Historical Stock Holdings
Mairs & Power Funds
| Period | Portfolio Value | Top 20 holdings history (left to right) | |||||||||||||||||||
| 2025 Q4 | $10.4 B |
MSFT
Microsoft Corp.
8.90% of portfolio |
NVDA
NVIDIA Corp.
8.88% of portfolio |
AMZN
Amazon.com Inc.
5.76% of portfolio |
GOOG
Alphabet Inc. CL C
5.13% of portfolio |
JPM
JPMorgan Chase & Co.
3.96% of portfolio |
LLY
Eli Lilly & Co.
3.57% of portfolio |
AAPL
Apple Inc.
3.19% of portfolio |
GGG
Graco Inc.
3.08% of portfolio |
V
Visa Inc.
2.71% of portfolio |
UNH
United Health Group Inc.
2.64% of portfolio |
TTC
Toro Co.
2.59% of portfolio |
NVT
nVent Electric plc
2.07% of portfolio |
META
Meta Platforms Inc.
2.01% of portfolio |
ECL
Ecolab Inc.
1.95% of portfolio |
WEC
WEC Energy Group
1.94% of portfolio |
MSI
Motorola Solutions Inc.
1.94% of portfolio |
LFUS
Littelfuse Inc.
1.90% of portfolio |
LNT
Alliant Energy
1.85% of portfolio |
FAST
Fastenal
1.80% of portfolio |
JNJ
Johnson & Johnson
1.60% of portfolio |
| 2025 Q3 | $10.6 B |
NVDA
NVIDIA Corp.
9.78% of portfolio |
MSFT
Microsoft Corp.
9.28% of portfolio |
AMZN
Amazon.com Inc.
5.27% of portfolio |
JPM
JPMorgan Chase & Co.
4.04% of portfolio |
GOOG
Alphabet Inc. CL C
4.03% of portfolio |
UNH
United Health Group Inc.
3.47% of portfolio |
GGG
Graco Inc.
3.14% of portfolio |
AAPL
Apple Inc.
2.83% of portfolio |
TTC
Toro Co.
2.58% of portfolio |
LLY
Eli Lilly & Co.
2.57% of portfolio |
V
Visa Inc.
2.54% of portfolio |
FAST
Fastenal
2.18% of portfolio |
FISV
Fiserv Inc.
2.12% of portfolio |
NVT
nVent Electric plc
2.02% of portfolio |
ECL
Ecolab Inc.
2.00% of portfolio |
LFUS
Littelfuse Inc.
1.98% of portfolio |
MSI
Motorola Solutions Inc.
1.98% of portfolio |
WEC
WEC Energy Group
1.93% of portfolio |
LNT
Alliant Energy
1.90% of portfolio |
META
Meta Platforms Inc.
1.77% of portfolio |
| 2025 Q2 | $10.1 B |
MSFT
Microsoft Corp.
9.84% of portfolio |
NVDA
NVIDIA Corp.
9.07% of portfolio |
AMZN
Amazon.com Inc.
5.40% of portfolio |
JPM
JPMorgan Chase & Co.
4.30% of portfolio |
GGG
Graco Inc.
3.37% of portfolio |
UNH
United Health Group Inc.
3.26% of portfolio |
GOOG
Alphabet Inc. CL C
3.16% of portfolio |
FISV
Fiserv Inc.
2.95% of portfolio |
LLY
Eli Lilly & Co.
2.81% of portfolio |
V
Visa Inc.
2.79% of portfolio |
TTC
Toro Co.
2.55% of portfolio |
AAPL
Apple Inc.
2.31% of portfolio |
FAST
Fastenal
2.23% of portfolio |
ECL
Ecolab Inc.
2.10% of portfolio |
MSI
Motorola Solutions Inc.
1.97% of portfolio |
LFUS
Littelfuse Inc.
1.94% of portfolio |
LNT
Alliant Energy
1.82% of portfolio |
WFC
Wells Fargo
1.72% of portfolio |
NVT
nVent Electric plc
1.70% of portfolio |
META
Meta Platforms Inc.
1.59% of portfolio |
| 2025 Q1 | $9.61 B |
MSFT
Microsoft Corp.
7.80% of portfolio |
NVDA
NVIDIA Corp.
6.54% of portfolio |
UNH
United Health Group Inc.
4.94% of portfolio |
AMZN
Amazon.com Inc.
4.75% of portfolio |
JPM
JPMorgan Chase & Co.
4.24% of portfolio |
FISV
Fiserv Inc.
3.95% of portfolio |
GGG
Graco Inc.
3.41% of portfolio |
GOOG
Alphabet Inc. CL C
3.33% of portfolio |
AAPL
Apple Inc.
3.13% of portfolio |
LLY
Eli Lilly & Co.
3.13% of portfolio |
V
Visa Inc.
3.01% of portfolio |
TTC
Toro Co.
2.76% of portfolio |
MSI
Motorola Solutions Inc.
2.18% of portfolio |
FAST
Fastenal
2.17% of portfolio |
LNT
Alliant Energy
2.04% of portfolio |
ECL
Ecolab Inc.
2.04% of portfolio |
LFUS
Littelfuse Inc.
1.81% of portfolio |
JNJ
Johnson & Johnson
1.72% of portfolio |
SHW
Sherwin-Williams
1.71% of portfolio |
WFC
Wells Fargo
1.63% of portfolio |
| 2024 Q4 | $10.3 B |
MSFT
Microsoft Corp.
8.03% of portfolio |
NVDA
NVIDIA Corp.
7.64% of portfolio |
AMZN
Amazon.com Inc.
5.02% of portfolio |
UNH
United Health Group Inc.
4.25% of portfolio |
GOOG
Alphabet Inc. CL C
4.01% of portfolio |
JPM
JPMorgan Chase & Co.
3.98% of portfolio |
FISV
Fiserv Inc.
3.72% of portfolio |
AAPL
Apple Inc.
3.28% of portfolio |
GGG
Graco Inc.
3.23% of portfolio |
TTC
Toro Co.
2.78% of portfolio |
V
Visa Inc.
2.55% of portfolio |
LLY
Eli Lilly & Co.
2.53% of portfolio |
LNT
Alliant Energy
2.24% of portfolio |
MSI
Motorola Solutions Inc.
2.17% of portfolio |
LFUS
Littelfuse Inc.
2.00% of portfolio |
QCOM
QUALCOMM Inc.
1.96% of portfolio |
USB
U.S. Bancorp
1.95% of portfolio |
FAST
Fastenal
1.88% of portfolio |
TECH
Bio-Techne Corp.
1.86% of portfolio |
ECL
Ecolab Inc.
1.78% of portfolio |
| 2024 Q3 | $10.6 B |
MSFT
Microsoft Corp.
7.91% of portfolio |
NVDA
NVIDIA Corp.
6.90% of portfolio |
UNH
United Health Group Inc.
4.90% of portfolio |
GOOG
Alphabet Inc. CL C
4.31% of portfolio |
AMZN
Amazon.com Inc.
4.14% of portfolio |
JPM
JPMorgan Chase & Co.
3.41% of portfolio |
GGG
Graco Inc.
3.24% of portfolio |
FISV
Fiserv Inc.
3.20% of portfolio |
AAPL
Apple Inc.
2.95% of portfolio |
LLY
Eli Lilly & Co.
2.85% of portfolio |
TTC
Toro Co.
2.80% of portfolio |
LNT
Alliant Energy
2.34% of portfolio |
LFUS
Littelfuse Inc.
2.15% of portfolio |
QCOM
QUALCOMM Inc.
2.09% of portfolio |
MSI
Motorola Solutions Inc.
2.07% of portfolio |
V
Visa Inc.
2.04% of portfolio |
TECH
Bio-Techne Corp.
2.03% of portfolio |
VZ
Verizon Communications
2.02% of portfolio |
USB
U.S. Bancorp
1.96% of portfolio |
ECL
Ecolab Inc.
1.91% of portfolio |
| 2024 Q2 | $10.4 B |
MSFT
Microsoft Corp.
8.45% of portfolio |
NVDA
NVIDIA Corp.
7.38% of portfolio |
GOOG
Alphabet Inc. CL C
4.99% of portfolio |
AMZN
Amazon.com Inc.
4.39% of portfolio |
UNH
United Health Group Inc.
4.16% of portfolio |
JPM
JPMorgan Chase & Co.
3.37% of portfolio |
LLY
Eli Lilly & Co.
3.06% of portfolio |
TTC
Toro Co.
2.93% of portfolio |
GGG
Graco Inc.
2.88% of portfolio |
FISV
Fiserv Inc.
2.72% of portfolio |
AAPL
Apple Inc.
2.65% of portfolio |
QCOM
QUALCOMM Inc.
2.50% of portfolio |
MDT
Medtronic plc
2.24% of portfolio |
LFUS
Littelfuse Inc.
2.10% of portfolio |
USB
U.S. Bancorp
1.98% of portfolio |
ECL
Ecolab Inc.
1.92% of portfolio |
TECH
Bio-Techne Corp.
1.90% of portfolio |
LNT
Alliant Energy
1.88% of portfolio |
MSI
Motorola Solutions Inc.
1.85% of portfolio |
VZ
Verizon Communications
1.83% of portfolio |
| 2024 Q1 | $10.3 B |
MSFT
Microsoft Corp.
8.01% of portfolio |
NVDA
NVIDIA Corp.
5.74% of portfolio |
GOOG
Alphabet Inc. CL C
4.73% of portfolio |
AMZN
Amazon.com Inc.
4.24% of portfolio |
UNH
United Health Group Inc.
3.91% of portfolio |
GGG
Graco Inc.
3.43% of portfolio |
JPM
JPMorgan Chase & Co.
3.33% of portfolio |
FISV
Fiserv Inc.
2.95% of portfolio |
TTC
Toro Co.
2.88% of portfolio |
LLY
Eli Lilly & Co.
2.75% of portfolio |
USB
U.S. Bancorp
2.53% of portfolio |
MDT
Medtronic plc
2.52% of portfolio |
ECL
Ecolab Inc.
2.22% of portfolio |
QCOM
QUALCOMM Inc.
2.15% of portfolio |
TECH
Bio-Techne Corp.
2.02% of portfolio |
LFUS
Littelfuse Inc.
2.01% of portfolio |
FAST
Fastenal
2.01% of portfolio |
NVT
nVent Electric plc
1.92% of portfolio |
HRL
Hormel Foods Corp.
1.87% of portfolio |
JNJ
Johnson & Johnson
1.86% of portfolio |