MondegarAI
MAIRS & POWER INC

Q4 2025 · 13F-HR

MAIRS & POWER INCholdings as filed

Filed 2026-02-17 · accession 0001172661-26-001057

$10.39B
Reported value
243
Positions
2025-12-31
Period end
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The Brief · MAIRS & POWER INC · Q4 2025

AI · grounded in 13F

MAIRS & POWER INC significantly increased its position in ZTS by 15,094.63%. The fund established a new position in ISRG valued at $35.27M and accumulated more shares of AAPL and AMZN. Conversely, the fund reduced its holdings in UNH by 22.38% and TNC by 19.41%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$925.1M8.90%1,912,896CommonSOLE
67066G104NVDANVIDIA CORPORATION$923.1M8.88%4,949,648CommonSOLE
023135106AMZNAMAZON COM INC$598.5M5.76%2,592,768CommonSOLE
02079K107GOOGALPHABET INC$532.8M5.13%1,697,969CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$411.3M3.96%1,276,404CommonSOLE
532457108LLYELI LILLY & CO$371.1M3.57%345,345CommonSOLE
037833100AAPLAPPLE INC$331.0M3.19%1,217,486CommonSOLE
384109104GGGGRACO INC$320.1M3.08%3,905,582CommonSOLE
92826C839VVISA INC$281.5M2.71%802,518CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$274.2M2.64%830,535CommonSOLE
891092108TTCTORO CO$269.4M2.59%3,422,823CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$215.3M2.07%2,111,211CommonSOLE
30303M102METAMETA PLATFORMS INC$208.9M2.01%316,529CommonSOLE
278865100ECLECOLAB INC$202.3M1.95%770,571CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$201.3M1.94%525,214CommonSOLE
92939U106WECWEC ENERGY GROUP INC$201.3M1.94%1,908,774CommonSOLE
537008104LFUSLITTELFUSE INC$197.0M1.90%778,951CommonSOLE
018802108LNTALLIANT ENERGY CORP$192.2M1.85%2,956,947CommonSOLE
311900104FASTFASTENAL CO$187.3M1.80%4,667,499CommonSOLE
478160104JNJJOHNSON & JOHNSON$166.5M1.60%804,346CommonSOLE
09073M104TECHBIO-TECHNE CORP$162.8M1.57%2,767,539CommonSOLE
949746101WMT2WELLS FARGO CO NEW$161.2M1.55%1,729,341CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$152.2M1.46%469,592CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$147.9M1.42%486,547CommonSOLE
359694106FULFULLER H B CO$143.4M1.38%2,411,067CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$138.7M1.33%862,483CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$137.4M1.32%3,373,672CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$128.5M1.24%330,334CommonSOLE
29362U104ENTGENTEGRIS INC$113.7M1.09%1,348,986CommonSOLE
337738108FISVFISERV INC$110.4M1.06%1,643,250CommonSOLE
747525103QCOMQUALCOMM INC$94.1M0.91%550,308CommonSOLE
440452100HRLHORMEL FOODS CORP$89.8M0.86%3,789,513CommonSOLE
002824100ABTABBOTT LABS$88.7M0.85%708,081CommonSOLE
880345103TNCTENNANT CO$79.0M0.76%1,071,624CommonSOLE
79466L302CRMSALESFORCE INC$78.4M0.75%296,013CommonSOLE
98139A105WKWORKIVA INC$62.8M0.60%727,994CommonSOLE
72407810062CPIPER SANDLER COMPANIES$59.7M0.57%175,861CommonSOLE
025816109AXPAMERICAN EXPRESS CO$59.0M0.57%159,459CommonSOLE
147528103CASYCASEYS GEN STORES INC$57.4M0.55%103,873CommonSOLE
88579Y101MMM3M CO$55.9M0.54%349,147CommonSOLE
437076102HDHOME DEPOT INC$54.0M0.52%157,053CommonSOLE
257651109DCIDONALDSON INC$49.7M0.48%560,653CommonSOLE
438516106HONHONEYWELL INTL INC$45.6M0.44%233,976CommonSOLE
192422103CGNXCOGNEX CORP$42.2M0.41%1,171,596CommonSOLE
882508104TXNTEXAS INSTRS INC$40.8M0.39%235,424CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$40.6M0.39%220,647CommonSOLE
500754106KHCKRAFT HEINZ CO$40.6M0.39%1,672,831CommonSOLE
G5960L103MDTMEDTRONIC PLC$39.6M0.38%412,750CommonSOLE
451107106IDAIDACORP INC$38.3M0.37%302,508CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$37.4M0.36%66,665CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$35.3M0.34%62,277CommonSOLE
902973304USBUS BANCORP DEL$34.6M0.33%647,980CommonSOLE
254687106DISDISNEY WALT CO$33.7M0.32%296,183CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$33.0M0.32%113,800CommonSOLE
742718109PGPROCTER AND GAMBLE CO$31.0M0.30%216,266CommonSOLE
98389B100XELXCEL ENERGY INC$29.3M0.28%396,280CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$28.5M0.27%110,781CommonSOLE
98978V103ZTSZOETIS INC$28.5M0.27%226,400CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$27.3M0.26%273,357CommonSOLE
18482P103CLFDCLEARFIELD INC$21.3M0.20%730,188CommonSOLE
03076C106AMPAMERIPRISE FINL INC$20.9M0.20%42,611CommonSOLE
87612E106TGTTARGET CORP$19.0M0.18%194,758CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$18.7M0.18%211,818CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$18.4M0.18%27,054CommonSOLE
056525108BMIBADGER METER INC$17.9M0.17%102,813CommonSOLE
02079K305GOOGLALPHABET INC$15.6M0.15%49,881CommonSOLE
368736104GNRCGENERAC HLDGS INC$14.8M0.14%108,578CommonSOLE
680033107ONBOLD NATL BANCORP IND$13.2M0.13%589,960CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.5M0.12%24,857CommonSOLE
427866108HSYHERSHEY CO$12.3M0.12%67,608CommonSOLE
00287Y109ABBVABBVIE INC$10.6M0.10%46,456CommonSOLE
149123101CATCATERPILLAR INC$10.6M0.10%18,455CommonSOLE
30231G102XOMEXXON MOBIL CORP$10.4M0.10%86,602CommonSOLE
477839104JBTMJBT MAREL CORPORATION$10.4M0.10%68,757CommonSOLE
871829107SYYSYSCO CORP$10.2M0.10%138,534CommonSOLE
443320106HUBGHUB GROUP INC$10.1M0.10%236,036CommonSOLE
000361105AIRAAR CORP$9.3M0.09%112,176CommonSOLE
291011104EMREMERSON ELEC CO$8.9M0.09%66,916CommonSOLE
498894104KNFKNIFE RIVER CORP$8.7M0.08%123,855CommonSOLE
219350105GLWCORNING INC$7.9M0.08%90,350CommonSOLE
74727A104QCRHQCR HOLDINGS INC$7.6M0.07%91,002CommonSOLE
89834G836MINNTRUST FOR PROFESSIONAL MANAG$7.3M0.07%324,736CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$6.9M0.07%261,246CommonNONE
750491102RDNTRADNET INC$6.8M0.07%95,648CommonSOLE
729132100PLXSPLEXUS CORP$6.7M0.06%45,868CommonSOLE
045487105ASBASSOCIATED BANC CORP$6.7M0.06%260,279CommonSOLE
092113109BKHBLACK HILLS CORP$6.5M0.06%94,138CommonSOLE
97650W108WTFCWINTRUST FINL CORP$6.5M0.06%46,633CommonSOLE
G7S00T104PNRPENTAIR PLC$6.2M0.06%59,063CommonSOLE
83444M101SOLVSOLVENTUM CORP$5.8M0.06%72,887CommonNONE
703343103PATKPATRICK INDS INC$5.8M0.06%53,033CommonSOLE
68389X105ORCLORACLE CORP$5.6M0.05%28,618CommonSOLE
58933Y105MRKMERCK & CO INC$5.5M0.05%51,999CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$5.4M0.05%42,731CommonSOLE
457730109INSPINSPIRE MED SYS INC$5.3M0.05%57,616CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$5.3M0.05%81,682CommonSOLE
580135101MCDMCDONALDS CORP$5.1M0.05%16,693CommonSOLE
370334104GISGENERAL MLS INC$5.0M0.05%108,477CommonSOLE
731068102PIIPOLARIS INC$4.8M0.05%75,743CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$4.6M0.04%172,317CommonSOLE
464287200IVVISHARES TR$4.4M0.04%6,481CommonSOLE
688239201OSKOSHKOSH CORP$4.4M0.04%35,069CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$4.3M0.04%97,354CommonSOLE
980745103WWDWOODWARD INC$4.2M0.04%14,000CommonSOLE
55303J106MGPIMGP INGREDIENTS INC NEW$4.2M0.04%173,245CommonSOLE
654106103NKENIKE INC$4.0M0.04%63,185CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.8M0.04%5CommonSOLE
172908105CTASCINTAS CORP$3.7M0.04%19,617CommonSOLE
83089J108SKYTSKYWATER TECHNOLOGY INC$3.3M0.03%182,131CommonSOLE
166764100CVXCHEVRON CORP NEW$3.3M0.03%21,612CommonSOLE
89531P105TREXTREX CO INC$3.2M0.03%90,652CommonSOLE
08265T208BSYBENTLEY SYS INC$3.2M0.03%82,986CommonSOLE
038222105AMATAPPLIED MATLS INC$2.9M0.03%11,327CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.02%2,933CommonSOLE
20825C104COPCONOCOPHILLIPS$2.4M0.02%25,858CommonSOLE
369604301GEGE AEROSPACE$2.4M0.02%7,775CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$2.2M0.02%92,510CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.0M0.02%19,792CommonSOLE
37253A103THRMGENTHERM INC$1.9M0.02%52,946CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$1.9M0.02%90,673CommonSOLE
717081103PFEPFIZER INC$1.8M0.02%73,921CommonSOLE
031162100AMGNAMGEN INC$1.8M0.02%5,524CommonSOLE
01446U103ALRSALERUS FINL CORP$1.8M0.02%79,436CommonSOLE
420261109HWKNHAWKINS INC$1.8M0.02%12,569CommonNONE
931142103WMTWALMART INC$1.8M0.02%16,000CommonSOLE
30063P105EXKEXACT SCIENCES CORP$1.8M0.02%17,236CommonSOLE
75513E101RTXRTX CORPORATION$1.7M0.02%9,071CommonSOLE
548661107LOWLOWES COS INC$1.7M0.02%6,863CommonSOLE
191216100KOCOCA COLA CO$1.6M0.02%23,411CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.6M0.02%10,535CommonSOLE
17275R102CSCOCISCO SYS INC$1.6M0.02%20,265CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.6M0.01%20,045CommonSOLE
863667101SYKSTRYKER CORPORATION$1.5M0.01%4,199CommonSOLE
45168D104IDXXIDEXX LABS INC$1.4M0.01%2,131CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.4M0.01%25,310CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.4M0.01%7,119CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.01%24,938CommonSOLE
713448108PEPPEPSICO INC$1.3M0.01%9,103CommonSOLE
060505104BACBANK AMERICA CORP$1.2M0.01%22,493CommonSOLE
833034101SNASNAP ON INC$1.2M0.01%3,373CommonSOLE
464287465EFAISHARES TR$1.2M0.01%12,093CommonSOLE
11135F101AVGOBROADCOM INC$1.2M0.01%3,323CommonSOLE
929740108WABWABTEC$1.1M0.01%5,237CommonSOLE
02156V109OKLOOKLO INC$1.1M0.01%15,561CommonNONE
90384S303ULTAULTA BEAUTY INC$1.1M0.01%1,810CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.01%3,627CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.01%4,592CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.01%10,419CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.0M0.01%12,772CommonSOLE
126638105CVRXCVRX INC$1.0M0.01%142,456CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$998,1120.01%11,100CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$970,2820.01%10,176CommonSOLE
46090E103QQQINVESCO QQQ TR$949,7230.01%1,546CommonSOLE
92346J108VCELVERICEL CORP$931,3990.01%25,865CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$922,0470.01%10,176CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$876,2650.01%3,035CommonNONE
063671101BMOBANK MONTREAL QUE$875,5630.01%6,746CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$855,6120.01%36,117CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$854,8060.01%5,522CommonSOLE
718546104PSXPHILLIPS 66$852,1800.01%6,604CommonSOLE
98419M100XYLXYLEM INC$812,9950.01%5,970CommonSOLE
G0250X107AMCRAMCOR PLC$738,2570.01%88,520CommonSOLE
H1467J104CBCHUBB LIMITED$728,4880.01%2,334CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$721,2000.01%30,000CommonNONE
05463X106AXGNAXOGEN INC$720,0600.01%22,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$719,0970.01%1,241CommonNONE
45167R104IEXIDEX CORP$711,7600.01%4,000CommonSOLE
00724F101ADBEADOBE INC$703,1300.01%2,009CommonSOLE
171779309CIENCIENA CORP$701,6100.01%3,000CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$683,5380.01%5,888CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$658,5030.01%5,046CommonSOLE
464288240ACWXISHARES TR$654,5180.01%9,750CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$643,5750.01%4,470CommonSOLE
36828A101GEVGE VERNOVA INC$609,7810.01%933CommonSOLE
922908629VOVANGUARD INDEX FDS$608,0110.01%2,095CommonSOLE
78468R663BILSPDR SERIES TRUST$588,3040.01%6,438CommonSOLE
61945C103MOSMOSAIC CO NEW$578,1600.01%24,000CommonSOLE
780259305SHELSHELL PLC$551,3940.01%7,504CommonSOLE
104674106BRCBRADY CORP$548,5900.01%7,000CommonSOLE
458140100INTCINTEL CORP$528,8880.01%14,333CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$522,4170.01%2,377CommonSOLE
872540109TJXTJX COS INC NEW$509,2170.00%3,315CommonSOLE
651639106NEMNEWMONT CORP$499,2500.00%5,000CommonSOLE
097023105BABOEING CO$492,8620.00%2,270CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$480,6470.00%27,703CommonSOLE
071813109BAXBAXTER INTL INC$469,2650.00%24,556CommonNONE
92552V100VSATVIASAT INC$447,9800.00%13,000CommonSOLE
086516101BBYBEST BUY INC$445,5530.00%6,657CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$444,8560.00%1,143CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$435,8660.00%2,121CommonSOLE
922908769VTIVANGUARD INDEX FDS$433,8390.00%1,294CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$431,1040.00%2,013CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$426,8380.00%1,733CommonSOLE
718172109PMPHILIP MORRIS INTL INC$424,9000.00%2,649CommonNONE
464287598IWDISHARES TR$412,6870.00%1,962CommonSOLE
864159108RGRSTURM RUGER & CO INC$391,8000.00%12,000CommonSOLE
922908751VBVANGUARD INDEX FDS$385,9700.00%1,496CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$356,2290.00%624CommonSOLE
629445206NVECNVE CORP$355,9800.00%6,000CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$354,6510.00%2,020CommonNONE
253798102DGIIDIGI INTL INC$346,3200.00%8,000CommonSOLE
922908736VUGVANGUARD INDEX FDS$335,6480.00%688CommonSOLE
464287291IXNISHARES TR$331,2540.00%3,150CommonSOLE
665859104NTRSNORTHERN TR CORP$327,8160.00%2,400CommonNONE
46436E858IBTGISHARES TR$326,0830.00%14,255CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$320,4090.00%5,129CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$317,6670.00%1,184CommonSOLE
464287309IVWISHARES TR$309,2590.00%2,509CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$303,2580.00%1,033CommonSOLE
464287804IJRISHARES TR$299,8490.00%2,495CommonNONE
412822108HOGHARLEY DAVIDSON INC$286,8600.00%14,000CommonSOLE
464285204IAUISHARES GOLD TR$286,1240.00%3,525CommonSOLE
00206R102TAT&T INC$281,3630.00%11,327CommonNONE
244199105DEDEERE & CO$280,2730.00%602CommonNONE
375558103GILDGILEAD SCIENCES INC$279,2340.00%2,275CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$275,7160.00%8,600CommonSOLE
062540109BOHBANK HAWAII CORP$273,4800.00%4,000CommonSOLE
784117103SEICSEI INVTS CO$270,6660.00%3,300CommonNONE
231021106CMICUMMINS INC$269,5180.00%528CommonNONE
235851102DHRDANAHER CORPORATION$267,6070.00%1,169CommonSOLE
02209S103MOALTRIA GROUP INC$262,9890.00%4,561CommonNONE
922908637VVVANGUARD INDEX FDS$257,1920.00%817CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$251,5650.00%1,356CommonSOLE
464287408IVEISHARES TR$242,3960.00%1,143CommonSOLE
910340108UFCSUNITED FIRE GROUP INC$239,9100.00%6,600CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$238,5410.00%5,260CommonSOLE
052769106ADSKAUTODESK INC$237,1040.00%801CommonSOLE
553498106MSAMSA SAFETY INC$235,4060.00%1,470CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$233,7740.00%3,178CommonSOLE
055622104BPBP PLC$225,7450.00%6,500CommonSOLE
94106L109WMWASTE MGMT INC DEL$219,7100.00%1,000CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$211,7710.00%4,211CommonNONE
56585A102MPCMARATHON PETE CORP$211,5820.00%1,301CommonNONE
806857108SLBSLB LIMITED$211,0900.00%5,500CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$206,5020.00%7,620CommonNONE
G29183103ETNEATON CORP PLC$206,3940.00%648CommonSOLE
66987V109NVSNOVARTIS AG$204,7370.00%1,485CommonSOLE
09290D101BLKBLACKROCK INC$203,3650.00%190CommonSOLE
835699307SONYSONY GROUP CORP$200,4480.00%7,830CommonSOLE
90364P105PATHUIPATH INC$198,7290.00%12,125CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$179,2800.00%13,500CommonSOLE
H00501108AEBIAEBI SCHMIDT HLDG AG$131,5730.00%10,401CommonSOLE
72919P202PLUGPLUG POWER INC$19,7000.00%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.