MA
Rating #92
Mairs And Power
Mairs & Power
Portfolio value
Stocks
Performance
1 Year
+7.55%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Mairs And Power’s Portfolio: Q4 2025
Top10 stocks: 47.82% of the portfolio
Mairs And Power’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
0.24ppt
0.27ppt
-0.04ppt
0.14ppt
0.18ppt
0.06ppt
0.01ppt
0.36ppt
0.49ppt
0.09ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  META | Add +23.20% | $667.77 | $39.80M | 0.24ppt | |
2  ZTS | Add +15094.63% | $130.44 | $29.34M | 0.27ppt | |
3  MSI | Add +14.12% | $401.89 | $26.12M | -0.04ppt | |
4  CGNX | Add +91.03% | $40.48 | $22.60M | 0.14ppt | |
5  PANW | Add +98.35% | $201.75 | $22.07M | 0.18ppt | |
6  ENTG | Add +12.98% | $86.87 | $13.46M | 0.06ppt | |
7  WEC | Add +6.41% | $110.72 | $12.72M | 0.01ppt | |
8  AAPL | Add +2.94% | $268.45 | $9.33M | 0.36ppt | |
9  AMZN | Add +1.44% | $228.79 | $8.43M | 0.49ppt | |
10  TRV | Add +28.60% | $281.45 | $7.12M | 0.09ppt |
Mairs And Power’s Holdings: Q4 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  MSFT | Prepackaged Software | $137.92 | Add +0.39% | 1.91M | $925.11M | 8.90% -0.37ppt | 0.03% | 61 Quarters | Q4 2025 | |
2  NVDA | Semiconductors | $7.80 | Cut -11.24% | 4.95M | $923.11M | 8.88% -0.89ppt | 0.02% | 27 Quarters | Q4 2025 | |
3 AMZN | Retail-Catalog & Mail-Order | $157.18 | Add +1.44% | 2.59M | $598.46M | 5.76% 0.49ppt | 0.02% | 49 Quarters | Q4 2025 | |
4  GOOG | Computer Programming & Data | $49.35 | Cut -3.67% | 1.70M | $532.82M | 5.13% 1.09ppt | 0.01% | 42 Quarters | Q4 2025 | |
5  JPM | National Banks | $118.36 | Cut -6.25% | 1.28M | $411.28M | 3.96% -0.08ppt | 0.05% | 62 Quarters | Q4 2025 | |
6  LLY | Pharmaceutical Pres | $168.85 | Cut -3.58% | 345.35K | $371.14M | 3.57% 1.00ppt | 0.04% | 62 Quarters | Q4 2025 | |
7 AAPL | Electronic Computers | $184.38 | Add +2.94% | 1.22M | $330.99M | 3.19% 0.36ppt | 0.01% | 61 Quarters | Q4 2025 | |
8  GGG | Pumps & Equipment | $22.27 | Cut -0.72% | 3.91M | $320.14M | 3.08% -0.06ppt | 2.36% | 62 Quarters | Q4 2025 | |
9  V | Other Business Services | $190.33 | Add +1.44% | 802.52K | $281.45M | 2.71% 0.17ppt | 0.04% | 53 Quarters | Q4 2025 | |
10  UNH | Medical Service Plans | $272.98 | Cut -22.38% | 830.54K | $274.17M | 2.64% -0.83ppt | 0.09% | 62 Quarters | Q4 2025 | |
11  TTC | Lawn & Garden Equipment | $44.59 | Cut -4.93% | 3.42M | $269.44M | 2.59% 0.01ppt | 3.44% | 62 Quarters | Q4 2025 | |
12  NVT | Special Industry Machinery | $22.95 | Cut -3.26% | 2.11M | $215.28M | 2.07% 0.05ppt | 1.30% | 31 Quarters | Q4 2025 | |
13 META | Computer Programming & Data | $702.79 | Add +23.20% | 316.53K | $208.94M | 2.01% 0.24ppt | 0.01% | 28 Quarters | Q4 2025 | |
14  ECL | Soap & Detergents | $91.67 | Cut -0.83% | 770.57K | $202.29M | 1.95% -0.05ppt | 0.27% | 62 Quarters | Q4 2025 | |
15 MSI | Broadcasting Equipment | $177.20 | Add +14.12% | 525.21K | $201.33M | 1.94% -0.04ppt | 0.32% | 30 Quarters | Q4 2025 | |
16 WEC | Combined Electric Services | $103.39 | Add +6.41% | 1.91M | $201.30M | 1.94% 0.01ppt | 0.59% | 43 Quarters | Q4 2025 | |
17  LFUS | Switchgear Apparatus | $201.59 | Cut -4.30% | 778.95K | $197.01M | 1.90% -0.09ppt | 3.13% | 32 Quarters | Q4 2025 | |
18  LNT | Combined Electric Services | $52.36 | Cut -1.23% | 2.96M | $192.23M | 1.85% -0.05ppt | 1.15% | 49 Quarters | Q4 2025 | |
19  FAST | Retail-Building Materials | $33.27 | Cut -1.09% | 4.67M | $187.31M | 1.80% -0.37ppt | 0.41% | 62 Quarters | Q4 2025 | |
20  JNJ | Pharmaceutical Pres | $75.33 | Cut -18.38% | 804.35K | $166.46M | 1.60% -0.12ppt | 0.03% | 62 Quarters | Q4 2025 |
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