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 |
|---|---|---|---|---|---|---|---|
| ECL | 278,015 | $262.52 | No Change | No Change | 1.32% | $72.98M | 2025 Q4 |
| ROK | 180,000 | $389.07 | Reduced | -28.00% | 1.27% | $70.03M | 2025 Q4 |
| ENTG | 817,000 | $84.25 | Increased | 29.27% | 1.25% | $68.83M | 2025 Q4 |
| WFC | 669,248 | $93.2 | Reduced | -35.37% | 1.13% | $62.37M | 2025 Q4 |
| FISV | 873,395 | $67.17 | No Change | No Change | 1.06% | $58.67M | 2025 Q4 |
| JNJ | 265,301 | $206.95 | Reduced | -34.61% | 0.99% | $54.9M | 2025 Q4 |
| HRL | 2,171,592 | $23.7 | No Change | No Change | 0.93% | $51.47M | 2025 Q4 |
| TNC | 603,700 | $73.7 | Reduced | -23.19% | 0.81% | $44.49M | 2025 Q4 |
| CRM | 161,277 | $264.91 | No Change | No Change | 0.77% | $42.72M | 2025 Q4 |
| PIPR | 125,500 | $339.71 | No Change | No Change | 0.77% | $42.63M | 2025 Q4 |
| QCOM | 236,000 | $171.05 | Reduced | -18.90% | 0.73% | $40.37M | 2025 Q4 |
| WK | 432,857 | $86.25 | No Change | No Change | 0.68% | $37.33M | 2025 Q4 |
| IDA | 235,000 | $126.56 | Increased | 4.44% | 0.54% | $29.74M | 2025 Q4 |
| ISRG | 50,000 | $566.36 | Buy | 100.00% | 0.51% | $28.32M | 2025 Q4 |
| MEDP | 50,000 | $561.66 | No Change | No Change | 0.51% | $28.08M | 2025 Q4 |
| PANW | 151,624 | $184.2 | Increased | 116.61% | 0.51% | $27.93M | 2025 Q4 |
| KHC | 1,115,000 | $24.25 | Reduced | -26.40% | 0.49% | $27.04M | 2025 Q4 |
| CGNX | 725,000 | $35.98 | Increased | 123.08% | 0.47% | $26.09M | 2025 Q4 |
| CASY | 42,748 | $552.7 | No Change | No Change | 0.43% | $23.63M | 2025 Q4 |
| ZTS | 180,000 | $125.82 | Buy | 100.00% | 0.41% | $22.65M | 2025 Q4 |
| CLFD | 440,447 | $29.15 | No Change | No Change | 0.23% | $12.84M | 2025 Q4 |