What Mairs & Power Bought in Q4 2025

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

Period: 2025-12-31 · Filed · Historical

$10.39B

Total Value

243

Holdings

11

New Buys

134

Reduced

In Q4 2025, Mairs & Power reported 243 long equity positions worth $10.39B in their Mairs & Power 13F filing, including 11 new positions (largest: Intuitive Surgical at $35.3M) and 48 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1MSFTMICROSOFT CORP1912896$925.1M8.90%+0.4%
2NVDANVIDIA CORPORATION4949648$923.1M8.88%-11.2%
3AMZNAMAZON COM INC2592768$598.5M5.76%+1.4%
4GOOGALPHABET INC1697969$532.8M5.13%-3.7%
5JPMJPMORGAN CHASE & CO.1276404$411.3M3.96%-6.3%
6LLYELI LILLY & CO345345$371.1M3.57%-3.6%
7AAPLAPPLE INC1217486$331.0M3.19%+2.9%
8GGGGRACO INC3905582$320.1M3.08%-0.7%
9VVISA INC802518$281.5M2.71%+1.4%
10UNHUNITEDHEALTH GROUP INC830535$274.2M2.64%+-22.4%
11TTCTORO CO3422823$269.4M2.59%-4.9%
12NVTNVENT ELECTRIC PLC2111211$215.3M2.07%-3.3%
13METAMETA PLATFORMS INC316529$208.9M2.01%+23.2%
14ECLECOLAB INC770571$202.3M1.95%-0.8%
15MSIMOTOROLA SOLUTIONS INC525214$201.3M1.94%+14.1%
16WECWEC ENERGY GROUP INC1908774$201.3M1.94%+6.4%
17LFUSLITTELFUSE INC778951$197.0M1.90%-4.3%
18LNTALLIANT ENERGY CORP2956947$192.2M1.85%-1.2%
19FASTFASTENAL CO4667499$187.3M1.80%-1.1%
20JNJJOHNSON & JOHNSON804346$166.5M1.60%-18.4%
21TECHBIO-TECHNE CORP2767539$162.8M1.57%-1.4%
22WFCWELLS FARGO CO NEW1729341$161.2M1.55%-20.4%
23SHWSHERWIN WILLIAMS CO469592$152.2M1.46%+1.2%
24TSMTAIWAN SEMICONDUCTOR MFG LTD486547$147.9M1.42%-1.8%
25FULFULLER H B CO2411067$143.4M1.38%+0.1%
26CHRWC H ROBINSON WORLDWIDE INC862483$138.7M1.33%-0.8%
27VZVERIZON COMMUNICATIONS INC3373672$137.4M1.32%-1.2%
28ROKROCKWELL AUTOMATION INC330334$128.5M1.24%-19.6%
29ENTGENTEGRIS INC1348986$113.7M1.09%+13.0%
30FISVFISERV INC1643250$110.4M1.06%-6.1%
31QCOMQUALCOMM INC550308$94.1M0.91%-15.8%
32HRLHORMEL FOODS CORP3789513$89.8M0.86%-9.5%
33ABTABBOTT LABS708081$88.7M0.85%-2.0%
34TNCTENNANT CO1071624$79.0M0.76%-19.4%
35CRMSALESFORCE INC296013$78.4M0.75%+0.4%
36WKWORKIVA INC727994$62.8M0.60%-3.8%
37PIPRPIPER SANDLER COMPANIES175861$59.7M0.57%-4.7%
38AXPAMERICAN EXPRESS CO159459$59.0M0.57%-6.2%
39CASYCASEYS GEN STORES INC103873$57.4M0.55%-4.0%
40MMM3M CO349147$55.9M0.54%+0.8%
41HDHOME DEPOT INC157053$54.0M0.52%+1.0%
42DCIDONALDSON INC560653$49.7M0.48%-7.4%
43HONHONEYWELL INTL INC233976$45.6M0.44%-6.1%
44CGNXCOGNEX CORP1171596$42.2M0.41%91.0%
45TXNTEXAS INSTRS INC235424$40.8M0.39%-0.5%
46PANWPALO ALTO NETWORKS INC220647$40.6M0.39%+98.3%
47KHCKRAFT HEINZ CO1672831$40.6M0.39%-25.0%
48MDTMEDTRONIC PLC412750$39.6M0.38%-4.1%
49IDAIDACORP INC302508$38.3M0.37%+5.3%
50MEDPMEDPACE HLDGS INC66665$37.4M0.36%-4.2%
51ISRGIntuitive Surgical62277$35.3M0.34%NEW
52USBUS BANCORP DEL647980$34.6M0.33%-15.2%
53DISDISNEY WALT CO296183$33.7M0.32%-5.5%
54TRVTRAVELERS COMPANIES INC113800$33.0M0.32%28.6%
55PGPROCTER AND GAMBLE CO216266$31.0M0.30%+14.8%
56XELLLXCEL ENERGY INC396280$29.3M0.28%+2.7%
57ADPAUTOMATIC DATA PROCESSING IN110781$28.5M0.27%+5.4%
58ZTSZOETIS INC226400$28.5M0.27%+15094.6%
59SCHWSCHWAB CHARLES CORP273357$27.3M0.26%-8.7%
60CLFDCLEARFIELD INC730188$21.3M0.20%-0.1%
61AMPAMERIPRISE FINL INC42611$20.9M0.20%+22.8%
62TGTTARGET CORP194758$19.0M0.18%-16.3%
63PFGPRINCIPAL FINANCIAL GROUP IN211818$18.7M0.18%-16.7%
64SPYSPDR S&P 500 ETF27054$18.4M0.18%+0.2%
65BMIBADGER METER INC102813$17.9M0.17%-1.0%
66GOOGLALPHABET INC49881$15.6M0.15%+89.9%
67GNRCGENERAC HLDGS INC108578$14.8M0.14%-7.0%
68ONBOLD NATL BANCORP IND589960$13.2M0.13%-7.4%
69BRK.BBerkshire Hathaway Inc. Class B24857$12.5M0.12%-2.1%
70HSYHERSHEY CO67608$12.3M0.12%-5.2%
71ABBVABBVIE INC46456$10.6M0.10%-2.0%
72CATCATERPILLAR INC18455$10.6M0.10%-1.4%
73XOMEXXON MOBIL CORP86602$10.4M0.10%+23.9%
74JBTMJBT MAREL CORPORATION68757$10.4M0.10%-1.8%
75SYYSYSCO CORP138534$10.2M0.10%-11.3%
76HUBGHUB GROUP INC236036$10.1M0.10%-7.8%
77AIRAAR CORP112176$9.3M0.09%-12.2%
78EMREMERSON ELEC CO66916$8.9M0.09%-1.8%
79KNFKNIFE RIVER CORP123855$8.7M0.08%+1.5%
80GLWCORNING INC90350$7.9M0.08%-2.5%
81QCRHQCR HOLDINGS INC91002$7.6M0.07%+-13.2%
82MINNTRUST FOR PROFESSIONAL MANAG324736$7.3M0.07%+41.7%
83SCHBSCHWAB STRATEGIC TR261246$6.9M0.07%
84RDNTRADNET INC95648$6.8M0.07%-1.9%
85PLXSPLEXUS CORP45868$6.7M0.06%-16.5%
86ASBAASSOCIATED BANC CORP260279$6.7M0.06%-4.3%
87BKHBLACK HILLS CORP94138$6.5M0.06%-3.6%
88WTFCNWINTRUST FINL CORP46633$6.5M0.06%-8.3%
89PNRPENTAIR PLC59063$6.2M0.06%-1.9%
90SOLVSOLVENTUM CORP72887$5.8M0.06%-0.5%
91PATKPATRICK INDS INC53033$5.8M0.06%+126.8%
92ORCLORACLE CORP28618$5.6M0.05%+62.5%
93MRKMERCK & CO INC51999$5.5M0.05%-0.4%
94CFR-PBCULLEN FROST BANKERS INC42731$5.4M0.05%-1.8%
95INSPINSPIRE MED SYS INC57616$5.3M0.05%-12.0%
96NWENORTHWESTERN ENERGY GROUP IN81682$5.3M0.05%-8.3%
97MCDMCDONALDS CORP16693$5.1M0.05%-7.0%
98GISGENERAL MLS INC108477$5.0M0.05%-6.3%
99PIIPOLARIS INC75743$4.8M0.05%-21.0%
100LTHLIFE TIME GROUP HOLDINGS INC172317$4.6M0.04%+8.0%
101IVViShares Core S&P 500 ETF6481$4.4M0.04%+1264.4%
102OSKOSHKOSH CORP35069$4.4M0.04%-1.3%
103GBCIGLACIER BANCORP INC NEW97354$4.3M0.04%-1.8%
104WWDWOODWARD INC14000$4.2M0.04%
105MGPIMGP INGREDIENTS INC NEW173245$4.2M0.04%-1.8%
106NKENIKE INC63185$4.0M0.04%+24.5%
107BRK.ABerkshire Hathaway Inc. Class A5$3.8M0.04%
108CTASCINTAS CORP19617$3.7M0.04%+7.6%
109SKYTSKYWATER TECHNOLOGY INC182131$3.3M0.03%-1.4%
110CVXCHEVRON CORP NEW21612$3.3M0.03%-5.8%
111TREXTREX CO INC90652$3.2M0.03%+43.1%
112BSYBENTLEY SYS INC82986$3.2M0.03%NEW
113AMATAPPLIED MATLS INC11327$2.9M0.03%
114COSTCOSTCO WHSL CORP NEW2933$2.5M0.02%-8.9%
115COPCONOCOPHILLIPS25858$2.4M0.02%-8.1%
116GEGE AEROSPACE7775$2.4M0.02%-0.6%
117CWANCLEARWATER ANALYTICS HLDGS I92510$2.2M0.02%-1.9%
118UPSUNITED PARCEL SERVICE INC19792$2.0M0.02%-21.7%
119THRMGENTHERM INC52946$1.9M0.02%-30.1%
120JHIUFJAMES HARDIE INDS PLC90673$1.9M0.02%NEW
121PFEPFIZER INC73921$1.8M0.02%-1.9%
122AMGNAMGEN INC5524$1.8M0.02%-2.5%
123ALRSALERUS FINL CORP79436$1.8M0.02%-8.5%
124HWKNHAWKINS INC12569$1.8M0.02%-6.3%
125WMTWALMART INC16000$1.8M0.02%-4.6%
126EXASEXACT SCIENCES CORP17236$1.8M0.02%-81.5%
127RTXRTX CORPORATION9071$1.7M0.02%
128LOWLOWES COS INC6863$1.7M0.02%-1.7%
129KOCOCA COLA CO23411$1.6M0.02%-0.8%
130XLIIndustrial Select Sector SPDR10535$1.6M0.02%NEW
131CSCOCISCO SYS INC20265$1.6M0.02%-3.1%
132XLPConsumer Staples Select Sector SPDR20045$1.6M0.01%NEW
133SYKSTRYKER CORPORATION4199$1.5M0.01%-5.3%
134IDXXIDEXX LABS INC2131$1.4M0.01%-0.6%
135XLFFinancial Select Sector SPDR25310$1.4M0.01%NEW
136BDXBECTON DICKINSON & CO7119$1.4M0.01%
137BMYBristol-Myers Squibb24938$1.3M0.01%-5.5%
138PEPPEPSICO INC9103$1.3M0.01%-2.7%
139BACBANK AMERICA CORP22493$1.2M0.01%-9.9%
140SNASNAP ON INC3373$1.2M0.01%-5.6%
141EFAiShares MSCI EAFE ETF12093$1.2M0.01%-3.1%
142AVGOBROADCOM INC3323$1.2M0.01%-15.2%
143WABWABTEC5237$1.1M0.01%-1.7%
144OKLOOKLO INC15561$1.1M0.01%-2.6%
145ULTAULTA BEAUTY INC1810$1.1M0.01%-32.4%
146IBMINTERNATIONAL BUSINESS MACHS3627$1.1M0.01%-2.1%
147UNPUNION PAC CORP4592$1.1M0.01%-4.8%
148KMBKIMBERLY-CLARK CORP10419$1.1M0.01%-5.0%
149NEE-PSNEXTERA ENERGY INC12772$1.0M0.01%-4.2%
150CVRXCVRX INC142456$1.0M0.01%-1.7%
151ZBHZIMMER BIOMET HOLDINGS INC11100$998K0.01%-20.5%
152BSXBOSTON SCIENTIFIC CORP10176$970K0.01%-1.3%
153QQQInvesco QQQ Trust (Nasdaq-100)1546$950K0.01%
154VCELVERICEL CORP25865$931K0.01%
155CNDIFCANADIAN IMPERIAL BANK OF CO10176$922K0.01%
156NSCNORFOLK SOUTHN CORP3035$876K0.01%-0.6%
157BMOBANK MONTREAL QUE6746$876K0.01%
158WYWEYERHAEUSER CO MTN BE36117$856K0.01%
159XLVHealth Care Select Sector SPDR5522$855K0.01%NEW
160PSXPHILLIPS 666604$852K0.01%-0.6%
161XYLXYLEM INC5970$813K0.01%+307.2%
162AMCRAMCOR PLC88520$738K0.01%
163CBCHUBB LIMITED2334$728K0.01%-2.4%
164SCHFSCHWAB STRATEGIC TR30000$721K0.01%
165AXGNAXOGEN INC22000$720K0.01%
166TMOTHERMO FISHER SCIENTIFIC INC1241$719K0.01%-23.2%
167IEXIDEX Corp4000$712K0.01%
168ADBEADOBE INC2009$703K0.01%-1.0%
169CIENCIENA CORP3000$702K0.01%
170BNYBANK NEW YORK MELLON CORP5888$684K0.01%
171AWKAmerican Water Works5046$659K0.01%-2.7%
172ACWXISHARES TR9750$655K0.01%+238.9%
173XLKTechnology Select Sector SPDR4470$644K0.01%+100.0%
174GEVGE VERNOVA INC933$610K0.01%+-6.7%
175VOVANGUARD INDEX FDS2095$608K0.01%+85.7%
176BILSPDR SERIES TRUST6438$588K0.01%+108.9%
177MOSMOSAIC CO NEW24000$578K0.01%-18.6%
178SHELSHELL PLC7504$551K0.01%
179BRCBRADY CORP7000$549K0.01%
180INTCINTEL CORP14333$529K0.01%
181VIGVanguard Dividend Appreciation ETF2377$522K0.01%-29.3%
182TJXTJX COS INC NEW3315$509K0.00%
183NEMNEWMONT CORP5000$499K0.00%
184BA-PABOEING CO2270$493K0.00%-3.6%
185HBANPHUNTINGTON BANCSHARES INC27703$481K0.00%
186BAXBAXTER INTL INC24556$469K0.00%-17.7%
187VSATVIASAT INC13000$448K0.00%
188BBYBEST BUY INC6657$446K0.00%+-33.4%
189TTTRANE TECHNOLOGIES PLC1143$445K0.00%-10.8%
190CAHCARDINAL HEALTH INC2121$436K0.00%
191VTIVanguard Total Stock Market ETF1294$434K0.00%58.4%
192AMDADVANCED MICRO DEVICES INC2013$431K0.00%-22.5%
193ITWILLINOIS TOOL WKS INC1733$427K0.00%-1.5%
194PMPHILIP MORRIS INTL INC2649$425K0.00%+0.3%
195IWDISHARES TR1962$413K0.00%+-85.9%
196RGRSTURM RUGER & CO INC12000$392K0.00%
197VBVANGUARD INDEX FDS1496$386K0.00%+15.6%
198MAMASTERCARD INCORPORATED624$356K0.00%-3.1%
199NVECNVE CORP6000$356K0.00%
200AMTAMERICAN TOWER CORP NEW2020$355K0.00%-33.4%
201DGIIDIGI INTL INC8000$346K0.00%
202VUGVANGUARD INDEX FDS688$336K0.00%+-67.0%
203IXNISHARES TR3150$331K0.00%-43.6%
204NTRSONORTHERN TR CORP2400$328K0.00%-1.6%
205IBTGISHARES TR14255$326K0.00%352.5%
206VEAVanguard FTSE Developed Markets ETF5129$320K0.00%+12.0%
207ACNACCENTURE PLC IRELAND1184$318K0.00%-11.1%
208IVWISHARES TR2509$309K0.00%
209LHXL3HARRIS TECHNOLOGIES INC1033$303K0.00%-1.7%
210IJRISHARES TR2495$300K0.00%-29.1%
211HOGHARLEY DAVIDSON INC14000$287K0.00%
212IAUiShares Gold Trust3525$286K0.00%
213TAT&T INC11327$281K0.00%
214DEDEERE & CO602$280K0.00%
215GILDGILEAD SCIENCES INC2275$279K0.00%
216EPDENTERPRISE PRODS PARTNERS L8600$276K0.00%
217BOHBank of Hawaii4000$273K0.00%
218SEICSEI INVTS CO3300$271K0.00%
219CMICUMMINS INC528$270K0.00%
220DHRDANAHER CORPORATION1169$268K0.00%-33.4%
221MOALTRIA GROUP INC4561$263K0.00%-2.1%
222VVVANGUARD INDEX FDS817$257K0.00%+-47.9%
223MRSHMARSH & MCLENNAN COS INC1356$252K0.00%
224IVEISHARES TR1143$242K0.00%NEW
225UFCSUNITED FIRE GROUP INC6600$240K0.00%
226XLBMaterials Select Sector SPDR5260$239K0.00%NEW
227ADSKAUTODESK INC801$237K0.00%
228MSAMSA SAFETY INC1470$235K0.00%
229VEUVANGUARD INTL EQUITY INDEX F3178$234K0.00%
230BPBP PLC6500$226K0.00%
231WMWASTE MGMT INC DEL1000$220K0.00%-4.8%
232VTEBVANGUARD MUN BD FDS4211$212K0.00%NEW
233MPCMARATHON PETE CORP1301$212K0.00%
234SLBSLB LIMITED5500$211K0.00%-26.9%
235RF-PFREGIONS FINANCIAL CORP NEW7620$207K0.00%-21.8%
236ETNEATON CORP PLC648$206K0.00%+0.2%
237NVSNOVARTIS AG1485$205K0.00%NEW
238BLKBLACKROCK INC190$203K0.00%-42.6%
239SNEJFSONY GROUP CORP7830$200K0.00%
240PATHUIPATH INC12125$199K0.00%
241CLFCLEVELAND-CLIFFS INC NEW13500$179K0.00%
242AEBIAEBI SCHMIDT HLDG AG10401$132K0.00%
243PLUGPLUG POWER INC10000$20K0.00%