MAIRS & POWER INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 5,812,871 | 5,576,420 | -236,451 | 918,375,438 | 1,040,448,401 | 9.78% | +122,072,963 |
| ALPHABET INC(GOOG) | 1,801,827 | 1,762,588 | -39,239 | 319,626,023 | 429,278,287 | 4.03% | +109,652,264 |
| APPLE INC(AAPL) | 1,142,568 | 1,182,743 | +40,175 | 234,420,598 | 301,161,820 | 2.83% | +66,741,222 |
| WEC ENERGY GROUP INC(WEC) | 1,492,528 | 1,793,851 | +301,323 | 155,521,418 | 205,557,386 | 1.93% | +50,035,968 |
| NVENT ELECTRIC PLC(NVT) | 2,353,263 | 2,182,373 | -170,890 | 172,376,489 | 215,269,238 | 2.02% | +42,892,749 |
| UNITEDHEALTH GROUP INC(UNH) | 1,057,160 | 1,069,947 | +12,787 | 329,802,243 | 369,452,740 | 3.47% | +39,650,497 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 446,826 | 495,265 | +48,439 | 101,201,621 | 138,322,562 | 1.30% | +37,120,941 |
| C H ROBINSON WORLDWIDE INC(CHRW) | 863,550 | 869,738 | +6,188 | 82,857,616 | 115,153,302 | 1.08% | +32,295,686 |
| JOHNSON & JOHNSON(JNJ) | 1,010,469 | 985,502 | -24,967 | 154,349,129 | 182,731,768 | 1.72% | +28,382,639 |
| META PLATFORMS INC(META) | 218,761 | 256,927 | +38,166 | 161,465,306 | 188,682,050 | 1.77% | +27,216,744 |
| COGNEX CORP(CGNX) | 129,777 | 613,294 | +483,517 | 4,116,526 | 27,782,218 | 0.26% | +23,665,692 |
| ENTEGRIS INC(ENTG) | 1,118,039 | 1,194,050 | +76,011 | 90,169,845 | 110,401,863 | 1.04% | +20,232,018 |
| ALLIANT ENERGY CORP(LNT) | 3,042,142 | 2,993,643 | -48,499 | 183,958,327 | 201,801,475 | 1.90% | +17,843,148 |
| BIO-TECHNE CORP(TECH) | 2,716,378 | 2,807,409 | +91,031 | 139,757,638 | 156,176,151 | 1.47% | +16,418,513 |
| TORO CO | 3,649,717 | 3,600,459 | -49,258 | 257,961,970 | 274,355,003 | 2.58% | +16,393,033 |
| LITTELFUSE INC(LFUS) | 866,464 | 813,938 | -52,526 | 196,453,383 | 210,818,081 | 1.98% | +14,364,698 |
| AMAZON COM INC(AMZN) | 2,492,861 | 2,555,902 | +63,041 | 546,908,775 | 561,199,402 | 5.27% | +14,290,627 |
| PALO ALTO NETWORKS INC(PANW) | 40,931 | 111,242 | +70,311 | 8,376,120 | 22,651,096 | 0.21% | +14,274,976 |
| WORKIVA INC(WK) | 757,819 | 757,063 | -756 | 51,872,711 | 65,167,983 | 0.61% | +13,295,272 |
| MEDPACE HLDGS INC(MEDP) | 76,186 | 69,583 | -6,603 | 23,911,738 | 35,776,795 | 0.34% | +11,865,057 |
| MOTOROLA SOLUTIONS INC(MSI) | 475,106 | 460,229 | -14,877 | 199,763,069 | 210,458,119 | 1.98% | +10,695,050 |
| IDACORP INC(IDA) | 244,510 | 287,168 | +42,658 | 28,228,680 | 37,949,251 | 0.36% | +9,720,571 |
| WELLS FARGO CO NEW(WFC) | 2,174,403 | 2,172,337 | -2,066 | 174,213,175 | 182,085,294 | 1.71% | +7,872,119 |
| HOME DEPOT INC(HD) | 154,173 | 155,551 | +1,378 | 56,526,083 | 63,027,644 | 0.59% | +6,501,561 |
| ROCKWELL AUTOMATION INC(ROK) | 412,922 | 410,777 | -2,145 | 137,160,294 | 143,578,885 | 1.35% | +6,418,591 |
| FASTENAL CO(FAST) | 5,372,759 | 4,719,036 | -653,723 | 225,655,861 | 231,421,506 | 2.18% | +5,765,645 |
| XCEL ENERGY INC(XEL) | 376,431 | 386,008 | +9,577 | 25,634,983 | 31,131,583 | 0.29% | +5,496,600 |
| EXXON MOBIL CORP | 34,373 | 69,913 | +35,540 | 3,705,409 | 7,882,691 | 0.07% | +4,177,282 |
| RADNET INC(RDNT) | 57,731 | 97,483 | +39,752 | 3,285,471 | 7,429,179 | 0.07% | +4,143,708 |
| PROCTER AND GAMBLE CO(PG) | 156,286 | 188,436 | +32,150 | 24,899,429 | 28,953,137 | 0.27% | +4,053,708 |
| TREX CO INC(TREX) | 0 | 63,338 | +63,338 | 0 | 3,272,674 | 0.03% | +3,272,674 |
| NIKE INC(NKE) | 4,382 | 50,762 | +46,380 | 311,297 | 3,539,634 | 0.03% | +3,228,337 |
| TRAVELERS COMPANIES INC(TRV) | 80,313 | 88,494 | +8,181 | 21,486,940 | 24,709,295 | 0.23% | +3,222,355 |
| CASEYS GEN STORES INC(CASY) | 113,916 | 108,232 | -5,684 | 58,127,917 | 61,185,714 | 0.58% | +3,057,797 |
| TENNANT CO(TNC) | 1,352,658 | 1,329,688 | -22,970 | 104,803,942 | 107,784,509 | 1.01% | +2,980,567 |
| CORNING INC(GLW) | 93,220 | 92,626 | -594 | 4,902,440 | 7,598,111 | 0.07% | +2,695,671 |
| SHERWIN WILLIAMS CO(SHW) | 460,613 | 464,043 | +3,430 | 158,156,120 | 160,679,544 | 1.51% | +2,523,424 |
| PATRICK INDS INC(PATK) | 0 | 23,385 | +23,385 | 0 | 2,418,711 | 0.02% | +2,418,711 |
| VERIZON COMMUNICATIONS INC(VZ) | 3,413,917 | 3,414,075 | +158 | 147,720,189 | 150,048,596 | 1.41% | +2,328,407 |
| ABBVIE INC(ABBV) | 47,073 | 47,421 | +348 | 8,737,690 | 10,979,858 | 0.10% | +2,242,168 |
| HERSHEY CO(HSY) | 67,015 | 71,293 | +4,278 | 11,121,139 | 13,335,356 | 0.13% | +2,214,217 |
| ALPHABET INC(GOOG) | 23,877 | 26,268 | +2,391 | 4,207,844 | 6,385,751 | 0.06% | +2,177,907 |
| AMERIPRISE FINL INC(AMP) | 28,008 | 34,706 | +6,698 | 14,948,710 | 17,049,323 | 0.16% | +2,100,613 |
| SKYWATER TECHNOLOGY INC(SKYT) | 163,920 | 184,756 | +20,836 | 1,612,973 | 3,447,547 | 0.03% | +1,834,574 |
| ORACLE CORP(ORCL) | 14,275 | 17,612 | +3,337 | 3,120,943 | 4,953,199 | 0.05% | +1,832,256 |
| CATERPILLAR INC(CAT) | 19,361 | 18,710 | -651 | 7,516,134 | 8,927,476 | 0.08% | +1,411,342 |
| 3M CO(MMM) | 344,366 | 346,453 | +2,087 | 52,426,222 | 53,762,672 | 0.51% | +1,336,450 |
| MEDTRONIC PLC(MDT) | 455,290 | 430,572 | -24,718 | 39,687,618 | 41,005,093 | 0.39% | +1,317,475 |
| EXACT SCIENCES CORP(EXK) | 74,475 | 93,237 | +18,762 | 3,957,602 | 5,100,996 | 0.05% | +1,143,394 |
| POLARIS INC(PII) | 113,536 | 95,840 | -17,696 | 4,615,238 | 5,571,179 | 0.05% | +955,941 |
| OKLO INC(OKLO) | 15,971 | 15,971 | 0 | 894,216 | 1,782,843 | 0.02% | +888,627 |
| SPDR S&P 500 ETF TR(SPY) | 27,790 | 26,993 | -797 | 17,170,098 | 17,982,247 | 0.17% | +812,149 |
| ISHARES TR | 0 | 2,877 | +2,877 | 0 | 715,110 | 0.01% | +715,110 |
| AAR CORP | 156,076 | 127,702 | -28,374 | 10,736,468 | 11,451,038 | 0.11% | +714,570 |
| GENERAC HLDGS INC(GNRC) | 131,617 | 116,761 | -14,856 | 18,848,871 | 19,545,791 | 0.18% | +696,920 |
| SALESFORCE INC(CRM) | 253,841 | 294,789 | +40,948 | 69,219,902 | 69,864,993 | 0.66% | +645,091 |
| TRUST FOR PROFESSIONAL MANAG | 206,186 | 229,186 | +23,000 | 4,479,205 | 5,102,093 | 0.05% | +622,888 |
| ISHARES TR | 0 | 13,886 | +13,886 | 0 | 585,728 | 0.01% | +585,728 |
| GLACIER BANCORP INC NEW(GBCI) | 98,971 | 99,163 | +192 | 4,263,671 | 4,826,263 | 0.05% | +562,592 |
| ISHARES TR | 5,120 | 475 | -4,645 | 3,178,824 | 3,735,835 | 0.04% | +557,011 |
| HAWKINS INC(HWKN) | 13,420 | 13,420 | 0 | 1,906,982 | 2,452,102 | 0.02% | +545,120 |
| SCHWAB STRATEGIC TR | 261,246 | 261,246 | 0 | 6,225,492 | 6,716,635 | 0.06% | +491,143 |
| WINTRUST FINL CORP(WTFC) | 50,680 | 50,849 | +169 | 6,283,306 | 6,734,442 | 0.06% | +451,136 |
| VANGUARD INDEX FDS | 0 | 817 | +817 | 0 | 424,652 | 0.00% | +424,652 |
| BROADCOM INC(AVGO) | 3,201 | 3,920 | +719 | 882,356 | 1,293,247 | 0.01% | +410,891 |
| BLACKROCK INC(BLK) | 0 | 331 | +331 | 0 | 385,903 | 0.00% | +385,903 |
| CHEVRON CORP NEW(CVX) | 22,183 | 22,935 | +752 | 3,176,384 | 3,561,576 | 0.03% | +385,192 |
| GE AEROSPACE(GE) | 7,825 | 7,825 | 0 | 2,014,077 | 2,353,917 | 0.02% | +339,840 |
| BANK AMERICA CORP | 20,342 | 24,976 | +4,634 | 962,583 | 1,288,512 | 0.01% | +325,929 |
| CVRX INC | 144,281 | 144,956 | +675 | 848,372 | 1,169,795 | 0.01% | +321,423 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 0 | 1,051 | +1,051 | 0 | 320,986 | 0.00% | +320,986 |
| OSHKOSH CORP(OSK) | 37,790 | 35,544 | -2,246 | 4,290,677 | 4,610,057 | 0.04% | +319,380 |
| ISHARES TR | 0 | 2,509 | +2,509 | 0 | 302,886 | 0.00% | +302,886 |
| PLEXUS CORP(PLXS) | 56,533 | 54,912 | -1,621 | 7,649,480 | 7,945,217 | 0.07% | +295,737 |
| MONDELEZ INTL INC(MDLZ) | 0 | 4,524 | +4,524 | 0 | 282,614 | 0.00% | +282,614 |
| NEXTERA ENERGY INC(NEE) | 10,527 | 13,325 | +2,798 | 730,784 | 1,005,904 | 0.01% | +275,120 |
| VANGUARD TAX-MANAGED FDS | 0 | 4,579 | +4,579 | 0 | 274,374 | 0.00% | +274,374 |
| PENTAIR PLC(PNR) | 62,413 | 60,213 | -2,200 | 6,407,319 | 6,669,192 | 0.06% | +261,873 |
| SCHLUMBERGER LTD(SLB) | 0 | 7,524 | +7,524 | 0 | 258,600 | 0.00% | +258,600 |
| MARATHON PETE CORP(MPC) | 0 | 1,301 | +1,301 | 0 | 250,755 | 0.00% | +250,755 |
| APPLIED MATLS INC | 11,327 | 11,327 | 0 | 2,073,634 | 2,319,090 | 0.02% | +245,456 |
| EATON CORP PLC(ETN) | 0 | 647 | +647 | 0 | 242,140 | 0.00% | +242,140 |
| COMCAST CORP NEW(CCZ) | 0 | 7,600 | +7,600 | 0 | 238,792 | 0.00% | +238,792 |
| ECOLAB INC(ECL) | 788,929 | 777,029 | -11,900 | 212,569,094 | 212,797,080 | 2.00% | +227,986 |
| STARBUCKS CORP(SBUX) | 0 | 2,671 | +2,671 | 0 | 226,005 | 0.00% | +226,005 |
| BP PLC(BP) | 0 | 6,500 | +6,500 | 0 | 223,990 | 0.00% | +223,990 |
| CUMMINS INC(CMI) | 0 | 528 | +528 | 0 | 223,011 | 0.00% | +223,011 |
| ISHARES TR | 0 | 14,255 | +14,255 | 0 | 222,785 | 0.00% | +222,785 |
| GENUINE PARTS CO(GPC) | 0 | 1,603 | +1,603 | 0 | 222,176 | 0.00% | +222,176 |
| XYLEM INC(XYL) | 0 | 1,466 | +1,466 | 0 | 216,235 | 0.00% | +216,235 |
| LINDE PLC(LIN) | 0 | 429 | +429 | 0 | 203,775 | 0.00% | +203,775 |
| LOWES COS INC(LOW) | 7,000 | 6,985 | -15 | 1,553,090 | 1,755,400 | 0.02% | +202,310 |
| MCDONALDS CORP(MCD) | 17,976 | 17,941 | -35 | 5,251,970 | 5,452,009 | 0.05% | +200,039 |
| RTX CORPORATION(RTX) | 9,071 | 9,071 | 0 | 1,324,547 | 1,517,850 | 0.01% | +193,303 |
| VIASAT INC(VSAT) | 13,000 | 13,000 | 0 | 189,800 | 380,900 | 0.00% | +191,100 |
| IDEXX LABS INC(IDXX) | 2,224 | 2,144 | -80 | 1,192,820 | 1,369,780 | 0.01% | +176,960 |
| ADVANCED MICRO DEVICES INC(AMD) | 1,773 | 2,596 | +823 | 251,589 | 420,007 | 0.00% | +168,418 |
| UIPATH INC(PATH) | 0 | 12,125 | +12,125 | 0 | 162,233 | 0.00% | +162,233 |
| INTEL CORP(INTC) | 14,681 | 14,333 | -348 | 328,854 | 480,872 | 0.00% | +152,018 |
| WALMART INC(WMT) | 16,182 | 16,767 | +585 | 1,582,276 | 1,728,007 | 0.02% | +145,731 |