MAIRS & POWER INC

Q4 2024 13F-HR Holdings

Location
St Paul, MN
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
229
Total value ($000)
$10,337,652
Net value change ($000)
-293,918 (-2.8%)
New positions
8
Sold out positions
7
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMZN 78,231 17.8%
WEC 71,430 18129.4%
NVDA 57,152 7.8%
JPM 48,174 13.3%
V 47,115 21.7%
FISV 44,233 13.0%
WFC 31,054 23.7%
AAPL 25,064 8.0%
WK 14,304 21.6%
CRM 14,202 21.4%
Top Reduces (Value $000, Stocks/ETFs)
MDT -115,375 -65.1%
UNH -82,045 -15.7%
VZ -77,148 -35.9%
GOOGL -44,023 -9.6%
LLY -41,043 -13.5%
JNJ -32,679 -18.1%
SYY -26,709 -46.0%
HRL -26,420 -16.5%
FUL -25,264 -14.5%
ENTG -24,506 -20.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type