Filed: 11/14/2025ACC: 0001172661-25-004985
📋 What this filing means
MAIRS & POWER INC filed this quarterly 13F‑HR report disclosing 248 equity positions with a total reported market value of $10.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
248
Positions
$10.64B
Total AUM (reported)
78.84M
Total Shares
Allocation by class
COM$8.80B82.7%
CAP STK CL C$429.28M4.0%
COM NEW$372.06M3.5%
COM CL A$337.03M3.2%
SHS$263.93M2.5%
CL A$204.79M1.9%
SPONSORED ADS$138.32M1.3%
Portfolio Concentration
Top 3$2.59B24.3%
4–10$2.41B22.7%
11–25$3.00B28.2%
Rest$2.64B24.8%
Top 3 weight
24.3%
Top 10 weight
47.0%
Voting Authority Distribution
Total shares with voting rights: 78.84M
Sole
Full voting authority
68.54M
shares
% of voting shares86.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.30M
shares
% of voting shares13.1%
Investment Discretion (by position count)
Sole248
Shared0
Other0
Dominant voting typeSole · 86.9% of voting shares
Institutional Holdings248
Rows:
NVIDIA CORPORATION
SOLEShares5.58M
TypeSH
Market value$1.04B
9.78%
Sole
4.90M
Shared
0.00
None
681.42K
MICROSOFT CORP
SOLEShares1.91M
TypeSH
Market value$986.98M
9.28%
Sole
1.71M
Shared
0.00
None
195.94K
AMAZON COM INC
SOLEShares2.56M
TypeSH
Market value$561.20M
5.27%
Sole
2.28M
Shared
0.00
None
279.26K
JPMORGAN CHASE & CO.
SOLEShares1.36M
TypeSH
Market value$429.47M
4.04%
Sole
1.25M
Shared
0.00
None
108.40K
ALPHABET INC
SOLEShares1.76M
TypeSH
Market value$429.28M
4.03%
Sole
1.45M
Shared
0.00
None
307.70K
UNITEDHEALTH GROUP INC
SOLEShares1.07M
TypeSH
Market value$369.45M
3.47%
Sole
970.17K
Shared
0.00
None
99.78K
GRACO INC
SOLEShares3.93M
TypeSH
Market value$334.23M
3.14%
Sole
3.36M
Shared
0.00
None
570.46K
APPLE INC
SOLEShares1.18M
TypeSH
Market value$301.16M
2.83%
Sole
1.04M
Shared
0.00
None
146.67K
TORO CO
SOLEShares3.60M
TypeSH
Market value$274.36M
2.58%
Sole
3.17M
Shared
0.00
None
430.32K
ELI LILLY & CO
SOLEShares358.18K
TypeSH
Market value$273.29M
2.57%
Sole
304.09K
Shared
0.00
None
54.09K
VISA INC
SOLEShares791.15K
TypeSH
Market value$270.08M
2.54%
Sole
691.63K
Shared
0.00
None
99.51K
FASTENAL CO
SOLEShares4.72M
TypeSH
Market value$231.42M
2.18%
Sole
4.02M
Shared
0.00
None
699.29K
FISERV INC
SOLEShares1.75M
TypeSH
Market value$225.62M
2.12%
Sole
1.51M
Shared
0.00
None
236.88K
NVENT ELECTRIC PLC
SOLEShares2.18M
TypeSH
Market value$215.27M
2.02%
Sole
1.95M
Shared
0.00
None
232.53K
ECOLAB INC
SOLEShares777.03K
TypeSH
Market value$212.80M
2.00%
Sole
647.02K
Shared
0.00
None
130.01K
LITTELFUSE INC
SOLEShares813.94K
TypeSH
Market value$210.82M
1.98%
Sole
721.70K
Shared
0.00
None
92.24K
MOTOROLA SOLUTIONS INC
SOLEShares460.23K
TypeSH
Market value$210.46M
1.98%
Sole
415.39K
Shared
0.00
None
44.84K
WEC ENERGY GROUP INC
SOLEShares1.79M
TypeSH
Market value$205.56M
1.93%
Sole
1.64M
Shared
0.00
None
151.39K
ALLIANT ENERGY CORP
SOLEShares2.99M
TypeSH
Market value$201.80M
1.90%
Sole
2.64M
Shared
0.00
None
350.27K
META PLATFORMS INC
SOLEShares256.93K
TypeSH
Market value$188.68M
1.77%
Sole
239.27K
Shared
0.00
None
17.66K
JOHNSON & JOHNSON
SOLEShares985.50K
TypeSH
Market value$182.73M
1.72%
Sole
807.66K
Shared
0.00
None
177.84K
WELLS FARGO CO NEW
SOLEShares2.17M
TypeSH
Market value$182.09M
1.71%
Sole
1.87M
Shared
0.00
None
307.02K
SHERWIN WILLIAMS CO
SOLEShares464.04K
TypeSH
Market value$160.68M
1.51%
Sole
424.10K
Shared
0.00
None
39.95K
BIO-TECHNE CORP
SOLEShares2.81M
TypeSH
Market value$156.18M
1.47%
Sole
2.46M
Shared
0.00
None
351.15K
VERIZON COMMUNICATIONS INC
SOLEShares3.41M
TypeSH
Market value$150.05M
1.41%
Sole
3.08M
Shared
0.00
None
333.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 5.58M | SH | $1.04B 9.78% | 4.90M | 0.00 | 681.42K |
MICROSOFT CORPSOLE | COM | 1.91M | SH | $986.98M 9.28% | 1.71M | 0.00 | 195.94K |
AMAZON COM INCSOLE | COM | 2.56M | SH | $561.20M 5.27% | 2.28M | 0.00 | 279.26K |
JPMORGAN CHASE & CO.SOLE | COM | 1.36M | SH | $429.47M 4.04% | 1.25M | 0.00 | 108.40K |
ALPHABET INCSOLE | CAP STK CL C | 1.76M | SH | $429.28M 4.03% | 1.45M | 0.00 | 307.70K |
UNITEDHEALTH GROUP INCSOLE | COM | 1.07M | SH | $369.45M 3.47% | 970.17K | 0.00 | 99.78K |
GRACO INCSOLE | COM | 3.93M | SH | $334.23M 3.14% | 3.36M | 0.00 | 570.46K |
APPLE INCSOLE | COM | 1.18M | SH | $301.16M 2.83% | 1.04M | 0.00 | 146.67K |
TORO COSOLE | COM | 3.60M | SH | $274.36M 2.58% | 3.17M | 0.00 | 430.32K |
ELI LILLY & COSOLE | COM | 358.18K | SH | $273.29M 2.57% | 304.09K | 0.00 | 54.09K |
VISA INCSOLE | COM CL A | 791.15K | SH | $270.08M 2.54% | 691.63K | 0.00 | 99.51K |
FASTENAL COSOLE | COM | 4.72M | SH | $231.42M 2.18% | 4.02M | 0.00 | 699.29K |
FISERV INCSOLE | COM | 1.75M | SH | $225.62M 2.12% | 1.51M | 0.00 | 236.88K |
NVENT ELECTRIC PLCSOLE | SHS | 2.18M | SH | $215.27M 2.02% | 1.95M | 0.00 | 232.53K |
ECOLAB INCSOLE | COM | 777.03K | SH | $212.80M 2.00% | 647.02K | 0.00 | 130.01K |
LITTELFUSE INCSOLE | COM | 813.94K | SH | $210.82M 1.98% | 721.70K | 0.00 | 92.24K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 460.23K | SH | $210.46M 1.98% | 415.39K | 0.00 | 44.84K |
WEC ENERGY GROUP INCSOLE | COM | 1.79M | SH | $205.56M 1.93% | 1.64M | 0.00 | 151.39K |
ALLIANT ENERGY CORPSOLE | COM | 2.99M | SH | $201.80M 1.90% | 2.64M | 0.00 | 350.27K |
META PLATFORMS INCSOLE | CL A | 256.93K | SH | $188.68M 1.77% | 239.27K | 0.00 | 17.66K |
JOHNSON & JOHNSONSOLE | COM | 985.50K | SH | $182.73M 1.72% | 807.66K | 0.00 | 177.84K |
WELLS FARGO CO NEWSOLE | COM | 2.17M | SH | $182.09M 1.71% | 1.87M | 0.00 | 307.02K |
SHERWIN WILLIAMS COSOLE | COM | 464.04K | SH | $160.68M 1.51% | 424.10K | 0.00 | 39.95K |
BIO-TECHNE CORPSOLE | COM | 2.81M | SH | $156.18M 1.47% | 2.46M | 0.00 | 351.15K |
VERIZON COMMUNICATIONS INCSOLE | COM | 3.41M | SH | $150.05M 1.41% | 3.08M | 0.00 | 333.31K |
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