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Mairs & Power Funds's 2025Q2 portfolio

Mairs & Power Funds (Mairs & Power Funds) held 86 positions as of Jun 30, 2025, with the largest position at 9.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (86)

  1. 1MSFTMicrosoft Corp
    % port
    9.8%
    +2.0pp vs prior Qnow 7.3%
  2. 2NVDANvidia Corp
    % port
    9.1%
    +2.5pp vs prior Qnow 8.5%
  3. 3AMZNAmazon.com Inc
    % port
    5.4%
    +0.7pp vs prior Qnow 5.5%
  4. 4JPMJpmorgan Chase & CO
    % port
    4.3%
    now 3.2%
  5. 5GGGGraco Inc
    % port
    3.4%
  6. 6UNHUnitedhealth Group Inc
    % port
    3.3%
    -1.7pp vs prior Qnow 2.0%
  7. 7GOOGAlphabet Inc-cl C
    % port
    3.2%
    -0.2pp vs prior Qnow 4.7%
  8. 8FISVFiserv Inc
    % port
    2.9%
    -1.0pp vs prior Qnow 1.2%
  9. 9LLYEli Lilly & CO
    % port
    2.8%
    -0.3pp vs prior Qnow 3.1%
  10. 10VVisa Inc-class A Shares
    % port
    2.8%
    -0.2pp vs prior Qnow 2.6%
  11. 11TTCToro CO
    % port
    2.5%
    -0.2pp vs prior Q
  12. 12AAPLApple Inc
    % port
    2.3%
    -0.8pp vs prior Qnow 3.1%
  13. 13FASTFastenal CO
    % port
    2.2%
    now 1.9%
  14. 14ECLEcolab Inc
    % port
    2.1%
  15. 15MSIMotorola Solutions Inc
    % port
    2.0%
    -0.2pp vs prior Qnow 2.4%
  16. 16LFUSLittelfuse Inc
    % port
    1.9%
    +0.1pp vs prior Qnow 2.5%
  17. 17LNTAlliant Energy Corp
    % port
    1.8%
    -0.2pp vs prior Qnow 2.1%
  18. 18WFCWells Fargo & CO
    % port
    1.7%
    now 1.1%
  19. 19NVTNvent Elec Plc
    % port
    1.7%
    +0.4pp vs prior Qnow 2.5%
  20. 20METAMeta Platforms Inc-class A
    % port
    1.6%
    +1.4pp vs prior Qnow 1.9%
  21. 21SHWSherwin-williams Co/the
    % port
    1.6%
    -0.2pp vs prior Qnow 1.4%
  22. 22WECWec Energy Group Inc
    % port
    1.5%
    now 2.3%
  23. 23JNJJohnson & Johnson
    % port
    1.5%
    -0.2pp vs prior Q
  24. 24QCOMQualcomm Inc
    % port
    1.5%
    now 0.6%
  25. 25VZVerizon Communications Inc
    % port
    1.5%
    -0.2pp vs prior Qnow 1.7%
  26. 26FULH.b. Fuller Co.
    % port
    1.5%
  27. 27TECHBio-techne Corp
    % port
    1.4%
    -0.2pp vs prior Q
  28. 28ROKRockwell Automation Inc
    % port
    1.4%
    +0.2pp vs prior Qnow 1.0%
  29. 29HRLHormel Foods Corp
    % port
    1.3%
    -0.1pp vs prior Qnow 0.8%
  30. 30ABTAbbott Laboratories
    % port
    1.2%
    -0.2pp vs prior Qnow 0.8%
  31. 31TNCTennant CO
    % port
    1.0%
    -0.1pp vs prior Qnow 0.5%
  32. 32TSMTaiwan Semiconductor-sp Adr
    % port
    1.0%
    +0.3pp vs prior Qnow 1.7%
  33. 33ENTGEntegris Inc
    % port
    0.9%
    now 1.6%
  34. 34CHRWC.h. Robinson Worldwide Inc
    % port
    0.8%
    -0.1pp vs prior Qnow 1.4%
  35. 35CRMSalesforce Inc
    % port
    0.7%
    now 0.1%
  36. 36HONHoneywell International Inc
    % port
    0.7%
    now 0.5%
  37. 37KHCKraft Heinz Co/the
    % port
    0.6%
    -0.1pp vs prior Qnow 0.1%
  38. 38AXPAmerican Express CO
    % port
    0.6%
    now 0.5%
  39. 39CASYCasey's General Stores Inc
    % port
    0.6%
    now 0.7%
  40. 40DCIDonaldson CO Inc
    % port
    0.6%
    -0.2pp vs prior Qnow 0.4%
  41. 41HDHome Depot Inc
    % port
    0.6%
  42. 42MMM3M CO
    % port
    0.5%
    +0.2pp vs prior Q
  43. 43WKWorkiva Inc
    % port
    0.5%
  44. 44USBUS Bancorp
    % port
    0.5%
    -0.4pp vs prior Qnow 0.3%
  45. 45TXNTexas Instruments Inc
    % port
    0.5%
  46. 46MDTMedtronic Plc
    % port
    0.4%
    -0.1pp vs prior Q
  47. 47DISWalt Disney Co/the
    % port
    0.4%
    now 0.2%
  48. 48CLFDClearfield Inc
    % port
    0.3%
    now 0.2%
  49. 49ADPAutomatic Data Processing
    % port
    0.3%
  50. 50SCHWSchwab (charles) Corp
    % port
    0.3%
    -0.1pp vs prior Q

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.