What Mairs & Power Bought in Q2 2025

Mairs & Power · Quarterly 13F recap as filed with the SEC.

Period: 2025-06-30 · Filed · Historical

$10.13B

Total Value

235

Holdings

23

New Buys

88

Reduced

In Q2 2025, Mairs & Power reported 235 long equity positions worth $10.13B in their Mairs & Power 13F filing, including 23 new positions (largest: IDACORP INC at $28.2M) and 98 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1MSFTMICROSOFT CORP2004808$997.2M9.84%+0.4%
2NVDANVIDIA CORPORATION5812871$918.4M9.07%+0.2%
3AMZNAMAZON COM INC2492861$546.9M5.40%+4.0%
4JPMJPMORGAN CHASE & CO.1500966$435.1M4.30%-9.7%
5GGGGRACO INC3976890$341.9M3.37%+1.3%
6UNHUNITEDHEALTH GROUP INC1057160$329.8M3.26%16.6%
7GOOGALPHABET INC1801827$319.6M3.16%-12.0%
8FISVFISERV INC1732621$298.7M2.95%+0.9%
9LLYELI LILLY & CO365327$284.8M2.81%+0.1%
10VVISA INC794996$282.3M2.79%-3.5%
11TTCTORO CO3649717$258.0M2.55%-0.0%
12AAPLAPPLE INC1142568$234.4M2.31%-15.7%
13FASTFASTENAL CO5372759$225.7M2.23%+99.7%
14ECLECOLAB INC788929$212.6M2.10%+2.0%
15MSIMOTOROLA SOLUTIONS INC475106$199.8M1.97%-0.5%
16LFUSLITTELFUSE INC866464$196.5M1.94%-1.9%
17LNTALLIANT ENERGY CORP3042142$184.0M1.82%-0.1%
18WFCWELLS FARGO CO NEW2174403$174.2M1.72%-0.5%
19NVTNVENT ELECTRIC PLC2353263$172.4M1.70%+0.0%
20METAMETA PLATFORMS INC218761$161.5M1.59%757.7%
21SHWSHERWIN WILLIAMS CO460613$158.2M1.56%-2.3%
22WECWEC ENERGY GROUP INC1492528$155.5M1.54%+7.4%
23JNJJOHNSON & JOHNSON1010469$154.3M1.52%1.1%
24QCOMQUALCOMM INC934161$148.8M1.47%-1.7%
25VZVERIZON COMMUNICATIONS INC3413917$147.7M1.46%-0.4%
26FULFULLER H B CO2448249$147.3M1.45%+0.3%
27TECHBIO-TECHNE CORP2716378$139.8M1.38%+2.4%
28ROKROCKWELL AUTOMATION INC412922$137.2M1.35%-1.3%
29HRLHORMEL FOODS CORP4220403$127.7M1.26%-1.2%
30ABTABBOTT LABS901941$122.7M1.21%+-11.3%
31TNCTENNANT CO1352658$104.8M1.03%-4.8%
32TSMTAIWAN SEMICONDUCTOR MFG LTD446826$101.2M1.00%+12.4%
33ENTGENTEGRIS INC1118039$90.2M0.89%19.2%
34CHRWC H ROBINSON WORLDWIDE INC863550$82.9M0.82%-0.3%
35CRMSALESFORCE INC253841$69.2M0.68%-0.4%
36PIPRPIPER SANDLER COMPANIES246834$68.6M0.68%+0.9%
37HONHONEYWELL INTL INC293197$68.3M0.67%-5.1%
38KHCKRAFT HEINZ CO2381893$61.5M0.61%+0.4%
39AXPAMERICAN EXPRESS CO189988$60.6M0.60%-1.6%
40CASYCASEYS GEN STORES INC113916$58.1M0.57%-15.3%
41DCIDONALDSON INC829505$57.5M0.57%+-25.9%
42HDHOME DEPOT INC154173$56.5M0.56%-0.3%
43MMM3M CO344366$52.4M0.52%+73.8%
44WKWORKIVA INC757819$51.9M0.51%+2.6%
45USBUS BANCORP DEL1070161$48.4M0.48%-48.2%
46TXNTEXAS INSTRS INC230856$47.9M0.47%+1.2%
47MDTMEDTRONIC PLC455290$39.7M0.39%-15.4%
48DISDISNEY WALT CO311433$38.6M0.38%-1.1%
49CLFDCLEARFIELD INC762234$33.1M0.33%-10.6%
50ADPAUTOMATIC DATA PROCESSING IN101383$31.3M0.31%-6.3%
51SCHWSCHWAB CHARLES CORP337277$30.8M0.30%-33.5%
52TGTTARGET CORP301699$29.8M0.29%-28.7%
53PFGPRINCIPAL FINANCIAL GROUP IN362798$28.8M0.28%-54.2%
54IDAIDACORP INC244510$28.2M0.28%NEW
55BMIBADGER METER INC111377$27.3M0.27%-3.9%
56XELLLXCEL ENERGY INC376431$25.6M0.25%+0.6%
57PGPROCTER AND GAMBLE CO156286$24.9M0.25%-3.1%
58MEDPMEDPACE HLDGS INC76186$23.9M0.24%+134.9%
59TRVTRAVELERS COMPANIES INC80313$21.5M0.21%+15.4%
60SYYSYSCO CORP266137$20.2M0.20%-19.0%
61GNRCGENERAC HLDGS INC131617$18.8M0.19%-14.2%
62SPYSPDR S&P 500 ETF27790$17.2M0.17%210.7%
63ONBOLD NATL BANCORP IND740125$15.8M0.16%-12.6%
64AMPAMERIPRISE FINL INC28008$14.9M0.15%+1.4%
65BRK.BBerkshire Hathaway Inc. Class B26092$12.7M0.13%+6.0%
66HSYHERSHEY CO67015$11.1M0.11%-1.2%
67JBTMJBT MAREL CORPORATION89864$10.8M0.11%-9.3%
68AIRAAR CORP156076$10.7M0.11%-13.3%
69KNFKNIFE RIVER CORP113916$9.3M0.09%-10.3%
70HUBGHUB GROUP INC277099$9.3M0.09%-0.7%
71EMREMERSON ELEC CO68668$9.2M0.09%+16.3%
72INSPINSPIRE MED SYS INC67804$8.8M0.09%-4.2%
73ABBVABBVIE INC47073$8.7M0.09%+12.2%
74PANWPALO ALTO NETWORKS INC40931$8.4M0.08%+35.6%
75QCRHQCR HOLDINGS INC117624$8.0M0.08%-2.0%
76PLXSPLEXUS CORP56533$7.6M0.08%-9.5%
77CATCATERPILLAR INC19361$7.5M0.07%+17.0%
78ASBAASSOCIATED BANC CORP297935$7.3M0.07%-10.7%
79PNRPENTAIR PLC62413$6.4M0.06%-0.2%
80WTFCNWINTRUST FINL CORP50680$6.3M0.06%-22.5%
81SCHBSCHWAB STRATEGIC TR261246$6.2M0.06%
82GISGENERAL MLS INC119611$6.2M0.06%+9.5%
83BKHBLACK HILLS CORP109398$6.1M0.06%-12.4%
84SOLVSOLVENTUM CORP74000$5.6M0.06%+111.2%
85CFR-PBCULLEN FROST BANKERS INC43428$5.6M0.06%-27.5%
86NWENORTHWESTERN ENERGY GROUP IN102928$5.3M0.05%-16.9%
87MGPIMGP INGREDIENTS INC NEW175774$5.3M0.05%+8.8%
88BBYBEST BUY INC78266$5.3M0.05%+-89.6%
89MCDMCDONALDS CORP17976$5.3M0.05%+34.9%
90GLWCORNING INC93220$4.9M0.05%+4.5%
91PIIPOLARIS INC113536$4.6M0.05%34.8%
92LTHLIFE TIME GROUP HOLDINGS INC151215$4.6M0.05%+20.5%
93MRKMERCK & CO INC56871$4.5M0.04%+7.0%
94MINNTRUST FOR PROFESSIONAL MANAG206186$4.5M0.04%NEW
95OSKOSHKOSH CORP37790$4.3M0.04%-10.1%
96UPSUNITED PARCEL SERVICE INC42312$4.3M0.04%-12.7%
97GBCIGLACIER BANCORP INC NEW98971$4.3M0.04%+-23.2%
98GOOGLALPHABET INC23877$4.2M0.04%+0.4%
99CGNXCOGNEX CORP129777$4.1M0.04%104.8%
100THRMGENTHERM INC142939$4.0M0.04%-6.0%
101EXASEXACT SCIENCES CORP74475$4.0M0.04%+20.7%
102CTASCINTAS CORP17653$3.9M0.04%+5.1%
103JAMFJAMF HLDG CORP399351$3.8M0.04%+0.0%
104XOMEXXON MOBIL CORP34373$3.7M0.04%+43.7%
105BRK.ABerkshire Hathaway Inc. Class A5$3.6M0.04%-16.7%
106WWDWOODWARD INC14000$3.4M0.03%
107RDNTRADNET INC57731$3.3M0.03%NEW
108IVViShares Core S&P 500 ETF5120$3.2M0.03%+10.4%
109CVXCHEVRON CORP NEW22183$3.2M0.03%+9.2%
110COSTCOSTCO WHSL CORP NEW3188$3.2M0.03%+18.1%
111ORCLORACLE CORP14275$3.1M0.03%+3.6%
112COPCONOCOPHILLIPS28838$2.6M0.03%-8.5%
113ULTAULTA BEAUTY INC4556$2.1M0.02%-93.7%
114ALRSALERUS FINL CORP97867$2.1M0.02%+0.2%
115AMATAPPLIED MATLS INC11327$2.1M0.02%53.5%
116CWANCLEARWATER ANALYTICS HLDGS I94140$2.1M0.02%+0.1%
117GEGE AEROSPACE7825$2.0M0.02%+14.3%
118HWKNHAWKINS INC13420$1.9M0.02%+0.8%
119PFEPFIZER INC77459$1.9M0.02%+5.3%
120SYKSTRYKER CORPORATION4436$1.8M0.02%+0.6%
121KOCOCA COLA CO23611$1.7M0.02%+13.0%
122AMGNAMGEN INC5838$1.6M0.02%+17.7%
123SKYTSKYWATER TECHNOLOGY INC163920$1.6M0.02%+16.1%
124WMTWALMART INC16182$1.6M0.02%+7.6%
125LOWLOWES COS INC7000$1.6M0.02%+2.6%
126KMBKIMBERLY-CLARK CORP10969$1.4M0.01%15.7%
127CSCOCISCO SYS INC20041$1.4M0.01%+6.4%
128RTXRTX CORPORATION9071$1.3M0.01%+36.3%
129ZBHZIMMER BIOMET HOLDINGS INC14280$1.3M0.01%-1.2%
130AZEKAZEK CO INC23927$1.3M0.01%-90.5%
131PEPPEPSICO INC9536$1.3M0.01%+27.0%
132BMYBristol-Myers Squibb26842$1.2M0.01%+1.1%
133BDXBECTON DICKINSON & CO7155$1.2M0.01%-0.9%
134IDXXIDEXX LABS INC2224$1.2M0.01%-3.6%
135UNPUNION PAC CORP5141$1.2M0.01%-8.9%
136MOSMOSAIC CO NEW31280$1.1M0.01%+3.3%
137BSXBOSTON SCIENTIFIC CORP10409$1.1M0.01%+1.0%
138SNASNAP ON INC3588$1.1M0.01%+0.1%
139WABWABTEC5325$1.1M0.01%NEW
140IBMINTERNATIONAL BUSINESS MACHS3774$1.1M0.01%+173.7%
141VCELVERICEL CORP25915$1.1M0.01%
142XLKTechnology Select Sector SPDR4246$1.1M0.01%+1.4%
143EFAiShares MSCI EAFE ETF11696$1.0M0.01%+1.1%
144AMCRAMCOR PLC107557$988K0.01%-8.9%
145WYWEYERHAEUSER CO MTN BE37601$966K0.01%+3.2%
146BACBANK AMERICA CORP20342$963K0.01%-9.0%
147BAXBAXTER INTL INC31421$951K0.01%+3.2%
148QQQInvesco QQQ Trust (Nasdaq-100)1721$949K0.01%+6.8%
149VIGVanguard Dividend Appreciation ETF4546$930K0.01%+57.7%
150OKLOOKLO INC15971$894K0.01%
151AVGOBROADCOM INC3201$882K0.01%-5.3%
152CVRXCVRX INC144281$848K0.01%
153ADBEADOBE INC2127$823K0.01%+3.1%
154PSXPHILLIPS 666656$794K0.01%+-35.3%
155NSCNORFOLK SOUTHN CORP3054$782K0.01%-3.7%
156BMOBANK MONTREAL QUE6746$746K0.01%-1.5%
157IWFISHARES TR1746$741K0.01%
158NEE-PSNEXTERA ENERGY INC10527$731K0.01%139.6%
159AWKAmerican Water Works5221$726K0.01%+2.2%
160CNDIFCANADIAN IMPERIAL BK COMM10176$721K0.01%
161CBCHUBB LIMITED2466$714K0.01%+5.2%
162IEXIDEX Corp4000$702K0.01%
163SCHFSCHWAB STRATEGIC TR30000$663K0.01%
164TMOTHERMO FISHER SCIENTIFIC INC1616$655K0.01%+23.7%
165VOVANGUARD INDEX FDS2238$626K0.01%+9.8%
166MAMASTERCARD INCORPORATED1064$598K0.01%+4.9%
167TTTRANE TECHNOLOGIES PLC1281$560K0.01%
168NVECNVE CORP7300$537K0.01%
169BNYBANK NEW YORK MELLON CORP5888$536K0.01%NEW
170GEVGE VERNOVA INC1000$529K0.01%40.3%
171SHELSHELL PLC7504$528K0.01%
172VUGVANGUARD INDEX FDS1178$516K0.01%-5.6%
173BA-PABOEING CO2393$501K0.00%-2.4%
174MDYSPDR S&P MIDCAP 400 ETF TR865$490K0.00%NEW
175PMPHILIP MORRIS INTL INC2637$480K0.00%+1.4%
176BRCBRADY CORP7000$476K0.00%
177HBANPHUNTINGTON BANCSHARES INC27703$464K0.00%-19.9%
178AMTAMERICAN TOWER CORP NEW2060$455K0.00%+2.0%
179ACNACCENTURE PLC IRELAND1498$448K0.00%+48.8%
180ITWILLINOIS TOOL WKS INC1759$435K0.00%+3.5%
181RGRSTURM RUGER & CO INC12000$431K0.00%
182VBVANGUARD INDEX FDS1568$372K0.00%+24.4%
183CAHCARDINAL HEALTH INC2121$356K0.00%NEW
184TJXTJX COS INC NEW2864$354K0.00%+0.8%
185IJRISHARES TR3053$334K0.00%+56.9%
186HOGHARLEY DAVIDSON INC14000$330K0.00%NEW
187INTCINTEL CORP14681$329K0.00%+10.5%
188TAT&T INC11327$328K0.00%+0.3%
189IBTGISHARES TR14255$327K0.00%NEW
190CIENCIENA CORP4000$325K0.00%NEW
191IBTFISHARES TR13886$324K0.00%NEW
192DGIIDIGI INTL INC9000$314K0.00%
193DEDEERE & CO617$314K0.00%
194NKENIKE INC4382$311K0.00%+18.3%
195NTRSONORTHERN TR CORP2440$309K0.00%+14.0%
196MOALTRIA GROUP INC5156$302K0.00%+2.0%
197MRSHMARSH & MCLENNAN COS INC1374$300K0.00%-5.2%
198SEICSEI INVTS CO3300$297K0.00%
199AXGNAXOGEN INC27000$293K0.00%+58.8%
200NEMNEWMONT CORP5000$291K0.00%
201IXNISHARES TR3150$291K0.00%
202VONEVANGUARD SCOTTSDALE FDS1031$289K0.00%
203DFAEDIMENSIONAL ETF TRUST9850$285K0.00%+-21.4%
204DVYISHARES TR2105$280K0.00%-50.8%
205GILDGILEAD SCIENCES INC2501$277K0.00%NEW
206AEBAALLETE INC4288$275K0.00%-13.2%
207BOHBank of Hawaii4000$270K0.00%
208EPDENTERPRISE PRODS PARTNERS L8600$267K0.00%NEW
209UFCSUNITED FIRE GROUP INC9000$258K0.00%+-25.7%
210AMDADVANCED MICRO DEVICES INC1773$252K0.00%-13.0%
211WMWASTE MGMT INC DEL1088$249K0.00%-3.5%
212ADSKAUTODESK INC801$248K0.00%+0.1%
213MSAMSA SAFETY INC1470$246K0.00%-1.3%
214AJGGALLAGHER ARTHUR J & CO760$243K0.00%-5.0%
215MGNIMAGNITE INC10000$241K0.00%NEW
216CARRCARRIER GLOBAL CORPORATION3246$238K0.00%
217VVVANGUARD INDEX FDS817$233K0.00%-0.5%
218ZTSZOETIS INC1490$232K0.00%+10.9%
219DHRDANAHER CORPORATION1169$231K0.00%+0.3%
220RF-PFREGIONS FINANCIAL CORP NEW9740$229K0.00%+-7.6%
221BILSPDR SERIES TRUST2431$223K0.00%NEW
222IAUiShares Gold Trust3525$220K0.00%NEW
223NVSNOVARTIS AG1795$217K0.00%NEW
224VEUVANGUARD INTL EQUITY INDEX F3178$214K0.00%-5.9%
225SNEJFSONY GROUP CORP8175$213K0.00%NEW
226OTISOTIS WORLDWIDE CORP2128$211K0.00%-3.4%
227CMGCHIPOTLE MEXICAN GRILL INC3660$206K0.00%NEW
228CLCOLGATE PALMOLIVE CO2224$202K0.00%NEW
229VSATVIASAT INC13000$190K0.00%NEW
230TCMDTACTILE SYS TECHNOLOGY INC12500$127K0.00%NEW
231SHYFSHYFT GROUP INC10000$125K0.00%
232CLFCLEVELAND-CLIFFS INC NEW16000$122K0.00%
233NEONEOGENOMICS INC15000$110K0.00%NEW
234HIMXHIMAX TECHNOLOGIES INC10550$94K0.00%
235PLUGPLUG POWER INC10000$15K0.00%