Latest MAIRS & POWER INC Stock Portfolio

MAIRS & POWER INC Performance:

2025 Q4: -0.04%YTD: 8.2%2024: 17.86%

Performance for 2025 Q4 is -0.04%, and YTD is 8.2%, and 2024 is 17.86%.

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

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, MAIRS & POWER INC reported an equity portfolio of $10.4 Billions as of 31 Dec, 2025.

The top stock holdings of MAIRS & POWER INC are MSFT, NVDA, AMZN. The fund has invested 8.9% of it's portfolio in MICROSOFT CORP and 8.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off JAMF HLDG CORP (JAMF), SPDR S&P MIDCAP 400 ETF TR (MDY) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), EXACT SCIENCES CORP (EXAS) and VANGUARD INDEX FDS (VB). MAIRS & POWER INC opened new stock positions in INTUITIVE SURGICAL INC (ISRG), BENTLEY SYS INC (BSY) and JAMES HARDIE INDS PLC. The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INC (ZTS), ISHARES TR (IJR) and ISHARES TR (DMXF).

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

Our best estimate is that MAIRS & POWER INC made a return of -0.04% in the last quarter. In trailing 12 months, it's portfolio return was 8.2%.

Performance
S&P 500

New Buys

Ticker	$ Bought
intuitive surgical inc	35,271,200
bentley sys inc	3,167,160
james hardie inds plc	1,881,460
select sector spdr tr	1,634,190
select sector spdr tr	1,557,100
select sector spdr tr	1,386,230
select sector spdr tr	854,806
ishares tr	242,396

New stocks bought by MAIRS & POWER INC

Additions

Ticker	% Inc.
zoetis inc	15,094
ishares tr	1,264
ishares tr	352
xylem inc	307
ishares tr	238
sturm ruger & co inc	167
patrick inds inc	126
spdr series trust	108

Additions to existing portfolio by MAIRS & POWER INC

Reductions

Ticker	% Reduced
ishares tr	-85.87
exact sciences corp	-81.51
vanguard index fds	-67.03
vanguard index fds	-47.9
ishares tr	-43.57
blackrock inc	-42.6
best buy inc	-33.44
danaher corporation	-33.39

MAIRS & POWER INC reduced stake in above stock

Sold off

Ticker	$ Sold
jamf hldg corp	-3,189,800
ishares tr	-222,785
ishares tr	-324,377
eightco holdings inc	-99,735
himax technologies inc	-93,157
comcast corp new	-238,792
mondelez intl inc	-282,614
ishares tr	-222,495

MAIRS & POWER INC got rid off the above stocks

Sector Distribution

MAIRS & POWER INC has about 30.1% of it's holdings in Technology sector.

Sector	%
Technology	30.1
Industrials	15.6
Healthcare	12
Financial Services	11.1
Communication Services	8.9
Consumer Cyclical	7.1
Basic Materials	4.8
Utilities	4.6
Others	3.4
Consumer Defensive	2.1

Market Cap. Distribution

MAIRS & POWER INC has about 84.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	53.9
LARGE-CAP	30.9
MID-CAP	10.5
UNALLOCATED	3.4
SMALL-CAP	1.2

Stocks belong to which Index?

About 83.3% of the stocks held by MAIRS & POWER INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	78.5
Others	16.7
RUSSELL 2000	4.8

Top 5 Winners (%)		%
IJR	ishares tr	227.5 %
AXGN	axogen inc	83.5 %
VB	vanguard index fds	73.2 %
IJR	ishares tr	68.8 %
CIEN	ciena corp	60.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	121.6 M
LLY	eli lilly & co	109.6 M
AMZN	amazon com inc	29.0 M
CHRW	c h robinson worldwide inc	24.6 M
AAPL	apple inc	20.7 M

Top 5 Losers (%)		%
IJR	ishares tr	-84.9 %
DMXF	ishares tr	-68.4 %
RGR	sturm ruger & co inc	-63.8 %
AAXJ	ishares tr	-63.6 %
	fiserv inc	-46.4 %

Top 5 Losers ($)		$
	fiserv inc	-104.8 M
MSFT	microsoft corp	-65.5 M
FAST	fastenal co	-41.8 M
MSI	motorola solutions inc	-36.4 M
IJR	ishares tr	-25.0 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 243 stocks in it's portfolio. About 47.8% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for MAIRS & POWER INC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.19	1,217,490	330,986,000	added	2.94

AAXJ	ishares tr	0.01	9,750	654,518	added	238

ABBV	abbvie inc	0.10	46,456	10,614,700	reduced	-2.03

ABT	abbott labs	0.85	708,081	88,715,400	reduced	-2.05

ACN	accenture plc ireland	0.00	1,184	317,667	reduced	-11.11

ADBE	adobe inc	0.01	2,009	703,130	reduced	-0.99

ADP	automatic data processing in	0.27	110,781	28,496,200	added	5.4

ADSK	autodesk inc	0.00	801	237,104	unchanged	0.00

AIR	aar corp	0.09	112,176	9,287,050	reduced	-12.16

AJG	gallagher arthur j & co	0.00	0.00	0.00	sold off	-100

ALCC	oklo inc	0.01	15,561	1,116,660	reduced	-2.57

ALE	allete inc	0.00	0.00	0.00	sold off	-100

ALRS	alerus finl corp	0.02	79,436	1,788,900	reduced	-8.51

AMAT	applied matls inc	0.03	11,327	2,910,930	unchanged	0.00

AMCR	amcor plc	0.01	17,704	738,257	unchanged	0.00

AMD	advanced micro devices inc	0.00	2,013	431,104	reduced	-22.46

AMGN	amgen inc	0.02	5,524	1,808,060	reduced	-2.52

AMP	ameriprise finl inc	0.20	42,611	20,893,900	added	22.78

AMT	american tower corp new	0.00	2,020	354,651	reduced	-33.36

AMZN	amazon com inc	5.76	2,592,770	598,463,000	added	1.44