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Latest MAIRS & POWER INC Stock Portfolio

MAIRS & POWER INC Performance:
2025 Q3: 7.88%YTD: 7.75%2024: 16.66%
Performance for 2025 Q3 is 7.88%, and YTD is 7.75%, and 2024 is 16.66%.

About MAIRS & POWER INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MAIRS & POWER INC reported an equity portfolio of $10.6 Billions as of 30 Sep, 2025.

The top stock holdings of MAIRS & POWER INC are NVDA, MSFT, AMZN. The fund has invested 9.8% of it's portfolio in NVIDIA CORPORATION and 9.3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off AZEK CO INC (AZEK), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), BEST BUY INC (BBY) and ISHARES TR (DMXF). MAIRS & POWER INC opened new stock positions in TREX CO INC (TREX), PATRICK INDS INC (PATK) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to NIKE INC (NKE), COGNEX CORP (CGNX) and PALO ALTO NETWORKS INC (PANW).

MAIRS & POWER INC Annual Return Estimates Vs S&P 500

Our best estimate is that MAIRS & POWER INC made a return of 7.88% in the last quarter. In trailing 12 months, it's portfolio return was 7.64%.

New Buys

Ticker$ Bought
trex co inc3,272,670
patrick inds inc2,418,710
ishares tr715,110
ishares tr585,728
vanguard index fds424,652
blackrock inc385,903
l3harris technologies inc320,986
ishares tr302,886
New stocks bought by MAIRS & POWER INC

Additions

Ticker% Inc.
nike inc1,058
cognex corp372
palo alto networks inc171
ishares tr138
exxon mobil corp103
vanguard index fds91.92
ishares tr77.21
vanguard index fds77.16
Additions to existing portfolio by MAIRS & POWER INC

Reductions

Ticker% Reduced
ishares tr-90.72
best buy inc-87.22
ishares tr-77.9
vanguard index fds-49.6
select sector spdr tr-47.36
gentherm inc-46.98
sysco corp-41.3
ulta beauty inc-41.22
MAIRS & POWER INC reduced stake in above stock

Sold off

Ticker$ Sold
azek co inc-1,300,430
neogenomics inc-109,650
tactile sys technology inc-126,750
magnite inc-241,200
shyft group inc-125,400
dimensional etf trust-285,158
chipotle mexican grill inc-205,509
colgate palmolive co-202,162
MAIRS & POWER INC got rid off the above stocks

Sector Distribution

MAIRS & POWER INC has about 30.8% of it's holdings in Technology sector.

Sector%
Technology30.8
Industrials16.1
Healthcare11.3
Financial Services11.1
Communication Services7.6
Consumer Cyclical6.7
Basic Materials4.9
Utilities4.6
Others4.2
Consumer Defensive2.4

Market Cap. Distribution

MAIRS & POWER INC has about 84.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP49.3
LARGE-CAP35.2
MID-CAP9.7
UNALLOCATED4.2
SMALL-CAP1.5

Stocks belong to which Index?

About 82.6% of the stocks held by MAIRS & POWER INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50077.5
Others17.4
RUSSELL 20005.1
Top 5 Winners (%)%
IJR
ishares tr
116.2 %
VSAT
viasat inc
100.7 %
CIEN
ciena corp
79.1 %
SKYT
skywater technology inc
72.2 %
AXGN
axogen inc
64.4 %
Top 5 Winners ($)$
NVDA
nvidia corporation
166.2 M
GOOG
alphabet inc
119.2 M
NVT
nvent electric plc
59.7 M
AAPL
apple inc
56.5 M
MSFT
microsoft corp
41.2 M
Top 5 Losers (%)%
IJR
ishares tr
-74.5 %
INSP
inspire med sys inc
-42.8 %
BMI
badger meter inc
-27.1 %
IJR
ishares tr
-26.9 %
VCEL
vericel corp
-26.0 %
Top 5 Losers ($)$
HRL
hormel foods corp
-23.3 M
V
visa inc
-10.9 M
CRM
salesforce inc
-9.1 M
BMI
badger meter inc
-7.4 M
CLFD
clearfield inc
-6.9 M

MAIRS & POWER INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MAIRS & POWER INC

MAIRS & POWER INC has 248 stocks in it's portfolio. About 47% of the portfolio is in top 10 stocks. HRL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for MAIRS & POWER INC last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions