Mairs & Power Growth Fund Holdings – 2025 Q4
Explore the latest portfolio disclosure for Mairs & Power Growth Fund, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q4.
The latest 2025 Q4 filing shows that Mairs & Power Growth Fund maintains its largest exposure in Technology, which represents approximately 38.55% of the portfolio. This sector forms the core of Mairs & Power Growth Fund's investment stance during this reporting period.
Additional major allocations include Unclassified Sector (about 16.87%) and Healthcare (approximately 9.45%) , reflecting how Mairs & Power Growth Fund diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Mairs & Power Growth Fund's positioning and conviction areas for the 2025 Q4 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| MSFT | 1,229,855 | $483.62 | No Change | No Change | 10.78% | $594.78M | 2025 Q4 |
| NVDA | 2,788,838 | $186.5 | Reduced | -16.07% | 9.42% | $520.12M | 2025 Q4 |
| AMZN | 1,672,000 | $230.82 | No Change | No Change | 6.99% | $385.93M | 2025 Q4 |
| JPM | 878,000 | $322.22 | Reduced | -7.87% | 5.13% | $282.91M | 2025 Q4 |
| GOOG | 710,145 | $313.8 | No Change | No Change | 4.04% | $222.84M | 2025 Q4 |
| AAPL | 793,800 | $271.86 | Increased | 3.93% | 3.91% | $215.8M | 2025 Q4 |
| RHHBY | 3,392,509 | $51.57 | No Change | No Change | 3.17% | $174.95M | 2025 Q4 |
| GGG | 2,059,774 | $81.97 | No Change | No Change | 3.06% | $168.84M | 2025 Q4 |
| UNH | 503,583 | $330.11 | Reduced | -28.93% | 3.01% | $166.24M | 2025 Q4 |
| LLY | 152,539 | $1074.68 | No Change | No Change | 2.97% | $163.93M | 2025 Q4 |
| META | 245,000 | $660.09 | Increased | 22.50% | 2.93% | $161.72M | 2025 Q4 |
| TTC | 1,999,523 | $78.72 | No Change | No Change | 2.85% | $157.4M | 2025 Q4 |
| V | 444,000 | $350.71 | No Change | No Change | 2.82% | $155.72M | 2025 Q4 |
| WEC | 1,250,500 | $105.46 | Increased | 1.63% | 2.39% | $131.88M | 2025 Q4 |
| MSI | 331,000 | $383.32 | Increased | 14.73% | 2.30% | $126.88M | 2025 Q4 |
| LNT | 1,948,000 | $65.01 | No Change | No Change | 2.29% | $126.64M | 2025 Q4 |
| NVT | 1,192,748 | $101.97 | Reduced | -2.15% | 2.20% | $121.62M | 2025 Q4 |
| TSM | 382,000 | $303.89 | No Change | No Change | 2.10% | $116.09M | 2025 Q4 |
| LFUS | 447,254 | $252.92 | No Change | No Change | 2.05% | $113.12M | 2025 Q4 |
| VZ | 2,421,000 | $40.73 | No Change | No Change | 1.79% | $98.61M | 2025 Q4 |
| SHW | 304,000 | $324.03 | No Change | No Change | 1.78% | $98.51M | 2025 Q4 |
| FAST | 2,383,501 | $40.13 | No Change | No Change | 1.73% | $95.65M | 2025 Q4 |
| TECH | 1,453,800 | $58.81 | No Change | No Change | 1.55% | $85.5M | 2025 Q4 |
| CHRW | 525,000 | $160.76 | No Change | No Change | 1.53% | $84.4M | 2025 Q4 |
| FUL | 1,352,674 | $59.46 | Increased | 7.13% | 1.46% | $80.43M | 2025 Q4 |