MAIRS & POWER INC

Q2 2025 13F-HR Holdings

Location
St Paul, MN
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
235
Total value ($000)
$10,130,381
Net value change ($000)
+519,688 (5.4%)
New positions
23
Sold out positions
9
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
NVDA 289,564 46.0%
MSFT 247,852 33.1%
META 146,764 998.3%
AMZN 90,738 19.9%
NVT 49,060 39.8%
TSM 35,191 53.3%
ROK 29,038 26.9%
IDA 28,229 NEW
JPM 27,268 6.7%
MMM 23,331 80.2%
Top Reduces (Value $000, Stocks/ETFs)
UNH -145,058 -30.5%
FISV -80,567 -21.2%
AAPL -66,697 -22.1%
BBY -50,029 -90.5%
USB -38,870 -44.5%
PFG -37,999 -56.9%
ULTA -24,314 -91.9%
DCI -17,591 -23.4%
LLY -16,503 -5.5%
TECH -15,717 -10.1%
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