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Mairs & Power Funds's 2025Q1 portfolio

Mairs & Power Funds (Mairs & Power Funds) held 88 positions as of Mar 31, 2025, with the largest position at 7.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2025 (88)

  1. 1MSFTMicrosoft Corp
    % port
    7.8%
    -0.2pp vs prior Qnow 7.3%
  2. 2NVDANvidia Corp
    % port
    6.5%
    -1.1pp vs prior Qnow 8.5%
  3. 3UNHUnitedhealth Group Inc
    % port
    4.9%
    +0.7pp vs prior Qnow 2.0%
  4. 4AMZNAmazon.com Inc
    % port
    4.7%
    -0.3pp vs prior Qnow 5.5%
  5. 5JPMJpmorgan Chase & CO
    % port
    4.2%
    +0.3pp vs prior Qnow 3.2%
  6. 6FISVFiserv Inc
    % port
    3.9%
    +0.2pp vs prior Qnow 1.2%
  7. 7GGGGraco Inc
    % port
    3.4%
    +0.2pp vs prior Qnow 3.3%
  8. 8GOOGAlphabet Inc-cl C
    % port
    3.3%
    -0.7pp vs prior Qnow 4.7%
  9. 9LLYEli Lilly & CO
    % port
    3.1%
    +0.6pp vs prior Q
  10. 10AAPLApple Inc
    % port
    3.1%
    -0.1pp vs prior Q
  11. 11VVisa Inc-class A Shares
    % port
    3.0%
    +0.5pp vs prior Qnow 2.6%
  12. 12TTCToro CO
    % port
    2.8%
    now 2.6%
  13. 13MSIMotorola Solutions Inc
    % port
    2.2%
    now 2.4%
  14. 14FASTFastenal CO
    % port
    2.2%
    +0.3pp vs prior Qnow 1.9%
  15. 15ECLEcolab Inc
    % port
    2.0%
    +0.3pp vs prior Q
  16. 16LNTAlliant Energy Corp
    % port
    2.0%
    -0.2pp vs prior Q
  17. 17LFUSLittelfuse Inc
    % port
    1.8%
    -0.2pp vs prior Qnow 2.5%
  18. 18JNJJohnson & Johnson
    % port
    1.7%
    +0.3pp vs prior Qnow 1.4%
  19. 19SHWSherwin-williams Co/the
    % port
    1.7%
    +0.1pp vs prior Qnow 1.4%
  20. 20WFCWells Fargo & CO
    % port
    1.6%
    now 1.1%
  21. 21VZVerizon Communications Inc
    % port
    1.6%
    +0.3pp vs prior Q
  22. 22TECHBio-techne Corp
    % port
    1.6%
    -0.2pp vs prior Qnow 1.5%
  23. 23WECWec Energy Group Inc
    % port
    1.6%
    +0.9pp vs prior Qnow 2.3%
  24. 24QCOMQualcomm Inc
    % port
    1.5%
    -0.4pp vs prior Qnow 0.6%
  25. 25FULH.b. Fuller Co.
    % port
    1.4%
  26. 26ABTAbbott Laboratories
    % port
    1.4%
    +0.2pp vs prior Qnow 0.8%
  27. 27HRLHormel Foods Corp
    % port
    1.4%
    now 0.8%
  28. 28NVTNvent Elec Plc
    % port
    1.3%
    -0.3pp vs prior Qnow 2.5%
  29. 29TNCTennant CO
    % port
    1.2%
    now 0.5%
  30. 30ROKRockwell Automation Inc
    % port
    1.1%
  31. 31CHRWC.h. Robinson Worldwide Inc
    % port
    0.9%
    now 1.4%
  32. 32USBUS Bancorp
    % port
    0.9%
    -1.0pp vs prior Qnow 0.3%
  33. 33ENTGEntegris Inc
    % port
    0.9%
    now 1.6%
  34. 34DCIDonaldson CO Inc
    % port
    0.8%
    now 0.4%
  35. 35KHCKraft Heinz Co/the
    % port
    0.8%
    +0.3pp vs prior Qnow 0.1%
  36. 36CRMSalesforce Inc
    % port
    0.7%
    now 0.1%
  37. 37PFGPrincipal Financial Group
    % port
    0.7%
    now 0.2%
  38. 38TSMTaiwan Semiconductor-sp Adr
    % port
    0.7%
    now 1.7%
  39. 39HONHoneywell International Inc
    % port
    0.7%
    now 0.5%
  40. 40CASYCasey's General Stores Inc
    % port
    0.6%
    now 0.7%
  41. 41HDHome Depot Inc
    % port
    0.6%
  42. 42WKWorkiva Inc
    % port
    0.6%
    -0.2pp vs prior Qnow 0.4%
  43. 43BBYBest Buy CO Inc
    % port
    0.6%
    now 0.0%
  44. 44AXPAmerican Express CO
    % port
    0.5%
  45. 45MDTMedtronic Plc
    % port
    0.5%
    now 0.4%
  46. 46TGTTarget Corp
    % port
    0.5%
    -0.1pp vs prior Qnow 0.2%
  47. 47TXNTexas Instruments Inc
    % port
    0.4%
  48. 48SCHWSchwab (charles) Corp
    % port
    0.4%
    -0.4pp vs prior Qnow 0.2%
  49. 49ADPAutomatic Data Processing
    % port
    0.3%
  50. 50DISWalt Disney Co/the
    % port
    0.3%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.