS INC | 32433 | $9.9M | 0.10% | +0.1% |
| 73 | ABBV | ABBVIE INC | 41962 | $8.8M | 0.09% | -8.3% |
| 74 | QCRH | QCR HOLDINGS INC | 120013 | $8.6M | 0.09% | +0.1% |
| 75 | PLXS | PLEXUS CORP | 62470 | $8.0M | 0.08% | -23.7% |
| 76 | BKH | BLACK HILLS CORP | 124950 | $7.6M | 0.08% | -11.0% |
| 77 | ASBA | ASSOCIATED BANC CORP | 333716 | $7.5M | 0.08% | -9.0% |
| 78 | CFR-PB | CULLEN FROST BANKERS INC | 59920 | $7.5M | 0.08% | -18.4% |
| 79 | WTFCN | WINTRUST FINL CORP | 65375 | $7.4M | 0.08% | -24.1% |
| 80 | NWE | NORTHWESTERN ENERGY GROUP IN | 123885 | $7.2M | 0.07% | -9.6% |
| 81 | GIS | GENERAL MLS INC | 109206 | $6.5M | 0.07% | -11.3% |
| 82 | EMR | EMERSON ELEC CO | 59065 | $6.5M | 0.07% | -7.5% |
| 83 | GBCI | GLACIER BANCORP INC NEW | 128805 | $5.7M | 0.06% | -15.2% |
| 84 | SCHB | SCHWAB STRATEGIC TR | 261246 | $5.6M | 0.06% | — |
| 85 | PNR | PENTAIR PLC | 62510 | $5.5M | 0.06% | -4.2% |
| 86 | CAT | CATERPILLAR INC | 16553 | $5.5M | 0.06% | -0.8% |
| 87 | UPS | UNITED PARCEL SERVICE INC | 48467 | $5.3M | 0.06% | -24.9% |
| 88 | PANW | PALO ALTO NETWORKS INC | 30191 | $5.2M | 0.05% | +2.8% |
| 89 | SPY | SPDR S&P 500 ETF | 8944 | $5.0M | 0.05% | -0.8% |
| 90 | JAMF | JAMF HLDG CORP | 399234 | $4.9M | 0.05% | +0.1% |
| 91 | BRK.A | Berkshire Hathaway Inc. Class A | 6 | $4.8M | 0.05% | — |
| 92 | MRK | MERCK & CO INC | 53159 | $4.8M | 0.05% | -1.4% |
| 93 | MGPI | MGP INGREDIENTS INC NEW | 161568 | $4.7M | 0.05% | +6.0% |
| 94 | MCD | MCDONALDS CORP | 13325 | $4.2M | 0.04% | -18.6% |
| 95 | GLW | CORNING INC | 89245 | $4.1M | 0.04% | -3.3% |
| 96 | THRM | GENTHERM INC | 151992 | $4.1M | 0.04% | -19.8% |
| 97 | OSK | OSHKOSH CORP | 42020 | $4.0M | 0.04% | -16.4% |
| 98 | NEOG | NEOGEN CORP | 455289 | $3.9M | 0.04% | -2.5% |
| 99 | LTH | LIFE TIME GROUP HOLDINGS INC | 125470 | $3.8M | 0.04% | +12.8% |
| 100 | GOOGL | ALPHABET INC | 23787 | $3.7M | 0.04% | -8.1% |
| 101 | CTAS | CINTAS CORP | 16804 | $3.5M | 0.04% | +12.6% |
| 102 | PII | POLARIS INC | 84215 | $3.4M | 0.04% | +48.4% |
| 103 | CVX | CHEVRON CORP NEW | 20309 | $3.4M | 0.04% | -3.9% |
| 104 | COP | CONOCOPHILLIPS | 31529 | $3.3M | 0.03% | +7.3% |
| 105 | XOM | EXXON MOBIL CORP | 23913 | $2.8M | 0.03% | -25.9% |
| 106 | EXAS | EXACT SCIENCES CORP | 61695 | $2.7M | 0.03% | +2.1% |
| 107 | SOLV | SOLVENTUM CORP | 35043 | $2.7M | 0.03% | -0.9% |
| 108 | IVV | iShares Core S&P 500 ETF | 4636 | $2.6M | 0.03% | -0.3% |
| 109 | WWD | WOODWARD INC | 14000 | $2.6M | 0.03% | — |
| 110 | COST | COSTCO WHSL CORP NEW | 2700 | $2.6M | 0.03% | -1.4% |
| 111 | CWAN | CLEARWATER ANALYTICS HLDGS I | 94010 | $2.5M | 0.03% | +59.8% |
| 112 | ORCL | ORACLE CORP | 13785 | $1.9M | 0.02% | +1.9% |
| 113 | CGNX | COGNEX CORP | 63359 | $1.9M | 0.02% | NEW |
| 114 | PFE | PFIZER INC | 73589 | $1.9M | 0.02% | -7.2% |
| 115 | ALRS | ALERUS FINL CORP | 97664 | $1.8M | 0.02% | -0.0% |
| 116 | CVRX | CVRX INC | 144281 | $1.8M | 0.02% | — |
| 117 | BDX | BECTON DICKINSON & CO | 7220 | $1.7M | 0.02% | -5.3% |
| 118 | SYK | STRYKER CORPORATION | 4411 | $1.6M | 0.02% | -16.4% |
| 119 | ZBH | ZIMMER BIOMET HOLDINGS INC | 14450 | $1.6M | 0.02% | -1.7% |
| 120 | BMY | Bristol-Myers Squibb | 26560 | $1.6M | 0.02% | +1.5% |
| 121 | LOW | LOWES COS INC | 6824 | $1.6M | 0.02% | -0.8% |
| 122 | AMGN | AMGEN INC | 4961 | $1.5M | 0.02% | -11.5% |
| 123 | KO | COCA COLA CO | 20895 | $1.5M | 0.02% | +3.1% |
| 124 | HWKN | HAWKINS INC | 13320 | $1.4M | 0.01% | — |
| 125 | GE | GE AEROSPACE | 6847 | $1.4M | 0.01% | -13.8% |
| 126 | KMB | KIMBERLY-CLARK CORP | 9483 | $1.3M | 0.01% | +-6.6% |
| 127 | UNP | UNION PAC CORP | 5641 | $1.3M | 0.01% | +7.1% |
| 128 | WMT | WALMART INC | 15033 | $1.3M | 0.01% | +13.4% |
| 129 | PSX | PHILLIPS 66 | 10287 | $1.3M | 0.01% | 26.7% |
| 130 | SNA | SNAP ON INC | 3585 | $1.2M | 0.01% | -17.3% |
| 131 | CSCO | CISCO SYS INC | 18831 | $1.2M | 0.01% | +5.3% |
| 132 | VCEL | VERICEL CORP | 25915 | $1.2M | 0.01% | — |
| 133 | AMCR | AMCOR PLC | 118090 | $1.1M | 0.01% | — |
| 134 | PEP | PEPSICO INC | 7510 | $1.1M | 0.01% | -3.7% |
| 135 | AMAT | APPLIED MATLS INC | 7377 | $1.1M | 0.01% | -1.3% |
| 136 | WY | WEYERHAEUSER CO MTN BE | 36431 | $1.1M | 0.01% | — |
| 137 | BAX | BAXTER INTL INC | 30446 | $1.0M | 0.01% | -26.0% |
| 138 | BSX | BOSTON SCIENTIFIC CORP | 10311 | $1.0M | 0.01% | — |
| 139 | SKYT | SKYWATER TECHNOLOGY INC | 141170 | $1.0M | 0.01% | — |
| 140 | IDXX | IDEXX LABS INC | 2306 | $968K | 0.01% | -4.0% |
| 141 | EFA | iShares MSCI EAFE ETF | 11571 | $946K | 0.01% | NEW |
| 142 | BAC | BANK AMERICA CORP | 22342 | $932K | 0.01% | -1.1% |
| 143 | RTX | RTX CORPORATION | 6653 | $881K | 0.01% | -21.3% |
| 144 | XLK | Technology Select Sector SPDR | 4187 | $865K | 0.01% | -34.2% |
| 145 | MOS | MOSAIC CO NEW | 30280 | $818K | 0.01% | — |
| 146 | ADBE | ADOBE INC | 2063 | $791K | 0.01% | +5.8% |
| 147 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 1612 | $756K | 0.01% | -11.5% |
| 148 | AWK | American Water Works | 5109 | $754K | 0.01% | -4.2% |
| 149 | DD | DUPONT DE NEMOURS INC | 10081 | $753K | 0.01% | -5.8% |
| 150 | NSC | NORFOLK SOUTHN CORP | 3172 | $751K | 0.01% | +4.1% |
| 151 | IEX | IDEX Corp | 4000 | $724K | 0.01% | — |
| 152 | VTI | Vanguard Total Stock Market ETF | 2585 | $710K | 0.01% | — |
| 153 | CB | CHUBB LIMITED | 2343 | $708K | 0.01% | — |
| 154 | BMO | BANK MONTREAL QUE | 6846 | $654K | 0.01% | — |
| 155 | TMO | THERMO FISHER SCIENTIFIC INC | 1306 | $650K | 0.01% | -19.2% |
| 156 | IWF | ISHARES TR | 1746 | $630K | 0.01% | — |
| 157 | SCHF | SCHWAB STRATEGIC TR | 30000 | $593K | 0.01% | — |
| 158 | DVY | ISHARES TR | 4280 | $575K | 0.01% | — |
| 159 | CNDIF | CANADIAN IMPERIAL BK COMM | 10176 | $573K | 0.01% | — |
| 160 | AVGO | BROADCOM INC | 3380 | $566K | 0.01% | +4.0% |
| 161 | CTVA | CORTEVA INC | 8949 | $563K | 0.01% | -5.1% |
| 162 | VIG | Vanguard Dividend Appreciation ETF | 2882 | $559K | 0.01% | -20.1% |
| 163 | MA | MASTERCARD INCORPORATED | 1014 | $556K | 0.01% | — |
| 164 | SHEL | SHELL PLC | 7504 | $550K | 0.01% | — |
| 165 | VO | VANGUARD INDEX FDS | 2038 | $527K | 0.01% | +47.9% |
| 166 | HBANP | HUNTINGTON BANCSHARES INC | 34603 | $519K | 0.01% | -4.2% |
| 167 | BRC | BRADY CORP | 7000 | $494K | 0.01% | — |
| 168 | RGR | STURM RUGER & CO INC | 12000 | $471K | 0.00% | — |
| 169 | NVEC | NVE CORP | 7300 | $465K | 0.00% | — |
| 170 | VUG | VANGUARD INDEX FDS | 1248 | $463K | 0.00% | +10.6% |
| 171 | AMT | AMERICAN TOWER CORP NEW | 2020 | $440K | 0.00% | — |
| 172 | TT | TRANE TECHNOLOGIES PLC | 1281 | $432K | 0.00% | -29.4% |
| 173 | ITW | ILLINOIS TOOL WKS INC | 1699 | $421K | 0.00% | — |
| 174 | BA-PA | BOEING CO | 2453 | $418K | 0.00% | +7.5% |
| 175 | PM | PHILIP MORRIS INTL INC | 2600 | $413K | 0.00% | -15.4% |
| 176 | DOW | DOW INC | 10801 | $377K | 0.00% | -7.0% |
| 177 | UFCS | UNITED FIRE GROUP INC | 12108 | $357K | 0.00% | -14.2% |
| 178 | BP | BP PLC | 10540 | $356K | 0.00% | — |
| 179 | MRSH | MARSH & MCLENNAN COS INC | 1449 | $354K | 0.00% | +5.5% |
| 180 | TJX | TJX COS INC NEW | 2841 | $346K | 0.00% | — |
| 181 | OKLO | OKLO INC | 15971 | $345K | 0.00% | +10.8% |
| 182 | IBM | INTERNATIONAL BUSINESS MACHS | 1379 | $343K | 0.00% | +23.5% |
| 183 | AEBA | ALLETE INC | 4938 | $324K | 0.00% | -27.0% |
| 184 | DFAE | DIMENSIONAL ETF TRUST | 12527 | $324K | 0.00% | — |
| 185 | T | AT&T INC | 11291 | $319K | 0.00% | -12.1% |
| 186 | AXGN | AXOGEN INC | 17000 | $315K | 0.00% | — |
| 187 | ACN | ACCENTURE PLC IRELAND | 1007 | $314K | 0.00% | 13.4% |
| 188 | NEE-PS | NEXTERA ENERGY INC | 4394 | $311K | 0.00% | +-56.2% |
| 189 | MO | ALTRIA GROUP INC | 5054 | $303K | 0.00% | +0.1% |
| 190 | INTC | INTEL CORP | 13286 | $302K | 0.00% | -5.9% |
| 191 | DE | DEERE & CO | 617 | $290K | 0.00% | -8.9% |
| 192 | PDCOEUR | PATTERSON COS INC | 9150 | $286K | 0.00% | +-46.6% |
| 193 | VB | VANGUARD INDEX FDS | 1260 | $279K | 0.00% | NEW |
| 194 | AJG | GALLAGHER ARTHUR J & CO | 800 | $276K | 0.00% | +-55.0% |
| 195 | BOH | Bank of Hawaii | 4000 | $276K | 0.00% | — |
| 196 | VONE | VANGUARD SCOTTSDALE FDS | 1031 | $262K | 0.00% | -28.3% |
| 197 | WM | WASTE MGMT INC DEL | 1128 | $261K | 0.00% | +8.7% |
| 198 | SEIC | SEI INVTS CO | 3300 | $256K | 0.00% | — |
| 199 | DGII | DIGI INTL INC | 9000 | $250K | 0.00% | — |
| 200 | NEM | NEWMONT CORP | 5000 | $241K | 0.00% | NEW |
| 201 | DHR | DANAHER CORPORATION | 1166 | $239K | 0.00% | NEW |
| 202 | IXN | ISHARES TR | 3150 | $239K | 0.00% | — |
| 203 | NKE | NIKE INC | 3703 | $235K | 0.00% | +7.6% |
| 204 | SRDX | SURMODICS INC | 7626 | $233K | 0.00% | — |
| 205 | SLB | SCHLUMBERGER LTD | 5500 | $230K | 0.00% | — |
| 206 | RF-PF | REGIONS FINANCIAL CORP NEW | 10545 | $229K | 0.00% | 8.3% |
| 207 | OTIS | OTIS WORLDWIDE CORP | 2204 | $227K | 0.00% | -6.7% |
| 208 | ZTS | ZOETIS INC | 1344 | $221K | 0.00% | -12.7% |
| 209 | MSA | MSA SAFETY INC | 1490 | $219K | 0.00% | +1.4% |
| 210 | GEV | GE VERNOVA INC | 713 | $218K | 0.00% | -28.1% |
| 211 | NTRSO | NORTHERN TR CORP | 2140 | $211K | 0.00% | -4.5% |
| 212 | VV | VANGUARD INDEX FDS | 821 | $211K | 0.00% | — |
| 213 | ADSK | AUTODESK INC | 800 | $209K | 0.00% | — |
| 214 | AMD | ADVANCED MICRO DEVICES INC | 2038 | $209K | 0.00% | -4.5% |
| 215 | CARR | CARRIER GLOBAL CORPORATION | 3246 | $206K | 0.00% | -16.1% |
| 216 | VEU | VANGUARD INTL EQUITY INDEX F | 3378 | $205K | 0.00% | NEW |
| 217 | IJR | ISHARES TR | 1946 | $203K | 0.00% | -35.3% |
| 218 | CLF | CLEVELAND-CLIFFS INC NEW | 16000 | $132K | 0.00% | — |
| 219 | SHYF | SHYFT GROUP INC | 10000 | $81K | 0.00% | — |
| 220 | HIMX | HIMAX TECHNOLOGIES INC | 10550 | $78K | 0.00% | NEW |
| 221 | PLUG | PLUG POWER INC | 10000 | $14K | 0.00% | — |