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
243 檔
31.1%
At the close of Q4 2025, Mairs & Power Inc disclosed equity holdings valued at approximately $10.9B, spread across 243 reported holdings.
In Q4 2025, Mairs & Power Inc adopted a defensive or profit-taking posture, trimming 117 positions and completely liquidating 16 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 31.1% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.90% | -0.67% | +0.39% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.88% | +0.15% | -11.24% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.76% | +0.14% | +1.44% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.13% | +0.74% | -3.67% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.96% | -0.40% | -6.25% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.57% | +0.47% | -3.58% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.11% | +2.94% | |
| 8 | GGG | Graco Inc | Stock-Industrials | 3.08% | -0.67% | -0.72% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.71% | +0.08% | +1.44% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.64% | +0.09% | -22.38% | |
| 11 | TTC | Toro Co | Stock-Industrials | 2.59% | -0.21% | -4.93% | |
| 12 | NVT | nVent Electric plc | Stock-Industrials | 2.07% | +0.69% | -3.26% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.01% | -0.18% | +23.20% | |
| 14 | ECL | Ecolab Inc | Stock-Materials | 1.95% | -0.08% | -0.83% | |
| 15 | MSI | Motorola Solutions Inc | Stock-Tech | 1.94% | -0.32% | +14.12% | |
| 16 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.94% | -0.34% | +6.41% | |
| 17 | LFUS | Littelfuse Inc | Stock-Tech | 1.90% | +0.01% | -4.30% | |
| 18 | LNT | Alliant Energy CORP | Stock-Utilities | 1.85% | -0.26% | -1.23% | |
| 19 | FAST | Fastenal Co | Stock-Industrials | 1.80% | -0.15% | -1.09% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.45% | -18.38% | |
| 21 | TECH | Bio-techne CORP | Stock-Healthcare | 1.57% | +0.28% | -1.42% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.55% | -0.45% | -20.39% | |
| 23 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.46% | -0.04% | +1.20% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.42% | +0.41% | -1.76% | |
| 25 | FUL | H.b. Fuller Co. | Stock-Materials | 1.38% | -0.19% | +0.09% | |
| 26 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.33% | -0.11% | -0.83% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.32% | -0.42% | -1.18% | |
| 28 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.24% | +0.13% | -19.58% | |
| 29 | ENTG | Entegris Inc | Stock-Tech | 1.09% | +0.54% | +12.98% | |
| 30 | FISV | Fiserv Inc | Stock-Other | 1.06% | -0.20% | -6.10% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.91% | -0.33% | -15.85% | |
| 32 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.86% | -0.02% | -9.46% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.15% | -2.05% | |
| 34 | TNC | Tennant Co | Stock-Other | 0.76% | — | -19.41% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.75% | -0.10% | +0.42% | |
| 36 | WK | Workiva Inc | Stock-Tech | 0.60% | -0.07% | -3.84% | |
| 37 | 62C | Piper Sandler Cos | Stock-Other | 0.57% | — | -4.74% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.57% | -0.01% | -6.22% | |
| 39 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.55% | -0.05% | -4.03% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.54% | — | +0.78% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.03% | +0.97% | |
| 42 | DCI | Donaldson Co Inc | Stock-Industrials | 0.48% | -0.05% | -7.40% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.48% | EXIT | |
| 44 | CGNX | Cognex CORP | Stock-Tech | 0.41% | +0.26% | +91.03% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.39% | +0.13% | -0.55% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +1.01% | +98.35% | |
| 47 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.39% | -0.03% | -25.02% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.38% | -0.10% | -4.14% | |
| 49 | IDA | Idacorp Inc | Stock-Utilities | 0.37% | -0.01% | +5.34% | |
| 50 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.36% | — | -4.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -3.67% | Trim |
| 2 | LLY | Eli Lilly & Co | +1% | -3.58% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.5% | +1.44% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +2.94% | Add |
| 5 | ZTS | Zoetis Inc | +0.3% | +15094.63% | Add |
| 6 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | -0.83% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +23.20% | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.2% | +98.35% | Add |
| 9 | V | Visa Inc-class A Shares | +0.2% | +1.44% | Add |
| 10 | CGNX | Cognex CORP | +0.2% | +91.03% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.76% | Trim |
| 12 | TECH | Bio-techne CORP | +0.1% | -1.42% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +89.89% | Add |
| 14 | CRM | Salesforce Inc | +0.1% | +0.42% | Add |
| 15 | TRV | Travelers Cos Inc/the | +0.1% | +28.60% | Add |
| 16 | ENTG | Entegris Inc | +0.1% | +12.98% | Add |
| 17 | AMP | Ameriprise Financial Inc | 0% | +22.78% | Add |
| 18 | PATK | Patrick Industries Inc | 0% | +126.78% | Add |
| 19 | AXP | American Express Co | 0% | -6.22% | Trim |
| 20 | FUL | H.b. Fuller Co. | 0% | +0.09% | Add |
| 21 | XOM | Exxon Mobil CORP | 0% | +23.87% | Add |
| 22 | MMM | 3m Co | 0% | +0.78% | Add |
| 23 | PG | Procter & Gamble Co/the | 0% | +14.77% | Add |
| 24 | MINN | Mairs & Power Mn Muni Bond | 0% | +41.69% | Add |
| 25 | MEDP | Medpace Holdings Inc | 0% | -4.19% | Trim |
| 26 | CAT | Caterpillar Inc | 0% | -1.36% | Trim |
| 27 | HUBG | Hub Group Inc-cl A | 0% | -7.83% | Trim |
| 28 | TTC | Toro Co | 0% | -4.93% | Trim |
| 29 | WEC | Wec Energy Group Inc | 0% | +6.41% | Add |
| 30 | MRK | Merck & Co. Inc. | 0% | -0.36% | Trim |
| 31 | WWD | Woodward Inc | 0% | — | Unchanged |
| 32 | XYL | Xylem Inc | 0% | +307.23% | Add |
| 33 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 34 | JBTM | Jbt Marel CORP | 0% | -1.82% | Trim |
| 35 | NKE | Nike Inc -cl B | 0% | +24.47% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.23% | Add |
| 37 | SOLV | Solventum CORP | 0% | -0.48% | Trim |
| 38 | IDA | Idacorp Inc | 0% | +5.34% | Add |
| 39 | AXGN | Axogen Inc | 0% | — | Unchanged |
| 40 | GLW | Corning Inc | 0% | -2.46% | Trim |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +108.89% | Add |
| 42 | CIEN | Ciena CORP | 0% | — | Unchanged |
| 43 | DCI | Donaldson Co Inc | 0% | -7.40% | Trim |
| 44 | RTX | Rtx CORP | 0% | — | Unchanged |
| 45 | SCHB | Schwab US Broad Market ETF | 0% | — | Unchanged |
| 46 | CSCO | Cisco Systems Inc | 0% | -3.06% | Trim |
| 47 | KO | Coca-cola Co/the | 0% | -0.85% | Trim |
| 48 | EMR | Emerson Electric Co | 0% | -1.84% | Trim |
| 49 | INTC | Intel CORP | 0% | — | Unchanged |
| 50 | ONB | Old National Bancorp | — | -7.40% | Trim |
According to official SEC Form 13F filings, Mairs & Power Inc reported a total U.S. public equity portfolio value of $10.9B across 243 disclosed positions in Q4 2025.
During Q4 2025, Mairs & Power Inc's top holdings by market value included MSFT (8.9%)、NVDA (8.9%)、AMZN (5.8%). The largest single position, MSFT, represented 8.9% 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
ISRG
市值: $35.3M
Top Position Liquidated / Trimmed
JAMF
前期市值: $3.2M
In Q4 2025, Mairs & Power Inc made 182 total portfolio adjustments, initiating 11 new buys, adding to 38 positions, trimming 117 holdings, and fully liquidating 16 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.