What Mairs & Power Bought in Q4 2024

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

Period: 2024-12-31 · Filed · Historical

$10.34B

Total Value

229

Holdings

8

New Buys

107

Reduced

In Q4 2024, Mairs & Power reported 229 long equity positions worth $10.34B in their Mairs & Power 13F filing, including 8 new positions (largest: CLEARWATER ANALYTICS HLDGS I at $1.6M) and 62 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1MSFTMICROSOFT CORP1969379$830.1M8.03%+0.7%
2NVDANVIDIA CORPORATION5884992$790.3M7.64%-2.5%
3AMZNAMAZON COM INC2363488$518.5M5.02%+0.0%
4UNHUNITEDHEALTH GROUP INC868407$439.3M4.25%-2.6%
5GOOGALPHABET INC2177364$414.7M4.01%-20.6%
6JPMJPMORGAN CHASE & CO.1714289$410.9M3.98%-0.4%
7FISVFISERV INC1871409$384.4M3.72%-1.2%
8AAPLAPPLE INC1353586$339.0M3.28%+0.5%
9GGGGRACO INC3957203$333.6M3.23%+0.6%
10TTCTORO CO3593482$287.8M2.78%+4.7%
11VVISA INC835325$264.0M2.55%+5.9%
12LLYELI LILLY & CO339267$261.9M2.53%-0.8%
13LNTALLIANT ENERGY CORP3913967$231.5M2.24%-4.4%
14MSIMOTOROLA SOLUTIONS INC484538$224.0M2.17%-0.9%
15LFUSLITTELFUSE INC875381$206.3M2.00%+1.7%
16QCOMQUALCOMM INC1318445$202.5M1.96%+1.0%
17USBUS BANCORP DEL4206238$201.2M1.95%-7.6%
18FASTFASTENAL CO2709431$194.8M1.88%-0.8%
19TECHBIO-TECHNE CORP2673768$192.6M1.86%-0.9%
20ECLECOLAB INC783309$183.5M1.78%-1.4%
21SHWSHERWIN WILLIAMS CO481781$163.8M1.58%-0.2%
22WFCWELLS FARGO CO NEW2310552$162.3M1.57%-0.5%
23NVTNVENT ELECTRIC PLC2361455$161.0M1.56%-1.0%
24FULFULLER H B CO2211223$149.2M1.44%+0.6%
25JNJJOHNSON & JOHNSON1025376$148.3M1.43%-8.2%
26VZVERIZON COMMUNICATIONS INC3449480$137.9M1.33%-28.0%
27HRLHORMEL FOODS CORP4258565$133.6M1.29%-15.6%
28ABTABBOTT LABS1076915$121.8M1.18%-0.8%
29ROKROCKWELL AUTOMATION INC418809$119.7M1.16%+1.1%
30TNCTENNANT CO1419695$115.7M1.12%+6.3%
31ENTGENTEGRIS INC938273$92.9M0.90%+-10.1%
32DCIDONALDSON INC1309975$88.2M0.85%-4.5%
33CHRWC H ROBINSON WORLDWIDE INC853541$88.2M0.85%+2.2%
34SCHWSCHWAB CHARLES CORP1097556$81.2M0.79%-9.9%
35CRMSALESFORCE INC241391$80.7M0.78%-0.6%
36WKWORKIVA INC734030$80.4M0.78%-12.1%
37HONHONEYWELL INTL INC355510$80.3M0.78%-17.2%
38PIPRPIPER SANDLER COMPANIES241622$72.5M0.70%-1.7%
39WECWEC ENERGY GROUP INC763758$71.8M0.69%+18528.2%
40BBYBEST BUY INC746044$64.0M0.62%-0.0%
41PFGPRINCIPAL FINANCIAL GROUP IN823478$63.7M0.62%-5.3%
42AXPAMERICAN EXPRESS CO210790$62.6M0.61%-3.3%
43HDHOME DEPOT INC160813$62.6M0.61%-1.3%
44MDTMEDTRONIC PLC775359$61.9M0.60%+-60.6%
45TGTTARGET CORP446990$60.4M0.58%-1.6%
46CASYCASEYS GEN STORES INC137749$54.6M0.53%-0.5%
47TXNTEXAS INSTRS INC229811$43.1M0.42%+1.5%
48KHCKRAFT HEINZ CO1386267$42.6M0.41%66.7%
49DISDISNEY WALT CO328587$36.6M0.35%-2.7%
50ADPAUTOMATIC DATA PROCESSING IN108414$31.7M0.31%-0.1%
51SYYSYSCO CORP409312$31.3M0.30%-44.9%
52ULTAULTA BEAUTY INC71782$31.2M0.30%-2.3%
53PGPROCTER AND GAMBLE CO171869$28.8M0.28%+2.0%
54GNRCGENERAC HLDGS INC167684$26.0M0.25%-8.3%
55MMM3M CO200531$25.9M0.25%-4.2%
56BMIBADGER METER INC121901$25.9M0.25%-2.0%
57XELLLXCEL ENERGY INC375289$25.3M0.25%+1.4%
58ONBOLD NATL BANCORP IND951362$20.6M0.20%-4.1%
59TRVTRAVELERS COMPANIES INC74178$17.9M0.17%-4.2%
60JBTMJOHN BEAN TECHNOLOGIES CORP130382$16.6M0.16%-2.2%
61METAMETA PLATFORMS INC26312$15.4M0.15%+18.5%
62AMPAMERIPRISE FINL INC28161$15.0M0.15%+1.7%
63AZEKAZEK CO INC284575$13.5M0.13%-0.0%
64HSYHERSHEY CO78346$13.3M0.13%+-25.4%
65CLFDCLEARFIELD INC419206$13.0M0.13%+44.5%
66KNFKNIFE RIVER CORP126935$12.9M0.12%-0.1%
67PLXSPLEXUS CORP81909$12.8M0.12%-7.7%
68HUBGHUB GROUP INC283299$12.6M0.12%-0.0%
69INSPINSPIRE MED SYS INC64671$12.0M0.12%+5.7%
70BRK.BBerkshire Hathaway Inc. Class B25993$11.8M0.11%+3.8%
71AIRAAR CORP187949$11.5M0.11%-0.0%
72MEDPMEDPACE HLDGS INC32408$10.8M0.10%+8.9%
73WTFCNWINTRUST FINL CORP86135$10.7M0.10%-0.0%
74CFR-PBCULLEN FROST BANKERS INC73401$9.9M0.10%-0.5%
75QCRHQCR HOLDINGS INC119938$9.7M0.09%-0.1%
76ASBAASSOCIATED BANC CORP366577$8.8M0.08%-0.6%
77BKHBLACK HILLS CORP140345$8.2M0.08%-0.1%
78UPSUNITED PARCEL SERVICE INC64529$8.1M0.08%-20.5%
79ABBVABBVIE INC45770$8.1M0.08%-2.1%
80EMREMERSON ELEC CO63878$7.9M0.08%-2.8%
81GISGENERAL MLS INC123052$7.8M0.08%-2.2%
82GBCIGLACIER BANCORP INC NEW151880$7.6M0.07%-0.0%
83THRMGENTHERM INC189628$7.6M0.07%+1.0%
84NWENORTHWESTERN ENERGY GROUP IN136995$7.3M0.07%-0.1%
85PNRPENTAIR PLC65240$6.6M0.06%-3.5%
86CATCATERPILLAR INC16693$6.1M0.06%+0.7%
87MGPIMGP INGREDIENTS INC NEW152488$6.0M0.06%+13.8%
88SCHBSCHWAB STRATEGIC TR261246$5.9M0.06%200.0%
89NEOGNEOGEN CORP466808$5.7M0.05%+1.8%
90JAMFJAMF HLDG CORP398981$5.6M0.05%-1.1%
91MRKMERCK & CO INC53900$5.4M0.05%+1.0%
92PANWPALO ALTO NETWORKS INC29356$5.3M0.05%+89.0%
93SPYSPDR S&P 500 ETF9016$5.3M0.05%-4.0%
94GOOGLALPHABET INC25891$4.9M0.05%-10.6%
95OSKOSHKOSH CORP50260$4.8M0.05%-0.0%
96MCDMCDONALDS CORP16378$4.7M0.05%+1.0%
97GLWCORNING INC92270$4.4M0.04%-7.0%
98BRK.ABerkshire Hathaway Inc. Class A6$4.1M0.04%
99XOMEXXON MOBIL CORP32289$3.5M0.03%-0.9%
100EXASEXACT SCIENCES CORP60410$3.4M0.03%+38.2%
101PIIPOLARIS INC56751$3.3M0.03%-27.9%
102CVXCHEVRON CORP NEW21124$3.1M0.03%-3.2%
103COPCONOCOPHILLIPS29374$2.9M0.03%+10.7%
104IVViShares Core S&P 500 ETF4651$2.7M0.03%-4.7%
105CTASCINTAS CORP14920$2.7M0.03%+2.8%
106COSTCOSTCO WHSL CORP NEW2739$2.5M0.02%-11.6%
107LTHLIFE TIME GROUP HOLDINGS INC111220$2.5M0.02%67.0%
108SOLVSOLVENTUM CORP35373$2.3M0.02%-10.1%
109WWDWOODWARD INC14000$2.3M0.02%
110ORCLORACLE CORP13530$2.3M0.02%+6.2%
111PFEPFIZER INC79302$2.1M0.02%+-23.2%
112SKYTSKYWATER TECHNOLOGY INC141170$1.9M0.02%-16.3%
113SYKSTRYKER CORPORATION5275$1.9M0.02%
114ALRSALERUS FINL CORP97674$1.9M0.02%-0.1%
115CVRXCVRX INC144281$1.8M0.02%-0.1%
116BDXBECTON DICKINSON & CO7626$1.7M0.02%-1.6%
117LOWLOWES COS INC6880$1.7M0.02%
118HWKNHAWKINS INC13320$1.6M0.02%
119CWANCLEARWATER ANALYTICS HLDGS I58840$1.6M0.02%NEW
120ZBHZIMMER BIOMET HOLDINGS INC14700$1.6M0.02%-6.4%
121BMYBristol-Myers Squibb26162$1.5M0.01%+0.7%
122XLKTechnology Select Sector SPDR6359$1.5M0.01%+3.5%
123SNASNAP ON INC4335$1.5M0.01%+1.5%
124AMGNAMGEN INC5607$1.5M0.01%-5.7%
125VCELVERICEL CORP25915$1.4M0.01%
126KMBKIMBERLY-CLARK CORP10154$1.3M0.01%-6.3%
127GEGE AEROSPACE7940$1.3M0.01%+2.9%
128KOCOCA COLA CO20265$1.3M0.01%+4.9%
129AMATAPPLIED MATLS INC7477$1.2M0.01%
130UNPUNION PAC CORP5266$1.2M0.01%+3.6%
131BAXBAXTER INTL INC41123$1.2M0.01%-15.7%
132WMTWALMART INC13253$1.2M0.01%+2.4%
133PEPPEPSICO INC7800$1.2M0.01%+1.3%
134AMCRAMCOR PLC118090$1.1M0.01%-2.3%
135CSCOCISCO SYS INC17889$1.1M0.01%+2.9%
136WYWEYERHAEUSER CO MTN BE36431$1.0M0.01%-20.7%
137IDXXIDEXX LABS INC2402$993K0.01%-4.0%
138BACBANK AMERICA CORP22592$993K0.01%-3.6%
139RTXRTX CORPORATION8452$978K0.01%-2.3%
140QQQInvesco QQQ Trust (Nasdaq-100)1822$931K0.01%-5.1%
141PSXPHILLIPS 668116$925K0.01%+23.9%
142BSXBOSTON SCIENTIFIC CORP10311$921K0.01%
143ADBEADOBE INC1950$867K0.01%
144TMOTHERMO FISHER SCIENTIFIC INC1616$841K0.01%-2.9%
145IEXIDEX Corp4000$837K0.01%
146DDDUPONT DE NEMOURS INC10699$816K0.01%NEW
147AVGOBROADCOM INC3250$753K0.01%-1.5%
148VTIVanguard Total Stock Market ETF2585$749K0.01%207.0%
149MOSMOSAIC CO NEW30280$744K0.01%-22.4%
150NEE-PSNEXTERA ENERGY INC10040$720K0.01%
151NSCNORFOLK SOUTHN CORP3047$715K0.01%+1.7%
152VIGVanguard Dividend Appreciation ETF3605$706K0.01%
153IWFISHARES TR1746$701K0.01%NEW
154TTTRANE TECHNOLOGIES PLC1814$670K0.01%-1.1%
155BMOBANK MONTREAL QUE6846$664K0.01%-12.7%
156AWKAmerican Water Works5333$664K0.01%
157CBCHUBB LIMITED2343$647K0.01%
158CNDIFCANADIAN IMPERIAL BK COMM10176$643K0.01%
159NVECNVE CORP7300$594K0.01%
160MDYSPDR S&P MIDCAP 400 ETF TR1035$590K0.01%24.0%
161HBANPHUNTINGTON BANCSHARES INC36128$588K0.01%
162DVYISHARES TR4280$562K0.01%
163SCHFSCHWAB STRATEGIC TR30000$555K0.01%+100.0%
164CTVACORTEVA INC9430$537K0.01%NEW
165MAMASTERCARD INCORPORATED1014$534K0.01%6.5%
166PDCOEURPATTERSON COS INC17150$529K0.01%-40.6%
167BRCBRADY CORP7000$517K0.01%
168AJGGALLAGHER ARTHUR J & CO1776$504K0.00%+18.4%
169ALTRALTAIR ENGR INC4431$483K0.00%+-96.5%
170SHELSHELL PLC7504$470K0.00%+-35.3%
171DOWDOW INC11619$466K0.00%NEW
172VUGVANGUARD INDEX FDS1128$463K0.00%
173AEBAALLETE INC6768$439K0.00%-30.1%
174ITWILLINOIS TOOL WKS INC1699$431K0.00%
175RGRSTURM RUGER & CO INC12000$424K0.00%
176RSGREPUBLIC SVCS INC2100$422K0.00%
177BA-PABOEING CO2282$404K0.00%+7.4%
178UFCSUNITED FIRE GROUP INC14108$401K0.00%
179TSLATESLA INC992$401K0.00%NEW
180VONEVANGUARD SCOTTSDALE FDS1437$383K0.00%-27.9%
181AVYAVERY DENNISON CORP2000$374K0.00%
182AMTAMERICAN TOWER CORP NEW2020$370K0.00%
183PMPHILIP MORRIS INTL INC3074$370K0.00%+9.8%
184VOVANGUARD INDEX FDS1378$364K0.00%
185IJRISHARES TR3008$347K0.00%
186TJXTJX COS INC NEW2841$343K0.00%
187APDAIR PRODS & CHEMS INC1175$341K0.00%-6.0%
188TTDTHE TRADE DESK INC2782$327K0.00%NEW
189GEVGE VERNOVA INC991$326K0.00%+4.1%
190DFAEDIMENSIONAL ETF TRUST12527$318K0.00%NEW
191ACNACCENTURE PLC IRELAND888$312K0.00%+14.7%
192BPBP PLC10540$312K0.00%62.2%
193OKLOOKLO INC14410$306K0.00%+2.9%
194BRBROADRIDGE FINL SOLUTIONS IN1350$305K0.00%
195SRDXSURMODICS INC7626$302K0.00%
196TAT&T INC12843$292K0.00%-5.1%
197MRSHMARSH & MCLENNAN COS INC1374$292K0.00%
198DEDEERE & CO677$287K0.00%-3.6%
199BOHBank of Hawaii4000$285K0.00%
200INTCINTEL CORP14117$283K0.00%-3.5%
201AXGNAXOGEN INC17000$280K0.00%
202SEICSEI INVTS CO3300$272K0.00%
203DGIIDIGI INTL INC9000$272K0.00%
204IXNISHARES TR3150$267K0.00%
205MOALTRIA GROUP INC5051$264K0.00%+0.1%
206CARRCARRIER GLOBAL CORPORATION3867$264K0.00%
207NKENIKE INC3440$260K0.00%-5.5%
208AMDADVANCED MICRO DEVICES INC2133$258K0.00%+27.5%
209ZTSZOETIS INC1540$251K0.00%
210IBMINTERNATIONAL BUSINESS MACHS1117$246K0.00%+9.8%
211LMTLOCKHEED MARTIN CORP503$244K0.00%-43.4%
212CLCOLGATE PALMOLIVE CO2686$244K0.00%
213MSAMSA SAFETY INC1470$244K0.00%
214ADSKAUTODESK INC800$236K0.00%
215NTRSONORTHERN TR CORP2240$230K0.00%-54.8%
216RF-PFREGIONS FINANCIAL CORP NEW9740$229K0.00%
217ROSTROSS STORES INC1513$229K0.00%
218VVVANGUARD INDEX FDS821$221K0.00%-0.7%
219CMGCHIPOTLE MEXICAN GRILL INC3660$221K0.00%
220OTISOTIS WORLDWIDE CORP2363$219K0.00%+22.6%
221HPQHP INC6593$215K0.00%+10.7%
222HOGHARLEY DAVIDSON INC7000$211K0.00%
223SLBSCHLUMBERGER LTD5500$211K0.00%
224WMWASTE MGMT INC DEL1038$209K0.00%
225CMCSAComcast Corporation5392$202K0.00%
226CLFCLEVELAND-CLIFFS INC NEW16000$150K0.00%-15.8%
227SHYFSHYFT GROUP INC10000$117K0.00%
228G0508H110ARCADIUM LITHIUM PLC13925$71K0.00%
229PLUGPLUG POWER INC10000$21K0.00%