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Mairs & Power Funds's 2025Q4 portfolio

Mairs & Power Funds (Mairs & Power Funds) held 94 positions as of Dec 31, 2025, with the largest position at 8.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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 Dec 31, 2025 (94)

  1. 1MSFTMicrosoft Corp
    % port
    8.9%
    -0.4pp vs prior Qnow 7.3%
  2. 2NVDANvidia Corp
    % port
    8.9%
    -0.9pp vs prior Qnow 8.5%
  3. 3AMZNAmazon.com Inc
    % port
    5.8%
    +0.5pp vs prior Qnow 5.5%
  4. 4GOOGAlphabet Inc-cl C
    % port
    5.1%
    +1.1pp vs prior Qnow 4.7%
  5. 5JPMJpmorgan Chase & CO
    % port
    4.0%
    now 3.2%
  6. 6LLYEli Lilly & CO
    % port
    3.6%
    +1.0pp vs prior Qnow 3.1%
  7. 7AAPLApple Inc
    % port
    3.2%
    +0.4pp vs prior Q
  8. 8GGGGraco Inc
    % port
    3.1%
    now 3.3%
  9. 9VVisa Inc-class A Shares
    % port
    2.7%
    +0.2pp vs prior Qnow 2.6%
  10. 10UNHUnitedhealth Group Inc
    % port
    2.6%
    -0.8pp vs prior Qnow 2.0%
  11. 11TTCToro CO
    % port
    2.6%
  12. 12NVTNvent Elec Plc
    % port
    2.1%
    now 2.5%
  13. 13METAMeta Platforms Inc-class A
    % port
    2.0%
    +0.2pp vs prior Qnow 1.9%
  14. 14ECLEcolab Inc
    % port
    1.9%
    now 2.1%
  15. 15MSIMotorola Solutions Inc
    % port
    1.9%
    now 2.4%
  16. 16WECWec Energy Group Inc
    % port
    1.9%
    now 2.3%
  17. 17LFUSLittelfuse Inc
    % port
    1.9%
    now 2.5%
  18. 18LNTAlliant Energy Corp
    % port
    1.9%
    now 2.1%
  19. 19FASTFastenal CO
    % port
    1.8%
    -0.4pp vs prior Q
  20. 20JNJJohnson & Johnson
    % port
    1.6%
    -0.1pp vs prior Qnow 1.4%
  21. 21TECHBio-techne Corp
    % port
    1.6%
  22. 22WFCWells Fargo & CO
    % port
    1.6%
    -0.2pp vs prior Qnow 1.1%
  23. 23SHWSherwin-williams Co/the
    % port
    1.5%
  24. 24TSMTaiwan Semiconductor-sp Adr
    % port
    1.4%
    +0.1pp vs prior Qnow 1.7%
  25. 25FULH.b. Fuller Co.
    % port
    1.4%
    now 1.5%
  26. 26CHRWC.h. Robinson Worldwide Inc
    % port
    1.3%
    +0.3pp vs prior Qnow 1.4%
  27. 27VZVerizon Communications Inc
    % port
    1.3%
    now 1.7%
  28. 28ROKRockwell Automation Inc
    % port
    1.2%
    -0.1pp vs prior Qnow 1.0%
  29. 29ENTGEntegris Inc
    % port
    1.1%
    now 1.6%
  30. 30FISVFiserv Inc
    % port
    1.1%
    -1.1pp vs prior Qnow 1.2%
  31. 31QCOMQualcomm Inc
    % port
    0.9%
    -0.1pp vs prior Qnow 0.6%
  32. 32HRLHormel Foods Corp
    % port
    0.9%
    -0.1pp vs prior Q
  33. 33ABTAbbott Laboratories
    % port
    0.9%
  34. 34TNCTennant CO
    % port
    0.8%
    -0.3pp vs prior Qnow 0.5%
  35. 35CRMSalesforce Inc
    % port
    0.8%
    now 0.1%
  36. 36WKWorkiva Inc
    % port
    0.6%
    now 0.4%
  37. 37AXPAmerican Express CO
    % port
    0.6%
    now 0.5%
  38. 38CASYCasey's General Stores Inc
    % port
    0.6%
    now 0.7%
  39. 39MMM3M CO
    % port
    0.5%
  40. 40HDHome Depot Inc
    % port
    0.5%
  41. 41DCIDonaldson CO Inc
    % port
    0.5%
  42. 42HONHoneywell International Inc
    % port
    0.4%
  43. 43CGNXCognex Corp
    % port
    0.4%
    +0.1pp vs prior Qnow 0.6%
  44. 44TXNTexas Instruments Inc
    % port
    0.4%
  45. 45PANWPalo Alto Networks Inc
    % port
    0.4%
    +0.2pp vs prior Qnow 0.9%
  46. 46KHCKraft Heinz Co/the
    % port
    0.4%
    -0.2pp vs prior Qnow 0.1%
  47. 47MDTMedtronic Plc
    % port
    0.4%
  48. 48IDAIdacorp Inc
    % port
    0.4%
  49. 49MEDPMedpace Holdings Inc
    % port
    0.4%
  50. 50ISRGIntuitive Surgical Inc
    % port
    0.3%
    now 0.5%

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.