MA
Rating #87
Mairs And Power
Mairs & Power
Portfolio value
Stocks
Performance
1 Year
+7.66%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Mairs And Power’s Portfolio: Q3 2025
Top10 stocks: 46.99% of the portfolio
Mairs And Power’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
0.40ppt
0.18ppt
0.22ppt
-0.12ppt
0.13ppt
0.30ppt
-0.03ppt
0.52ppt
0.15ppt
0.08ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  WEC | +20.19% | $108.39 | $32.66M | 0.40ppt | |
2  META | +17.45% | $744.28 | $28.41M | 0.18ppt | |
3  CGNX | +372.58% | $40.46 | $19.56M | 0.22ppt | |
4  AMZN | +2.53% | $226.35 | $14.27M | -0.12ppt | |
5  PANW | +171.78% | $191.42 | $13.46M | 0.13ppt | |
6  TSM | +10.84% | $244.54 | $11.85M | 0.30ppt | |
7  CRM | +16.13% | $252.21 | $10.33M | -0.03ppt | |
8  AAPL | +3.52% | $225.91 | $9.08M | 0.52ppt | |
9  ENTG | +6.80% | $85.09 | $6.47M | 0.15ppt | |
10  IDA | +17.45% | $123.84 | $5.28M | 0.08ppt |
Mairs And Power’s Holdings: Q3 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  NVDA | Semiconductors | $7.80 | -4.07% | 5.58M | $1.04B | 9.78% 0.71ppt | 0.02% | 26 Quarters | Q3 2025 | |
2  MSFT | Prepackaged Software | $136.59 | -4.95% | 1.91M | $986.98M | 9.28% -0.57ppt | 0.03% | 60 Quarters | Q3 2025 | |
3 AMZN | Retail-Catalog & Mail-Order | $156.12 | +2.53% | 2.56M | $561.20M | 5.27% -0.12ppt | 0.02% | 48 Quarters | Q3 2025 | |
4  JPM | National Banks | $118.36 | -9.29% | 1.36M | $429.47M | 4.04% -0.26ppt | 0.05% | 61 Quarters | Q3 2025 | |
5  GOOG | Computer Programming & Data | $49.35 | -2.18% | 1.76M | $429.28M | 4.03% 0.88ppt | 0.01% | 41 Quarters | Q3 2025 | |
6  UNH | Medical Service Plans | $272.98 | +1.21% | 1.07M | $369.45M | 3.47% 0.22ppt | 0.12% | 61 Quarters | Q3 2025 | |
7  GGG | Pumps & Equipment | $22.27 | -1.08% | 3.93M | $334.23M | 3.14% -0.23ppt | 2.37% | 61 Quarters | Q3 2025 | |
8 AAPL | Electronic Computers | $181.82 | +3.52% | 1.18M | $301.16M | 2.83% 0.52ppt | 0.01% | 60 Quarters | Q3 2025 | |
9  TTC | Lawn & Garden Equipment | $44.59 | -1.35% | 3.60M | $274.36M | 2.58% 0.03ppt | 3.64% | 61 Quarters | Q3 2025 | |
10  LLY | Pharmaceutical Pres | $168.85 | -1.96% | 358.18K | $273.29M | 2.57% -0.24ppt | 0.04% | 61 Quarters | Q3 2025 | |
11  V | Other Business Services | $188.03 | -0.48% | 791.15K | $270.08M | 2.54% -0.25ppt | 0.04% | 52 Quarters | Q3 2025 | |
12  FAST | Retail-Building Materials | $33.27 | -12.17% | 4.72M | $231.42M | 2.18% -0.05ppt | 0.41% | 61 Quarters | Q3 2025 | |
13 F FI | Other Business Services | $42.40 | +1.00% | 1.75M | $225.62M | 2.12% -0.83ppt | 0.32% | 61 Quarters | Q3 2025 | |
14  NVT | Special Industry Machinery | $22.95 | -7.26% | 2.18M | $215.27M | 2.02% 0.32ppt | 1.35% | 30 Quarters | Q3 2025 | |
15  ECL | Soap & Detergents | $91.67 | -1.51% | 777.03K | $212.80M | 2.00% -0.10ppt | 0.27% | 61 Quarters | Q3 2025 | |
16  LFUS | Switchgear Apparatus | $201.59 | -6.06% | 813.94K | $210.82M | 1.98% 0.04ppt | 3.29% | 31 Quarters | Q3 2025 | |
17  MSI | Broadcasting Equipment | $148.09 | -3.13% | 460.23K | $210.46M | 1.98% 0.01ppt | 0.28% | 29 Quarters | Q3 2025 | |
18 WEC | Combined Electric Services | $103.25 | +20.19% | 1.79M | $205.56M | 1.93% 0.40ppt | 0.56% | 42 Quarters | Q3 2025 | |
19  LNT | Combined Electric Services | $52.36 | -1.59% | 2.99M | $201.80M | 1.90% 0.08ppt | 1.17% | 48 Quarters | Q3 2025 | |
20 META | Computer Programming & Data | $712.70 | +17.45% | 256.93K | $188.68M | 1.77% 0.18ppt | 0.01% | 27 Quarters | Q3 2025 |
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