Latest news with #MairsandPower
Yahoo
a day ago
- Business
- Yahoo
Mairs and Power's Strategic Moves: A Closer Look at Meta Platforms Inc.
Insights from the Second Quarter of 2025 Mairs and Power (Trades, Portfolio) recently submitted their 13F filing for the second quarter of 2025, offering a glimpse into their strategic investment decisions during this period. Based in Minnesota, Mairs and Power (Trades, Portfolio) manages three mutual funds: the Growth Fund, the Balanced Fund, and the Small-Cap Fund. Since its inception in 1931, the firm has adhered to a focused long-term investing process. Mairs and Power (Trades, Portfolio) prioritize companies with consistent, above-average growth, strong returns on invested capital, and durable competitive advantages. Their low turnover approach allows for well-considered investment decisions, enabling a deep understanding of business strategies and market cycles. By focusing on less efficient market areas, Mairs and Power (Trades, Portfolio) aim to benefit investors who adopt a long-term perspective, contrasting with many active managers and hedge fund managers who focus on short-term catalysts. Warning! GuruFocus has detected 7 Warning Sign with MSFT. Summary of New Buy Mairs and Power (Trades, Portfolio) added a total of 23 stocks, among them: The most significant addition was Idacorp Inc (NYSE:IDA), with 244,510 shares, accounting for 0.28% of the portfolio and a total value of $28.23 million. The second largest addition to the portfolio was Mairs & Power Minnesota Municipal Bond ETF (MINN), consisting of 206,186 shares, representing approximately 0.04% of the portfolio, with a total value of $4.48 million. The third largest addition was RadNet Inc (NASDAQ:RDNT), with 57,731 shares, accounting for 0.03% of the portfolio and a total value of $3.29 million. Key Position Increases Mairs and Power (Trades, Portfolio) also increased stakes in a total of 100 stocks, among them: The most notable increase was Meta Platforms Inc (NASDAQ:META), with an additional 193,254 shares, bringing the total to 218,761 shares. This adjustment represents a significant 757.65% increase in share count, a 1.4% impact on the current portfolio, with a total value of $161.47 million. The second largest increase was UnitedHealth Group Inc (NYSE:UNH), with an additional 150,506 shares, bringing the total to 1,057,160. This adjustment represents a significant 16.6% increase in share count, with a total value of $329.80 million. Summary of Sold Out Mairs and Power (Trades, Portfolio) completely exited 9 holdings in the second quarter of 2025, as detailed below: Neogen Corp (NASDAQ:NEOG): Mairs and Power (Trades, Portfolio) sold all 455,289 shares, resulting in a -0.04% impact on the portfolio. Vanguard Total Stock Market ETF (VTI): Mairs and Power (Trades, Portfolio) liquidated all 2,585 shares, causing a -0.01% impact on the portfolio. Key Position Reduces Mairs and Power (Trades, Portfolio) also reduced positions in 86 stocks. The most significant changes include: Reduced Best Buy Co Inc (NYSE:BBY) by 672,762 shares, resulting in an -89.58% decrease in shares and a -0.52% impact on the portfolio. The stock traded at an average price of $68.02 during the quarter and has returned 0.30% over the past 3 months and -13.77% year-to-date. Reduced Apple Inc (NASDAQ:AAPL) by 213,024 shares, resulting in a -15.71% reduction in shares and a -0.49% impact on the portfolio. The stock traded at an average price of $202.27 during the quarter and has returned 10.32% over the past 3 months and -6.62% year-to-date. Portfolio Overview At the end of the second quarter of 2025, Mairs and Power (Trades, Portfolio)'s portfolio included 235 stocks. The top holdings included 9.84% in Microsoft Corp (NASDAQ:MSFT), 9.07% in NVIDIA Corp (NASDAQ:NVDA), 5.4% in Inc (NASDAQ:AMZN), 4.3% in JPMorgan Chase & Co (NYSE:JPM), and 3.37% in Graco Inc (NYSE:GGG). The holdings are mainly concentrated in all 11 industries: Technology, Industrials, Financial Services, Healthcare, Consumer Cyclical, Communication Services, Basic Materials, Utilities, Consumer Defensive, Energy, and Real Estate. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus.
Yahoo
15-05-2025
- Business
- Yahoo
Mairs and Power's Strategic Moves: U.S. Bancorp Reduction Highlights Q1 2025
Mairs and Power (Trades, Portfolio) recently submitted their 13F filing for the first quarter of 2025, offering a glimpse into their strategic investment decisions during this period. Based in Minnesota, Mairs and Power (Trades, Portfolio) manages three mutual funds: the Growth Fund, the Balanced Fund, and the Small-Cap Fund. Since its inception in 1931, the firm has adhered to a disciplined long-term investment approach, focusing on companies with consistent growth, strong returns on invested capital, and durable competitive advantages. Their low turnover strategy allows for well-considered investment decisions, providing a comprehensive understanding of business strategies and market cycles. Mairs and Power (Trades, Portfolio)'s focus on less efficient market areas aims to benefit investors with a long-term perspective, contrasting with the short-term focus of many active and hedge fund managers. Warning! GuruFocus has detected 4 Warning Sign with MSFT. Mairs and Power (Trades, Portfolio) added a total of 8 stocks, among them: The most significant addition was Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with 397,657 shares, accounting for 0.69% of the portfolio and a total value of $66.01 million. The second largest addition to the portfolio was Cognex Corp (NASDAQ:CGNX), consisting of 63,359 shares, representing approximately 0.02% of the portfolio, with a total value of $1.89 million. The third largest addition was iShares MSCI EAFE ETF (EFA), with 11,571 shares, accounting for 0.01% of the portfolio and a total value of $945,710. Mairs and Power (Trades, Portfolio) also increased stakes in a total of 54 stocks, among them: The most notable increase was WEC Energy Group Inc (NYSE:WEC), with an additional 625,323 shares, bringing the total to 1,389,081 shares. This adjustment represents a significant 81.87% increase in share count, a 0.71% impact on the current portfolio, with a total value of $151.38 million. The second largest increase was The Kraft Heinz Co (NASDAQ:KHC), with an additional 985,915 shares, bringing the total to 2,372,182. This adjustment represents a significant 71.12% increase in share count, with a total value of $72.19 million. Mairs and Power (Trades, Portfolio) completely exited 16 holdings in the first quarter of 2025, as detailed below: S&P MidCap 400 ETF (MDY): Mairs and Power (Trades, Portfolio) sold all 1,035 shares, resulting in a -0.01% impact on the portfolio. Comcast Corp (NASDAQ:CMCSA): Mairs and Power (Trades, Portfolio) liquidated all 5,392 shares, causing a -0% impact on the portfolio. Mairs and Power (Trades, Portfolio) also reduced positions in 118 stocks. The most significant changes include: Reduced U.S. Bancorp (NYSE:USB) by 2,138,623 shares, resulting in a -50.84% decrease in shares and a -0.99% impact on the portfolio. The stock traded at an average price of $46.14 during the quarter and has returned -5.78% over the past 3 months and -5.93% year-to-date. Reduced Qualcomm Inc (NASDAQ:QCOM) by 368,523 shares, resulting in a -27.95% reduction in shares and a -0.55% impact on the portfolio. The stock traded at an average price of $163 during the quarter and has returned -10.92% over the past 3 months and -0.13% year-to-date. At the first quarter of 2025, Mairs and Power (Trades, Portfolio)'s portfolio included 221 stocks. The top holdings included 7.8% in Microsoft Corp (NASDAQ:MSFT), 6.54% in NVIDIA Corp (NASDAQ:NVDA), 4.94% in UnitedHealth Group Inc (NYSE:UNH), 4.75% in Inc (NASDAQ:AMZN), and 4.24% in JPMorgan Chase & Co (NYSE:JPM). The holdings are mainly concentrated in all 11 industries: Technology, Industrials, Healthcare, Financial Services, Consumer Cyclical, Communication Services, Basic Materials, Utilities, Consumer Defensive, Energy, and Real Estate. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
