MAIRS & POWER INC

Q3 2025 13F-HR Holdings

Location
St Paul, MN
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
248
Total value ($000)
$10,639,726
Net value change ($000)
+509,345 (5.0%)
New positions
24
Sold out positions
11
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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 122,073 13.3%
GOOGL 109,652 34.3%
AAPL 66,741 28.5%
WEC 50,036 32.2%
NVT 42,893 24.9%
UNH 39,651 12.0%
TSM 37,121 36.7%
CHRW 32,295 39.0%
JNJ 28,383 18.4%
META 27,217 16.9%
Top Reduces (Value $000, Stocks/ETFs)
FISV -73,102 -24.5%
QCOM -39,986 -26.9%
ABT -25,850 -21.1%
HRL -24,114 -18.9%
HON -15,813 -23.2%
V -12,181 -4.3%
USB -11,514 -23.8%
LLY -11,494 -4.0%
MSFT -10,234 -1.0%
TGT -8,887 -29.9%
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