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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 Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001057

Total Value
$10.39B
Positions
243
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (243)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,912,896$925.1M8.90%
2NVIDIA CORPORATIONNVDA4,949,648$923.1M8.88%
3AMAZON COM INCAMZN2,592,768$598.5M5.76%
4ALPHABET INCGOOG1,697,969$532.8M5.13%
5JPMORGAN CHASE & CO.VYLD1,276,404$411.3M3.96%
6ELI LILLY & COLLY345,345$371.1M3.57%
7APPLE INCAAPL1,217,486$331.0M3.19%
8GRACO INCGGG3,905,582$320.1M3.08%
9VISA INCV802,518$281.5M2.71%
10UNITEDHEALTH GROUP INCUNH830,535$274.2M2.64%
11TORO COTORO3,422,823$269.4M2.59%
12NVENT ELECTRIC PLCNVT2,111,211$215.3M2.07%
13META PLATFORMS INCMETA316,529$208.9M2.01%
14ECOLAB INCECL770,571$202.3M1.95%
15MOTOROLA SOLUTIONS INCMSI525,214$201.3M1.94%
16WEC ENERGY GROUP INCWEC1,908,774$201.3M1.94%
17LITTELFUSE INCLFUS778,951$197.0M1.90%
18ALLIANT ENERGY CORPLNT2,956,947$192.2M1.85%
19FASTENAL COFAST4,667,499$187.3M1.80%
20JOHNSON & JOHNSONJNJ804,346$166.5M1.60%
21BIO-TECHNE CORPTECH2,767,539$162.8M1.57%
22WELLS FARGO CO NEW9497461011,729,341$161.2M1.55%
23SHERWIN WILLIAMS COSHW469,592$152.2M1.46%
24TAIWAN SEMICONDUCTOR MFG LTD874039100486,547$147.9M1.42%
25FULLER H B COFUL2,411,067$143.4M1.38%
26C H ROBINSON WORLDWIDE INCCHRW862,483$138.7M1.33%
27VERIZON COMMUNICATIONS INCVZ3,373,672$137.4M1.32%
28ROCKWELL AUTOMATION INCROK330,334$128.5M1.24%
29ENTEGRIS INCENTG1,348,986$113.7M1.09%
30FISERV INCFISV1,643,250$110.4M1.06%
31QUALCOMM INCQCOM550,308$94.1M0.91%
32HORMEL FOODS CORPHRL3,789,513$89.8M0.86%
33ABBOTT LABSABLZF708,081$88.7M0.85%
34TENNANT COTNC1,071,624$79.0M0.76%
35SALESFORCE INCCRM296,013$78.4M0.75%
36WORKIVA INCWK727,994$62.8M0.60%
37PIPER SANDLER COMPANIESPIPR175,861$59.7M0.57%
38AMERICAN EXPRESS COAXP159,459$59.0M0.57%
39CASEYS GEN STORES INC147528103103,873$57.4M0.55%
403M COMMM349,147$55.9M0.54%
41HOME DEPOT INCHD157,053$54.0M0.52%
42DONALDSON INCDCI560,653$49.7M0.48%
43HONEYWELL INTL INC438516106233,976$45.6M0.44%
44COGNEX CORPCGNX1,171,596$42.2M0.41%
45TEXAS INSTRS INC882508104235,424$40.8M0.39%
46PALO ALTO NETWORKS INCPANW220,647$40.6M0.39%
47KRAFT HEINZ COKHC1,672,831$40.6M0.39%
48MEDTRONIC PLCMDT412,750$39.6M0.38%
49IDACORP INCIDA302,508$38.3M0.37%
50MEDPACE HLDGS INCMEDP66,665$37.4M0.36%
51INTUITIVE SURGICAL INCISRG62,277$35.3M0.34%
52US BANCORP DELUSB-PS647,980$34.6M0.33%
53DISNEY WALT CO254687106296,183$33.7M0.32%
54TRAVELERS COMPANIES INCTRV113,800$33.0M0.32%
55PROCTER AND GAMBLE CO742718109216,266$31.0M0.30%
56XCEL ENERGY INCXELLL396,280$29.3M0.28%
57AUTOMATIC DATA PROCESSING INADP110,781$28.5M0.27%
58ZOETIS INCZTS226,400$28.5M0.27%
59SCHWAB CHARLES CORPSCHW-PJ273,357$27.3M0.26%
60CLEARFIELD INCCLFD730,188$21.3M0.20%
61AMERIPRISE FINL INC03076C10642,611$20.9M0.20%
62TARGET CORPTGT194,758$19.0M0.18%
63PRINCIPAL FINANCIAL GROUP INPFG211,818$18.7M0.18%
64SPDR S&P 500 ETF TRSPY27,054$18.4M0.18%
65BADGER METER INCBMI102,813$17.9M0.17%
66ALPHABET INCGOOG49,881$15.6M0.15%
67GENERAC HLDGS INCGNRC108,578$14.8M0.14%
68OLD NATL BANCORP IND680033107589,960$13.2M0.13%
69BERKSHIRE HATHAWAY INC DELBRK-A24,857$12.5M0.12%
70HERSHEY COHSY67,608$12.3M0.12%
71ABBVIE INCABBV46,456$10.6M0.10%
72CATERPILLAR INCCAT18,455$10.6M0.10%
73EXXON MOBIL CORPXOM86,602$10.4M0.10%
74JBT MAREL CORPORATIONJBTM68,757$10.4M0.10%
75SYSCO CORPSYY138,534$10.2M0.10%
76HUB GROUP INCHUBG236,036$10.1M0.10%
77AAR CORPAIR112,176$9.3M0.09%
78EMERSON ELEC COEMR66,916$8.9M0.09%
79KNIFE RIVER CORPKNF123,855$8.7M0.08%
80CORNING INCGLW90,350$7.9M0.08%
81QCR HOLDINGS INCQCRH91,002$7.6M0.07%
82TRUST FOR PROFESSIONAL MANAG89834G836324,736$7.3M0.07%
83SCHWAB STRATEGIC TR808524102261,246$6.9M0.07%
84RADNET INCRDNT95,648$6.8M0.07%
85PLEXUS CORPPLXS45,868$6.7M0.06%
86ASSOCIATED BANC CORPASBA260,279$6.7M0.06%
87BLACK HILLS CORPBKH94,138$6.5M0.06%
88WINTRUST FINL CORP97650W10846,633$6.5M0.06%
89PENTAIR PLCPNR59,063$6.2M0.06%
90SOLVENTUM CORPSOLV72,887$5.8M0.06%
91PATRICK INDS INC70334310353,033$5.8M0.06%
92ORACLE CORPORCL-PD28,618$5.6M0.05%
93MERCK & CO INCMRK51,999$5.5M0.05%
94CULLEN FROST BANKERS INCCFR-PB42,731$5.4M0.05%
95INSPIRE MED SYS INC45773010957,616$5.3M0.05%
96NORTHWESTERN ENERGY GROUP INNWE81,682$5.3M0.05%
97MCDONALDS CORPMCD16,693$5.1M0.05%
98GENERAL MLS INC370334104108,477$5.0M0.05%
99POLARIS INCPII75,743$4.8M0.05%
100LIFE TIME GROUP HOLDINGS INCLTH172,317$4.6M0.04%
101ISHARES TR4642872006,481$4.4M0.04%
102OSHKOSH CORPOSK35,069$4.4M0.04%
103GLACIER BANCORP INC NEWGBCI97,354$4.3M0.04%
104WOODWARD INCWWD14,000$4.2M0.04%
105MGP INGREDIENTS INC NEWMGPI173,245$4.2M0.04%
106NIKE INCNKE63,185$4.0M0.04%
107BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M0.04%
108CINTAS CORPCTAS19,617$3.7M0.04%
109SKYWATER TECHNOLOGY INCSKYT182,131$3.3M0.03%
110CHEVRON CORP NEWCVX21,612$3.3M0.03%
111TREX CO INCTREX90,652$3.2M0.03%
112BENTLEY SYS INCBSY82,986$3.2M0.03%
113APPLIED MATLS INC03822210511,327$2.9M0.03%
114COSTCO WHSL CORP NEW22160K1052,933$2.5M0.02%
115CONOCOPHILLIPSCOP25,858$2.4M0.02%
116GE AEROSPACE3696043017,775$2.4M0.02%
117CLEARWATER ANALYTICS HLDGS ICWAN92,510$2.2M0.02%
118UNITED PARCEL SERVICE INCUPS19,792$2.0M0.02%
119GENTHERM INCTHRM52,946$1.9M0.02%
120JAMES HARDIE INDS PLCG4253H10190,673$1.9M0.02%
121PFIZER INCPFE73,921$1.8M0.02%
122AMGEN INCAMGN5,524$1.8M0.02%
123ALERUS FINL CORP01446U10379,436$1.8M0.02%
124HAWKINS INCHWKN12,569$1.8M0.02%
125WALMART INCWMT16,000$1.8M0.02%
126EXACT SCIENCES CORP30063P10517,236$1.8M0.02%
127RTX CORPORATIONRTX9,071$1.7M0.02%
128LOWES COS INC5486611076,863$1.7M0.02%
129COCA COLA COKO23,411$1.6M0.02%
130SELECT SECTOR SPDR TR81369Y70410,535$1.6M0.02%
131CISCO SYS INCCSCO20,265$1.6M0.02%
132SELECT SECTOR SPDR TR81369Y30820,045$1.6M0.01%
133STRYKER CORPORATIONSYK4,199$1.5M0.01%
134IDEXX LABS INC45168D1042,131$1.4M0.01%
135SELECT SECTOR SPDR TR81369Y60525,310$1.4M0.01%
136BECTON DICKINSON & COBDX7,119$1.4M0.01%
137BRISTOL-MYERS SQUIBB COCELG-RI24,938$1.3M0.01%
138PEPSICO INCPEP9,103$1.3M0.01%
139BANK AMERICA CORP06050510422,493$1.2M0.01%
140SNAP ON INCSNA3,373$1.2M0.01%
141ISHARES TR46428746512,093$1.2M0.01%
142BROADCOM INCAVGO3,323$1.2M0.01%
143WABTEC9297401085,237$1.1M0.01%
144OKLO INCOKLO15,561$1.1M0.01%
145ULTA BEAUTY INCULTA1,810$1.1M0.01%
146INTERNATIONAL BUSINESS MACHSINTR3,627$1.1M0.01%
147UNION PAC CORPUNP4,592$1.1M0.01%
148KIMBERLY-CLARK CORPKMB10,419$1.1M0.01%
149NEXTERA ENERGY INCNEE-PW12,772$1.0M0.01%
150CVRX INCCVRX142,456$1.0M0.01%
151ZIMMER BIOMET HOLDINGS INCZBH11,100$998,1120.01%
152BOSTON SCIENTIFIC CORPBSX10,176$970,2820.01%
153INVESCO QQQ TRIVZ1,546$949,7230.01%
154VERICEL CORPVCEL25,865$931,3990.01%
155CANADIAN IMPERIAL BANK OF COCNDIF10,176$922,0470.01%
156NORFOLK SOUTHN CORP6558441083,035$876,2650.01%
157BANK MONTREAL QUE0636711016,746$875,5630.01%
158WEYERHAEUSER CO MTN BEWY36,117$855,6120.01%
159SELECT SECTOR SPDR TR81369Y2095,522$854,8060.01%
160PHILLIPS 66PSX6,604$852,1800.01%
161XYLEM INCXYL5,970$812,9950.01%
162AMCOR PLCAMCCF88,520$738,2570.01%
163CHUBB LIMITEDCB2,334$728,4880.01%
164SCHWAB STRATEGIC TR80852480530,000$721,2000.01%
165AXOGEN INCAXGN22,000$720,0600.01%
166THERMO FISHER SCIENTIFIC INCTMO1,241$719,0970.01%
167IDEX CORP45167R1044,000$711,7600.01%
168ADOBE INCADBE2,009$703,1300.01%
169CIENA CORPCIEN3,000$701,6100.01%
170BANK NEW YORK MELLON CORP0640581005,888$683,5380.01%
171AMERICAN WTR WKS CO INC NEW0304201035,046$658,5030.01%
172ISHARES TR4642882409,750$654,5180.01%
173SELECT SECTOR SPDR TR81369Y8034,470$643,5750.01%
174GE VERNOVA INCGEV933$609,7810.01%
175VANGUARD INDEX FDS9229086292,095$608,0110.01%
176SPDR SERIES TRUST78468R6636,438$588,3040.01%
177MOSAIC CO NEWMOS24,000$578,1600.01%
178SHELL PLCRYDAF7,504$551,3940.01%
179BRADY CORPBRC7,000$548,5900.01%
180INTEL CORPINTC14,333$528,8880.01%
181VANGUARD SPECIALIZED FUNDS9219088442,377$522,4170.01%
182TJX COS INC NEW8725401093,315$509,2170.00%
183NEWMONT CORPNEMCL5,000$499,2500.00%
184BOEING COBA-PA2,270$492,8620.00%
185HUNTINGTON BANCSHARES INCHBANP27,703$480,6470.00%
186BAXTER INTL INC07181310924,556$469,2650.00%
187VIASAT INCVSAT13,000$447,9800.00%
188BEST BUY INCBBY6,657$445,5530.00%
189TRANE TECHNOLOGIES PLCTT1,143$444,8560.00%
190CARDINAL HEALTH INCCAH2,121$435,8660.00%
191VANGUARD INDEX FDS9229087691,294$433,8390.00%
192ADVANCED MICRO DEVICES INCAMD2,013$431,1040.00%
193ILLINOIS TOOL WKS INC4523081091,733$426,8380.00%
194PHILIP MORRIS INTL INC7181721092,649$424,9000.00%
195ISHARES TR4642875981,962$412,6870.00%
196STURM RUGER & CO INCRGR12,000$391,8000.00%
197VANGUARD INDEX FDS9229087511,496$385,9700.00%
198MASTERCARD INCORPORATEDMA624$356,2290.00%
199NVE CORPNVT6,000$355,9800.00%
200AMERICAN TOWER CORP NEW03027X1002,020$354,6510.00%
201DIGI INTL INC2537981028,000$346,3200.00%
202VANGUARD INDEX FDS922908736688$335,6480.00%
203ISHARES TR4642872913,150$331,2540.00%
204NORTHERN TR CORPNTRSO2,400$327,8160.00%
205ISHARES TR46436E85814,255$326,0830.00%
206VANGUARD TAX-MANAGED FDS9219438585,129$320,4090.00%
207ACCENTURE PLC IRELANDACN1,184$317,6670.00%
208ISHARES TR4642873092,509$309,2590.00%
209L3HARRIS TECHNOLOGIES INCLHX1,033$303,2580.00%
210ISHARES TR4642878042,495$299,8490.00%
211HARLEY DAVIDSON INCHOG14,000$286,8600.00%
212ISHARES GOLD TRIAU3,525$286,1240.00%
213AT&T INCT-PC11,327$281,3630.00%
214DEERE & CODE602$280,2730.00%
215GILEAD SCIENCES INCGILD2,275$279,2340.00%
216ENTERPRISE PRODS PARTNERS L2937921078,600$275,7160.00%
217BANK HAWAII CORP0625401094,000$273,4800.00%
218SEI INVTS CO7841171033,300$270,6660.00%
219CUMMINS INCCMI528$269,5180.00%
220DANAHER CORPORATION2358511021,169$267,6070.00%
221ALTRIA GROUP INCMO4,561$262,9890.00%
222VANGUARD INDEX FDS922908637817$257,1920.00%
223MARSH & MCLENNAN COS INC5717481021,356$251,5650.00%
224ISHARES TR4642874081,143$242,3960.00%
225UNITED FIRE GROUP INCUFCS6,600$239,9100.00%
226SELECT SECTOR SPDR TR81369Y1005,260$238,5410.00%
227AUTODESK INCADSK801$237,1040.00%
228MSA SAFETY INCMNESP1,470$235,4060.00%
229VANGUARD INTL EQUITY INDEX F9220427753,178$233,7740.00%
230BP PLCBPPFF6,500$225,7450.00%
231WASTE MGMT INC DEL94106L1091,000$219,7100.00%
232VANGUARD MUN BD FDS9229077464,211$211,7710.00%
233MARATHON PETE CORPMARA1,301$211,5820.00%
234SLB LIMITEDSLB5,500$211,0900.00%
235REGIONS FINANCIAL CORP NEWRF-PF7,620$206,5020.00%
236EATON CORP PLCETN648$206,3940.00%
237NOVARTIS AGNVSEF1,485$204,7370.00%
238BLACKROCK INCBLK190$203,3650.00%
239SONY GROUP CORPSNEJF7,830$200,4480.00%
240UIPATH INCPATH12,125$198,7290.00%
241CLEVELAND-CLIFFS INC NEWCLF13,500$179,2800.00%
242AEBI SCHMIDT HLDG AGH0050110810,401$131,5730.00%
243PLUG POWER INCPLUG10,000$19,7000.00%