Mairs & Power 13F, Q4 2024
Mairs & Power · quarter ending 31 December 2024 · filed 14 February 2025 · SEC CIK 1070134
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 229 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $830.09M | 8.0% | unchanged |
| NVIDIA CORPORATION | NVDA | $790.30M | 7.6% | -3% shares |
| AMAZON COM INC | AMZN | $518.53M | 5.0% | unchanged |
| UNITEDHEALTH GROUP INC | UNH | $439.29M | 4.3% | -3% shares |
| ALPHABET INC | GOOG | $414.66M | 4.0% | -21% shares |
| JPMORGAN CHASE & CO. | JPM | $410.93M | 4.0% | unchanged |
| FISERV INC | FISV | $384.42M | 3.7% | unchanged |
| APPLE INC | AAPL | $338.96M | 3.3% | unchanged |
| GRACO INC | GGG | $333.55M | 3.2% | unchanged |
| TORO CO | TTC | $287.84M | 2.8% | +5% shares |
| VISA INC | V | $264.00M | 2.5% | +6% shares |
| ELI LILLY & CO | LLY | $261.91M | 2.5% | unchanged |
| ALLIANT ENERGY CORP | LNT | $231.47M | 2.2% | -4% shares |
| MOTOROLA SOLUTIONS INC | MSI | $223.97M | 2.2% | unchanged |
| LITTELFUSE INC | LFUS | $206.28M | 2.0% | unchanged |
| QUALCOMM INC | QCOM | $202.54M | 2.0% | unchanged |
| US BANCORP DEL | USB | $201.18M | 1.9% | -8% shares |
| FASTENAL CO | FAST | $194.84M | 1.9% | unchanged |
| BIO-TECHNE CORP | TECH | $192.59M | 1.9% | unchanged |
| ECOLAB INC | ECL | $183.54M | 1.8% | unchanged |
| SHERWIN WILLIAMS CO | SHW | $163.77M | 1.6% | unchanged |
| WELLS FARGO CO NEW | WFC | $162.29M | 1.6% | unchanged |
| NVENT ELECTRIC PLC | $160.96M | 1.6% | unchanged | |
| FULLER H B CO | FUL | $149.21M | 1.4% | unchanged |
| JOHNSON & JOHNSON | JNJ | $148.29M | 1.4% | -8% shares |
What changed since Q3 2024
Against the Q3 2024 filing, Mairs & Power opened 8 new positions, added to 41, trimmed 68, left 112 unchanged and exited 7. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-000936, filed by MAIRS & POWER INC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.