Mairs & Power Inc Portfolio Holdings by Sector
Mairs & Power Inc
- $9.43 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA QCOM TSM TXN SKYT AVGO NVEC INTC 10 stocks |
$887,732
9.41% of portfolio
|
3
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL ADBE 4 stocks |
$757,228
8.03% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG TNC ROK DCI GNRC JBT EMR PNR 12 stocks |
$670,891
7.11% of portfolio
|
1
|
9
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC BMO CM 5 stocks |
$566,880
6.01% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW FUL HWKN DD 5 stocks |
$499,718
5.3% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV MRK PFE BMY AMGN 7 stocks |
$485,553
5.15% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$474,860
5.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$456,170
4.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
LNT WEC XEL NEE 4 stocks |
$374,112
3.97% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$341,331
3.62% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$338,352
3.59% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$301,117
3.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TTC SNA 2 stocks |
$266,849
2.83% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CLFD CSCO DGII 4 stocks |
$235,839
2.5% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV IBM ACN 3 stocks |
$215,694
2.29% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
HRL KHC GIS 3 stocks |
$210,883
2.24% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$208,598
2.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT INSP CVRX SYK ZBH BSX AXGN 9 stocks |
$201,163
2.13% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS PLXS GLW 3 stocks |
$185,894
1.97% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH VCEL 2 stocks |
$156,630
1.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$155,851
1.65% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB ONB QCRH ASB CFR WTFC GBCI HBAN 10 stocks |
$142,880
1.51% of portfolio
|
2
|
7
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY BBY ULTA 3 stocks |
$140,100
1.49% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM WK JAMF CWAN ADSK 5 stocks |
$132,041
1.4% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT PLUG 2 stocks |
$123,328
1.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CHRW HUBG UPS 3 stocks |
$104,372
1.11% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
PIPR SCHW 2 stocks |
$100,282
1.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$94,514
1.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG AMAT 2 stocks |
$83,143
0.88% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PFG AMP SEIC NTRS 4 stocks |
$80,660
0.86% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$58,282
0.62% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$48,029
0.51% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$33,046
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$31,072
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$28,833
0.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$24,668
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI CGNX 2 stocks |
$23,937
0.25% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SCHB SPY IVV EFA XLK QQQ IWF SCHF 19 stocks |
$20,825
0.22% of portfolio
|
5
|
7
|
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB UFCS 3 stocks |
$19,467
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP NEOG EXAS IDXX TMO DHR 6 stocks |
$18,355
0.19% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$17,893
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BKH NWE ALE 3 stocks |
$15,071
0.16% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AIR WWD RTX RGR BA 5 stocks |
$14,429
0.15% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AZEK TT CARR 3 stocks |
$12,960
0.14% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$11,603
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT OSK DE SHYF 4 stocks |
$9,781
0.1% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL BP 4 stocks |
$7,145
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
MGPI 1 stocks |
$4,746
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$4,162
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
THRM 1 stocks |
$4,064
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
LTH 1 stocks |
$3,789
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$3,453
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII 1 stocks |
$3,447
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$3,311
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX BAX 2 stocks |
$2,695
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2,622
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$2,083
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY AMT 2 stocks |
$1,505
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS CTVA 2 stocks |
$1,380
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$1,270
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$1,145
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$753
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$715
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
BRC MSA 2 stocks |
$712
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$710
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$629
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$377
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$346
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
PDCO 1 stocks |
$285
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$261
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$241
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$235
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$229
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$221
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$131
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|