Filed: 5/15/2025ACC: 0001172661-25-002089
📋 What this filing means
MAIRS & POWER INC filed this quarterly 13F‑HR report disclosing 221 equity positions with a total reported market value of $9.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
221
Positions
$9.61B
Total AUM (reported)
81.35M
Total Shares
Allocation by class
COM$8.20B85.3%
COM NEW$395.47M4.1%
COM CL A$345.25M3.6%
CAP STK CL C$319.97M3.3%
SHS$177.58M1.8%
SPONSORED ADS$66.01M0.7%
CL A$45.98M0.5%
Portfolio Concentration
Top 3$1.85B19.3%
4–10$2.49B25.9%
11–25$2.77B28.8%
Rest$2.49B25.9%
Top 3 weight
19.3%
Top 10 weight
45.2%
Voting Authority Distribution
Total shares with voting rights: 81.35M
Sole
Full voting authority
71.07M
shares
% of voting shares87.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.28M
shares
% of voting shares12.6%
Investment Discretion (by position count)
Sole221
Shared0
Other0
Dominant voting typeSole · 87.4% of voting shares
Institutional Holdings221
Rows:
MICROSOFT CORP
SOLEShares2M
TypeSH
Market value$749.36M
7.80%
Sole
1.80M
Shared
0.00
None
195.82K
NVIDIA CORPORATION
SOLEShares5.80M
TypeSH
Market value$628.81M
6.54%
Sole
5.04M
Shared
0.00
None
759.96K
UNITEDHEALTH GROUP INC
SOLEShares906.65K
TypeSH
Market value$474.86M
4.94%
Sole
819.52K
Shared
0.00
None
87.13K
AMAZON COM INC
SOLEShares2.40M
TypeSH
Market value$456.17M
4.75%
Sole
2.14M
Shared
0.00
None
255.76K
JPMORGAN CHASE & CO.
SOLEShares1.66M
TypeSH
Market value$407.88M
4.24%
Sole
1.55M
Shared
0.00
None
113.74K
FISERV INC
SOLEShares1.72M
TypeSH
Market value$379.29M
3.95%
Sole
1.48M
Shared
0.00
None
235.01K
GRACO INC
SOLEShares3.92M
TypeSH
Market value$327.72M
3.41%
Sole
3.36M
Shared
0.00
None
561.10K
ALPHABET INC
SOLEShares2.05M
TypeSH
Market value$319.97M
3.33%
Sole
1.72M
Shared
0.00
None
329.81K
ELI LILLY & CO
SOLEShares364.79K
TypeSH
Market value$301.29M
3.13%
Sole
308.92K
Shared
0.00
None
55.88K
APPLE INC
SOLEShares1.36M
TypeSH
Market value$301.12M
3.13%
Sole
1.22M
Shared
0.00
None
138.40K
VISA INC
SOLEShares824.11K
TypeSH
Market value$288.82M
3.01%
Sole
719.12K
Shared
0.00
None
105K
TORO CO
SOLEShares3.65M
TypeSH
Market value$265.64M
2.76%
Sole
3.23M
Shared
0.00
None
422.24K
MOTOROLA SOLUTIONS INC
SOLEShares477.61K
TypeSH
Market value$209.10M
2.18%
Sole
426.43K
Shared
0.00
None
51.17K
FASTENAL CO
SOLEShares2.69M
TypeSH
Market value$208.60M
2.17%
Sole
2.31M
Shared
0.00
None
382.69K
ECOLAB INC
SOLEShares773.19K
TypeSH
Market value$196.02M
2.04%
Sole
639.97K
Shared
0.00
None
133.22K
ALLIANT ENERGY CORP
SOLEShares3.04M
TypeSH
Market value$195.92M
2.04%
Sole
2.65M
Shared
0.00
None
392.85K
LITTELFUSE INC
SOLEShares883.43K
TypeSH
Market value$173.81M
1.81%
Sole
788.86K
Shared
0.00
None
94.57K
JOHNSON & JOHNSON
SOLEShares999.02K
TypeSH
Market value$165.68M
1.72%
Sole
822.69K
Shared
0.00
None
176.33K
SHERWIN WILLIAMS CO
SOLEShares471.33K
TypeSH
Market value$164.58M
1.71%
Sole
428.71K
Shared
0.00
None
42.62K
WELLS FARGO CO NEW
SOLEShares2.18M
TypeSH
Market value$156.85M
1.63%
Sole
1.89M
Shared
0.00
None
294.21K
VERIZON COMMUNICATIONS INC
SOLEShares3.43M
TypeSH
Market value$155.53M
1.62%
Sole
3.08M
Shared
0.00
None
344.16K
BIO-TECHNE CORP
SOLEShares2.65M
TypeSH
Market value$155.47M
1.62%
Sole
2.29M
Shared
0.00
None
356.83K
WEC ENERGY GROUP INC
SOLEShares1.39M
TypeSH
Market value$151.38M
1.58%
Sole
1.31M
Shared
0.00
None
83.27K
QUALCOMM INC
SOLEShares949.92K
TypeSH
Market value$145.92M
1.52%
Sole
811.73K
Shared
0.00
None
138.19K
FULLER H B CO
SOLEShares2.44M
TypeSH
Market value$136.95M
1.43%
Sole
2.21M
Shared
0.00
None
230.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2M | SH | $749.36M 7.80% | 1.80M | 0.00 | 195.82K |
NVIDIA CORPORATIONSOLE | COM | 5.80M | SH | $628.81M 6.54% | 5.04M | 0.00 | 759.96K |
UNITEDHEALTH GROUP INCSOLE | COM | 906.65K | SH | $474.86M 4.94% | 819.52K | 0.00 | 87.13K |
AMAZON COM INCSOLE | COM | 2.40M | SH | $456.17M 4.75% | 2.14M | 0.00 | 255.76K |
JPMORGAN CHASE & CO.SOLE | COM | 1.66M | SH | $407.88M 4.24% | 1.55M | 0.00 | 113.74K |
FISERV INCSOLE | COM | 1.72M | SH | $379.29M 3.95% | 1.48M | 0.00 | 235.01K |
GRACO INCSOLE | COM | 3.92M | SH | $327.72M 3.41% | 3.36M | 0.00 | 561.10K |
ALPHABET INCSOLE | CAP STK CL C | 2.05M | SH | $319.97M 3.33% | 1.72M | 0.00 | 329.81K |
ELI LILLY & COSOLE | COM | 364.79K | SH | $301.29M 3.13% | 308.92K | 0.00 | 55.88K |
APPLE INCSOLE | COM | 1.36M | SH | $301.12M 3.13% | 1.22M | 0.00 | 138.40K |
VISA INCSOLE | COM CL A | 824.11K | SH | $288.82M 3.01% | 719.12K | 0.00 | 105K |
TORO COSOLE | COM | 3.65M | SH | $265.64M 2.76% | 3.23M | 0.00 | 422.24K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 477.61K | SH | $209.10M 2.18% | 426.43K | 0.00 | 51.17K |
FASTENAL COSOLE | COM | 2.69M | SH | $208.60M 2.17% | 2.31M | 0.00 | 382.69K |
ECOLAB INCSOLE | COM | 773.19K | SH | $196.02M 2.04% | 639.97K | 0.00 | 133.22K |
ALLIANT ENERGY CORPSOLE | COM | 3.04M | SH | $195.92M 2.04% | 2.65M | 0.00 | 392.85K |
LITTELFUSE INCSOLE | COM | 883.43K | SH | $173.81M 1.81% | 788.86K | 0.00 | 94.57K |
JOHNSON & JOHNSONSOLE | COM | 999.02K | SH | $165.68M 1.72% | 822.69K | 0.00 | 176.33K |
SHERWIN WILLIAMS COSOLE | COM | 471.33K | SH | $164.58M 1.71% | 428.71K | 0.00 | 42.62K |
WELLS FARGO CO NEWSOLE | COM | 2.18M | SH | $156.85M 1.63% | 1.89M | 0.00 | 294.21K |
VERIZON COMMUNICATIONS INCSOLE | COM | 3.43M | SH | $155.53M 1.62% | 3.08M | 0.00 | 344.16K |
BIO-TECHNE CORPSOLE | COM | 2.65M | SH | $155.47M 1.62% | 2.29M | 0.00 | 356.83K |
WEC ENERGY GROUP INCSOLE | COM | 1.39M | SH | $151.38M 1.58% | 1.31M | 0.00 | 83.27K |
QUALCOMM INCSOLE | COM | 949.92K | SH | $145.92M 1.52% | 811.73K | 0.00 | 138.19K |
FULLER H B COSOLE | COM | 2.44M | SH | $136.95M 1.43% | 2.21M | 0.00 | 230.56K |
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