Mairs & Power Inc Portfolio Holdings by Sector
Mairs & Power Inc
- $10 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA QCOM TSM TXN SKYT AVGO NVEC INTC 10 stocks |
$1.22 Million
12.14% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL ADBE 4 stocks |
$1.01 Million
10.07% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG ROK TNC DCI GNRC JBT EMR PNR 12 stocks |
$690,455
6.89% of portfolio
|
4
|
7
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC BMO CM 5 stocks |
$611,786
6.1% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$546,908
5.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW FUL HWKN 4 stocks |
$519,893
5.19% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$485,298
4.84% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV MRK PFE AMGN BMY GILD 9 stocks |
$457,613
4.57% of portfolio
|
9
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
LNT WEC IDA XEL NEE 5 stocks |
$394,071
3.93% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$343,462
3.43% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$329,802
3.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TTC SNA 2 stocks |
$259,077
2.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CLFD CSCO CIEN DGII VSAT 6 stocks |
$235,068
2.35% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$234,632
2.34% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$225,655
2.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV IBM ACN 3 stocks |
$218,483
2.18% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS PLXS GLW 3 stocks |
$209,004
2.09% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
HRL KHC GIS 3 stocks |
$195,364
1.95% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT INSP SYK ZBH BSX CVRX AXGN 9 stocks |
$176,598
1.76% of portfolio
|
4
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT PLUG 2 stocks |
$172,390
1.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$148,047
1.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH VCEL 2 stocks |
$140,859
1.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM WK JAMF CWAN ADSK 5 stocks |
$127,148
1.27% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$120,705
1.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
PIPR SCHW 2 stocks |
$99,378
0.99% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB ONB QCRH ASB WTFC CFR GBCI HBAN 10 stocks |
$96,561
0.96% of portfolio
|
- |
9
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CHRW HUBG UPS 3 stocks |
$96,390
0.96% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG AMAT 2 stocks |
$92,242
0.92% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY BBY ULTA 3 stocks |
$65,511
0.65% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$58,078
0.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PFG AMP BK NTRS SEIC 5 stocks |
$44,906
0.45% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$38,620
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY SCHB IVV XLK EFA QQQ VIG IWF 24 stocks |
$36,891
0.37% of portfolio
|
14
|
5
|
5
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$34,499
0.34% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP EXAS RDNT IDXX TMO DHR NEO 7 stocks |
$33,339
0.33% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI CGNX 2 stocks |
$31,397
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$31,266
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL 3 stocks |
$26,515
0.26% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB UFCS 3 stocks |
$22,458
0.22% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$20,157
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AIR WWD RTX BA RGR 5 stocks |
$16,489
0.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$16,318
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT OSK DE SHYF 4 stocks |
$12,244
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BKH NWE ALE 3 stocks |
$11,691
0.12% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$11,121
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$7,409
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG 2 stocks |
$5,457
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
MGPI 1 stocks |
$5,267
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII HOG 2 stocks |
$4,945
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
LTH 1 stocks |
$4,586
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
THRM 1 stocks |
$4,043
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$3,934
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP WAB NSC 3 stocks |
$3,077
0.03% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2,929
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$2,587
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX BAX 2 stocks |
$2,183
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AZEK TT CARR 3 stocks |
$2,097
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY AMT 2 stocks |
$1,420
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS 1 stocks |
$1,141
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$988
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$794
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$782
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$726
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
BRC MSA 2 stocks |
$721
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$543
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$356
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$353
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$311
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$291
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$266
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$248
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
MGNI 1 stocks |
$241
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$232
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$121
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|