13F filing recap · Q2 2025

What did Mairs & Power buy in Q2 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

$10.13B

Positions

235

Estimated turnover

9.8%

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.

New positions

IDAIdacorp Inc$28.23Mreported value+244.5K shares MINNTrust for Professional Managers$4.48Mreported value+206.2K shares RDNTRadnet, Inc.$3.29Mreported value+57.7K shares WABWestinghouse Air Brake Technologies Corporation$1.11Mreported value+5.3K shares BNYThe Bank of New York Mellon Corporation$536.5Kreported value+5.9K shares MDYSPDR S&P Midcap 400 ETF Trust$490.0Kreported value+865 shares CAHCardinal Health, Inc.$356.3Kreported value+2.1K shares HOGHarley-Davidson, Inc.$330.4Kreported value+14.0K shares IBTGiShares Trust$326.9Kreported value+14.3K shares CIENCiena Corp$325.3Kreported value+4.0K shares IBTFBlackrock, Inc.$324.4Kreported value+13.9K shares GILDGilead Sciences, Inc.$277.3Kreported value+2.5K shares EPDEnterprise Products Partners L.p.$266.7Kreported value+8.6K shares MGNIMagnite, Inc.$241.2Kreported value+10.0K shares BILSPDR Series Trust$223.0Kreported value+2.4K shares IAUiShares Gold Trust$219.8Kreported value+3.5K shares NVSNovartis AG$217.2Kreported value+1.8K shares SONYSony Group Corporation$212.8Kreported value+8.2K shares CMGChipotle Mexican Grill, Inc.$205.5Kreported value+3.7K shares CLColgate-Palmolive Company$202.2Kreported value+2.2K shares VSATViasat, Inc.$189.8Kreported value+13.0K shares TCMDTactile Systems Technology Inc$126.8Kreported value+12.5K shares NEONeogenomics, Inc.$109.7Kreported value+15.0K shares

Increased positions

MSFTMicrosoft Corporation$997.21Mreported value+8.6K shares+0.4%NVDANvidia Corp$918.38Mreported value+11.0K shares+0.2%AMZNAmazon.com Inc$546.91Mreported value+95.2K shares+4.0%GGGGraco Inc.$341.89Mreported value+52.6K shares

Reduced positions

JPMJPMorgan Chase & Co$435.15Mreported value-161.8K shares-9.7%GOOGAlphabet Inc.$319.63Mreported value-246.3K shares-12.0%VVisa Inc.$282.26Mreported value-29.1K shares-3.5%TTCThe Toro Company$257.96Mreported value-1.7K shares

Exited positions

NEOGNeogen Corporation$3.95Mprior reported value-455.3K shares-100.0%DDDupont De Nemours, Inc.$752.8Kprior reported value-10.1K shares-100.0%VTIVanguard Index Funds$710.5Kprior reported value-2.6K shares-100.0%CTVACorteva, Inc.$563.2Kprior reported value-8.9K shares