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Mairs and Power
Portfolio: Top Holdings & Stock Picks

Mairs & Power INC

Quality Investing Dividend / Income Investing

Mairs and Power (Mairs & Power INC) disclosed 248 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $10.64 B billion and a turnover rate of 2.1%.

Portfolio Value
$10.64 B
Total Holdings
248
Latest Filing
Q3 2025
Nov 14, 2025
Turnover Rate
2.09%

Mairs and Power Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
5.58 M $1.04 B 9.78% 6.3 Years -4.07%
1.91 M $986.98 M 9.28% >10 Years -4.95%
2.56 M $561.2 M 5.27% >10 Years +2.53%
JPM
1.36 M $429.47 M 4.04% >10 Years -9.29%
1.76 M $429.28 M 4.03% 10 Years -2.18%
UNH
1.07 M $369.45 M 3.47% >10 Years +1.21%
GGG
3.93 M $334.23 M 3.14% >10 Years -1.08%
1.18 M $301.16 M 2.83% >10 Years +3.52%
TTC
3.6 M $274.36 M 2.58% >10 Years -1.35%
LLY
358,177 $273.29 M 2.57% >10 Years -1.96%

Recent Moves

Significant New Position
+63,338 Shares | +$3.27 M Value
Continues to build a major stake in the Industrials sector
Q3 2025
Added to Core Holding
+301,323 Shares | +$34.53 M Value
Largest position increase in Utilities sector
Q3 2025
Reduced Exposure to Position
-99,261 Shares | -$51.41 M Value
Significant reduction in holdings of Technology
Q3 2025
Complete Exit
-23,927 Shares | -$1.3 M Value
Cleared AZEK, sector remains in portfolio
Q3 2025

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
09/30/2025 Reduce -5.0% 1.91 M -99,261 $51.41 M
09/30/2025 Reduce -30.0% 653,933 -280,228 $46.62 M
09/30/2025 Reduce -4.1% 5.58 M -236,451 $44.12 M
JPM
09/30/2025 Reduce -9.3% 1.36 M -139,436 $43.98 M
IVV
09/30/2025 Reduce -90.7% 475 -4,645 $36.53 M
WEC
09/30/2025 Add 20.2% 1.79 M 301,323 $34.53 M
09/30/2025 Reduce -12.2% 4.72 M -653,723 $32.06 M
09/30/2025 Add 17.5% 256,927 38,166 $28.03 M
ABT
09/30/2025 Reduce -19.9% 722,884 -179,057 $23.98 M
09/30/2025 Add 372.6% 613,294 483,517 $21.9 M

Mairs and Power's Sector Breakdowns

Portfolio Date:

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.

Frequently Asked Questions

As of 2025-09-30, Mairs and Power holds 248 stocks. Top positions include NVDA, MSFT, AMZN, JPM, GOOG. For full portfolio details, please visit Mairs and Power’s portfolio.

In Q3 2025, Mairs and Power’s largest purchase by dollar amount was TREX. For complete transaction details, please visit Mairs and Power’s portfolio.

According to the 13F filing for Q3 2025, Mairs and Power increased their stake in WEC.

Mairs and Power’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.