About Mairs and Power
Mairs and Power, Inc. is an independent, employee-owned investment advisory firm based in St. Paul, Minnesota. Founded in 1931, it is one of the oldest investment management firms in the country. The firm is known for its distinct, regionally focused investment strategy and its patient, multi-generational approach to wealth management and capital growth.
Mairs and Power Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change | 
|---|---|---|---|---|---|---|
| 2 M | $997.21 M | 9.84% | >10 Years | +0.43% | ||
| 5.81 M | $918.38 M | 9.07% | 6 Years | +0.19% | ||
| 2.49 M | $546.91 M | 5.40% | >10 Years | +3.97% | ||
| 1.5 M | $435.15 M | 4.30% | >10 Years | -9.73% | ||
| 3.98 M | $341.89 M | 3.37% | >10 Years | +1.34% | ||
| 1.06 M | $329.8 M | 3.26% | >10 Years | +16.60% | ||
| 1.8 M | $319.63 M | 3.16% | 9.7 Years | -12.02% | ||
| 1.73 M | $298.72 M | 2.95% | >10 Years | +0.88% | ||
| 365,327 | $284.78 M | 2.81% | >10 Years | +0.15% | ||
| 794,996 | $282.26 M | 2.79% | >10 Years | -3.53% | 
Recent Moves
Significant New Position
                                                
                                                +244,510 Shares | +$28.23 M Value
                                                Continues to build a major stake in the Utilities sector
                                            2025 Q2
                                        Added to Core Holding
                                                
                                                +193,254 Shares | +$142.64 M Value
                                                Largest position increase in Communication Services sector
                                            2025 Q2
                                        Reduced Exposure to Position
                                                
                                                -161,804 Shares | -$46.91 M Value
                                                Significant reduction in holdings of Financials
                                            2025 Q2
                                        Complete Exit
                                                
                                                -455,289 Shares | -$3.95 M Value
                                                Cleared NEOG, sector remains in portfolio
                                            2025 Q2
                                        Mairs and Power's Historical Top Holdings Breakdown
Portfolio Date:
Mairs and Power Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change | 
|---|---|---|---|---|---|---|
| 06/30/2025 | Add 757.7% | 218,761 | 193,254 | $142.64 M | ||
| 06/30/2025 | Add 16.6% | 1.06 M | 150,506 | $46.95 M | ||
| 06/30/2025 | Reduce -9.7% | 1.5 M | -161,804 | $46.91 M | ||
| 06/30/2025 | Reduce -89.6% | 78,266 | -672,762 | $45.16 M | ||
| 06/30/2025 | Reduce -48.2% | 1.07 M | -997,454 | $45.13 M | ||
| 06/30/2025 | Reduce -15.7% | 1.14 M | -213,024 | $43.71 M | ||
| 06/30/2025 | Reduce -12.0% | 1.8 M | -246,266 | $43.69 M | ||
| 06/30/2025 | Reduce -54.2% | 362,798 | -429,146 | $34.09 M | ||
| 06/30/2025 | Reduce -93.7% | 4,556 | -67,592 | $31.62 M | ||
| 06/30/2025 | New Buy | 244,510 | 244,510 | $28.23 M | 
