MAIRS & POWER INC
•CIK: 1070134•Filing: Q4 2025
MAIRS & POWER INC, with $10.4B in AUM, is known for its concentrated tech and financial sector focus, led by the seasoned duo of Michael A. Powers and John R. Powers, who are recognized for their contrarian and high-conviction investment style. Recently, the fund has notably increased positions in GOOGL by 144% and PATK by 138%, while cutting EXK by 66% and FISV by 51%, reflecting a strategic pivot towards growth-oriented tech stocks amid market volatility.
Total AUM
$10.4B
QoQ Performance
-2.3%
Positions
223
Top 10 Concentration
47.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
NVDA
AMZN
GOOG
MSFT8.9%
NVDA8.9%
AMZN5.8%
GOOG5.1%
JPM4.0%
LLY3.6%
AAPL3.2%
GGG3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.6%
Technology30.5%
Financial10.6%
Healthcare9.3%
Consumer6.4%
Materials3.4%
Industrial1.2%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
+50 more exited positions
Changes from Q3 2025
NEW7 new positions
↑42 increased
↓124 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023