M
MAIRS & POWER INC
MAIRS & POWER INC is an institution, managing $10.6B across 247 long positions as of Q3 2025 with 32% Technology concentration.
- Portfolio Value
- $10.6B
- Positions
- 247
- Top Holding
- NVDA at 9.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MAIRS & POWER INC's portfolio (47% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $1.0B | 9.78% | -$44.1M Sold | 0.02% 5.6M shares | |
Software - Infrastructure Technology | $987.0M | 9.28% | -$51.4M Sold | 0.03% 1.9M shares | |
Specialty Retail Consumer Cyclical | $561.2M | 5.28% | +$13.8M Bought | 0.02% 2.6M shares | |
Banks - Diversified Financial Services | $429.5M | 4.04% | -$44.0M Sold | 0.05% 1.4M shares | |
Internet Content & Information Communication Services | $429.3M | 4.04% | -$9.6M Sold | 0.01% 1.8M shares | |
Medical - Healthcare Plans Healthcare | $369.5M | 3.47% | +$4.4M Bought | 0.12% 1.1M shares | |
Industrial - Machinery Industrials | $334.2M | 3.14% | -$3.6M Sold | 2.37% 3.9M shares | |
Consumer Electronics Technology | $301.2M | 2.83% | +$10.2M Bought | 0.01% 1.2M shares | |
Manufacturing - Tools & Accessories Industrials | $274.4M | 2.58% | -$3.8M Sold | 3.68% 3.6M shares | |
Drug Manufacturers - General Healthcare | $273.3M | 2.57% | -$5.5M Sold | 0.04% 358.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MAIRS & POWER INC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for MAIRS & POWER INC
GthenA