MAIRS & POWER INC

Q1 2025 13F-HR Holdings

Location
St Paul, MN
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
221
Total value ($000)
$9,610,693
Net value change ($000)
-726,959 (-7.0%)
New positions
8
Sold out positions
16
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
WEC 79,558 110.8%
TSM 66,011 NEW
LLY 39,372 15.0%
UNH 35,568 8.1%
KHC 29,613 69.6%
V 24,823 9.4%
VZ 17,588 12.8%
JNJ 17,388 11.7%
FAST 13,763 7.1%
ABT 13,093 10.7%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -161,485 -20.4%
USB -113,889 -56.6%
GOOGL -94,683 -22.8%
MSFT -80,733 -9.7%
AMZN -62,355 -12.0%
QCOM -56,622 -28.0%
SCHW -41,527 -51.1%
AAPL -37,847 -11.2%
NVT -37,641 -23.4%
TECH -37,116 -19.3%
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