Mairs and Power's Strategic Moves: U.S. Bancorp Reduction Highlights Q1 2025

GuruFocus News

Thu, May 15, 2025, 10:02 AM 3 min read

Mairs and Power (Trades, Portfolio) precocious submitted their 13F filing for the archetypal 4th of 2025, offering a glimpse into their strategical concern decisions during this period. Based successful Minnesota, Mairs and Power (Trades, Portfolio) manages 3 communal funds: the Growth Fund, the Balanced Fund, and the Small-Cap Fund. Since its inception successful 1931, the steadfast has adhered to a disciplined semipermanent concern approach, focusing connected companies with accordant growth, beardown returns connected invested capital, and durable competitory advantages. Their debased turnover strategy allows for well-considered concern decisions, providing a broad knowing of concern strategies and marketplace cycles. Mairs and Power (Trades, Portfolio)'s absorption connected little businesslike marketplace areas aims to payment investors with a semipermanent perspective, contrasting with the short-term absorption of galore progressive and hedge money managers.

• Warning! GuruFocus has detected 4 Warning Sign with MSFT.

Mairs and Power (Trades, Portfolio) added a full of 8 stocks, among them:

• The astir important summation was Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with 397,657 shares, accounting for 0.69% of the portfolio and a full worth of $66.01 million.

• The 2nd largest summation to the portfolio was Cognex Corp (NASDAQ:CGNX), consisting of 63,359 shares, representing astir 0.02% of the portfolio, with a full worth of $1.89 million.

• The 3rd largest summation was iShares MSCI EAFE ETF (EFA), with 11,571 shares, accounting for 0.01% of the portfolio and a full worth of $945,710.

Mairs and Power (Trades, Portfolio) besides accrued stakes successful a full of 54 stocks, among them:

• The astir notable summation was WEC Energy Group Inc (NYSE:WEC), with an further 625,323 shares, bringing the full to 1,389,081 shares. This accommodation represents a important 81.87% summation successful stock count, a 0.71% interaction connected the existent portfolio, with a full worth of $151.38 million.

• The 2nd largest summation was The Kraft Heinz Co (NASDAQ:KHC), with an further 985,915 shares, bringing the full to 2,372,182. This accommodation represents a important 71.12% summation successful stock count, with a full worth of $72.19 million.

Mairs and Power (Trades, Portfolio) wholly exited 16 holdings successful the archetypal 4th of 2025, arsenic elaborate below:

• S&P MidCap 400 ETF (MDY): Mairs and Power (Trades, Portfolio) sold each 1,035 shares, resulting successful a -0.01% interaction connected the portfolio.

• Comcast Corp (NASDAQ:CMCSA): Mairs and Power (Trades, Portfolio) liquidated each 5,392 shares, causing a -0% interaction connected the portfolio.