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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MAIRS & POWER INC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003391

Total Value
$10.13B
Positions
235
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (235)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT2,004,808$997.2M9.84%
2NVIDIA CORPORATIONNVDA5,812,871$918.4M9.07%
3AMAZON COM INCAMZN2,492,861$546.9M5.40%
4JPMORGAN CHASE & CO.VYLD1,500,966$435.1M4.30%
5GRACO INCGGG3,976,890$341.9M3.37%
6UNITEDHEALTH GROUP INCUNH1,057,160$329.8M3.26%
7ALPHABET INCGOOG1,801,827$319.6M3.16%
8FISERV INCFISV1,732,621$298.7M2.95%
9ELI LILLY & COLLY365,327$284.8M2.81%
10VISA INCV794,996$282.3M2.79%
11TORO COTORO3,649,717$258.0M2.55%
12APPLE INCAAPL1,142,568$234.4M2.31%
13FASTENAL COFAST5,372,759$225.7M2.23%
14ECOLAB INCECL788,929$212.6M2.10%
15MOTOROLA SOLUTIONS INCMSI475,106$199.8M1.97%
16LITTELFUSE INCLFUS866,464$196.5M1.94%
17ALLIANT ENERGY CORPLNT3,042,142$184.0M1.82%
18WELLS FARGO CO NEW9497461012,174,403$174.2M1.72%
19NVENT ELECTRIC PLCNVT2,353,263$172.4M1.70%
20META PLATFORMS INCMETA218,761$161.5M1.59%
21SHERWIN WILLIAMS COSHW460,613$158.2M1.56%
22WEC ENERGY GROUP INCWEC1,492,528$155.5M1.54%
23JOHNSON & JOHNSONJNJ1,010,469$154.3M1.52%
24QUALCOMM INCQCOM934,161$148.8M1.47%
25VERIZON COMMUNICATIONS INCVZ3,413,917$147.7M1.46%
26FULLER H B COFUL2,448,249$147.3M1.45%
27BIO-TECHNE CORPTECH2,716,378$139.8M1.38%
28ROCKWELL AUTOMATION INCROK412,922$137.2M1.35%
29HORMEL FOODS CORPHRL4,220,403$127.7M1.26%
30ABBOTT LABSABLZF901,941$122.7M1.21%
31TENNANT COTNC1,352,658$104.8M1.03%
32TAIWAN SEMICONDUCTOR MFG LTD874039100446,826$101.2M1.00%
33ENTEGRIS INCENTG1,118,039$90.2M0.89%
34C H ROBINSON WORLDWIDE INCCHRW863,550$82.9M0.82%
35SALESFORCE INCCRM253,841$69.2M0.68%
36PIPER SANDLER COMPANIESPIPR246,834$68.6M0.68%
37HONEYWELL INTL INC438516106293,197$68.3M0.67%
38KRAFT HEINZ COKHC2,381,893$61.5M0.61%
39AMERICAN EXPRESS COAXP189,988$60.6M0.60%
40CASEYS GEN STORES INC147528103113,916$58.1M0.57%
41DONALDSON INCDCI829,505$57.5M0.57%
42HOME DEPOT INCHD154,173$56.5M0.56%
433M COMMM344,366$52.4M0.52%
44WORKIVA INCWK757,819$51.9M0.51%
45US BANCORP DELUSB-PS1,070,161$48.4M0.48%
46TEXAS INSTRS INC882508104230,856$47.9M0.47%
47MEDTRONIC PLCMDT455,290$39.7M0.39%
48DISNEY WALT CO254687106311,433$38.6M0.38%
49CLEARFIELD INCCLFD762,234$33.1M0.33%
50AUTOMATIC DATA PROCESSING INADP101,383$31.3M0.31%
51SCHWAB CHARLES CORPSCHW-PJ337,277$30.8M0.30%
52TARGET CORPTGT301,699$29.8M0.29%
53PRINCIPAL FINANCIAL GROUP INPFG362,798$28.8M0.28%
54IDACORP INCIDA244,510$28.2M0.28%
55BADGER METER INCBMI111,377$27.3M0.27%
56XCEL ENERGY INCXELLL376,431$25.6M0.25%
57PROCTER AND GAMBLE CO742718109156,286$24.9M0.25%
58MEDPACE HLDGS INCMEDP76,186$23.9M0.24%
59TRAVELERS COMPANIES INCTRV80,313$21.5M0.21%
60SYSCO CORPSYY266,137$20.2M0.20%
61GENERAC HLDGS INCGNRC131,617$18.8M0.19%
62SPDR S&P 500 ETF TRSPY27,790$17.2M0.17%
63OLD NATL BANCORP IND680033107740,125$15.8M0.16%
64AMERIPRISE FINL INC03076C10628,008$14.9M0.15%
65BERKSHIRE HATHAWAY INC DELBRK-A26,092$12.7M0.13%
66HERSHEY COHSY67,015$11.1M0.11%
67JBT MAREL CORPORATIONJBTM89,864$10.8M0.11%
68AAR CORPAIR156,076$10.7M0.11%
69KNIFE RIVER CORPKNF113,916$9.3M0.09%
70HUB GROUP INCHUBG277,099$9.3M0.09%
71EMERSON ELEC COEMR68,668$9.2M0.09%
72INSPIRE MED SYS INC45773010967,804$8.8M0.09%
73ABBVIE INCABBV47,073$8.7M0.09%
74PALO ALTO NETWORKS INCPANW40,931$8.4M0.08%
75QCR HOLDINGS INCQCRH117,624$8.0M0.08%
76PLEXUS CORPPLXS56,533$7.6M0.08%
77CATERPILLAR INCCAT19,361$7.5M0.07%
78ASSOCIATED BANC CORPASBA297,935$7.3M0.07%
79PENTAIR PLCPNR62,413$6.4M0.06%
80WINTRUST FINL CORP97650W10850,680$6.3M0.06%
81SCHWAB STRATEGIC TR808524102261,246$6.2M0.06%
82GENERAL MLS INC370334104119,611$6.2M0.06%
83BLACK HILLS CORPBKH109,398$6.1M0.06%
84SOLVENTUM CORPSOLV74,000$5.6M0.06%
85CULLEN FROST BANKERS INCCFR-PB43,428$5.6M0.06%
86NORTHWESTERN ENERGY GROUP INNWE102,928$5.3M0.05%
87MGP INGREDIENTS INC NEWMGPI175,774$5.3M0.05%
88BEST BUY INCBBY78,266$5.3M0.05%
89MCDONALDS CORPMCD17,976$5.3M0.05%
90CORNING INCGLW93,220$4.9M0.05%
91POLARIS INCPII113,536$4.6M0.05%
92LIFE TIME GROUP HOLDINGS INCLTH151,215$4.6M0.05%
93MERCK & CO INCMRK56,871$4.5M0.04%
94TRUST FOR PROFESSIONAL MANAG89834G836206,186$4.5M0.04%
95OSHKOSH CORPOSK37,790$4.3M0.04%
96UNITED PARCEL SERVICE INCUPS42,312$4.3M0.04%
97GLACIER BANCORP INC NEWGBCI98,971$4.3M0.04%
98ALPHABET INCGOOG23,877$4.2M0.04%
99COGNEX CORPCGNX129,777$4.1M0.04%
100GENTHERM INCTHRM142,939$4.0M0.04%
101EXACT SCIENCES CORP30063P10574,475$4.0M0.04%
102CINTAS CORPCTAS17,653$3.9M0.04%
103JAMF HLDG CORP47074L105399,351$3.8M0.04%
104EXXON MOBIL CORPXOM34,373$3.7M0.04%
105BERKSHIRE HATHAWAY INC DELBRK-A5$3.6M0.04%
106WOODWARD INCWWD14,000$3.4M0.03%
107RADNET INCRDNT57,731$3.3M0.03%
108ISHARES TR4642872005,120$3.2M0.03%
109CHEVRON CORP NEWCVX22,183$3.2M0.03%
110COSTCO WHSL CORP NEW22160K1053,188$3.2M0.03%
111ORACLE CORPORCL-PD14,275$3.1M0.03%
112CONOCOPHILLIPSCOP28,838$2.6M0.03%
113ULTA BEAUTY INCULTA4,556$2.1M0.02%
114ALERUS FINL CORP01446U10397,867$2.1M0.02%
115APPLIED MATLS INC03822210511,327$2.1M0.02%
116CLEARWATER ANALYTICS HLDGS ICWAN94,140$2.1M0.02%
117GE AEROSPACE3696043017,825$2.0M0.02%
118HAWKINS INCHWKN13,420$1.9M0.02%
119PFIZER INCPFE77,459$1.9M0.02%
120STRYKER CORPORATIONSYK4,436$1.8M0.02%
121COCA COLA COKO23,611$1.7M0.02%
122AMGEN INCAMGN5,838$1.6M0.02%
123SKYWATER TECHNOLOGY INCSKYT163,920$1.6M0.02%
124WALMART INCWMT16,182$1.6M0.02%
125LOWES COS INC5486611077,000$1.6M0.02%
126KIMBERLY-CLARK CORPKMB10,969$1.4M0.01%
127CISCO SYS INCCSCO20,041$1.4M0.01%
128RTX CORPORATIONRTX9,071$1.3M0.01%
129ZIMMER BIOMET HOLDINGS INCZBH14,280$1.3M0.01%
130AZEK CO INC05478C10523,927$1.3M0.01%
131PEPSICO INCPEP9,536$1.3M0.01%
132BRISTOL-MYERS SQUIBB COCELG-RI26,842$1.2M0.01%
133BECTON DICKINSON & COBDX7,155$1.2M0.01%
134IDEXX LABS INC45168D1042,224$1.2M0.01%
135UNION PAC CORPUNP5,141$1.2M0.01%
136MOSAIC CO NEWMOS31,280$1.1M0.01%
137BOSTON SCIENTIFIC CORPBSX10,409$1.1M0.01%
138SNAP ON INCSNA3,588$1.1M0.01%
139WABTEC9297401085,325$1.1M0.01%
140INTERNATIONAL BUSINESS MACHSINTR3,774$1.1M0.01%
141VERICEL CORPVCEL25,915$1.1M0.01%
142SELECT SECTOR SPDR TR81369Y8034,246$1.1M0.01%
143ISHARES TR46428746511,696$1.0M0.01%
144AMCOR PLCAMCCF107,557$988,4490.01%
145WEYERHAEUSER CO MTN BEWY37,601$965,9700.01%
146BANK AMERICA CORP06050510420,342$962,5830.01%
147BAXTER INTL INC07181310931,421$951,4280.01%
148INVESCO QQQ TRIVZ1,721$949,3720.01%
149VANGUARD SPECIALIZED FUNDS9219088444,546$930,4300.01%
150OKLO INCOKLO15,971$894,2160.01%
151BROADCOM INCAVGO3,201$882,3560.01%
152CVRX INCCVRX144,281$848,3720.01%
153ADOBE INCADBE2,127$822,8940.01%
154PHILLIPS 66PSX6,656$794,0610.01%
155NORFOLK SOUTHN CORP6558441083,054$781,7320.01%
156BANK MONTREAL QUE0636711016,746$746,3100.01%
157ISHARES TR4642876141,746$741,3170.01%
158NEXTERA ENERGY INCNEE-PW10,527$730,7840.01%
159AMERICAN WTR WKS CO INC NEW0304201035,221$726,2930.01%
160CANADIAN IMPERIAL BK COMMCNDIF10,176$720,7660.01%
161CHUBB LIMITEDCB2,466$714,4500.01%
162IDEX CORP45167R1044,000$702,2800.01%
163SCHWAB STRATEGIC TR80852480530,000$663,0000.01%
164THERMO FISHER SCIENTIFIC INCTMO1,616$655,2230.01%
165VANGUARD INDEX FDS9229086292,238$626,2600.01%
166MASTERCARD INCORPORATEDMA1,064$597,9040.01%
167TRANE TECHNOLOGIES PLCTT1,281$560,3220.01%
168NVE CORPNVT7,300$537,3530.01%
169BANK NEW YORK MELLON CORP0640581005,888$536,4560.01%
170GE VERNOVA INCGEV1,000$529,1500.01%
171SHELL PLCRYDAF7,504$528,3570.01%
172VANGUARD INDEX FDS9229087361,178$516,4350.01%
173BOEING COBA-PA2,393$501,4050.00%
174SPDR S&P MIDCAP 400 ETF TRMDY865$490,0050.00%
175PHILIP MORRIS INTL INC7181721092,637$480,2770.00%
176BRADY CORPBRC7,000$475,7900.00%
177HUNTINGTON BANCSHARES INCHBANP27,703$464,3020.00%
178AMERICAN TOWER CORP NEW03027X1002,060$455,3010.00%
179ACCENTURE PLC IRELANDACN1,498$447,7370.00%
180ILLINOIS TOOL WKS INC4523081091,759$434,9130.00%
181STURM RUGER & CO INCRGR12,000$430,8000.00%
182VANGUARD INDEX FDS9229087511,568$371,6550.00%
183CARDINAL HEALTH INCCAH2,121$356,3280.00%
184TJX COS INC NEW8725401092,864$353,6750.00%
185ISHARES TR4642878043,053$333,6620.00%
186HARLEY DAVIDSON INCHOG14,000$330,4000.00%
187INTEL CORPINTC14,681$328,8540.00%
188AT&T INCT-PC11,327$327,8030.00%
189ISHARES TR46436E85814,255$326,8670.00%
190CIENA CORPCIEN4,000$325,3200.00%
191ISHARES TR46436E86613,886$324,4460.00%
192DIGI INTL INC2537981029,000$313,7400.00%
193DEERE & CODE617$313,7380.00%
194NIKE INCNKE4,382$311,2970.00%
195NORTHERN TR CORPNTRSO2,440$309,3680.00%
196ALTRIA GROUP INCMO5,156$302,3080.00%
197MARSH & MCLENNAN COS INC5717481021,374$300,4110.00%
198SEI INVTS CO7841171033,300$296,5380.00%
199AXOGEN INCAXGN27,000$292,9500.00%
200NEWMONT CORPNEMCL5,000$291,3000.00%
201ISHARES TR4642872913,150$290,7770.00%
202VANGUARD SCOTTSDALE FDS92206C7301,031$288,8660.00%
203DIMENSIONAL ETF TRUST25434V3029,850$285,1580.00%
204ISHARES TR4642871682,105$279,5700.00%
205GILEAD SCIENCES INCGILD2,501$277,2860.00%
206ALLETE INC0185223004,288$274,7320.00%
207BANK HAWAII CORP0625401094,000$270,1200.00%
208ENTERPRISE PRODS PARTNERS L2937921078,600$266,6860.00%
209UNITED FIRE GROUP INCUFCS9,000$258,3000.00%
210ADVANCED MICRO DEVICES INCAMD1,773$251,5890.00%
211WASTE MGMT INC DEL94106L1091,088$248,9560.00%
212AUTODESK INCADSK801$247,9660.00%
213MSA SAFETY INCMNESP1,470$246,2690.00%
214GALLAGHER ARTHUR J & CO363576109760$243,2910.00%
215MAGNITE INCMGNI10,000$241,2000.00%
216CARRIER GLOBAL CORPORATIONCARR3,246$237,5750.00%
217VANGUARD INDEX FDS922908637817$233,0900.00%
218ZOETIS INCZTS1,490$232,3660.00%
219DANAHER CORPORATION2358511021,169$230,9240.00%
220REGIONS FINANCIAL CORP NEWRF-PF9,740$229,0850.00%
221SPDR SERIES TRUST78468R6632,431$222,9960.00%
222ISHARES GOLD TRIAU3,525$219,8190.00%
223NOVARTIS AGNVSEF1,795$217,2130.00%
224VANGUARD INTL EQUITY INDEX F9220427753,178$213,6250.00%
225SONY GROUP CORPSNEJF8,175$212,7950.00%
226OTIS WORLDWIDE CORPOTIS2,128$210,7150.00%
227CHIPOTLE MEXICAN GRILL INCCMG3,660$205,5090.00%
228COLGATE PALMOLIVE COCL2,224$202,1620.00%
229VIASAT INCVSAT13,000$189,8000.00%
230TACTILE SYS TECHNOLOGY INC87357P10012,500$126,7500.00%
231SHYFT GROUP INC82569810310,000$125,4000.00%
232CLEVELAND-CLIFFS INC NEWCLF16,000$121,6000.00%
233NEOGENOMICS INCNEO15,000$109,6500.00%
234HIMAX TECHNOLOGIES INCHIMX10,550$94,2120.00%
235PLUG POWER INCPLUG10,000$14,9000.00%