Mairs & Power Inc Portfolio Holdings by Sector
Mairs & Power Inc
- $10.6 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA TSM QCOM TXN SKYT AVGO INTC AMD 10 stocks |
$1.34 Million
12.63% of portfolio
|
5
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL ADBE PATH 5 stocks |
$1.02 Million
9.57% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG ROK TNC DCI GNRC EMR JBT PNR 14 stocks |
$683,257
6.44% of portfolio
|
3
|
8
|
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$624,345
5.88% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC BMO CM 5 stocks |
$614,530
5.79% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$561,199
5.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW FUL HWKN 4 stocks |
$518,727
4.89% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC LNT IDA XEL NEE 5 stocks |
$477,443
4.5% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV MRK PFE AMGN BMY GILD 8 stocks |
$476,339
4.49% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$369,452
3.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$326,924
3.08% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$301,386
2.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TTC SNA 2 stocks |
$275,592
2.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CLFD CSCO CIEN VSAT DGII 6 stocks |
$238,120
2.24% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$231,421
2.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS PLXS GLW 3 stocks |
$226,361
2.13% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV IBM ACN 3 stocks |
$220,463
2.08% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT PLUG 2 stocks |
$215,292
2.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
HRL KHC GIS 3 stocks |
$167,487
1.58% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH VCEL 2 stocks |
$156,989
1.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA 3 stocks |
$150,605
1.42% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT INSP SYK ZBH CVRX BSX AXGN 8 stocks |
$148,230
1.4% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM WK JAMF CWAN ADSK 5 stocks |
$140,114
1.32% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CHRW HUBG UPS 3 stocks |
$126,083
1.19% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG AMAT 2 stocks |
$112,720
1.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$106,228
1.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
PIPR SCHW 2 stocks |
$92,638
0.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB ONB QCRH ASB WTFC CFR GBCI HBAN 10 stocks |
$83,884
0.79% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$64,782
0.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY ULTA BBY GPC 4 stocks |
$63,627
0.6% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP RDNT EXAS IDXX TMO DHR 6 stocks |
$50,804
0.48% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX BMI 2 stocks |
$46,329
0.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY SCHB IWD IWF EFA VUG QQQ SCHF 26 stocks |
$39,764
0.37% of portfolio
|
12
|
9
|
4
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PFG AMP BK NTRS SEIC 5 stocks |
$39,391
0.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$35,899
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$30,848
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$30,316
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$25,585
0.24% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB UFCS 3 stocks |
$25,584
0.24% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AIR WWD RTX BA RGR LHX 6 stocks |
$17,830
0.17% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$16,530
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT OSK DE 3 stocks |
$13,812
0.13% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$13,617
0.13% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$12,864
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP 4 stocks |
$12,202
0.12% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BKH NWE ALE 3 stocks |
$11,450
0.11% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII HOG 2 stocks |
$5,961
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$5,677
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
LTH 1 stocks |
$4,405
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
MGPI 1 stocks |
$4,266
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TREX TT CARR 3 stocks |
$4,053
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$3,743
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$3,539
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP WAB NSC 3 stocks |
$3,124
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2,878
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$2,661
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
THRM 1 stocks |
$2,581
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PATK 1 stocks |
$2,418
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX BAX 2 stocks |
$2,011
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY AMT 2 stocks |
$1,477
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC 2 stocks |
$1,153
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS 1 stocks |
$1,023
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
BRC MSA 2 stocks |
$798
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$761
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$735
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$724
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$721
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$508
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$479
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$421
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$332
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$268
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$268
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$258
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$231
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$218
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$164
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|