MAIRS & POWER INC

Q4 2025 13F-HR Holdings

Location
St Paul, MN
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
243
Total value ($000)
$10,390,343
Net value change ($000)
-249,383 (-2.3%)
New positions
11
Sold out positions
16
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 103,545 24.1%
LLY 97,846 35.8%
AMZN 37,264 6.6%
ISRG 35,271 NEW
AAPL 29,824 9.9%
ZTS 28,268 12967.0%
CHRW 23,500 20.4%
META 20,256 10.7%
PANW 17,992 79.4%
CGNX 14,372 51.7%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -117,339 -11.3%
FISV -115,242 -51.1%
UNH -95,285 -25.8%
MSFT -61,863 -6.3%
FAST -44,115 -19.1%
TNC -28,806 -26.7%
WFC -20,910 -11.5%
JPM -18,184 -4.2%
KHC -17,534 -30.2%
JNJ -16,273 -8.9%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type