Mairs & Power Growth Fund
As of Q2 2026, Mairs & Power Growth Fund reported 254 long-equity positions worth $10.9B in aggregate.
Copy-investor backtest
- Latest quarter
- +6.16%
- 1-year
- +18.73%
- 3-year
- +57.63%
- 5-year
- +53.58%
- 3-year vs S&P 500
- -15.61%
- 5-year vs S&P 500
- -20.10%
- 5-year top 5
- +80.69%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | New | 0.66% | 311,539 | $71.52M | $229.57 | $190.75 - $230.58(97%)$216.34 -> $229.68 |
| CME | CME GROUP INC | New | 0.40% | 195,585 | $43.19M | $220.83 | $218.33 - $312.68(3%)$296.94 -> $220.83 |
| HONA | HONEYWELL AEROSPACE INC | New | 0.20% | 100,041 | $22.12M | $221.08 | - |
| MGEE | MGE ENERGY INC | New | 0.01% | 16,508 | $1.35M | $81.54 | - |
| IWP | ISHARES TR | New | 0.01% | 7,058 | $1.03M | $146.46 | $134.01 - $146.58(99%)$136.12 -> $146.41 |
| IJH | ISHARES TR | New | 0.01% | 10,756 | $829.4K | $77.11 | $66.89 - $77.22(99%)$68.10 -> $77.11 |
| IWR | ISHARES TR | New | 0.01% | 6,506 | $717.74K | $110.32 | $96.54 - $110.74(97%)$97.91 -> $110.32 |
| IWM | ISHARES TR | New | 0.00% | 1,507 | $452.78K | $300.45 | $244.87 - $301.47(98%)$249.56 -> $300.45 |
| IWO | ISHARES TR | New | 0.00% | 1,040 | $409.72K | $393.96 | $308.37 - $396.51(97%)$316.16 -> $393.96 |
| IWS | ISHARES TR | New | 0.00% | 2,112 | $348.08K | $164.81 | $144.92 - $166.72(91%)$146.71 -> $164.60 |
| LRCX | LAM RESEARCH CORP | New | 0.00% | 765 | $331.5K | $433.33 | $208.80 - $438.50(98%)$222.01 -> $433.33 |
| VRT | VERTIV HOLDINGS CO | New | 0.00% | 780 | $261.16K | $334.82 | $247.91 - $379.94(66%)$259.37 -> $334.82 |
| MS | MORGAN STANLEY | New | 0.00% | 1,036 | $216.57K | $209.04 | $160.57 - $230.35(69%)$166.17 -> $209.04 |
| RF | REGIONS FINANCIAL CORP NEW | New | 0.00% | 7,000 | $211.4K | $30.20 | $25.75 - $30.44(95%)$26.34 -> $30.20 |
| ECG | EVERUS CONSTR GROUP | New | 0.00% | 1,250 | $207.44K | $165.95 | - |
| AME | AMETEK INC | New | 0.00% | 850 | $205.65K | $241.94 | $212.47 - $244.71(91%)$218.63 -> $242.25 |
| CARR | CARRIER GLOBAL CORPORATION | New | 0.00% | 2,785 | $204.28K | $73.35 | $54.65 - $76.76(85%)$56.90 -> $73.31 |
| WM | WASTE MGMT INC DEL | Add +48.4% | 1.21% | 591,025 | $131.73M | $222.88 | $210.12 - $236.12(49%)$231.00 -> $222.88 |
| GOOG | ALPHABET INC | Add +4.5% | 5.46% | 1,683,439 | $594.81M | $353.33 | $287.57 - $404.47(56%)$294.90 -> $353.33 |
| PANW | PALO ALTO NETWORKS INC | Add +12.6% | 1.88% | 599,841 | $204.56M | $341.02 | $151.28 - $342.48(99%)$160.67 -> $341.02 |
| BSY | BENTLEY SYS INC | Add +310.8% | 0.27% | 970,114 | $29M | $29.89 | $28.08 - $36.13(23%)$34.20 -> $29.89 |
| ISRG | INTUITIVE SURGICAL INC | Add +46.6% | 0.53% | 146,459 | $58.24M | $397.68 | $396.68 - $491.15(1%)$464.45 -> $397.68 |
| SFM | SPROUTS FMRS MKT INC | Add +54.6% | 0.35% | 451,826 | $38.22M | $84.58 | $69.29 - $94.89(60%)$75.86 -> $84.58 |
| ZTS | ZOETIS INC | Add +54.2% | 0.31% | 467,515 | $33.6M | $71.86 | $71.47 - $123.32(1%)$117.29 -> $71.86 |
| AMP | AMERIPRISE FINL INC | Add +8.6% | 0.90% | 214,056 | $98.2M | $458.76 | $422.37 - $487.06(56%)$436.67 -> $458.21 |
| FI | FISERV INC | Add +6.5% | 1.03% | 2,293,029 | $112.47M | — | - |
| CGNX | COGNEX CORP | Add +6.9% | 0.87% | 1,307,856 | $94.71M | $72.42 | $46.91 - $72.88(98%)$49.34 -> $72.42 |
| WK | WORKIVA INC | Add +15.9% | 0.37% | 829,491 | $40.24M | $48.51 | $43.34 - $60.32(30%)$59.71 -> $48.51 |
| TRV | TRAVELERS COMPANIES INC | Add +9.9% | 0.47% | 156,482 | $51.66M | $330.12 | $287.30 - $334.13(91%)$290.53 -> $330.12 |
| META | META PLATFORMS INC | Add +2.5% | 1.72% | 332,871 | $187.5M | $563.29 | $540.21 - $691.52(15%)$579.23 -> $563.29 |
| ECL | ECOLAB INC | Add +2.1% | 1.99% | 777,541 | $216.63M | $278.61 | $243.15 - $283.95(87%)$269.54 -> $278.55 |
| FUL | FULLER H B CO | Add +3.1% | 1.30% | 2,435,168 | $141.95M | $58.29 | $55.60 - $66.45(25%)$62.48 -> $58.29 |
| ALRS | ALERUS FINL CORP | Add +156.1% | 0.06% | 203,417 | $6.33M | $31.10 | $23.22 - $31.13(100%)$23.61 -> $31.11 |
| V | VISA INC | Add +1.3% | 2.68% | 852,050 | $292.33M | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |
| PATK | PATRICK INDS INC | Add +63.8% | 0.08% | 94,824 | $8.51M | $89.78 | $82.35 - $121.39(19%)$112.99 -> $89.78 |
| IVV | ISHARES TR | Add +64.9% | 0.07% | 10,654 | $7.98M | $748.87 | $648.08 - $764.00(87%)$658.06 -> $749.61 |
| MSFT | MICROSOFT CORP | Add +0.4% | 6.68% | 1,950,737 | $727.66M | $373.02 | $349.20 - $466.32(20%)$369.37 -> $373.02 |
| MSI | MOTOROLA SOLUTIONS INC | Add +0.8% | 2.08% | 544,876 | $226.28M | $415.29 | $381.25 - $450.00(50%)$434.13 -> $415.29 |
| MINN | TRUST FOR PROFESSIONAL MANAG | Add +14.6% | 0.10% | 470,668 | $10.54M | $22.39 | $22.10 - $23.14(28%)$22.18 -> $22.37 |
| IDA | IDACORP INC | Add +2.9% | 0.43% | 309,970 | $46.9M | $151.30 | $134.62 - $153.28(89%)$143.81 -> $151.30 |
| JBT | JBT MAREL CORPORATION | Add +14.2% | 0.09% | 67,465 | $9.78M | — | - |
| SHW | SHERWIN WILLIAMS CO | Add +0.7% | 1.39% | 440,586 | $151.7M | $344.32 | $289.86 - $350.59(90%)$325.70 -> $344.32 |
| CTAS | CINTAS CORP | Add +21.5% | 0.04% | 27,262 | $4.64M | $170.08 | $161.16 - $184.48(38%)$172.04 -> $170.08 |
| GLD | SPDR GOLD TR | Add +145.8% | 0.01% | 3,515 | $1.29M | $368.38 | $363.34 - $448.70(6%)$437.82 -> $368.40 |
| AMBA | AMBARELLA INC | Add +7.5% | 0.10% | 126,353 | $10.84M | $85.80 | $49.24 - $96.36(78%)$51.08 -> $85.80 |
| ABT | ABBOTT LABORATORIES | Add +1.1% | 0.61% | 729,358 | $66.18M | $90.74 | $81.97 - $103.84(40%)$102.38 -> $90.80 |
| ADP | AUTOMATIC DATA PROCESSING IN | Add +2.2% | 0.26% | 127,173 | $28.48M | $223.95 | $188.16 - $237.11(73%)$201.28 -> $224.07 |
| MEDP | MEDPACE HLDGS INC | Add +1.2% | 0.42% | 86,715 | $45.92M | $529.59 | $373.00 - $540.00(94%)$489.48 -> $529.59 |
| CVX | CHEVRON CORPORATION | Add +5.5% | 0.06% | 41,147 | $6.82M | $165.76 | $165.20 - $205.48(1%)$197.41 -> $165.78 |
| PG | PROCTER & GAMBLE CO | Add +0.8% | 0.33% | 245,423 | $35.99M | $146.64 | $138.86 - $153.35(54%)$144.09 -> $146.64 |
| XYL | XYLEM INC | Add +9.7% | 0.02% | 15,450 | $1.83M | $118.21 | $105.29 - $130.18(52%)$122.48 -> $118.21 |
| BIL | SPDR SERIES TRUST | Add +23.5% | 0.01% | 8,627 | $790.58K | $91.64 | $91.39 - $91.65(96%)$91.40 -> $91.64 |
| MRK | MERCK & CO INC | Add +2.3% | 0.06% | 51,519 | $6.62M | $128.50 | $107.90 - $130.29(92%)$120.84 -> $128.50 |
| WTFC | WINTRUST FINL CORP | Add +1.6% | 0.09% | 58,659 | $9.43M | $160.72 | $136.29 - $163.36(90%)$140.06 -> $160.72 |
| EFA | ISHARES TR | Add +3.9% | 0.02% | 16,317 | $1.69M | $103.88 | $96.36 - $105.52(82%)$98.61 -> $103.83 |
| AVGO | BROADCOM INC | Add +3.7% | 0.01% | 3,663 | $1.38M | $377.75 | $301.75 - $495.00(39%)$313.49 -> $377.50 |
| INTC | INTEL CORP | Add +1.4% | 0.02% | 14,533 | $2.03M | $139.63 | $44.98 - $142.34(97%)$48.03 -> $139.63 |
| BMY | BRISTOL-MYERS SQUIBB CO | Add +2.0% | 0.01% | 24,684 | $1.42M | $57.62 | $53.74 - $62.23(46%)$61.73 -> $57.60 |
| PEP | PEPSICO INC | Add +2.2% | 0.01% | 9,175 | $1.24M | $135.40 | $134.94 - $160.03(2%)$154.65 -> $135.40 |
| TJX | TJX COS INC NEW | Add +3.0% | 0.00% | 3,415 | $517.37K | $151.50 | $146.14 - $170.00(22%)$162.03 -> $151.50 |
| ITW | ILLINOIS TOOL WKS INC | Add +3.4% | 0.00% | 1,534 | $414.9K | $270.47 | $242.05 - $274.78(87%)$260.54 -> $270.47 |
| KO | COCA COLA CO | Add +0.7% | 0.02% | 23,470 | $1.91M | $81.27 | $74.55 - $84.04(71%)$76.08 -> $81.27 |
| BA | BOEING CO | Add +2.0% | 0.01% | 2,650 | $573.65K | $216.47 | $202.30 - $244.07(34%)$207.32 -> $216.13 |
| WMT | WALMART INC | Add +0.6% | 0.02% | 15,800 | $1.79M | $113.26 | $112.73 - $135.16(2%)$124.74 -> $113.26 |
| QQQ | INVESCO QQQ TR | Add +0.6% | 0.01% | 1,770 | $1.3M | $736.48 | $571.92 - $748.63(93%)$584.31 -> $736.40 |
| CB | CHUBB LIMITED | Add +0.7% | 0.01% | 2,456 | $836.86K | $340.74 | $308.61 - $344.85(89%)$327.16 -> $340.80 |
| VGT | VANGUARD WORLD FD | Add +0.7%8:1 dist | 0.00% | 2,690 | $321.47K | $119.51 | $86.10 - $126.00(84%)$88.33 -> $119.52 |
| DHR | DANAHER CORP DEL | Add +0.6% | 0.00% | 1,142 | $217.53K | $190.48 | $160.93 - $200.50(75%)$190.79 -> $190.37 |
| WAT | WATERS CORP | Add +0.1% | 0.00% | 959 | $359.66K | $375.04 | $287.19 - $385.29(90%)$299.89 -> $375.04 |
| VTI | VANGUARD INDEX FDS | Add +0.1% | 0.01% | 1,547 | $572.43K | $370.02 | $318.23 - $374.70(92%)$323.24 -> $370.04 |
| MO | ALTRIA GROUP INC | Add +0.1% | 0.00% | 4,566 | $328.52K | $71.95 | $63.68 - $74.56(76%)$65.48 -> $71.95 |