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CIK: 0001070134
Total reported value
$10.9B
$10.9B
248 檔
31.6%
In Q3 2025, Mairs & Power Inc's U.S. equity holdings reached a combined market value of $10.9B, distributed across 248 disclosed stock positions.
In Q3 2025, Mairs & Power Inc displayed an active expansion posture, initiating 36 new positions and adding to 70 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.78% | +0.15% | -4.07% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.28% | -0.67% | -4.95% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.27% | +0.14% | +2.53% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.04% | -0.40% | -9.29% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.03% | +0.74% | -2.18% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.47% | +0.09% | +1.21% | |
| 7 | GGG | Graco Inc | Stock-Industrials | 3.14% | -0.67% | -1.08% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.83% | -0.11% | +3.52% | |
| 9 | TTC | Toro Co | Stock-Industrials | 2.58% | -0.21% | -1.35% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.57% | +0.47% | -1.96% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.54% | +0.08% | -0.48% | |
| 12 | FAST | Fastenal Co | Stock-Industrials | 2.18% | -0.15% | -12.17% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 2.12% | -0.20% | +1.00% | |
| 14 | NVT | nVent Electric plc | Stock-Industrials | 2.02% | +0.69% | -7.26% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 2.00% | -0.08% | -1.51% | |
| 16 | LFUS | Littelfuse Inc | Stock-Tech | 1.98% | +0.01% | -6.06% | |
| 17 | MSI | Motorola Solutions Inc | Stock-Tech | 1.98% | -0.32% | -3.13% | |
| 18 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.93% | -0.34% | +20.19% | |
| 19 | LNT | Alliant Energy CORP | Stock-Utilities | 1.90% | -0.26% | -1.59% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.18% | +17.45% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | -0.45% | -2.47% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.71% | -0.45% | -0.10% | |
| 23 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.51% | -0.04% | +0.74% | |
| 24 | TECH | Bio-techne CORP | Stock-Healthcare | 1.47% | +0.28% | +3.35% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.41% | -0.42% | +0.00% | |
| 26 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.35% | +0.13% | -0.52% | |
| 27 | FUL | H.b. Fuller Co. | Stock-Materials | 1.34% | -0.19% | -1.61% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.30% | +0.41% | +10.84% | |
| 29 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.08% | -0.11% | +0.72% | |
| 30 | ENTG | Entegris Inc | Stock-Tech | 1.04% | +0.54% | +6.80% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 1.02% | -0.33% | -30.00% | |
| 32 | TNC | Tennant Co | Stock-Other | 1.01% | — | -1.70% | |
| 33 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.97% | -0.02% | -0.82% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.91% | -0.15% | -19.85% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.10% | +16.13% | |
| 36 | WK | Workiva Inc | Stock-Tech | 0.61% | -0.07% | -0.10% | |
| 37 | 62C | Piper Sandler Cos | Stock-Other | 0.60% | — | -25.21% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.03% | +0.89% | |
| 39 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.58% | -0.05% | -4.99% | |
| 40 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.55% | -0.03% | -6.33% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.53% | -0.01% | -10.50% | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.51% | — | +0.61% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.49% | -0.48% | EXIT | |
| 44 | DCI | Donaldson Co Inc | Stock-Industrials | 0.47% | -0.05% | -27.01% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.41% | +0.13% | +2.54% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.39% | -0.10% | -5.43% | |
| 47 | IDA | Idacorp Inc | Stock-Utilities | 0.36% | -0.01% | +17.45% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.35% | -0.01% | -28.63% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.09% | +0.67% | |
| 50 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.34% | — | -8.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.2% | -4.07% | Trim |
| 2 | META | Meta Platforms Inc-class A | +1.6% | +17.45% | Add |
| 3 | MSFT | Microsoft CORP | +1.5% | -4.95% | Trim |
| 4 | NVT | nVent Electric plc | +0.7% | -7.26% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.7% | -2.18% | Trim |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +10.84% | Add |
| 7 | AMZN | Amazon.com Inc | +0.5% | +2.53% | Add |
| 8 | WEC | Wec Energy Group Inc | +0.4% | +20.19% | Add |
| 9 | MEDP | Medpace Holdings Inc | +0.2% | -8.67% | Add |
| 10 | CGNX | Cognex CORP | +0.2% | +372.58% | Add |
| 11 | ROK | Rockwell Automation Inc | +0.2% | -0.52% | Trim |
| 12 | MMM | 3m Co | +0.2% | +0.61% | Add |
| 13 | ENTG | Entegris Inc | +0.2% | +6.80% | Add |
| 14 | LFUS | Littelfuse Inc | +0.2% | -6.06% | Trim |
| 15 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | +0.72% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.2% | +171.78% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.87% | Add |
| 18 | WFC | Wells Fargo & Co | +0.1% | -0.10% | Trim |
| 19 | TRV | Travelers Cos Inc/the | 0% | +10.19% | Add |
| 20 | XOM | Exxon Mobil CORP | 0% | +103.40% | Add |
| 21 | WK | Workiva Inc | 0% | -0.10% | Add |
| 22 | GLW | Corning Inc | 0% | -0.64% | Add |
| 23 | NKE | Nike Inc -cl B | 0% | +1058.42% | Add |
| 24 | ORCL | Oracle CORP | 0% | +23.38% | Add |
| 25 | DIS | Walt Disney Co/the | 0% | +0.67% | Trim |
| 26 | AMP | Ameriprise Financial Inc | 0% | +23.91% | Add |
| 27 | CAT | Caterpillar Inc | 0% | -3.36% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +10.01% | Add |
| 29 | SOLV | Solventum CORP | 0% | -1.03% | Add |
| 30 | SKYT | Skywater Technology Inc | 0% | +12.71% | Add |
| 31 | EXK | Exact Sciences CORP | 0% | +25.19% | Add |
| 32 | OKLO | Oklo Inc | 0% | — | Unchanged |
| 33 | FAST | Fastenal Co | 0% | -12.17% | Add |
| 34 | XEL | Xcel Energy Inc | 0% | +2.54% | Add |
| 35 | EMR | Emerson Electric Co | 0% | -0.73% | Add |
| 36 | ABBV | Abbvie Inc | 0% | +0.74% | Add |
| 37 | PII | Polaris Inc | 0% | -15.59% | Add |
| 38 | HSY | Hershey Co/the | 0% | +6.38% | Add |
| 39 | AIR | Aar CORP | 0% | -18.18% | Trim |
| 40 | MCD | Mcdonald's CORP | 0% | -0.19% | Add |
| 41 | AMAT | Applied Materials Inc | 0% | — | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | 0% | -90.72% | Trim |
| 43 | HWKN | Hawkins Inc | 0% | — | Add |
| 44 | GE | General Electric | 0% | — | Add |
| 45 | IBM | Intl Business Machines CORP | 0% | -1.88% | Add |
| 46 | NEE | Nextera Energy Inc | 0% | +26.58% | Add |
| 47 | WMT | Walmart Inc | 0% | +3.62% | Add |
| 48 | GEV | GE Vernova Inc | 0% | — | Add |
| 49 | AMT | American Tower CORP | 0% | +47.14% | Add |
| 50 | JNJ | Johnson & Johnson | — | -2.47% | Trim |
According to official SEC Form 13F filings, Mairs & Power Inc reported a total U.S. public equity portfolio value of $10.9B across 248 disclosed positions in Q3 2025.
During Q3 2025, Mairs & Power Inc's top holdings by market value included NVDA (9.8%)、MSFT (9.3%)、AMZN (5.3%). The largest single position, NVDA, represented 9.8% 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.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMZN) accounted for 31.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
IDA
市值: $37.9M
Top Position Liquidated / Trimmed
AZEK
前期市值: $12.3M
In Q3 2025, Mairs & Power Inc made 195 total portfolio adjustments, initiating 36 new buys, adding to 70 positions, trimming 79 holdings, and fully liquidating 10 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.
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