What Mairs & Power Funds bought and sold in Q2 2025
In Q2 2025, Mairs & Power Funds (Mairs & Power Funds) opened 22 new positions — including IDA (0.3%), MINN (<0.1%), RDNT (<0.1%), added to 24, trimmed 15, exited 9 (NEOG, DD, VTI). The book stood at $10.13B across 235 positions, filed Aug 14, 2025.
22New24Added15Trimmed9Exited
New positions (22)
- IDAIdacorp Inc0.3% · $28M
- MINNMairs & Power MN Muni Bond<0.1% · $4M
- RDNTRadnet Inc<0.1% · $3M
- WABWabtec Corp<0.1% · $1M
- MDYState Street Spdr S&p Midcap<0.1% · $490K
- BKBank OF New York Mellon Corp<0.1% · $536K
- CAHCardinal Health Inc<0.1% · $356K
- CIENCiena Corp<0.1% · $325K
- HOGHarley-davidson Inc<0.1% · $330K
- EPDEnterprise Products Partners<0.1% · $267K
- GILDGilead Sciences Inc<0.1% · $277K
- IBTGIshares Ibonds Dec 2026 Term<0.1% · $327K
- SONYSony Group Corp - SP Adr<0.1% · $213K
- MGNIMagnite Inc<0.1% · $241K
- CMGChipotle Mexican Grill Inc<0.1% · $206K
- BILSS Spdr BB 1-3m T-bill Etf<0.1% · $223K
- CLColgate-palmolive CO<0.1% · $202K
- IAUIshares Gold Trust<0.1% · $220K
- VSATViasat Inc<0.1% · $190K
- NVSNovartis Ag-sponsored Adr<0.1% · $217K
- NEONeogenomics Inc<0.1% · $110K
- TCMDTactile Systems Technology I<0.1% · $127K
Added to (24)
- METAMeta Platforms Inc-class A+758% shares · 1.6% · $161M
- MMM3M CO+74% shares · 0.5% · $52M
- MEDPMedpace Holdings Inc+135% shares · 0.2% · $24M
- SPYSS Spdr S&p 500 Etf Trust-us+211% shares · 0.2% · $17M
- PANWPalo Alto Networks Inc+36% shares · 0.1% · $8M
- SOLVSolventum Corp+111% shares · 0.1% · $6M
- MCDMcdonald's Corp+35% shares · 0.1% · $5M
- PIIPolaris Inc+35% shares · <0.1% · $5M
- LTHLife Time Group Holdings Inc+21% shares · <0.1% · $5M
- CGNXCognex Corp+105% shares · <0.1% · $4M
- EXASExact Sciences Corp+21% shares · <0.1% · $4M
- XOMExxon Mobil Corp+44% shares · <0.1% · $4M
- AMATApplied Materials Inc+54% shares · <0.1% · $2M
- RTXRtx Corp+36% shares · <0.1% · $1M
- PEPPepsico Inc+27% shares · <0.1% · $1M
- IBMIntl Business Machines Corp+174% shares · <0.1% · $1M
- VIGVanguard Dividend Apprec Etf+58% shares · <0.1% · $930K
- NEENextera Energy Inc+140% shares · <0.1% · $731K
- TMOThermo Fisher Scientific Inc+24% shares · <0.1% · $655K
- GEVGE Vernova Inc+40% shares · <0.1% · $529K
- ACNAccenture Plc Ireland+49% shares · <0.1% · $448K
- VBVanguard Small-cap Etf+24% shares · <0.1% · $372K
- IJRIshares Core S&p Small-cap E+57% shares · <0.1% · $334K
- AXGNAxogen Inc+59% shares · <0.1% · $293K
Trimmed (15)
- DCIDonaldson CO Inc-26% shares · 0.6% · $58M
- USBUS Bancorp-48% shares · 0.5% · $48M
- SCHWSchwab (charles) Corp-34% shares · 0.3% · $31M
- TGTTarget Corp-29% shares · 0.3% · $30M
- PFGPrincipal Financial Group-54% shares · 0.3% · $29M
- WTFCWintrust Financial Corp-22% shares · 0.1% · $6M
- CFRCullen/frost Bankers Inc-28% shares · 0.1% · $6M
- BBYBest Buy CO Inc-90% shares · 0.1% · $5M
- GBCIGlacier Bancorp Inc-23% shares · <0.1% · $4M
- ULTAUlta Beauty Inc-94% shares · <0.1% · $2M
- AZEKAzek CO Inc/the-91% shares · <0.1% · $1M
- PSXPhillips 66-35% shares · <0.1% · $794K
- UFCSUnited Fire Group Inc-26% shares · <0.1% · $258K
- DVYIshares Select Dividend Etf-51% shares · <0.1% · $280K
- DFAEDimensional Emerging Core EQ-21% shares · <0.1% · $285K
Exited (9)
- NEOGNeogen Corpwas <0.1% of book
- DDDupont DE Nemours Incwas <0.1% of book
- VTIVanguard Total Stock Mkt Etfwas <0.1% of book
- CTVACorteva Incwas <0.1% of book
- BPBP Plc-spons Adrwas <0.1% of book
- DOWDow Incwas <0.1% of book
- PDCOEURPatterson Cos Incwas <0.1% of book
- SLBSlb Ltdwas <0.1% of book
- SU6Surmodics 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.