What Mairs & Power Funds bought and sold in Q3 2025
In Q3 2025, Mairs & Power Funds (Mairs & Power Funds) opened 22 new positions — including TREX (<0.1%), PATK (<0.1%), ACWX (<0.1%), added to 23, trimmed 22, exited 11 (AZEK, DFAE, DVY). The book stood at $10.64B across 248 positions, filed Nov 14, 2025.
22New23Added22Trimmed11Exited
New positions (22)
- TREXTrex Company Inc<0.1% · $3M
- PATKPatrick Industries Inc<0.1% · $2M
- ACWXIshares Msci Acwi EX US Etf<0.1% · $715K
- IWDIshares Russell 1000 Value E<0.1% · $586K
- VTIVanguard Total Stock Mkt Etf<0.1% · $425K
- BLKBlackrock Inc<0.1% · $386K
- IVWIshares S&p 500 Growth Etf<0.1% · $303K
- LHXL3harris Technologies Inc<0.1% · $321K
- MDLZMondelez International Inc-a<0.1% · $283K
- VEAVanguard Ftse Developed Etf<0.1% · $274K
- BPBP Plc-spons Adr<0.1% · $224K
- LINLinde Plc<0.1% · $204K
- SBUXStarbucks Corp<0.1% · $226K
- MPCMarathon Petroleum Corp<0.1% · $251K
- PATHUipath Inc - Class A<0.1% · $162K
- EEMIshares Msci Emerging Market<0.1% · $223K
- GPCGenuine Parts CO<0.1% · $222K
- CMCSAComcast Corp-class A<0.1% · $239K
- SLBSlb Ltd<0.1% · $259K
- CMICummins Inc<0.1% · $223K
- XYLXylem Inc<0.1% · $216K
- ORBSEightco Holdings Inc<0.1% · $100K
Added to (23)
- WECWec Energy Group Inc+20% shares · 1.9% · $206M
- PGProcter & Gamble Co/the+21% shares · 0.3% · $29M
- CGNXCognex Corp+373% shares · 0.3% · $28M
- PANWPalo Alto Networks Inc+172% shares · 0.2% · $23M
- AMPAmeriprise Financial Inc+24% shares · 0.2% · $17M
- XOMExxon Mobil Corp+103% shares · 0.1% · $8M
- RDNTRadnet Inc+69% shares · 0.1% · $7M
- EXKExact Sciences Corp+25% shares · <0.1% · $5M
- ORCLOracle Corp+23% shares · <0.1% · $5M
- NKENike Inc -cl B+1058% shares · <0.1% · $4M
- AVGOBroadcom Inc+22% shares · <0.1% · $1M
- BACBank OF America Corp+23% shares · <0.1% · $1M
- NEENextera Energy Inc+27% shares · <0.1% · $1M
- MDYState Street Spdr S&p Midcap+23% shares · <0.1% · $634K
- VUGVanguard Growth Etf+77% shares · <0.1% · $541K
- AMTAmerican Tower Corp+47% shares · <0.1% · $583K
- AMDAdvanced Micro Devices+46% shares · <0.1% · $420K
- BILSS Spdr BB 1-3m T-bill Etf+27% shares · <0.1% · $283K
- DHRDanaher Corp+50% shares · <0.1% · $348K
- IXNIshares Global Tech Etf+77% shares · <0.1% · $312K
- IWFIshares Russell 1000 Growth+139% shares · <0.1% · $222K
- VVVanguard Large-cap Etf+92% shares · <0.1% · $252K
- CARRCarrier Global Corp+25% shares · <0.1% · $241K
Trimmed (22)
- QCOMQualcomm Inc-30% shares · 1.0% · $109M
- 62CPiper Sandler Cos-25% shares · 0.6% · $64M
- DCIDonaldson CO Inc-27% shares · 0.5% · $50M
- USBUS Bancorp-29% shares · 0.3% · $37M
- PFGPrincipal Financial Group-30% shares · 0.2% · $21M
- TGTTarget Corp-23% shares · 0.2% · $21M
- SYYSysco Corp-41% shares · 0.1% · $13M
- JBTMJbt Marel Corp-22% shares · 0.1% · $10M
- IVVIshares Core S&p 500 Etf-91% shares · <0.1% · $4M
- JAMFJamf Holding Corp-25% shares · <0.1% · $3M
- THRMGentherm Inc-47% shares · <0.1% · $3M
- UPSUnited Parcel Service-cl B-40% shares · <0.1% · $2M
- ULTAUlta Beauty Inc-41% shares · <0.1% · $1M
- VIGVanguard Dividend Apprec Etf-26% shares · <0.1% · $725K
- BBYBest Buy CO Inc-87% shares · <0.1% · $756K
- VOVanguard Mid-cap Etf-50% shares · <0.1% · $613K
- XLKSS Technology Select Sector-47% shares · <0.1% · $630K
- CIENCiena Corp-25% shares · <0.1% · $437K
- IBTGIshares Ibonds Dec 2026 Term-78% shares · <0.1% · $327K
- MAMastercard Inc - A-39% shares · <0.1% · $366K
- AEBAAllete Inc-23% shares · <0.1% · $218K
- UFCSUnited Fire Group Inc-27% shares · <0.1% · $201K
Exited (11)
- AZEKAzek CO Inc/thewas <0.1% of book
- DFAEDimensional Emerging Core EQwas <0.1% of book
- DVYIshares Select Dividend Etfwas <0.1% of book
- CLColgate-palmolive COwas <0.1% of book
- NVSNovartis Ag-sponsored Adrwas <0.1% of book
- CMGChipotle Mexican Grill Incwas <0.1% of book
- MGNIMagnite Incwas <0.1% of book
- OTISOtis Worldwide Corpwas <0.1% of book
- NEONeogenomics Incwas <0.1% of book
- SPARUSDShyft Group Inc/thewas <0.1% of book
- TCMDTactile Systems Technology Iwas <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.