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Mairs & Power Funds's 2025Q3 portfolio

Mairs & Power Funds (Mairs & Power Funds) held 90 positions as of Sep 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 2025Q3but 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 Sep 30, 2025 (90)

  1. 1NVDANvidia Corp
    % port
    9.8%
    +0.7pp vs prior Qnow 8.5%
  2. 2MSFTMicrosoft Corp
    % port
    9.3%
    -0.6pp vs prior Qnow 7.3%
  3. 3AMZNAmazon.com Inc
    % port
    5.3%
    -0.1pp vs prior Qnow 5.5%
  4. 4JPMJpmorgan Chase & CO
    % port
    4.0%
    -0.3pp vs prior Qnow 3.2%
  5. 5GOOGAlphabet Inc-cl C
    % port
    4.0%
    +0.9pp vs prior Qnow 4.7%
  6. 6UNHUnitedhealth Group Inc
    % port
    3.5%
    +0.2pp vs prior Qnow 2.0%
  7. 7GGGGraco Inc
    % port
    3.1%
    -0.2pp vs prior Qnow 3.3%
  8. 8AAPLApple Inc
    % port
    2.8%
    +0.5pp vs prior Qnow 3.1%
  9. 9TTCToro CO
    % port
    2.6%
  10. 10LLYEli Lilly & CO
    % port
    2.6%
    -0.2pp vs prior Qnow 3.1%
  11. 11VVisa Inc-class A Shares
    % port
    2.5%
    -0.2pp vs prior Q
  12. 12FASTFastenal CO
    % port
    2.2%
    now 1.9%
  13. 13FISVFiserv Inc
    % port
    2.1%
    -0.8pp vs prior Qnow 1.2%
  14. 14NVTNvent Elec Plc
    % port
    2.0%
    +0.3pp vs prior Qnow 2.5%
  15. 15ECLEcolab Inc
    % port
    2.0%
  16. 16LFUSLittelfuse Inc
    % port
    2.0%
    now 2.5%
  17. 17MSIMotorola Solutions Inc
    % port
    2.0%
    now 2.4%
  18. 18WECWec Energy Group Inc
    % port
    1.9%
    +0.4pp vs prior Qnow 2.3%
  19. 19LNTAlliant Energy Corp
    % port
    1.9%
    now 2.1%
  20. 20METAMeta Platforms Inc-class A
    % port
    1.8%
    +0.2pp vs prior Qnow 1.9%
  21. 21JNJJohnson & Johnson
    % port
    1.7%
    +0.2pp vs prior Qnow 1.4%
  22. 22WFCWells Fargo & CO
    % port
    1.7%
    now 1.1%
  23. 23SHWSherwin-williams Co/the
    % port
    1.5%
  24. 24TECHBio-techne Corp
    % port
    1.5%
  25. 25VZVerizon Communications Inc
    % port
    1.4%
    now 1.7%
  26. 26ROKRockwell Automation Inc
    % port
    1.3%
    now 1.0%
  27. 27FULH.b. Fuller Co.
    % port
    1.3%
    -0.1pp vs prior Qnow 1.5%
  28. 28TSMTaiwan Semiconductor-sp Adr
    % port
    1.3%
    +0.3pp vs prior Qnow 1.7%
  29. 29CHRWC.h. Robinson Worldwide Inc
    % port
    1.1%
    +0.3pp vs prior Qnow 1.4%
  30. 30ENTGEntegris Inc
    % port
    1.0%
    +0.1pp vs prior Qnow 1.6%
  31. 31QCOMQualcomm Inc
    % port
    1.0%
    -0.4pp vs prior Qnow 0.6%
  32. 32TNCTennant CO
    % port
    1.0%
    now 0.5%
  33. 33HRLHormel Foods Corp
    % port
    1.0%
    -0.3pp vs prior Qnow 0.8%
  34. 34ABTAbbott Laboratories
    % port
    0.9%
    -0.3pp vs prior Qnow 0.8%
  35. 35CRMSalesforce Inc
    % port
    0.7%
    now 0.1%
  36. 36WKWorkiva Inc
    % port
    0.6%
    now 0.4%
  37. 37HDHome Depot Inc
    % port
    0.6%
  38. 38CASYCasey's General Stores Inc
    % port
    0.6%
    now 0.7%
  39. 39KHCKraft Heinz Co/the
    % port
    0.5%
    now 0.1%
  40. 40AXPAmerican Express CO
    % port
    0.5%
  41. 41MMM3M CO
    % port
    0.5%
  42. 42HONHoneywell International Inc
    % port
    0.5%
    -0.2pp vs prior Q
  43. 43DCIDonaldson CO Inc
    % port
    0.5%
    -0.1pp vs prior Q
  44. 44TXNTexas Instruments Inc
    % port
    0.4%
  45. 45MDTMedtronic Plc
    % port
    0.4%
  46. 46IDAIdacorp Inc
    % port
    0.4%
  47. 47USBUS Bancorp
    % port
    0.3%
    -0.1pp vs prior Q
  48. 48DISWalt Disney Co/the
    % port
    0.3%
    now 0.2%
  49. 49MEDPMedpace Holdings Inc
    % port
    0.3%
    +0.1pp vs prior Q
  50. 50XELXcel Energy Inc
    % 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.