 | |
Mairs and Power13F | |
| Mairs & Power Inc | |
| Last update 2025-05-15 | 221 Stocks (8 new) |
| Value $9.61 Bil | Turnover 3 % |
Mairs and Power Investing Philosophy
The firm believes the best way to make money for its clients is to consistently utilize a disciplined long-term investment approach. Mairs and Power focuses on companies with consistent, above-average growth, strong returns on invested capital and durable competitive advantages. Low turnover approach allows for fewer, better thought-out investment decisions; following companies for years allows for broad understanding of business strategy, competitive environment and end market business cycle impacts. Maris and Power also focuses on a less efficient area of the market to potentially benefit investors who can take a long-term approach, unlike many active managers and hedge fund managers who focus on short-term catalysts.
Mairs and Power Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 1,996,217 | 749,360.1 | +1.36% | 7.800 | +0.10% | 0.030 | +33.94% | +18.80% | 3,707,650.2 | Software | |
NVDA | NVIDIA Corp | 5,801,914 | 628,811.5 | -1.41% | 6.540 | -0.11% | 0.020 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
UNH | UnitedHealth Group Inc | 906,654 | 474,860.1 | +4.40% | 4.940 | +0.21% | 0.100 | -42.50% | -38.31% | 279,898.2 | Healthcare Plans | |
AMZN | Amazon.com Inc | 2,397,617 | 456,170.6 | +1.44% | 4.750 | +0.07% | 0.020 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 1,662,770 | 407,877.5 | -3.01% | 4.240 | -0.12% | 0.060 | +30.86% | +25.49% | 822,612.0 | Banks | |
FI | Fiserv Inc | 1,717,557 | 379,288.1 | -8.22% | 3.950 | -0.31% | 0.310 | -19.06% | -14.54% | 97,330.9 | Software | |
GGG | Graco Inc | 3,924,283 | 327,716.8 | -0.83% | 3.410 | -0.03% | 2.350 | +11.07% | +6.05% | 14,839.7 | Industrial Products | |
GOOG | Alphabet Inc | 2,048,093 | 319,973.6 | -5.94% | 3.330 | -0.24% | 0.020 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
LLY | Eli Lilly and Co | 364,793 | 301,286.2 | +7.52% | 3.130 | +0.22% | 0.040 | -0.86% | +1.50% | 700,835.3 | Drug Manufacturers | |
AAPL | Apple Inc | 1,355,592 | 301,117.6 | +0.15% | 3.130 | 0% | 0.010 | +5.24% | -14.52% | 3,189,545.6 | Hardware |
Mairs and Power's Historical Top Holdings Breakdowns
Mairs and Power's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
USB | U.S. Bancorp | 2025-03-31 | Reduce Reduce | -0.99% | 40.92 ($46.14) 50.9 | $47.93 | 3.88% | Reduce -50.84% | 2,067,615 | -2,138,623 | |
WEC | WEC Energy Group Inc | 2025-03-31 | Add Add | +0.71% | 92.12 ($102.13) 108.98 | $104.34 | 2.16% | Add 81.87% | 1,389,081 | 625,323 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | New Buy New Buy | +0.69% | 165.25 ($194.34) 224.62 | $234.80 | 20.82% | New holding | 397,657 | 397,657 | |
QCOM | Qualcomm Inc | 2025-03-31 | Reduce Reduce | -0.55% | 151.94 ($163) 175.86 | $162.21 | -0.48% | Reduce -27.95% | 949,922 | -368,523 | |
LNT | Alliant Energy Corp | 2025-03-31 | Reduce Reduce | -0.50% | 56.66 ($61.16) 66.04 | $61.53 | 0.60% | Reduce -22.21% | 3,044,638 | -869,329 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Reduce Reduce | -0.42% | 71.24 ($78.48) 83.64 | $91.48 | 16.56% | Reduce -53.79% | 507,197 | -590,359 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.31% | 200.51 ($218.93) 237.79 | $175.55 | -19.81% | Reduce -8.22% | 1,717,557 | -153,852 | |
KHC | The Kraft Heinz Co | 2025-03-31 | Add Add | +0.31% | 28.51 ($29.93) 32.22 | $26.66 | -10.93% | Add 71.12% | 2,372,182 | 985,915 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.24% | 156.06 ($183.12) 207.71 | $180.55 | -1.40% | Reduce -5.94% | 2,048,093 | -129,271 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.22% | 725.72 ($832.09) 929.72 | $780.67 | -6.18% | Add 7.52% | 364,793 | 25,526 |
Mairs and Power Total Holding History ($B)
Mairs and Power's Asset Allocation
Mairs and Power Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Mairs and Power's Hypothetical Growth since 2025-03-31
Mairs and Power's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mairs and Power's Holdings Heat Map
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Mairs and Power's Holdings Bubble Chart
Mairs and Power News
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