13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001070134
Total reported value
$10.9B
$10.9B
221 檔
24.9%
At the close of Q1 2025, Mairs & Power Inc disclosed equity holdings valued at approximately $10.9B, spread across 221 reported holdings.
In Q1 2025, Mairs & Power Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, UNH) accounted for 24.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | -0.67% | +1.36% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.54% | +0.15% | -1.41% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.94% | +0.09% | +4.40% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.75% | +0.14% | +1.44% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.24% | -0.40% | -3.01% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 3.95% | -0.20% | -8.22% | |
| 7 | GGG | Graco Inc | Stock-Industrials | 3.41% | -0.67% | -0.83% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.33% | +0.74% | -5.94% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.13% | +0.47% | +7.52% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.11% | +0.15% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.01% | +0.08% | -1.34% | |
| 12 | TTC | Toro Co | Stock-Industrials | 2.76% | -0.21% | +1.61% | |
| 13 | MSI | Motorola Solutions Inc | Stock-Tech | 2.18% | -0.32% | -1.43% | |
| 14 | FAST | Fastenal Co | Stock-Industrials | 2.17% | -0.15% | -0.72% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 2.04% | -0.08% | -1.29% | |
| 16 | LNT | Alliant Energy CORP | Stock-Utilities | 2.04% | -0.26% | -22.21% | |
| 17 | LFUS | Littelfuse Inc | Stock-Tech | 1.81% | +0.01% | +0.92% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | -0.45% | -2.57% | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.71% | -0.04% | -2.17% | |
| 20 | WFC | Wells Fargo & Co | Stock-Financials | 1.63% | -0.45% | -5.44% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.62% | -0.42% | -0.60% | |
| 22 | TECH | Bio-techne CORP | Stock-Healthcare | 1.62% | +0.28% | -0.82% | |
| 23 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.58% | -0.34% | +81.87% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.52% | -0.33% | -27.95% | |
| 25 | FUL | H.b. Fuller Co. | Stock-Materials | 1.43% | -0.19% | +10.36% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.40% | -0.15% | -5.56% | |
| 27 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.38% | -0.02% | +0.31% | |
| 28 | NVT | nVent Electric plc | Stock-Industrials | 1.28% | +0.69% | -0.38% | |
| 29 | TNC | Tennant Co | Stock-Other | 1.18% | — | +0.12% | |
| 30 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.13% | +0.13% | -0.08% | |
| 31 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.92% | -0.11% | +1.45% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.91% | -0.01% | -50.84% | |
| 33 | ENTG | Entegris Inc | Stock-Tech | 0.85% | +0.54% | -0.01% | |
| 34 | DCI | Donaldson Co Inc | Stock-Industrials | 0.78% | -0.05% | -14.49% | |
| 35 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.75% | -0.03% | +71.12% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.10% | +5.58% | |
| 37 | PFG | Principal Financial Group | Stock-Financials | 0.70% | -0.02% | -3.83% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.41% | — | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.68% | -0.48% | EXIT | |
| 40 | 62C | Piper Sandler Cos | Stock-Other | 0.63% | — | +1.24% | |
| 41 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.61% | -0.05% | -2.37% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.03% | -3.81% | |
| 43 | WK | Workiva Inc | Stock-Tech | 0.58% | -0.07% | +0.65% | |
| 44 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.58% | — | +0.67% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.54% | -0.01% | -8.38% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.50% | -0.10% | -30.59% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.46% | -0.02% | -5.34% | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.43% | +0.13% | -0.77% | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.41% | -0.06% | -53.79% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.34% | — | -0.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | FISV | Fiserv Inc | — | NEW | New buy |
| 7 | GGG | Graco Inc | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 10 | AAPL | Apple Inc | — | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 12 | TTC | Toro Co | — | NEW | New buy |
| 13 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 14 | FAST | Fastenal Co | — | NEW | New buy |
| 15 | ECL | Ecolab Inc | — | NEW | New buy |
| 16 | LNT | Alliant Energy CORP | — | NEW | New buy |
| 17 | LFUS | Littelfuse Inc | — | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 19 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 20 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 21 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 22 | TECH | Bio-techne CORP | — | NEW | New buy |
| 23 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 24 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 25 | FUL | H.b. Fuller Co. | — | NEW | New buy |
| 26 | ABT | Abbott Laboratories | — | NEW | New buy |
| 27 | HRL | Hormel Foods CORP | — | NEW | New buy |
| 28 | NVT | nVent Electric plc | — | NEW | New buy |
| 29 | TNC | Tennant Co | — | NEW | New buy |
| 30 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 31 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | New buy |
| 32 | USB | US Bancorp | — | NEW | New buy |
| 33 | ENTG | Entegris Inc | — | NEW | New buy |
| 34 | DCI | Donaldson Co Inc | — | NEW | New buy |
| 35 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 36 | CRM | Salesforce Inc | — | NEW | New buy |
| 37 | PFG | Principal Financial Group | — | NEW | New buy |
| 38 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 39 | HON | Honeywell International Inc | — | NEW | New buy |
| 40 | 62C | Piper Sandler Cos | — | NEW | New buy |
| 41 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 42 | HD | Home Depot Inc | — | NEW | New buy |
| 43 | WK | Workiva Inc | — | NEW | New buy |
| 44 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 45 | AXP | American Express Co | — | NEW | New buy |
| 46 | MDT | Medtronic plc | — | NEW | New buy |
| 47 | TGT | Target CORP | — | NEW | New buy |
| 48 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 49 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 50 | ADP | Automatic Data Processing | — | NEW | New buy |
According to official SEC Form 13F filings, Mairs & Power Inc reported a total U.S. public equity portfolio value of $10.9B across 221 disclosed positions in Q1 2025.
During Q1 2025, Mairs & Power Inc's top holdings by market value included MSFT (7.8%)、NVDA (6.5%)、UNH (4.9%). The largest single position, MSFT, represented 7.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
MSFT
市值: $749.4M
In Q1 2025, Mairs & Power Inc made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.