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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | Sold | — | 0 | $0 | — | - |
| HON | HONEYWELL INTL INC | Sold | — | 0 | $0 | — | - |
| IBTG | ISHARES TR | Sold | — | 0 | $0 | — | - |
| MUR | MURPHY OIL CORP | Sold | — | 0 | $0 | — | - |
| SEIC | SEI INVTS CO | Sold | — | 0 | $0 | — | - |
| PATH | UIPATH INC | Sold | — | 0 | $0 | — | - |
| ULTA | ULTA BEAUTY INC | Sold | — | 0 | $0 | — | - |
| UTHR | UNITED THERAPEUTICS CORP DEL | Sold | — | 0 | $0 | — | - |
| UNH | UNITEDHEALTH GROUP INC | Reduce -24.4% | 2.14% | 559,951 | $232.73M | $415.63 | $270.76 - $427.81(92%)$273.98 -> $415.63 |
| LFUS | LITTELFUSE INC | Reduce -16.9% | 2.52% | 602,104 | $274.16M | $455.33 | $330.47 - $500.57(73%)$345.52 -> $455.33 |
| QCOM | QUALCOMM INC | Reduce -62.4% | 0.30% | 179,832 | $33.23M | $184.79 | $121.99 - $259.92(46%)$127.28 -> $184.79 |
| JPM | JPMORGAN CHASE & CO | Reduce -12.4% | 2.77% | 923,550 | $302.31M | $327.33 | $288.72 - $343.45(71%)$295.38 -> $327.33 |
| WFC | WELLS FARGO & CO | Reduce -36.1% | 0.66% | 872,186 | $72.08M | $82.64 | $72.78 - $87.08(69%)$80.57 -> $82.64 |
| JNJ | JOHNSON & JOHNSON | Reduce -26.8% | 0.99% | 423,010 | $107.43M | $253.97 | $220.37 - $259.88(85%)$244.12 -> $253.97 |
| AAPL | APPLE INC | Reduce -5.8% | 3.02% | 1,138,448 | $329.42M | $289.36 | $245.70 - $316.94(61%)$255.63 -> $289.05 |
| LNT | ALLIANT ENERGY CORP | Reduce -8.0% | 1.86% | 2,657,913 | $202.77M | $76.29 | $69.56 - $77.34(87%)$71.94 -> $76.29 |
| CHRW | C H ROBINSON WORLDWIDE IN | Reduce -9.1% | 1.33% | 770,708 | $145.16M | $188.34 | $150.40 - $195.00(85%)$168.50 -> $188.34 |
| WEC | WEC ENERGY GROUP INC | Reduce -6.4% | 1.92% | 1,787,905 | $208.77M | $116.77 | $108.59 - $119.62(74%)$116.17 -> $116.77 |
| SPY | STATE STR SPDR S&P 500 ETF T | Reduce -69.5% | 0.06% | 8,279 | $6.18M | $746.79 | $645.11 - $760.38(88%)$655.24 -> $746.77 |
| CLFD | CLEARFIELD INC | Reduce -47.4% | 0.14% | 385,257 | $15.33M | $39.79 | $25.27 - $52.73(53%)$26.02 -> $39.79 |
| ROK | ROCKWELL AUTOMATION INC | Reduce -9.1% | 1.17% | 257,811 | $127.64M | $495.08 | $356.79 - $497.36(98%)$368.92 -> $495.08 |
| NVDA | NVIDIA CORPORATION | Reduce -1.1% | 8.64% | 4,707,792 | $941.98M | $200.09 | $171.37 - $236.54(44%)$175.75 -> $200.09 |
| TNC | TENNANT CO | Reduce -15.1% | 0.55% | 681,800 | $59.68M | $87.54 | $66.61 - $91.93(83%)$69.08 -> $87.54 |
| ENTG | ENTEGRIS INC | Reduce -3.1% | 2.15% | 1,301,640 | $234.11M | $179.86 | $112.88 - $186.94(90%)$118.71 -> $179.86 |
| CRM | SALESFORCE INC | Reduce -94.7% | 0.00% | 2,656 | $416.09K | $156.66 | $147.58 - $211.32(14%)$186.24 -> $156.72 |
| DIS | DISNEY WALT CO | Reduce -27.6% | 0.15% | 173,626 | $16.71M | $96.25 | $95.09 - $110.48(8%)$96.56 -> $96.22 |
| LLY | ELI LILLY & CO | Reduce -1.3% | 3.54% | 322,129 | $386.37M | $1199.43 | $850.51 - $1238.00(90%)$954.52 -> $1199.43 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Reduce -2.1% | 2.09% | 476,245 | $227.44M | $477.57 | $326.80 - $479.00(99%)$341.49 -> $477.57 |
| SYY | SYSCO CORP | Reduce -51.1% | 0.04% | 48,544 | $4.06M | $83.58 | $70.42 - $83.65(99%)$72.17 -> $83.58 |
| TTC | TORO CO | Reduce -1.6% | 2.39% | 2,676,474 | $260.74M | $97.42 | $84.25 - $98.50(92%)$93.49 -> $97.42 |
| TXN | TEXAS INSTRS INC | Reduce -5.9% | 0.59% | 217,453 | $64.82M | $298.07 | $191.00 - $334.03(75%)$196.30 -> $298.07 |
| CASY | CASEYS GEN STORES INC | Reduce -5.0% | 0.66% | 91,125 | $72.43M | $794.79 | $722.91 - $927.85(35%)$737.16 -> $794.79 |
| TECH | BIO-TECHNE CORP | Reduce -1.8% | 1.75% | 2,700,698 | $190.8M | $70.65 | $43.20 - $71.23(98%)$53.48 -> $70.65 |
| KHC | KRAFT HEINZ CO | Reduce -43.5% | 0.04% | 178,686 | $4.22M | $23.62 | $21.75 - $24.71(63%)$22.27 -> $23.62 |
| DCI | DONALDSON INC | Reduce -7.1% | 0.38% | 463,717 | $41.63M | $89.77 | $79.61 - $90.73(91%)$86.06 -> $89.76 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | Reduce -17.4% | 0.13% | 135,283 | $14.58M | $107.78 | $88.26 - $112.45(81%)$90.08 -> $107.78 |
| MDT | MEDTRONIC PLC | Reduce -9.6% | 0.26% | 363,349 | $28.42M | $78.23 | $73.32 - $88.84(32%)$86.06 -> $78.23 |
| SCHW | SCHWAB CHARLES CORP | Reduce -12.7% | 0.18% | 216,288 | $19.96M | $92.27 | $83.96 - $100.76(49%)$92.36 -> $92.27 |
| ORCL | ORACLE CORP | Reduce -55.6% | 0.02% | 13,643 | $2M | $146.55 | $134.57 - $250.25(10%)$145.23 -> $146.55 |
| NWE | NORTHWESTERN ENERGY GROUP IN | Reduce -40.5% | 0.03% | 51,191 | $3.67M | $71.62 | $65.51 - $75.18(63%)$66.42 -> $71.62 |
| FAST | FASTENAL CO | Reduce -1.3% | 1.71% | 3,870,891 | $185.92M | $48.03 | $42.91 - $49.67(76%)$46.63 -> $48.03 |
| USB | US BANCORP | Reduce -6.7% | 0.31% | 561,453 | $33.91M | $60.40 | $51.60 - $61.88(86%)$52.75 -> $60.40 |
| NVT | NVENT ELEC PLC | Reduce -0.7% | 3.19% | 2,052,813 | $348.18M | $169.61 | $115.01 - $184.64(78%)$121.26 -> $169.61 |
| PLXS | PLEXUS CORP | Reduce -14.4% | 0.11% | 39,276 | $11.81M | $300.67 | $198.18 - $305.67(95%)$207.22 -> $300.67 |
| VOO | VANGUARD INDEX FDS | Reduce -18.6% | 0.08% | 12,096 | $8.31M | $686.84 | $593.03 - $699.13(88%)$602.30 -> $686.81 |
| GNRC | GENERAC HLDGS INC | Reduce -6.4% | 0.25% | 93,395 | $27.35M | $292.81 | $188.10 - $296.44(97%)$199.05 -> $292.81 |
| GGG | GRACO INC | Reduce -0.5% | 2.63% | 3,797,451 | $287.13M | $75.61 | $73.15 - $89.17(15%)$85.65 -> $75.59 |
| HUBG | HUB GROUP INC | Reduce -18.8% | 0.05% | 129,879 | $5.69M | $43.79 | $35.47 - $46.81(73%)$36.61 -> $43.79 |
| TGT | TARGET CORP | Reduce -5.7% | 0.19% | 159,261 | $20.8M | $130.61 | $116.83 - $142.82(53%)$120.45 -> $130.61 |
| ONB | OLD NATL BANCORP IND | Reduce -10.1% | 0.09% | 389,291 | $10.08M | $25.90 | $21.53 - $26.11(96%)$22.33 -> $25.90 |
| AXP | AMERICAN EXPRESS CO | Reduce -2.2% | 0.45% | 145,612 | $49.25M | $338.25 | $292.58 - $352.46(76%)$301.45 -> $338.31 |
| VZ | VERIZON COMMUNICATIONS INC | Reduce -0.7% | 1.28% | 3,291,850 | $139.38M | $42.34 | $41.99 - $50.17(4%)$49.39 -> $42.34 |
| GIS | GENERAL MILLS INC | Reduce -27.6% | 0.02% | 70,157 | $2.44M | $34.80 | $31.75 - $37.93(49%)$37.21 -> $34.80 |
| AMZN | AMAZON COM INC | Reduce -0.1% | 5.68% | 2,599,441 | $619.55M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| BMI | BADGER METER INC | Reduce -5.1% | 0.14% | 99,464 | $14.76M | $148.38 | $112.09 - $162.44(72%)$154.21 -> $148.49 |
| XEL | XCEL ENERGY INC | Reduce -2.4% | 0.29% | 392,497 | $31.52M | $80.30 | $76.16 - $83.85(54%)$79.71 -> $80.30 |
| AIR | AAR CORP | Reduce -6.1% | 0.11% | 83,933 | $12M | $142.93 | $99.62 - $143.11(100%)$111.37 -> $142.85 |
| GLW | CORNING INC | Reduce -3.2% | 0.20% | 85,447 | $21.83M | $255.43 | $136.35 - $271.78(88%)$142.38 -> $255.43 |
| UPS | UNITED PARCEL SVCS INC | Reduce -34.0% | 0.01% | 11,508 | $1.24M | $107.50 | $93.86 - $111.22(79%)$97.91 -> $107.50 |
| HSY | HERSHEY CO | Reduce -5.5% | 0.10% | 61,044 | $10.71M | $175.45 | $167.77 - $211.09(18%)$202.89 -> $175.45 |
| GOOGL | ALPHABET INC | Reduce -2.9% | 0.18% | 54,128 | $19.34M | $357.37 | $289.45 - $408.61(57%)$297.39 -> $357.37 |
| KNF | KNIFE RIVER CORP | Reduce -4.5% | 0.10% | 128,377 | $10.74M | $83.65 | $69.37 - $96.27(53%)$82.11 -> $83.65 |
| SOLS | SOLSTICE ADVANCED MATLS INC | Reduce -25.2% | 0.01% | 16,644 | $1.47M | $88.60 | $74.95 - $90.80(86%)$77.52 -> $88.60 |
| HRL | HORMEL FOODS CORP | Reduce -0.6% | 0.77% | 3,398,047 | $84.34M | $24.82 | $19.70 - $26.60(74%)$22.03 -> $24.82 |
| RSP | INVESCO EXCHANGE TRADED FD T | Reduce -42.4% | 0.01% | 3,100 | $659.53K | $212.75 | $190.21 - $214.30(94%)$192.54 -> $212.77 |
| VEA | VANGUARD TAX-MANAGED FDS | Reduce -13.2% | 0.03% | 39,279 | $2.8M | $71.25 | $63.45 - $73.23(80%)$65.14 -> $71.25 |
| MMM | 3M CO | Reduce -0.7% | 0.52% | 349,350 | $56.56M | $161.91 | $141.39 - $169.76(72%)$145.25 -> $161.91 |
| VO | VANGUARD INDEX FDS | Reduce -10.6%4:1 dist | 0.03% | 39,348 | $3.17M | $80.57 | $71.30 - $81.55(90%)$72.25 -> $80.57 |
| CAT | CATERPILLAR INC | Reduce -1.9% | 0.18% | 18,102 | $19.28M | $1064.90 | $704.27 - $1073.46(98%)$730.32 -> $1064.45 |
| HD | HOME DEPOT INC | Reduce -0.6% | 0.49% | 152,452 | $53.77M | $352.68 | $289.10 - $353.55(99%)$329.56 -> $352.68 |
| MU | MICRON TECHNOLOGY INC | Reduce -40.8% | 0.00% | 410 | $473.26K | $1154.29 | $340.20 - $1255.00(89%)$367.85 -> $1154.29 |
| XOM | EXXON MOBIL CORP | Reduce -2.1% | 0.10% | 81,802 | $11.18M | $136.72 | $134.95 - $168.00(5%)$160.78 -> $136.72 |
| AMAT | APPLIED MATLS INC | Reduce -2.8% | 0.07% | 11,007 | $7.96M | $723.00 | $337.25 - $739.67(96%)$353.80 -> $726.85 |
| BAX | BAXTER INTL INC | Reduce -44.4% | 0.00% | 12,532 | $267.18K | $21.32 | $16.17 - $22.18(86%)$16.78 -> $21.34 |
| EMR | EMERSON ELEC CO | Reduce -2.3% | 0.08% | 63,235 | $9.05M | $143.15 | $128.13 - $152.82(61%)$132.37 -> $143.12 |
| UNP | UNION PAC CORP | Reduce -18.5% | 0.01% | 3,415 | $928.88K | $272.00 | $240.00 - $279.70(81%)$243.12 -> $272.00 |
| VB | VANGUARD INDEX FDS | Reduce -11.9% | 0.01% | 5,114 | $1.55M | $303.14 | $258.73 - $303.54(99%)$263.41 -> $303.12 |
| VWO | VANGUARD INTL EQUITY INDEX F | Reduce -15.4% | 0.01% | 17,355 | $1.04M | $59.69 | $53.05 - $61.52(78%)$54.21 -> $59.69 |
| BAC | BANK OF AMER CORP | Reduce -14.3% | 0.01% | 18,591 | $1.06M | $56.98 | $48.16 - $59.20(80%)$49.27 -> $56.98 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -1.4% | 0.11% | 23,590 | $11.8M | $500.39 | $464.01 - $500.56(100%)$478.50 -> $499.99 |
| AMD | ADVANCED MICRO DEVICES INC | Reduce -14.6% | 0.01% | 1,648 | $957.34K | $580.91 | $200.62 - $584.73(99%)$210.21 -> $582.79 |
| WY | WEYERHAEUSER CO | Reduce -18.3% | 0.01% | 29,517 | $706.64K | $23.94 | $22.45 - $25.86(44%)$24.20 -> $23.94 |
| ABBV | ABBVIE INC | Reduce -1.4% | 0.10% | 44,702 | $11.25M | $251.64 | $190.75 - $255.96(93%)$214.98 -> $251.23 |
| VIG | VANGUARD SPECIALIZED FUNDS | Reduce -26.5% | 0.00% | 1,690 | $399.89K | $236.62 | $213.64 - $238.07(94%)$215.68 -> $236.62 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | Reduce -17.7% | 0.01% | 6,625 | $570.35K | $86.09 | $79.12 - $97.81(37%)$91.03 -> $86.09 |
| HWKN | HAWKINS INC | Reduce -3.1% | 0.03% | 25,136 | $3.57M | $142.10 | $132.93 - $174.12(22%)$156.22 -> $142.10 |
| PIPR | PIPER SANDLER COMPANIES | Reduce -0.3% | 0.36% | 544,505 | $39.39M | $72.34 | $72.02 - $93.06(2%)$76.61 -> $72.34 |
| PFE | PFIZER INC | Reduce -5.8% | 0.01% | 67,679 | $1.63M | $24.08 | $23.62 - $28.75(9%)$28.55 -> $24.08 |
| NKE | NIKE INC | Reduce -3.2% | 0.02% | 63,845 | $2.62M | $41.05 | $40.00 - $47.65(14%)$44.63 -> $41.05 |
| MOS | MOSAIC CO | Reduce -20.0% | 0.00% | 16,000 | $339.04K | $21.19 | $19.80 - $27.15(19%)$26.54 -> $21.19 |
| PII | POLARIS INC | Reduce -1.9% | 0.04% | 61,311 | $4.2M | $68.44 | $47.14 - $73.77(80%)$54.70 -> $68.44 |
| MCD | MCDONALDS CORP | Reduce -1.7% | 0.03% | 14,085 | $3.81M | $270.30 | $264.54 - $312.54(12%)$307.29 -> $270.31 |
| MA | MASTERCARD INCORPORATED | Reduce -24.0% | 0.00% | 395 | $202.87K | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| ADI | ANALOG DEVICES INC | Reduce -21.4% | 0.00% | 509 | $202.16K | $397.17 | $309.79 - $444.75(65%)$320.58 -> $397.87 |
| TT | TRANE TECHNOLOGIES PLC | Reduce -8.5% | 0.00% | 1,004 | $493.13K | $491.16 | $417.70 - $505.87(83%)$428.14 -> $491.16 |
| PNR | PENTAIR PLC | Reduce -0.9% | 0.04% | 57,038 | $4.37M | $76.66 | $69.93 - $94.17(28%)$86.76 -> $76.66 |
| SNA | SNAP ON INC | Reduce -3.2% | 0.01% | 3,023 | $1.22M | $402.40 | $355.52 - $404.45(96%)$367.02 -> $402.40 |
| NSC | NORFOLK SOUTHN CORP | Reduce -4.6% | 0.01% | 2,590 | $814.79K | $314.59 | $284.77 - $326.00(72%)$287.00 -> $314.59 |
| BBY | BEST BUY INC | Reduce -6.7% | 0.00% | 5,500 | $417.34K | $75.88 | $55.10 - $79.50(85%)$64.31 -> $75.82 |
| SYK | STRYKER CORPORATION | Reduce -2.0% | 0.01% | 4,072 | $1.28M | $314.84 | $281.00 - $352.80(47%)$329.40 -> $314.84 |
| RTX | RTX CORPORATION | Reduce -1.4% | 0.01% | 8,446 | $1.6M | $189.73 | $170.78 - $205.36(55%)$194.72 -> $189.73 |
| HBAN | HUNTINGTON BANCSHARES INC | Reduce -3.9% | 0.00% | 26,178 | $464.14K | $17.73 | $15.17 - $18.16(86%)$15.88 -> $17.73 |
| COP | CONOCOPHILLIPS | Reduce -0.7% | 0.02% | 25,845 | $2.69M | $103.96 | $103.66 - $134.41(1%)$128.38 -> $103.94 |
| MMC | MARSH & MCLENNAN COS INC | Reduce -7.7% | 0.00% | 1,200 | $200K | — | - |
| NEE | NEXTERA ENERGY INC | Reduce -1.4% | 0.01% | 12,097 | $1.06M | $87.77 | $83.38 - $98.75(29%)$92.85 -> $87.77 |
| KMB | KIMBERLY-CLARK CORP | Reduce -1.4% | 0.01% | 9,556 | $1.05M | $109.77 | $92.42 - $110.17(98%)$97.57 -> $109.77 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | Reduce -2.6% | 0.01% | 798 | $561.35K | $703.45 | $610.83 - $704.17(99%)$621.79 -> $703.34 |
| AMGN | AMGEN INC | Reduce -0.8% | 0.02% | 4,924 | $1.78M | $362.12 | $320.52 - $363.11(98%)$353.28 -> $362.38 |
| BSX | BOSTON SCIENTIFIC CORP | Reduce -2.6% | 0.00% | 9,914 | $423.13K | $42.68 | $42.25 - $66.88(2%)$62.00 -> $42.68 |
| CSCO | CISCO SYS INC | Reduce -0.5% | 0.02% | 19,731 | $2.32M | $117.46 | $76.54 - $130.37(76%)$77.93 -> $117.46 |
| DE | DEERE & CO | Reduce -2.6% | 0.00% | 557 | $353.32K | $634.33 | $515.15 - $636.24(98%)$570.70 -> $634.14 |
| PSX | PHILLIPS 66 | Reduce -0.8% | 0.01% | 6,554 | $1.11M | $169.05 | $153.58 - $188.00(45%)$175.64 -> $169.05 |
| ADBE | ADOBE INC | Reduce -2.0% | 0.00% | 1,969 | $403.68K | $205.02 | $190.12 - $275.44(17%)$241.37 -> $205.14 |
| USMV | ISHARES TR | Reduce -1.5% | 0.00% | 3,826 | $368.91K | $96.42 | $92.24 - $97.16(85%)$92.67 -> $96.46 |
| SOLV | SOLVENTUM CORP | Reduce -0.1% | 0.05% | 72,441 | $5.59M | $77.15 | $62.38 - $83.20(71%)$64.35 -> $77.15 |
| LOW | LOWES COS INC | Reduce -0.3% | 0.01% | 6,832 | $1.51M | $220.49 | $203.40 - $257.10(32%)$235.98 -> $220.49 |
| AWK | AMERICAN WTR WKS CO INC NEW | Reduce -0.5% | 0.01% | 5,000 | $657.9K | $131.58 | $120.57 - $139.63(58%)$136.79 -> $131.88 |
| JHX | JAMES HARDIE INDS PLC | Reduce -0.0% | 0.06% | 240,716 | $6.3M | $26.18 | $18.14 - $26.70(94%)$19.19 -> $26.18 |