Mairs and Power Top Holdings of Q4 2025
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 1.91 M | $925.11 M | 8.90% | >10 Years | +0.39% | ||
| 4.95 M | $923.11 M | 8.88% | 6.5 Years | -11.24% | ||
| 2.59 M | $598.46 M | 5.76% | >10 Years | +1.44% | ||
| 1.7 M | $532.82 M | 5.13% | >10 Years | -3.67% | ||
| 1.28 M | $411.28 M | 3.96% | >10 Years | -6.25% | ||
| 345,345 | $371.14 M | 3.57% | >10 Years | -3.58% | ||
| 1.22 M | $330.99 M | 3.19% | >10 Years | +2.94% | ||
| 3.91 M | $320.14 M | 3.08% | >10 Years | -0.72% | ||
| 802,518 | $281.45 M | 2.71% | >10 Years | +1.44% | ||
| 830,535 | $274.17 M | 2.64% | >10 Years | -22.38% |
Recent Moves
Mairs and Power's Historical Top Holdings Overview
Portfolio Date:
Mairs and Power Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 12/31/2025 | Reduce -11.2% | 4.95 M | -626,772 | $116.89 M | ||
| 12/31/2025 | Reduce -22.4% | 830,535 | -239,412 | $79.03 M | ||
| 12/31/2025 | Reduce -20.4% | 1.73 M | -442,996 | $41.29 M | ||
| 12/31/2025 | Add 23.2% | 316,529 | 59,602 | $39.34 M | ||
| 12/31/2025 | Reduce -18.4% | 804,346 | -181,156 | $37.49 M | ||
| 12/31/2025 | New Buy | 62,277 | 62,277 | $35.27 M | ||
| 12/31/2025 | Reduce -19.6% | 330,334 | -80,443 | $31.3 M | ||
| 12/31/2025 | Add 15094.6% | 226,400 | 224,910 | $28.3 M | ||
| 12/31/2025 | Reduce -6.3% | 1.28 M | -85,126 | $27.43 M | ||
| 12/31/2025 | Add 14.1% | 525,214 | 64,985 | $24.91 M |
Mairs and Power's Portfolio Sector Breakdown
Portfolio Date:
About Mairs and Power
Frequently Asked Questions
In Q4 2025, Mairs and Power’s largest purchase by dollar amount was ISRG. For complete transaction details, please visit Mairs and Power’s portfolio.
According to the 13F filing for Q4 2025, Mairs and Power increased their stake in META.
Mairs and Power's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.
Mairs and Power Portfolio and Latest Trades
📑 This page provides a complete record of Mairs and Power’s stock and ETF transactions based on SEC Form 13F filings. All trades are listed in reverse chronological order, allowing investors to follow his historical buy and sell decisions across multiple decades.
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| NVDA | 12/31/2025 | Reduce -11.2% | 4.95 M | -626,772 | $116.89 M | |
| UNH | 12/31/2025 | Reduce -22.4% | 830,535 | -239,412 | $79.03 M | |
| WFC | 12/31/2025 | Reduce -20.4% | 1.73 M | -442,996 | $41.29 M | |
| META | 12/31/2025 | Add 23.2% | 316,529 | +59,602 | $39.34 M | |
| JNJ | 12/31/2025 | Reduce -18.4% | 804,346 | -181,156 | $37.49 M | |
| ISRG | 12/31/2025 | New Buy | 62,277 | +62,277 | $35.27 M | |
| ROK | 12/31/2025 | Reduce -19.6% | 330,334 | -80,443 | $31.3 M | |
| ZTS | 12/31/2025 | Add 15094.6% | 226,400 | +224,910 | $28.3 M | |
| JPM | 12/31/2025 | Reduce -6.3% | 1.28 M | -85,126 | $27.43 M | |
| MSI | 12/31/2025 | Add 14.1% | 525,214 | +64,985 | $24.91 M | |
| GOOG | 12/31/2025 | Reduce -3.7% | 1.7 M | -64,619 | $20.28 M | |
| PANW | 12/31/2025 | Add 98.4% | 220,647 | +109,405 | $20.15 M | |
| CGNX | 12/31/2025 | Add 91.0% | 1.17 M | +558,302 | $20.09 M | |
| TNC | 12/31/2025 | Reduce -19.4% | 1.07 M | -258,064 | $19.02 M | |
| QCOM | 12/31/2025 | Reduce -15.9% | 550,308 | -103,625 | $17.73 M | |
| TTC | 12/31/2025 | Reduce -4.9% | 3.42 M | -177,636 | $13.98 M | |
| LLY | 12/31/2025 | Reduce -3.6% | 345,345 | -12,832 | $13.79 M | |
| KHC | 12/31/2025 | Reduce -25.0% | 1.67 M | -558,344 | $13.54 M | |
| ENTG | 12/31/2025 | Add 13.0% | 1.35 M | +154,936 | $13.05 M | |
| WEC | 12/31/2025 | Add 6.4% | 1.91 M | +114,923 | $12.12 M |
Mairs and Power's Latest 13F Holdings
📑 This page provides a detailed view of Mairs and Power's portfolio holdings based on official SEC Form 13F filings. Investors can review the latest quarter's positions and seamlessly switch between different quarters to explore how the portfolio has evolved over time.
Holdings are categorized into Stocks/ETFs, Options, Debt, and Other, with transaction markers such as New Buy, Add, Reduce, No Change, and Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions like stock splits.
In addition, we calculate the holding duration of each asset, allowing investors to see how long positions have been maintained across quarters. By exploring both current and historical holdings, users gain insights into turnover, portfolio concentration, asset allocation shifts, and the top stock and ETF positions of Mairs and Power.
| Name | Shares | Value | % of Portfolio | Time Held | % Change | |
|---|---|---|---|---|---|---|
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Note: Shares, Shares Change - split-adjusted.
Mairs and Power’s Quarterly 13F Portfolio History
📊 This page provides a historical view of Mairs and Power’s portfolio holdings based on official SEC Form 13F filings.
Explore how investments have evolved quarter by quarter, with insights into turnover rates, portfolio concentration, asset allocation shifts, and the firm’s top 10 stock and ETF positions.
| Quarter | Holdings | Total Value | Turnover Rate | Top 10 Stock & ETF Holdings |
|---|