Filed: 8/14/2025ACC: 0001172661-25-003391
📋 What this filing means
MAIRS & POWER INC filed this quarterly 13F‑HR report disclosing 235 equity positions with a total reported market value of $10.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
235
Positions
$10.13B
Total AUM (reported)
81.08M
Total Shares
Allocation by class
COM$8.55B84.4%
COM NEW$340.57M3.4%
COM CL A$335.03M3.3%
CAP STK CL C$319.63M3.2%
SHS$219.03M2.2%
CL A$179.04M1.8%
SPONSORED ADS$101.20M1.0%
Portfolio Concentration
Top 3$2.46B24.3%
4–10$2.29B22.6%
11–25$2.78B27.5%
Rest$2.59B25.6%
Top 3 weight
24.3%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 81.08M
Sole
Full voting authority
70.47M
shares
% of voting shares86.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.61M
shares
% of voting shares13.1%
Investment Discretion (by position count)
Sole235
Shared0
Other0
Dominant voting typeSole · 86.9% of voting shares
Institutional Holdings235
Rows:
MICROSOFT CORP
SOLEShares2M
TypeSH
Market value$997.21M
9.84%
Sole
1.80M
Shared
0.00
None
203.33K
NVIDIA CORPORATION
SOLEShares5.81M
TypeSH
Market value$918.38M
9.07%
Sole
5.04M
Shared
0.00
None
775.56K
AMAZON COM INC
SOLEShares2.49M
TypeSH
Market value$546.91M
5.40%
Sole
2.22M
Shared
0.00
None
277.75K
JPMORGAN CHASE & CO.
SOLEShares1.50M
TypeSH
Market value$435.15M
4.30%
Sole
1.39M
Shared
0.00
None
113.96K
GRACO INC
SOLEShares3.98M
TypeSH
Market value$341.89M
3.37%
Sole
3.40M
Shared
0.00
None
580.39K
UNITEDHEALTH GROUP INC
SOLEShares1.06M
TypeSH
Market value$329.80M
3.26%
Sole
965.46K
Shared
0.00
None
91.70K
ALPHABET INC
SOLEShares1.80M
TypeSH
Market value$319.63M
3.16%
Sole
1.48M
Shared
0.00
None
320.19K
FISERV INC
SOLEShares1.73M
TypeSH
Market value$298.72M
2.95%
Sole
1.49M
Shared
0.00
None
242.07K
ELI LILLY & CO
SOLEShares365.33K
TypeSH
Market value$284.78M
2.81%
Sole
308.73K
Shared
0.00
None
56.59K
VISA INC
SOLEShares795K
TypeSH
Market value$282.26M
2.79%
Sole
689.30K
Shared
0.00
None
105.69K
TORO CO
SOLEShares3.65M
TypeSH
Market value$257.96M
2.55%
Sole
3.21M
Shared
0.00
None
438.73K
APPLE INC
SOLEShares1.14M
TypeSH
Market value$234.42M
2.31%
Sole
1M
Shared
0.00
None
137.79K
FASTENAL CO
SOLEShares5.37M
TypeSH
Market value$225.66M
2.23%
Sole
4.61M
Shared
0.00
None
762.71K
ECOLAB INC
SOLEShares788.93K
TypeSH
Market value$212.57M
2.10%
Sole
653.38K
Shared
0.00
None
135.55K
MOTOROLA SOLUTIONS INC
SOLEShares475.11K
TypeSH
Market value$199.76M
1.97%
Sole
423.26K
Shared
0.00
None
51.84K
LITTELFUSE INC
SOLEShares866.46K
TypeSH
Market value$196.45M
1.94%
Sole
770.02K
Shared
0.00
None
96.45K
ALLIANT ENERGY CORP
SOLEShares3.04M
TypeSH
Market value$183.96M
1.82%
Sole
2.65M
Shared
0.00
None
396.05K
WELLS FARGO CO NEW
SOLEShares2.17M
TypeSH
Market value$174.21M
1.72%
Sole
1.87M
Shared
0.00
None
309.13K
NVENT ELECTRIC PLC
SOLEShares2.35M
TypeSH
Market value$172.38M
1.70%
Sole
2.09M
Shared
0.00
None
261.06K
META PLATFORMS INC
SOLEShares218.76K
TypeSH
Market value$161.47M
1.59%
Sole
204.06K
Shared
0.00
None
14.70K
SHERWIN WILLIAMS CO
SOLEShares460.61K
TypeSH
Market value$158.16M
1.56%
Sole
417.57K
Shared
0.00
None
43.05K
WEC ENERGY GROUP INC
SOLEShares1.49M
TypeSH
Market value$155.52M
1.54%
Sole
1.38M
Shared
0.00
None
110.62K
JOHNSON & JOHNSON
SOLEShares1.01M
TypeSH
Market value$154.35M
1.52%
Sole
832.22K
Shared
0.00
None
178.25K
QUALCOMM INC
SOLEShares934.16K
TypeSH
Market value$148.77M
1.47%
Sole
797.73K
Shared
0.00
None
136.43K
VERIZON COMMUNICATIONS INC
SOLEShares3.41M
TypeSH
Market value$147.72M
1.46%
Sole
3.08M
Shared
0.00
None
335.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2M | SH | $997.21M 9.84% | 1.80M | 0.00 | 203.33K |
NVIDIA CORPORATIONSOLE | COM | 5.81M | SH | $918.38M 9.07% | 5.04M | 0.00 | 775.56K |
AMAZON COM INCSOLE | COM | 2.49M | SH | $546.91M 5.40% | 2.22M | 0.00 | 277.75K |
JPMORGAN CHASE & CO.SOLE | COM | 1.50M | SH | $435.15M 4.30% | 1.39M | 0.00 | 113.96K |
GRACO INCSOLE | COM | 3.98M | SH | $341.89M 3.37% | 3.40M | 0.00 | 580.39K |
UNITEDHEALTH GROUP INCSOLE | COM | 1.06M | SH | $329.80M 3.26% | 965.46K | 0.00 | 91.70K |
ALPHABET INCSOLE | CAP STK CL C | 1.80M | SH | $319.63M 3.16% | 1.48M | 0.00 | 320.19K |
FISERV INCSOLE | COM | 1.73M | SH | $298.72M 2.95% | 1.49M | 0.00 | 242.07K |
ELI LILLY & COSOLE | COM | 365.33K | SH | $284.78M 2.81% | 308.73K | 0.00 | 56.59K |
VISA INCSOLE | COM CL A | 795K | SH | $282.26M 2.79% | 689.30K | 0.00 | 105.69K |
TORO COSOLE | COM | 3.65M | SH | $257.96M 2.55% | 3.21M | 0.00 | 438.73K |
APPLE INCSOLE | COM | 1.14M | SH | $234.42M 2.31% | 1M | 0.00 | 137.79K |
FASTENAL COSOLE | COM | 5.37M | SH | $225.66M 2.23% | 4.61M | 0.00 | 762.71K |
ECOLAB INCSOLE | COM | 788.93K | SH | $212.57M 2.10% | 653.38K | 0.00 | 135.55K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 475.11K | SH | $199.76M 1.97% | 423.26K | 0.00 | 51.84K |
LITTELFUSE INCSOLE | COM | 866.46K | SH | $196.45M 1.94% | 770.02K | 0.00 | 96.45K |
ALLIANT ENERGY CORPSOLE | COM | 3.04M | SH | $183.96M 1.82% | 2.65M | 0.00 | 396.05K |
WELLS FARGO CO NEWSOLE | COM | 2.17M | SH | $174.21M 1.72% | 1.87M | 0.00 | 309.13K |
NVENT ELECTRIC PLCSOLE | SHS | 2.35M | SH | $172.38M 1.70% | 2.09M | 0.00 | 261.06K |
META PLATFORMS INCSOLE | CL A | 218.76K | SH | $161.47M 1.59% | 204.06K | 0.00 | 14.70K |
SHERWIN WILLIAMS COSOLE | COM | 460.61K | SH | $158.16M 1.56% | 417.57K | 0.00 | 43.05K |
WEC ENERGY GROUP INCSOLE | COM | 1.49M | SH | $155.52M 1.54% | 1.38M | 0.00 | 110.62K |
JOHNSON & JOHNSONSOLE | COM | 1.01M | SH | $154.35M 1.52% | 832.22K | 0.00 | 178.25K |
QUALCOMM INCSOLE | COM | 934.16K | SH | $148.77M 1.47% | 797.73K | 0.00 | 136.43K |
VERIZON COMMUNICATIONS INCSOLE | COM | 3.41M | SH | $147.72M 1.46% | 3.08M | 0.00 | 335.26K |
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