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Mairs and Power's Avatar

Mairs and Power

$10.13 B
AUM
235
Holdings
2025 Q2
Latest Quarter
3.96%
Turnover

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%
JPM
1.5 M $435.15 M 4.30% >10 Years -9.73%
GGG
3.98 M $341.89 M 3.37% >10 Years +1.34%
UNH
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%
FI
1.73 M $298.72 M 2.95% >10 Years +0.88%
LLY
365,327 $284.78 M 2.81% >10 Years +0.15%
V
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
UNH
06/30/2025 Add 16.6% 1.06 M 150,506 $46.95 M
JPM
06/30/2025 Reduce -9.7% 1.5 M -161,804 $46.91 M
BBY
06/30/2025 Reduce -89.6% 78,266 -672,762 $45.16 M
USB
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
PFG
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
IDA
06/30/2025 New Buy 244,510 244,510 $28.23 M

Mairs and Power's Sector Breakdowns

Portfolio Date: