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Mairs & Power Inc.

CIK:0001070134
Investment Adviser
$12B AUM
235 holdings
Saint Paul, MN, US
Founded:1931
57 employees
Latest filing:Jun 30, 2025

Mairs & Power Inc. is an SEC-registered investment adviser headquartered in St. Paul, Minnesota, founded in 1931. The firm is 100% employee-owned and manages over $11.7 billion in assets (as of June 30, 2025) through individually managed accounts, three mutual funds, an ETF, and a venture capital arm. With 57 employees, including 14 CFA charterholders, Mairs & Power serves a wide client base including individual investors, pension funds, charitable foundations, and Taft-Hartley plans, primarily in the Upper Midwest but with a national presence. It is the oldest investment firm under continuous ownership in Minnesota.

Investment Strategy

Mairs & Power utilizes a disciplined, long-term investment approach with a strong regional focus, favoring companies headquartered in Minnesota and the Upper Midwest. The firm invests across market capitalizations and sectors, seeking high-quality companies with durable competitive advantages, excellent management teams, and attractive valuations. Their strategy emphasizes concentrated positions in businesses expected to deliver consistent, above-average growth, while prioritizing downside protection, minimizing taxes and expenses, and providing transparency. Community engagement and client service are also central to their philosophy.

Top Buys
N
NVDANVIDIA CORPORATION
+$289.6M
M
MSFTMICROSOFT CORP
+$247.9M
M
METAMETA PLATFORMS INC
+$146.8M
A
AMZNAMAZON COM INC
+$90.7M
N
NVTNVENT ELECTRIC PLC
+$49.1M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$145.1M
F
FIFISERV INC
-$80.6M
A
AAPLAPPLE INC
-$66.7M
B
BBYBEST BUY INC
-$50.0M
U
USBUS BANCORP DEL
-$38.9M

Top Holdings

M
MSFTMICROSOFT CORP
+9.8%$997.2M
N
NVDANVIDIA CORPORATION
+9.1%$918.4M
A
AMZNAMAZON COM INC
+5.4%$546.9M
J
JPMJPMORGAN CHASE & CO.
+4.3%$435.1M
G
GGGGRACO INC
+3.4%$341.9M

Equity Positions (234)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP9.84%$997.2M2,004,808$136.59$497.41+$247.9M
N
NVDA
NVIDIA CORPORATION9.07%$918.4M5,812,871$7.80$157.99+$289.6M
A
AMZN
AMAZON COM INC5.40%$546.9M2,492,861$154.51$219.39+$90.7M
J
JPM
JPMORGAN CHASE & CO.4.30%$435.1M1,500,966$118.36$289.91+$27.3M
G
GGG
GRACO INC3.37%$341.9M3,976,890$22.27$85.97+$14.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.1%
SEMICONDUCTORS & RELATED DEVICES
+10.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.9%
NATIONAL COMMERCIAL BANKS
+6.7%
SERVICES-BUSINESS SERVICES, NEC
+5.7%