13F filing recap · Q4 2025
What did Mairs & Power buy in Q4 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
$10.39B
Positions
243
Estimated turnover
8.0%
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 Intuitive Surgical, Bentley Systems, James Hardie Industries, and several Technology Select Sector SPDR Fund tranches, among others. The firm exited Allete, Carrier Global, Comcast, Arthur J. Gallagher, Genuine Parts, Himax Technologies, Mondelez International, Starbucks, Linde, Blackrock, and others. Notable increases included Zoetis, Patrick Industries, Cognex, and Palo Alto Networks, while Nvidia, UnitedHealth Group, Johnson & Johnson, Wells Fargo, Rockwell Automation, and Kraft Heinz were trimmed.