What Mairs & Power Funds bought and sold in Q4 2025
In Q4 2025, Mairs & Power Funds (Mairs & Power Funds) opened 10 new positions — including ISRG (0.3%), BSY (<0.1%), XLI (<0.1%), added to 21, trimmed 23, exited 15 (JAMF, MDY, MDLZ). The book stood at $10.39B across 243 positions, filed Feb 17, 2026.
10New21Added23Trimmed15Exited
New positions (10)
- ISRGIntuitive Surgical Inc0.3% · $35M
- BSYBentley Systems Inc-class B<0.1% · $3M
- XLISS Industrial Select Sector<0.1% · $2M
- XLPSS Consumer Staples Sel Sect<0.1% · $2M
- XLFSS Financial Select Sector<0.1% · $1M
- XLVSS Health Care Select Sector<0.1% · $855K
- IVEIshares S&p 500 Value Etf<0.1% · $242K
- XLBSS Materials Select Sector<0.1% · $239K
- VTEBVanguard Tax-exempt Bond Etf<0.1% · $212K
- NVSNovartis Ag-sponsored Adr<0.1% · $205K
Added to (21)
- METAMeta Platforms Inc-class A+23% shares · 2.0% · $209M
- CGNXCognex Corp+91% shares · 0.4% · $42M
- PANWPalo Alto Networks Inc+98% shares · 0.4% · $41M
- TRVTravelers Cos Inc/the+29% shares · 0.3% · $33M
- ZTSZoetis Inc+15095% shares · 0.3% · $28M
- AMPAmeriprise Financial Inc+23% shares · 0.2% · $21M
- GOOGLAlphabet Inc-cl A+90% shares · 0.1% · $16M
- XOMExxon Mobil Corp+24% shares · 0.1% · $10M
- MINNMairs & Power MN Muni Bond+42% shares · 0.1% · $7M
- PATKPatrick Industries Inc+127% shares · 0.1% · $6M
- ORCLOracle Corp+62% shares · 0.1% · $6M
- IVVIshares Core S&p 500 Etf+1264% shares · <0.1% · $4M
- NKENike Inc -cl B+24% shares · <0.1% · $4M
- TREXTrex Company Inc+43% shares · <0.1% · $3M
- XYLXylem Inc+307% shares · <0.1% · $813K
- ACWXIshares Msci Acwi EX US Etf+239% shares · <0.1% · $655K
- VOVanguard Mid-cap Etf+86% shares · <0.1% · $608K
- BILSS Spdr BB 1-3m T-bill Etf+109% shares · <0.1% · $588K
- VTIVanguard Total Stock Mkt Etf+58% shares · <0.1% · $434K
- RGRSturm Ruger & CO Inc+167% shares · <0.1% · $392K
- IBTGIshares Ibonds Dec 2026 Term+353% shares · <0.1% · $326K
Trimmed (23)
- UNHUnitedhealth Group Inc-22% shares · 2.6% · $274M
- WFCWells Fargo & CO-20% shares · 1.6% · $161M
- KHCKraft Heinz Co/the-25% shares · 0.4% · $41M
- PIIPolaris Inc-21% shares · <0.1% · $5M
- UPSUnited Parcel Service-cl B-22% shares · <0.1% · $2M
- THRMGentherm Inc-30% shares · <0.1% · $2M
- EXASExact Sciences Corp-82% shares · <0.1% · $2M
- ULTAUlta Beauty Inc-32% shares · <0.1% · $1M
- ZBHZimmer Biomet Holdings Inc-20% shares · <0.1% · $998K
- TMOThermo Fisher Scientific Inc-23% shares · <0.1% · $719K
- VIGVanguard Dividend Apprec Etf-29% shares · <0.1% · $522K
- BBYBest Buy CO Inc-33% shares · <0.1% · $446K
- AMDAdvanced Micro Devices-22% shares · <0.1% · $431K
- IWDIshares Russell 1000 Value E-86% shares · <0.1% · $413K
- AMTAmerican Tower Corp-33% shares · <0.1% · $355K
- VUGVanguard Growth Etf-67% shares · <0.1% · $336K
- IJRIshares Core S&p Small-cap E-29% shares · <0.1% · $300K
- DHRDanaher Corp-33% shares · <0.1% · $268K
- IXNIshares Global Tech Etf-44% shares · <0.1% · $331K
- RFRegions Financial Corp-22% shares · <0.1% · $207K
- SLBSlb Ltd-27% shares · <0.1% · $211K
- VVVanguard Large-cap Etf-48% shares · <0.1% · $257K
- BLKBlackrock Inc-43% shares · <0.1% · $203K
Exited (15)
- JAMFJamf Holding Corpwas <0.1% of book
- MDYState Street Spdr S&p Midcapwas <0.1% of book
- MDLZMondelez International Inc-awas <0.1% of book
- VONEVanguard Russell 1000was <0.1% of book
- AJGArthur J Gallagher & COwas <0.1% of book
- GPCGenuine Parts COwas <0.1% of book
- CARRCarrier Global Corpwas <0.1% of book
- AEBAAllete Incwas <0.1% of book
- SBUXStarbucks Corpwas <0.1% of book
- LINLinde Plcwas <0.1% of book
- CMCSAComcast Corp-class Awas <0.1% of book
- EEMIshares Msci Emerging Marketwas <0.1% of book
- IWFIshares Russell 1000 Growthwas <0.1% of book
- HIMXHimax Technologies Inc-adrwas <0.1% of book
- ORBSEightco Holdings 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.