13F filing recap · Q1 2025
What did Mairs & Power buy in Q1 2025?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Mairs & Power account, including accounts that belong to no fund below.
Stock value
$9.61B
Positions
221
Estimated turnover
7.5%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Mairs & Power opened new positions in Taiwan Semiconductor Manufacturing, Cognex, and several smaller names, while exiting Air Products and Chemicals, Altair Engineering, Avery Dennison, Broadridge Financial Solutions, Chipotle Mexican Grill, Colgate-Palmolive, Comcast, HP, Harley-Davidson, Lockheed Martin, Republic Services, Ross Stores, SPDR S&P Midcap 400 ETF Trust, Tesla, Trade Desk, and Arcadium Lithium. The firm also substantially increased its stake in Wec Energy Group, Kraft Heinz, and Clearfield, and trimmed US Bancorp and Schwab Charles Corp.