What Mairs & Power Bought in Q3 2025

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

Period: 2025-09-30 · Filed · Historical

$10.64B

Total Value

248

Holdings

24

New Buys

108

Reduced

In Q3 2025, Mairs & Power reported 248 long equity positions worth $10.64B in their Mairs & Power 13F filing, including 24 new positions (largest: TREX CO INC at $3.3M) and 71 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1NVDANVIDIA CORPORATION5576420$1.04B9.78%-4.1%
2MSFTMICROSOFT CORP1905547$987.0M9.28%-5.0%
3AMZNAMAZON COM INC2555902$561.2M5.27%+2.5%
4JPMJPMORGAN CHASE & CO.1361530$429.5M4.04%-9.3%
5GOOGALPHABET INC1762588$429.3M4.03%-2.2%
6UNHUNITEDHEALTH GROUP INC1069947$369.5M3.47%+1.2%
7GGGGRACO INC3934001$334.2M3.14%-1.1%
8AAPLAPPLE INC1182743$301.2M2.83%+3.5%
9TTCTORO CO3600459$274.4M2.58%-1.3%
10LLYELI LILLY & CO358177$273.3M2.57%-2.0%
11VVISA INC791147$270.1M2.54%-0.5%
12FASTFASTENAL CO4719036$231.4M2.18%-12.2%
13FISVFISERV INC1749931$225.6M2.12%+1.0%
14NVTNVENT ELECTRIC PLC2182373$215.3M2.02%-7.3%
15ECLECOLAB INC777029$212.8M2.00%-1.5%
16LFUSLITTELFUSE INC813938$210.8M1.98%-6.1%
17MSIMOTOROLA SOLUTIONS INC460229$210.5M1.98%-3.1%
18WECWEC ENERGY GROUP INC1793851$205.6M1.93%+20.2%
19LNTALLIANT ENERGY CORP2993643$201.8M1.90%-1.6%
20METAMETA PLATFORMS INC256927$188.7M1.77%+17.4%
21JNJJOHNSON & JOHNSON985502$182.7M1.72%+-2.5%
22WFCWELLS FARGO CO NEW2172337$182.1M1.71%-0.1%
23SHWSHERWIN WILLIAMS CO464043$160.7M1.51%+0.7%
24TECHBIO-TECHNE CORP2807409$156.2M1.47%+3.4%
25VZVERIZON COMMUNICATIONS INC3414075$150.0M1.41%+0.0%
26ROKROCKWELL AUTOMATION INC410777$143.6M1.35%-0.5%
27FULFULLER H B CO2408893$142.8M1.34%-1.6%
28TSMTAIWAN SEMICONDUCTOR MFG LTD495265$138.3M1.30%+10.8%
29CHRWC H ROBINSON WORLDWIDE INC869738$115.2M1.08%+0.7%
30ENTGENTEGRIS INC1194050$110.4M1.04%+6.8%
31QCOMQUALCOMM INC653933$108.8M1.02%-30.0%
32TNCTENNANT CO1329688$107.8M1.01%-1.7%
33HRLHORMEL FOODS CORP4185642$103.6M0.97%-0.8%
34ABTABBOTT LABS722884$96.8M0.91%-19.9%
35CRMSALESFORCE INC294789$69.9M0.66%+16.1%
36WKWORKIVA INC757063$65.2M0.61%-0.1%
37PIPRPIPER SANDLER COMPANIES184606$64.1M0.60%-25.2%
38HDHOME DEPOT INC155551$63.0M0.59%+0.9%
39CASYCASEYS GEN STORES INC108232$61.2M0.58%-5.0%
40KHCKRAFT HEINZ CO2231175$58.1M0.55%-6.3%
41AXPAMERICAN EXPRESS CO170031$56.5M0.53%-10.5%
42MMM3M CO346453$53.8M0.51%+0.6%
43HONHONEYWELL INTL INC249248$52.5M0.49%-15.0%
44DCIDONALDSON INC605439$49.6M0.47%-27.0%
45TXNTEXAS INSTRS INC236717$43.5M0.41%+2.5%
46MDTMEDTRONIC PLC430572$41.0M0.39%-5.4%
47IDAIDACORP INC287168$37.9M0.36%+17.4%
48USBUS BANCORP DEL763737$36.9M0.35%+-28.6%
49DISDISNEY WALT CO313534$35.9M0.34%+0.7%
50MEDPMEDPACE HLDGS INC69583$35.8M0.34%-8.7%
51XELLLXCEL ENERGY INC386008$31.1M0.29%+2.5%
52ADPAUTOMATIC DATA PROCESSING IN105107$30.8M0.29%+3.7%
53PGPROCTER AND GAMBLE CO188436$29.0M0.27%+20.6%
54SCHWSCHWAB CHARLES CORP299389$28.6M0.27%-11.2%
55CGNXCOGNEX CORP613294$27.8M0.26%+372.6%
56CLFDCLEARFIELD INC730793$25.1M0.24%-4.1%
57TRVTRAVELERS COMPANIES INC88494$24.7M0.23%+10.2%
58PANWPALO ALTO NETWORKS INC111242$22.7M0.21%171.8%
59PFGPRINCIPAL FINANCIAL GROUP IN254418$21.1M0.20%-29.9%
60TGTTARGET CORP232735$20.9M0.20%-22.9%
61GNRCGENERAC HLDGS INC116761$19.5M0.18%-11.3%
62BMIBADGER METER INC103859$18.5M0.17%-6.8%
63SPYSPDR S&P 500 ETF26993$18.0M0.17%-2.9%
64AMPAMERIPRISE FINL INC34706$17.0M0.16%+23.9%
65ONBOLD NATL BANCORP IND637125$14.0M0.13%-13.9%
66HSYHERSHEY CO71293$13.3M0.13%+6.4%
67SYYSYSCO CORP156235$12.9M0.12%-41.3%
68BRK.BBerkshire Hathaway Inc. Class B25379$12.8M0.12%-2.7%
69AIRAAR CORP127702$11.5M0.11%-18.2%
70ABBVABBVIE INC47421$11.0M0.10%+0.7%
71JBTMJBT MAREL CORPORATION70035$9.8M0.09%-22.1%
72KNFKNIFE RIVER CORP122045$9.4M0.09%+7.1%
73EMREMERSON ELEC CO68167$8.9M0.08%-0.7%
74CATCATERPILLAR INC18710$8.9M0.08%-3.4%
75HUBGHUB GROUP INC256091$8.8M0.08%-7.6%
76PLXSPLEXUS CORP54912$7.9M0.07%-2.9%
77QCRHQCR HOLDINGS INC104791$7.9M0.07%-10.9%
78XOMEXXON MOBIL CORP69913$7.9M0.07%+103.4%
79GLWCORNING INC92626$7.6M0.07%-0.6%
80RDNTRADNET INC97483$7.4M0.07%+68.9%
81ASBAASSOCIATED BANC CORP272016$7.0M0.07%-8.7%
82WTFCNWINTRUST FINL CORP50849$6.7M0.06%+0.3%
83SCHBSCHWAB STRATEGIC TR261246$6.7M0.06%
84PNRPENTAIR PLC60213$6.7M0.06%-3.5%
85GOOGLALPHABET INC26268$6.4M0.06%+10.0%
86BKHBLACK HILLS CORP97649$6.0M0.06%+-10.7%
87GISGENERAL MLS INC115748$5.8M0.05%-3.2%
88PIIPOLARIS INC95840$5.6M0.05%+-15.6%
89CFR-PBCULLEN FROST BANKERS INC43503$5.5M0.05%+0.2%
90MCDMCDONALDS CORP17941$5.5M0.05%-0.2%
91SOLVSOLVENTUM CORP73237$5.3M0.05%-1.0%
92NWENORTHWESTERN ENERGY GROUP IN89037$5.2M0.05%+-13.5%
93MINNTRUST FOR PROFESSIONAL MANAG229186$5.1M0.05%+11.2%
94EXASEXACT SCIENCES CORP93237$5.1M0.05%+25.2%
95ORCLORACLE CORP17612$5.0M0.05%+23.4%
96INSPINSPIRE MED SYS INC65446$4.9M0.05%-3.5%
97GBCIGLACIER BANCORP INC NEW99163$4.8M0.05%+0.2%
98OSKOSHKOSH CORP35544$4.6M0.04%-5.9%
99LTHLIFE TIME GROUP HOLDINGS INC159616$4.4M0.04%+5.6%
100MRKMERCK & CO INC52187$4.4M0.04%-8.2%
101MGPIMGP INGREDIENTS INC NEW176393$4.3M0.04%+0.4%
102BRK.ABerkshire Hathaway Inc. Class A5$3.8M0.04%
103CTASCINTAS CORP18238$3.7M0.04%+3.3%
104IVViShares Core S&P 500 ETF475$3.7M0.04%-90.7%
105CVXCHEVRON CORP NEW22935$3.6M0.03%+3.4%
106NKENIKE INC50762$3.5M0.03%+1058.4%
107WWDWOODWARD INC14000$3.5M0.03%
108SKYTSKYWATER TECHNOLOGY INC184756$3.4M0.03%+12.7%
109TREXTREX CO INC63338$3.3M0.03%NEW
110JAMFJAMF HLDG CORP298112$3.2M0.03%-25.4%
111COSTCOSTCO WHSL CORP NEW3221$3.0M0.03%+1.0%
112COPCONOCOPHILLIPS28137$2.7M0.03%-2.4%
113THRMGENTHERM INC75787$2.6M0.02%+-47.0%
114HWKNHAWKINS INC13420$2.5M0.02%
115PATKPATRICK INDS INC23385$2.4M0.02%NEW
116GEGE AEROSPACE7825$2.4M0.02%
117AMATAPPLIED MATLS INC11327$2.3M0.02%
118UPSUNITED PARCEL SERVICE INC25275$2.1M0.02%-40.3%
119ALRSALERUS FINL CORP86823$1.9M0.02%-11.3%
120PFEPFIZER INC75344$1.9M0.02%-2.7%
121OKLOOKLO INC15971$1.8M0.02%
122LOWLOWES COS INC6985$1.8M0.02%-0.2%
123WMTWALMART INC16767$1.7M0.02%+3.6%
124CWANCLEARWATER ANALYTICS HLDGS I94275$1.7M0.02%+0.1%
125SYKSTRYKER CORPORATION4436$1.6M0.02%
126AMGNAMGEN INC5667$1.6M0.02%-2.9%
127KOCOCA COLA CO23611$1.6M0.01%
128RTXRTX CORPORATION9071$1.5M0.01%
129ULTAULTA BEAUTY INC2678$1.5M0.01%-41.2%
130CSCOCISCO SYS INC20904$1.4M0.01%+4.3%
131ZBHZIMMER BIOMET HOLDINGS INC13955$1.4M0.01%-2.3%
132IDXXIDEXX LABS INC2144$1.4M0.01%-3.6%
133KMBKIMBERLY-CLARK CORP10969$1.4M0.01%
134BDXBECTON DICKINSON & CO7119$1.3M0.01%-0.5%
135PEPPEPSICO INC9351$1.3M0.01%-1.9%
136AVGOBROADCOM INC3920$1.3M0.01%+22.5%
137BACBANK AMERICA CORP24976$1.3M0.01%+22.8%
138SNASNAP ON INC3573$1.2M0.01%-0.4%
139BMYBristol-Myers Squibb26392$1.2M0.01%-1.7%
140CVRXCVRX INC144956$1.2M0.01%+0.5%
141EFAiShares MSCI EAFE ETF12486$1.2M0.01%+6.8%
142UNPUNION PAC CORP4826$1.1M0.01%-6.1%
143WABWABTEC5325$1.1M0.01%
144IBMINTERNATIONAL BUSINESS MACHS3703$1.0M0.01%-1.9%
145MOSMOSAIC CO NEW29500$1.0M0.01%-5.7%
146BSXBOSTON SCIENTIFIC CORP10307$1.0M0.01%-1.0%
147NEE-PSNEXTERA ENERGY INC13325$1.0M0.01%+26.6%
148QQQInvesco QQQ Trust (Nasdaq-100)1546$928K0.01%-10.2%
149NSCNORFOLK SOUTHN CORP3054$917K0.01%
150PSXPHILLIPS 666643$904K0.01%-0.2%
151WYWEYERHAEUSER CO MTN BE36117$895K0.01%-3.9%
152BMOBANK MONTREAL QUE6746$879K0.01%
153VCELVERICEL CORP25865$814K0.01%-0.2%
154CNDIFCANADIAN IMPERIAL BANK OF CO10176$813K0.01%
155TMOTHERMO FISHER SCIENTIFIC INC1616$784K0.01%
156BBYBEST BUY INC10002$756K0.01%-87.2%
157VIGVanguard Dividend Appreciation ETF3360$725K0.01%-26.1%
158AMCRAMCOR PLC88520$724K0.01%+-17.7%
159AWKAmerican Water Works5184$722K0.01%-0.7%
160ADBEADOBE INC2029$716K0.01%-4.6%
161ACWXISHARES TR2877$715K0.01%NEW
162SCHFSCHWAB STRATEGIC TR30000$698K0.01%
163BAXBAXTER INTL INC29821$679K0.01%-5.1%
164CBCHUBB LIMITED2392$675K0.01%-3.0%
165IEXIDEX Corp4000$651K0.01%
166BNYBANK NEW YORK MELLON CORP5888$642K0.01%
167MDYSPDR S&P MIDCAP 400 ETF TR1064$634K0.01%23.0%
168XLKTechnology Select Sector SPDR2235$630K0.01%-47.4%
169GEVGE VERNOVA INC1000$615K0.01%
170VOVANGUARD INDEX FDS1128$613K0.01%-49.6%
171IWDISHARES TR13886$586K0.01%NEW
172AMTAMERICAN TOWER CORP NEW3031$583K0.01%+47.1%
173BRCBRADY CORP7000$546K0.01%
174VUGVANGUARD INDEX FDS2087$541K0.01%+77.2%
175TTTRANE TECHNOLOGIES PLC1281$541K0.01%
176SHELSHELL PLC7504$537K0.01%
177RGRSTURM RUGER & CO INC12000$522K0.00%
178BA-PABOEING CO2354$508K0.00%-1.6%
179INTCINTEL CORP14333$481K0.00%-2.4%
180TJXTJX COS INC NEW3315$479K0.00%+15.7%
181HBANPHUNTINGTON BANCSHARES INC27703$478K0.00%
182ITWILLINOIS TOOL WKS INC1759$459K0.00%
183CIENCIENA CORP3000$437K0.00%-25.0%
184PMPHILIP MORRIS INTL INC2641$428K0.00%+0.2%
185VTIVanguard Total Stock Market ETF817$425K0.00%NEW
186NEMNEWMONT CORP5000$422K0.00%
187AMDADVANCED MICRO DEVICES INC2596$420K0.00%+46.4%
188IJRISHARES TR3517$418K0.00%+15.2%
189VBVANGUARD INDEX FDS1294$399K0.00%-17.5%
190AXGNAXOGEN INC22000$392K0.00%-18.5%
191NVECNVE CORP6000$392K0.00%-17.8%
192HOGHARLEY DAVIDSON INC14000$391K0.00%
193BLKBLACKROCK INC331$386K0.00%NEW
194VSATVIASAT INC13000$381K0.00%
195MAMASTERCARD INCORPORATED644$366K0.00%+-39.5%
196DHRDANAHER CORPORATION1755$348K0.00%+50.1%
197CAHCARDINAL HEALTH INC2121$333K0.00%
198ACNACCENTURE PLC IRELAND1332$328K0.00%-11.1%
199NTRSONORTHERN TR CORP2440$328K0.00%
200IBTGISHARES TR3150$327K0.00%+-77.9%
201IBTFISHARES TR11000$324K0.00%-20.8%
202LHXL3HARRIS TECHNOLOGIES INC1051$321K0.00%NEW
203TAT&T INC11327$320K0.00%
204IXNISHARES TR5582$312K0.00%+77.2%
205VONEVANGUARD SCOTTSDALE FDS1031$310K0.00%
206MOALTRIA GROUP INC4659$308K0.00%-9.6%
207IVWISHARES TR2509$303K0.00%NEW
208DGIIDIGI INTL INC8000$292K0.00%-11.1%
209BILSPDR SERIES TRUST3082$283K0.00%+26.8%
210MDLZMondelez International4524$283K0.00%NEW
211SEICSEI INVTS CO3300$280K0.00%
212DEDEERE & CO602$275K0.00%-2.4%
213VEAVanguard FTSE Developed Markets ETF4579$274K0.00%NEW
214MRSHMARSH & MCLENNAN COS INC1356$273K0.00%-1.3%
215EPDENTERPRISE PRODS PARTNERS L8600$269K0.00%
216BOHBank of Hawaii4000$263K0.00%
217SLBSCHLUMBERGER LTD7524$259K0.00%NEW
218RF-PFREGIONS FINANCIAL CORP NEW9740$257K0.00%
219IAUiShares Gold Trust3525$257K0.00%
220ADSKAUTODESK INC801$254K0.00%
221MSAMSA SAFETY INC1470$253K0.00%
222GILDGILEAD SCIENCES INC2275$253K0.00%-9.0%
223VVVANGUARD INDEX FDS1568$252K0.00%91.9%
224MPCMARATHON PETE CORP1301$251K0.00%NEW
225ETNEATON CORP PLC647$242K0.00%NEW
226CARRCARRIER GLOBAL CORPORATION4043$241K0.00%+24.6%
227CMCSAComcast Corporation7600$239K0.00%NEW
228AJGGALLAGHER ARTHUR J & CO760$235K0.00%
229WMWASTE MGMT INC DEL1050$232K0.00%-3.5%
230VEUVANGUARD INTL EQUITY INDEX F3178$227K0.00%
231SBUXSTARBUCKS CORP2671$226K0.00%NEW
232SNEJFSONY GROUP CORP7830$225K0.00%-4.2%
233BPBP PLC6500$224K0.00%NEW
234CMICUMMINS INC528$223K0.00%NEW
235EEMiShares MSCI Emerging Markets ETF14255$223K0.00%NEW
236IWFISHARES TR4172$222K0.00%+138.9%
237GPCGENUINE PARTS CO1603$222K0.00%NEW
238AEBAALLETE INC3288$218K0.00%-23.3%
239ZTSZOETIS INC1490$218K0.00%
240XYLXYLEM INC1466$216K0.00%NEW
241LINLINDE PLC429$204K0.00%NEW
242UFCSUNITED FIRE GROUP INC6600$201K0.00%-26.7%
243CLFCLEVELAND-CLIFFS INC NEW13500$165K0.00%-15.6%
244PATHUIPATH INC12125$162K0.00%NEW
245AEBIAEBI SCHMIDT HLDG AG10401$130K0.00%NEW
246ORBSEIGHTCO HOLDINGS INC10900$100K0.00%NEW
247HIMXHIMAX TECHNOLOGIES INC10550$93K0.00%
248PLUGPLUG POWER INC10000$23K0.00%