What Mairs & Power Funds bought and sold in Q1 2025
In Q1 2025, Mairs & Power Funds (Mairs & Power Funds) opened 8 new positions — including TSM (0.7%), CGNX (<0.1%), EFA (<0.1%), added to 8, trimmed 21, exited 15 (MDY, ALTREUR, TSLA). The book stood at $9.61B across 221 positions, filed May 15, 2025.
8New8Added21Trimmed15Exited
New positions (8)
Added to (8)
- WECWec Energy Group Inc+82% shares · 1.6% · $151M
- KHCKraft Heinz Co/the+71% shares · 0.8% · $72M
- CLFDClearfield Inc+103% shares · 0.3% · $25M
- PIIPolaris Inc+48% shares · <0.1% · $3M
- CWANClearwater Analytics Hds-a+60% shares · <0.1% · $3M
- PSXPhillips 66+27% shares · <0.1% · $1M
- VOVanguard Mid-cap Etf+48% shares · <0.1% · $527K
- IBMIntl Business Machines Corp+23% shares · <0.1% · $343K
Trimmed (21)
- LNTAlliant Energy Corp-22% shares · 2.0% · $196M
- QCOMQualcomm Inc-28% shares · 1.5% · $146M
- USBUS Bancorp-51% shares · 0.9% · $87M
- MDTMedtronic Plc-31% shares · 0.5% · $48M
- SCHWSchwab (charles) Corp-54% shares · 0.4% · $40M
- JBTMJbt Marel Corp-24% shares · 0.1% · $12M
- PLXSPlexus Corp-24% shares · 0.1% · $8M
- WTFCWintrust Financial Corp-24% shares · 0.1% · $7M
- UPSUnited Parcel Service-cl B-25% shares · 0.1% · $5M
- XOMExxon Mobil Corp-26% shares · <0.1% · $3M
- BAXBaxter International Inc-26% shares · <0.1% · $1M
- RTXRtx Corp-21% shares · <0.1% · $881K
- XLKSS Technology Select Sector-34% shares · <0.1% · $865K
- VIGVanguard Dividend Apprec Etf-20% shares · <0.1% · $559K
- AEBAAllete Inc-27% shares · <0.1% · $324K
- VONEVanguard Russell 1000-28% shares · <0.1% · $262K
- PDCOEURPatterson Cos Inc-47% shares · <0.1% · $286K
- AJGArthur J Gallagher & CO-55% shares · <0.1% · $276K
- NEENextera Energy Inc-56% shares · <0.1% · $311K
- IJRIshares Core S&p Small-cap E-35% shares · <0.1% · $203K
- GEVGE Vernova Inc-28% shares · <0.1% · $218K
Exited (15)
- MDYState Street Spdr S&p Midcapwas <0.1% of book
- ALTREURAltair Engineering Inc - Awas <0.1% of book
- TSLATesla Incwas <0.1% of book
- RSGRepublic Services Incwas <0.1% of book
- AVYAvery Dennison Corpwas <0.1% of book
- TTDTrade Desk Inc/the -class Awas <0.1% of book
- BRBroadridge Financial Solutiowas <0.1% of book
- APDAir Products & Chemicals Incwas <0.1% of book
- HOGHarley-davidson Incwas <0.1% of book
- LMTLockheed Martin Corpwas <0.1% of book
- HPQHP Incwas <0.1% of book
- CLColgate-palmolive COwas <0.1% of book
- CMGChipotle Mexican Grill Incwas <0.1% of book
- CMCSAComcast Corp-class Awas <0.1% of book
- ROSTRoss Stores Incwas <0.1% of book
Mairs & Power Funds's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.