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CIK: 0001070134
Total reported value
$10.9B
$10.9B
235 檔
29.7%
The Q2 2025 SEC filing reveals that Mairs & Power Inc held a total portfolio value of $10.9B, covering 235 public equity positions.
During Q2 2025, Mairs & Power Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 29.7% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.84% | -0.67% | +0.43% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.07% | +0.15% | +0.19% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.40% | +0.14% | +3.97% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.30% | -0.40% | -9.73% | |
| 5 | GGG | Graco Inc | Stock-Industrials | 3.37% | -0.67% | +1.34% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.26% | +0.09% | +16.60% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.16% | +0.74% | -12.02% | |
| 8 | FISV | Fiserv Inc | Stock-Other | 2.95% | -0.20% | +0.88% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.81% | +0.47% | +0.15% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.79% | +0.08% | -3.53% | |
| 11 | TTC | Toro Co | Stock-Industrials | 2.55% | -0.21% | -0.05% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.31% | -0.11% | -15.71% | |
| 13 | FAST | Fastenal Co | Stock-Industrials | 2.23% | -0.15% | +99.74% | |
| 14 | ECL | Ecolab Inc | Stock-Materials | 2.10% | -0.08% | +2.04% | |
| 15 | MSI | Motorola Solutions Inc | Stock-Tech | 1.97% | -0.32% | -0.52% | |
| 16 | LFUS | Littelfuse Inc | Stock-Tech | 1.94% | +0.01% | -1.92% | |
| 17 | LNT | Alliant Energy CORP | Stock-Utilities | 1.82% | -0.26% | -0.08% | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 1.72% | -0.45% | -0.48% | |
| 19 | NVT | nVent Electric plc | Stock-Industrials | 1.70% | +0.69% | +0.03% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.18% | +757.65% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.56% | -0.04% | -2.27% | |
| 22 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.54% | -0.34% | +7.45% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | -0.45% | +1.15% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.47% | -0.33% | -1.66% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.46% | -0.42% | -0.44% | |
| 26 | FUL | H.b. Fuller Co. | Stock-Materials | 1.45% | -0.19% | +0.32% | |
| 27 | TECH | Bio-techne CORP | Stock-Healthcare | 1.38% | +0.28% | +2.44% | |
| 28 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.35% | +0.13% | -1.32% | |
| 29 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.26% | -0.02% | -1.20% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 1.21% | -0.15% | -11.31% | |
| 31 | TNC | Tennant Co | Stock-Other | 1.03% | — | -4.84% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.00% | +0.41% | +12.36% | |
| 33 | ENTG | Entegris Inc | Stock-Tech | 0.89% | +0.54% | +19.17% | |
| 34 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.82% | -0.11% | -0.27% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.10% | -0.40% | |
| 36 | 62C | Piper Sandler Cos | Stock-Other | 0.68% | — | +0.91% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.67% | -0.48% | EXIT | |
| 38 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.61% | -0.03% | +0.41% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.60% | -0.01% | -1.62% | |
| 40 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.57% | -0.05% | -15.30% | |
| 41 | DCI | Donaldson Co Inc | Stock-Industrials | 0.57% | -0.05% | -25.95% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.03% | -0.33% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.52% | — | +73.82% | |
| 44 | WK | Workiva Inc | Stock-Tech | 0.51% | -0.07% | +2.57% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.48% | -0.01% | -48.24% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.47% | +0.13% | +1.24% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.39% | -0.10% | -15.40% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | -0.09% | -1.08% | |
| 49 | CLFD | Clearfield Inc | Stock-Other | 0.33% | -0.06% | -10.56% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.31% | — | -6.27% |
According to official SEC Form 13F filings, Mairs & Power Inc reported a total U.S. public equity portfolio value of $10.9B across 235 disclosed positions in Q2 2025.
During Q2 2025, Mairs & Power Inc's top holdings by market value included MSFT (9.8%)、NVDA (9.1%)、AMZN (5.4%). The largest single position, MSFT, represented 9.8% of total portfolio value.
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In Q2 2025, Mairs & Power Inc made 0 total portfolio adjustments, initiating 0 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.
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