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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 Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004985

Total Value
$10.64B
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA5,576,420$1.04B9.78%
2MICROSOFT CORPMSFT1,905,547$987.0M9.28%
3AMAZON COM INCAMZN2,555,902$561.2M5.27%
4JPMORGAN CHASE & CO.VYLD1,361,530$429.5M4.04%
5ALPHABET INCGOOG1,762,588$429.3M4.03%
6UNITEDHEALTH GROUP INCUNH1,069,947$369.5M3.47%
7GRACO INCGGG3,934,001$334.2M3.14%
8APPLE INCAAPL1,182,743$301.2M2.83%
9TORO COTORO3,600,459$274.4M2.58%
10ELI LILLY & COLLY358,177$273.3M2.57%
11VISA INCV791,147$270.1M2.54%
12FASTENAL COFAST4,719,036$231.4M2.18%
13FISERV INCFISV1,749,931$225.6M2.12%
14NVENT ELECTRIC PLCNVT2,182,373$215.3M2.02%
15ECOLAB INCECL777,029$212.8M2.00%
16LITTELFUSE INCLFUS813,938$210.8M1.98%
17MOTOROLA SOLUTIONS INCMSI460,229$210.5M1.98%
18WEC ENERGY GROUP INCWEC1,793,851$205.6M1.93%
19ALLIANT ENERGY CORPLNT2,993,643$201.8M1.90%
20META PLATFORMS INCMETA256,927$188.7M1.77%
21JOHNSON & JOHNSONJNJ985,502$182.7M1.72%
22WELLS FARGO CO NEW9497461012,172,337$182.1M1.71%
23SHERWIN WILLIAMS COSHW464,043$160.7M1.51%
24BIO-TECHNE CORPTECH2,807,409$156.2M1.47%
25VERIZON COMMUNICATIONS INCVZ3,414,075$150.0M1.41%
26ROCKWELL AUTOMATION INCROK410,777$143.6M1.35%
27FULLER H B COFUL2,408,893$142.8M1.34%
28TAIWAN SEMICONDUCTOR MFG LTD874039100495,265$138.3M1.30%
29C H ROBINSON WORLDWIDE INCCHRW869,738$115.2M1.08%
30ENTEGRIS INCENTG1,194,050$110.4M1.04%
31QUALCOMM INCQCOM653,933$108.8M1.02%
32TENNANT COTNC1,329,688$107.8M1.01%
33HORMEL FOODS CORPHRL4,185,642$103.6M0.97%
34ABBOTT LABSABLZF722,884$96.8M0.91%
35SALESFORCE INCCRM294,789$69.9M0.66%
36WORKIVA INCWK757,063$65.2M0.61%
37PIPER SANDLER COMPANIESPIPR184,606$64.1M0.60%
38HOME DEPOT INCHD155,551$63.0M0.59%
39CASEYS GEN STORES INC147528103108,232$61.2M0.58%
40KRAFT HEINZ COKHC2,231,175$58.1M0.55%
41AMERICAN EXPRESS COAXP170,031$56.5M0.53%
423M COMMM346,453$53.8M0.51%
43HONEYWELL INTL INC438516106249,248$52.5M0.49%
44DONALDSON INCDCI605,439$49.6M0.47%
45TEXAS INSTRS INC882508104236,717$43.5M0.41%
46MEDTRONIC PLCMDT430,572$41.0M0.39%
47IDACORP INCIDA287,168$37.9M0.36%
48US BANCORP DELUSB-PS763,737$36.9M0.35%
49DISNEY WALT CO254687106313,534$35.9M0.34%
50MEDPACE HLDGS INCMEDP69,583$35.8M0.34%
51XCEL ENERGY INCXELLL386,008$31.1M0.29%
52AUTOMATIC DATA PROCESSING INADP105,107$30.8M0.29%
53PROCTER AND GAMBLE CO742718109188,436$29.0M0.27%
54SCHWAB CHARLES CORPSCHW-PJ299,389$28.6M0.27%
55COGNEX CORPCGNX613,294$27.8M0.26%
56CLEARFIELD INCCLFD730,793$25.1M0.24%
57TRAVELERS COMPANIES INCTRV88,494$24.7M0.23%
58PALO ALTO NETWORKS INCPANW111,242$22.7M0.21%
59PRINCIPAL FINANCIAL GROUP INPFG254,418$21.1M0.20%
60TARGET CORPTGT232,735$20.9M0.20%
61GENERAC HLDGS INCGNRC116,761$19.5M0.18%
62BADGER METER INCBMI103,859$18.5M0.17%
63SPDR S&P 500 ETF TRSPY26,993$18.0M0.17%
64AMERIPRISE FINL INC03076C10634,706$17.0M0.16%
65OLD NATL BANCORP IND680033107637,125$14.0M0.13%
66HERSHEY COHSY71,293$13.3M0.13%
67SYSCO CORPSYY156,235$12.9M0.12%
68BERKSHIRE HATHAWAY INC DELBRK-A25,379$12.8M0.12%
69AAR CORPAIR127,702$11.5M0.11%
70ABBVIE INCABBV47,421$11.0M0.10%
71JBT MAREL CORPORATIONJBTM70,035$9.8M0.09%
72KNIFE RIVER CORPKNF122,045$9.4M0.09%
73EMERSON ELEC COEMR68,167$8.9M0.08%
74CATERPILLAR INCCAT18,710$8.9M0.08%
75HUB GROUP INCHUBG256,091$8.8M0.08%
76PLEXUS CORPPLXS54,912$7.9M0.07%
77QCR HOLDINGS INCQCRH104,791$7.9M0.07%
78EXXON MOBIL CORPXOM69,913$7.9M0.07%
79CORNING INCGLW92,626$7.6M0.07%
80RADNET INCRDNT97,483$7.4M0.07%
81ASSOCIATED BANC CORPASBA272,016$7.0M0.07%
82WINTRUST FINL CORP97650W10850,849$6.7M0.06%
83SCHWAB STRATEGIC TR808524102261,246$6.7M0.06%
84PENTAIR PLCPNR60,213$6.7M0.06%
85ALPHABET INCGOOG26,268$6.4M0.06%
86BLACK HILLS CORPBKH97,649$6.0M0.06%
87GENERAL MLS INC370334104115,748$5.8M0.05%
88POLARIS INCPII95,840$5.6M0.05%
89CULLEN FROST BANKERS INCCFR-PB43,503$5.5M0.05%
90MCDONALDS CORPMCD17,941$5.5M0.05%
91SOLVENTUM CORPSOLV73,237$5.3M0.05%
92NORTHWESTERN ENERGY GROUP INNWE89,037$5.2M0.05%
93TRUST FOR PROFESSIONAL MANAG89834G836229,186$5.1M0.05%
94EXACT SCIENCES CORP30063P10593,237$5.1M0.05%
95ORACLE CORPORCL-PD17,612$5.0M0.05%
96INSPIRE MED SYS INC45773010965,446$4.9M0.05%
97GLACIER BANCORP INC NEWGBCI99,163$4.8M0.05%
98OSHKOSH CORPOSK35,544$4.6M0.04%
99LIFE TIME GROUP HOLDINGS INCLTH159,616$4.4M0.04%
100MERCK & CO INCMRK52,187$4.4M0.04%
101MGP INGREDIENTS INC NEWMGPI176,393$4.3M0.04%
102BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M0.04%
103CINTAS CORPCTAS18,238$3.7M0.04%
104ISHARES TR464287200475$3.7M0.04%
105CHEVRON CORP NEWCVX22,935$3.6M0.03%
106NIKE INCNKE50,762$3.5M0.03%
107WOODWARD INCWWD14,000$3.5M0.03%
108SKYWATER TECHNOLOGY INCSKYT184,756$3.4M0.03%
109TREX CO INCTREX63,338$3.3M0.03%
110JAMF HLDG CORP47074L105298,112$3.2M0.03%
111COSTCO WHSL CORP NEW22160K1053,221$3.0M0.03%
112CONOCOPHILLIPSCOP28,137$2.7M0.03%
113GENTHERM INCTHRM75,787$2.6M0.02%
114HAWKINS INCHWKN13,420$2.5M0.02%
115PATRICK INDS INC70334310323,385$2.4M0.02%
116GE AEROSPACE3696043017,825$2.4M0.02%
117APPLIED MATLS INC03822210511,327$2.3M0.02%
118UNITED PARCEL SERVICE INCUPS25,275$2.1M0.02%
119ALERUS FINL CORP01446U10386,823$1.9M0.02%
120PFIZER INCPFE75,344$1.9M0.02%
121OKLO INCOKLO15,971$1.8M0.02%
122LOWES COS INC5486611076,985$1.8M0.02%
123WALMART INCWMT16,767$1.7M0.02%
124CLEARWATER ANALYTICS HLDGS ICWAN94,275$1.7M0.02%
125STRYKER CORPORATIONSYK4,436$1.6M0.02%
126AMGEN INCAMGN5,667$1.6M0.02%
127COCA COLA COKO23,611$1.6M0.01%
128RTX CORPORATIONRTX9,071$1.5M0.01%
129ULTA BEAUTY INCULTA2,678$1.5M0.01%
130CISCO SYS INCCSCO20,904$1.4M0.01%
131ZIMMER BIOMET HOLDINGS INCZBH13,955$1.4M0.01%
132IDEXX LABS INC45168D1042,144$1.4M0.01%
133KIMBERLY-CLARK CORPKMB10,969$1.4M0.01%
134BECTON DICKINSON & COBDX7,119$1.3M0.01%
135PEPSICO INCPEP9,351$1.3M0.01%
136BROADCOM INCAVGO3,920$1.3M0.01%
137BANK AMERICA CORP06050510424,976$1.3M0.01%
138SNAP ON INCSNA3,573$1.2M0.01%
139BRISTOL-MYERS SQUIBB COCELG-RI26,392$1.2M0.01%
140CVRX INCCVRX144,956$1.2M0.01%
141ISHARES TR46428746512,486$1.2M0.01%
142UNION PAC CORPUNP4,826$1.1M0.01%
143WABTEC9297401085,325$1.1M0.01%
144INTERNATIONAL BUSINESS MACHSINTR3,703$1.0M0.01%
145MOSAIC CO NEWMOS29,500$1.0M0.01%
146BOSTON SCIENTIFIC CORPBSX10,307$1.0M0.01%
147NEXTERA ENERGY INCNEE-PW13,325$1.0M0.01%
148INVESCO QQQ TRIVZ1,546$928,1720.01%
149NORFOLK SOUTHN CORP6558441083,054$917,4520.01%
150PHILLIPS 66PSX6,643$903,5810.01%
151WEYERHAEUSER CO MTN BEWY36,117$895,3400.01%
152BANK MONTREAL QUE0636711016,746$878,6670.01%
153VERICEL CORPVCEL25,865$813,9720.01%
154CANADIAN IMPERIAL BANK OF COCNDIF10,176$812,9610.01%
155THERMO FISHER SCIENTIFIC INCTMO1,616$783,7920.01%
156BEST BUY INCBBY10,002$756,3510.01%
157VANGUARD SPECIALIZED FUNDS9219088443,360$725,0540.01%
158AMCOR PLCAMCCF88,520$724,0940.01%
159AMERICAN WTR WKS CO INC NEW0304201035,184$721,5610.01%
160ADOBE INCADBE2,029$715,7300.01%
161ISHARES TR4642882402,877$715,1100.01%
162SCHWAB STRATEGIC TR80852480530,000$698,4000.01%
163BAXTER INTL INC07181310929,821$679,0240.01%
164CHUBB LIMITEDCB2,392$675,1420.01%
165IDEX CORP45167R1044,000$651,0400.01%
166BANK NEW YORK MELLON CORP0640581005,888$641,5560.01%
167SPDR S&P MIDCAP 400 ETF TRMDY1,064$634,2500.01%
168SELECT SECTOR SPDR TR81369Y8032,235$630,0150.01%
169GE VERNOVA INCGEV1,000$614,9000.01%
170VANGUARD INDEX FDS9229086291,128$613,0350.01%
171ISHARES TR46428759813,886$585,7280.01%
172AMERICAN TOWER CORP NEW03027X1003,031$582,9220.01%
173BRADY CORPBRC7,000$546,2100.01%
174VANGUARD INDEX FDS9229087362,087$541,0000.01%
175TRANE TECHNOLOGIES PLCTT1,281$540,5310.01%
176SHELL PLCRYDAF7,504$536,7610.01%
177STURM RUGER & CO INCRGR12,000$521,6400.00%
178BOEING COBA-PA2,354$508,0640.00%
179INTEL CORPINTC14,333$480,8720.00%
180TJX COS INC NEW8725401093,315$479,1500.00%
181HUNTINGTON BANCSHARES INCHBANP27,703$478,4310.00%
182ILLINOIS TOOL WKS INC4523081091,759$458,6770.00%
183CIENA CORPCIEN3,000$437,0100.00%
184PHILIP MORRIS INTL INC7181721092,641$428,3700.00%
185VANGUARD INDEX FDS922908769817$424,6520.00%
186NEWMONT CORPNEMCL5,000$421,5500.00%
187ADVANCED MICRO DEVICES INCAMD2,596$420,0070.00%
188ISHARES TR4642878043,517$417,9250.00%
189VANGUARD INDEX FDS9229087511,294$398,7870.00%
190AXOGEN INCAXGN22,000$392,4800.00%
191NVE CORPNVT6,000$391,6200.00%
192HARLEY DAVIDSON INCHOG14,000$390,6000.00%
193BLACKROCK INCBLK331$385,9030.00%
194VIASAT INCVSAT13,000$380,9000.00%
195MASTERCARD INCORPORATEDMA644$366,3140.00%
196DANAHER CORPORATION2358511021,755$347,9460.00%
197CARDINAL HEALTH INCCAH2,121$332,9120.00%
198ACCENTURE PLC IRELANDACN1,332$328,4710.00%
199NORTHERN TR CORPNTRSO2,440$328,4240.00%
200ISHARES TR46436E8583,150$327,1520.00%
201ISHARES TR46436E86611,000$324,3770.00%
202L3HARRIS TECHNOLOGIES INCLHX1,051$320,9860.00%
203AT&T INCT-PC11,327$319,8740.00%
204ISHARES TR4642872915,582$312,2280.00%
205VANGUARD SCOTTSDALE FDS92206C7301,031$310,1140.00%
206ALTRIA GROUP INCMO4,659$307,7540.00%
207ISHARES TR4642873092,509$302,8860.00%
208DIGI INTL INC2537981028,000$291,6800.00%
209SPDR SERIES TRUST78468R6633,082$282,7740.00%
210MONDELEZ INTL INC6092071054,524$282,6140.00%
211SEI INVTS CO7841171033,300$280,0050.00%
212DEERE & CODE602$275,2710.00%
213VANGUARD TAX-MANAGED FDS9219438584,579$274,3740.00%
214MARSH & MCLENNAN COS INC5717481021,356$273,2750.00%
215ENTERPRISE PRODS PARTNERS L2937921078,600$268,9220.00%
216BANK HAWAII CORP0625401094,000$262,5600.00%
217SCHLUMBERGER LTDSLB7,524$258,6000.00%
218REGIONS FINANCIAL CORP NEWRF-PF9,740$256,8440.00%
219ISHARES GOLD TRIAU3,525$256,5140.00%
220AUTODESK INCADSK801$254,4540.00%
221MSA SAFETY INCMNESP1,470$252,9430.00%
222GILEAD SCIENCES INCGILD2,275$252,5250.00%
223VANGUARD INDEX FDS9229086371,568$251,5220.00%
224MARATHON PETE CORPMARA1,301$250,7550.00%
225EATON CORP PLCETN647$242,1400.00%
226CARRIER GLOBAL CORPORATIONCARR4,043$241,3670.00%
227COMCAST CORP NEWCCZ7,600$238,7920.00%
228GALLAGHER ARTHUR J & CO363576109760$235,4020.00%
229WASTE MGMT INC DEL94106L1091,050$231,8720.00%
230VANGUARD INTL EQUITY INDEX F9220427753,178$226,8140.00%
231STARBUCKS CORPSBUX2,671$226,0050.00%
232SONY GROUP CORPSNEJF7,830$225,4260.00%
233BP PLCBPPFF6,500$223,9900.00%
234CUMMINS INCCMI528$223,0110.00%
235ISHARES TR46428723414,255$222,7850.00%
236ISHARES TR4642876144,172$222,4950.00%
237GENUINE PARTS COGPC1,603$222,1760.00%
238ALLETE INC0185223003,288$218,3230.00%
239ZOETIS INCZTS1,490$218,0170.00%
240XYLEM INCXYL1,466$216,2350.00%
241LINDE PLCLIN429$203,7750.00%
242UNITED FIRE GROUP INCUFCS6,600$200,7720.00%
243CLEVELAND-CLIFFS INC NEWCLF13,500$164,7000.00%
244UIPATH INCPATH12,125$162,2330.00%
245AEBI SCHMIDT HLDG AGH0050110810,401$129,7000.00%
246EIGHTCO HOLDINGS INCORBS10,900$99,7350.00%
247HIMAX TECHNOLOGIES INCHIMX10,550$93,1570.00%
248PLUG POWER INCPLUG10,000$23,3000.00%