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Focused investors/Mairs & Power Growth Fund

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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 171 of 232 rows. Rows without a quote are marked unavailable.

1GOOGAlphabet Inc Class C4.50%Add +0.3%295,960$395.7M$1337.02No quote
2USBUS Bancorp4.40%Reduce -0.5%6,527,520$387.02M$59.29No quote
3MMMMMM Co3.85%Add +0.5%1,920,916$338.89M$176.42No quote
4ECLEcolab Inc3.82%Reduce -0.7%1,744,473$336.67M$192.99No quote
5MDTMedtronic3.79%Reduce -1.1%2,940,442$333.59M$113.45No quote
6JNJJohnson & Johnson3.38%Add +0.5%2,039,937$297.57M$145.87No quote
7MSFTMicrosoft3.06%Add +0.4%1,705,629$268.98M$157.70No quote
8GGGGraco Inc3.01%Reduce -0.5%5,088,767$264.62M$52.00No quote
9DCIDonaldson2.89%Reduce -6.6%4,414,184$254.35M$57.62No quote
10DISDisney2.88%Reduce -0.6%1,754,699$253.78M$144.63No quote
11HRLHormel2.77%Reduce -2.4%5,397,072$243.46M$45.11No quote
12UNHUnited Health Group2.66%Add +2.1%797,882$234.56M$293.98No quote
13RHHBYRoche Hldg Ltd ADR2.52%Add +0.5%5,448,518$221.54MNo quoteNo quote
14TECHBio-Techne Corp2.50%Reduce -3.6%1,002,952$220.16M$219.51No quote
15HONHoneywell Inc2.47%Reduce -3.9%1,227,444$217.26M$177.00No quote
16TTCToro2.27%Reduce -8.0%2,505,141$199.59M$79.67No quote
17FIFiserv2.24%Reduce -13.6%1,706,458$197.32MNo quoteNo quote
18FASTFastenal Co2.18%Reduce -0.6%5,197,215$192.04M$36.95No quote
19PFGPrincipal Financial1.97%Add +9.6%3,152,237$173.37M$55.00No quote
20CHRWCH Robinson Worldwide1.94%Add +4.6%2,185,959$170.94M$78.20No quote
21ABTAbbott Laboratories1.93%Reduce -16.4%1,952,385$169.58M$86.86No quote
22AXPAmerican Express1.89%Reduce -0.6%1,339,343$166.74M$124.49No quote
23FULHB Fuller1.61%Add +0.2%2,752,281$141.94M$51.57No quote
24ZBHZimmer Biomet Holdings1.61%Reduce -2.6%947,660$141.85M$149.68No quote
25CORCoreSite Realty Corp1.49%Add +2.6%1,167,060$130.85MNo quoteNo quote
26VVisa, Inc1.45%Add +1.2%677,823$127.36M$187.90No quote
27WFCWells Fargo & Co1.41%Reduce -0.2%2,310,746$124.32M$53.80No quote
28GISGeneral Mills1.33%Reduce -1.7%2,182,515$116.9M$53.56No quote
29LLYLilly (Eli)1.28%Add +18.3%854,404$112.29M$131.43No quote
30NVDANVIDIA Corp1.26%Add +13.4%472,880$111.27M$235.30No quote
31TNCTennant Company1.26%Add +0.8%1,422,982$110.88M$77.92No quote
32PFEPfizer Inc1.25%Reduce -0.0%2,815,414$110.31M$39.18No quote
33LFUSLittelfuse Inc1.15%Add +4.0%528,570$101.12M$191.30No quote
34TGTTarget1.10%Reduce -6.6%755,286$96.84M$128.21No quote
35QCOMQualcomm, Inc1.04%Reduce -17.7%1,037,905$91.57M$88.23No quote
36NVTnVent Electric PLC0.98%Add +8.8%3,377,760$86.4M$25.58No quote
37GWBGreat Western Bancorp Inc0.96%Add +1.1%2,441,830$84.83MNo quoteNo quote
38GLWCorning0.80%Reduce -0.8%2,412,712$70.23M$29.11No quote
39MSIMotorola Solutions Inc0.79%Add +42.3%431,840$69.59M$161.14No quote
40HDHome Depot0.78%Add +8.7%313,830$68.53M$218.38No quote
41ONBOld Natl Bancorp Ind Com0.69%Reduce -9.1%3,334,739$60.99M$18.29No quote
42GNRCGenerac Hldgs0.69%Reduce -4.7%604,328$60.79M$100.59No quote
43SCHWCharles Schwab0.69%Add +2.2%1,272,016$60.5M$47.56No quote
44UPSUnited Parcel Service0.60%Reduce -10.8%450,594$52.75M$117.06No quote
45ASBAssoc Banc Corp0.60%Reduce -8.6%2,384,426$52.55M$22.04No quote
46BMIBadger Meter Inc0.60%Reduce -1.8%807,344$52.42M$64.93No quote
47BAXBaxter International0.58%Reduce -0.5%609,646$50.98M$83.62No quote
48PNRPentair PLC0.57%Reduce -30.0%1,084,420$49.74M$45.87No quote
49CLBCore Laboratories NV0.43%Add +18.7%1,014,889$38.23M$37.67No quote
50JPMJ P Morgan Chase & Co0.39%Reduce -0.7%243,689$33.97M$139.40No quote
51ELANElanco Animal Health Inc0.38%Add +28.4%1,122,520$33.06M$29.45No quote
52SHWSherwin Williams Co0.35%Reduce -0.3%53,211$31.05M$583.54No quote
53NVECNVE Corp0.34%Reduce -1.3%424,378$30.3M$71.40No quote
54TRVTravelers Cos Inc0.34%Reduce -2.5%220,278$30.17M$136.95No quote
55CVXChevron Corp0.32%Reduce -1.2%230,254$27.75M$120.51No quote
56SLBSchlumberger0.29%Reduce -50.4%638,529$25.67M$40.20No quote
57PGProcter & Gamble0.29%Reduce -2.8%204,785$25.58M$124.90No quote
58EMREmerson Electric0.29%Reduce -13.0%333,187$25.41M$76.26No quote
59PRLBProto Labs0.27%Reduce -0.1%230,569$23.41M$101.55No quote
60DGIIDigi Int'l Inc0.26%Add +4.6%1,299,715$23.03M$17.72No quote
61THRMGentherm Inc0.26%Reduce -1.9%511,157$22.69M$44.39No quote
62INTCIntel0.25%Reduce -1.1%369,607$22.12M$59.85No quote
63AMCRAmcor Plc0.25%Reduce -40.9%1,998,695$21.67M$10.84No quote
64CFRCullen Frost Bankers0.21%Reduce -6.8%191,320$18.71M$97.78No quote
65WTFCWintrust Finan Corp0.18%Add +0.0%223,285$15.83M$70.90No quote
66OSKOshkosh Corp0.18%Reduce -10.0%166,030$15.72M$94.65No quote
67CTLTCatalent Inc0.17%Reduce -4.9%272,318$15.33MNo quoteNo quote
68XELXcel Energy Inc0.17%Reduce -0.4%239,200$15.19M$63.49No quote
69KMBKimberly-Clark0.17%Reduce -3.3%108,685$14.95M$137.55No quote
70BMYBristol-Myers Squibb0.16%Reduce -2.9%222,457$14.28M$64.19No quote
71GBCIGlacier Bancorp Inc0.15%Add +0.2%293,307$13.49M$45.99No quote
72ROKRockwell Automation0.15%Add +97.5%63,270$12.82M$202.67No quote
73XOMExxon Mobil0.14%Reduce -35.5%179,992$12.56M$69.78No quote
74AIRAAR Corp0.14%Add +0.0%275,730$12.44M$45.10No quote
75BKHBlack Hills Corp0.14%Add +0.0%153,150$12.03M$78.54No quote
76HUBGHub Group Inc Cl A0.14%Reduce -11.2%234,455$12.03M$51.29No quote
77INSPInspire Medical Systems Inc0.13%Add +0.0%157,265$11.67M$74.21No quote
78CCMPCabot Microelectronics Corp0.13%Reduce -1.5%80,830$11.67MNo quoteNo quote
79SPYSPDR S&P 500 ETF Trust0.13%Add +128.8%36,098$11.62M$321.87No quote
80HSYHershey0.13%Reduce -0.1%77,666$11.42M$146.98No quote
81CASYCasey's General Stores0.13%Reduce -3.4%70,330$11.18M$158.99No quote
82APOGApogee Enterprises, Inc0.12%Add +6.2%336,840$10.95MNo quoteNo quote
83AAPLApple Inc0.12%Add +5.4%37,143$10.91M$293.65No quote
84PINCPremier Inc Cl A0.11%Reduce -8.4%263,959$10MNo quoteNo quote
85ATUActuant Corp0.11%-383,300$9.98MNo quoteNo quote
86DOCPhysicians Realty Tr0.10%Add +0.1%475,805$9.01MNo quoteNo quote
87SNASnap-On Inc0.10%Reduce -27.3%52,793$8.94M$169.40No quote
88PDCOPatterson Companies0.09%Reduce -19.6%406,881$8.33MNo quoteNo quote
89MCSMarcus Corp0.09%Add +0.0%258,318$8.21MNo quoteNo quote
90RAVNRaven Industries Inc0.09%Add +0.1%234,611$8.09MNo quoteNo quote
91MRKMerck & Co Inc0.09%Add +2.6%82,528$7.51M$90.95No quote
92UFCSUnited Fire Group0.09%Add +0.1%171,502$7.5M$43.73No quote
93VZVerizon Comm0.08%Add +3.1%119,092$7.31M$61.40No quote
94ABBVAbbvie Inc0.08%Add +0.2%75,927$6.72M$88.55No quote
95COPConocoPhillips0.07%Reduce -2.0%100,288$6.52M$65.03No quote
96QCRHQCR Holdings0.07%Add +5.2%147,960$6.49M$43.86No quote
97WKWorkiva Inc0.07%Add +11.2%139,243$5.86M$42.05No quote
98MGPIMGP Ingredients Inc0.07%Add +9.5%118,140$5.72M$48.45No quote
99IINIntricon Corp Com0.06%Add +5.3%307,166$5.53MNo quoteNo quote
100CYBECyberOptics Corp0.06%Add +0.1%294,134$5.41MNo quoteNo quote
101BRK/BBerkshire Hathaway BCUSIP 0846707020.06%Add +5.2%23,327$5.28MNo quoteNo quote
102CPECallon Pete Co0.06%New1,092,438$5.28MNo quoteNo quote
103CSIICardiovascular Sys Inc0.06%Add +4.5%103,800$5.04MNo quoteNo quote
104UBSIUnited Bankshares Inc0.05%-111,889$4.33MNo quoteNo quote
105NWENorthwestern Corp New0.05%Add +25.2%60,090$4.31M$71.68No quote
106SCHBSchwab US Broad Mkt ETF0.04%-45,370$3.49M$76.88No quote
107BRK/ABerkshire HathawayCUSIP 0846701080.04%Reduce -9.1%10$3.4MNo quoteNo quote
108MCDMcDonald's Corp0.04%Add +1.5%16,018$3.17M$197.59No quote
109ALEAllete Inc0.04%Reduce -9.4%38,453$3.12MNo quoteNo quote
110OASOasis Petroleum Inc0.03%Add +2.2%934,755$3.05MNo quoteNo quote
111HWKNHawkins Chemical0.03%Reduce -16.3%55,037$2.52M$45.81No quote
112FEYEFireEye Inc0.03%Reduce -30.6%145,505$2.41MNo quoteNo quote
113PSXPhillips 660.02%Reduce -4.8%19,611$2.19M$111.42No quote
114UNPUnion Pacific0.02%Add +39.9%11,832$2.14M$180.78No quote
115AMGNAmgen0.02%Reduce -4.6%8,380$2.02M$241.05No quote
116IBMIBM0.02%Reduce -62.5%14,729$1.97M$134.02No quote
117GOOGLAlphabet Inc Class A0.02%Reduce -0.5%1,460$1.96M$1339.73No quote
118PEPPepsiCo Inc0.02%Reduce -3.1%13,931$1.9M$136.67No quote
119UTXUnited Technologies0.02%Reduce -0.8%12,663$1.9MNo quoteNo quote
120SRDXSurmodics Inc0.02%Add +53.8%45,198$1.87MNo quoteNo quote
121DLXDeluxe Corp0.02%Reduce -6.9%36,789$1.84M$49.91No quote
122TAT&T Inc0.02%Add +6.7%46,006$1.8M$39.08No quote
123MDUMDU Resources Group0.02%Reduce -8.8%58,311$1.73MNo quoteNo quote
124XLEEnergy Select SPDR0.02%New28,454$1.71MNo quoteNo quote
125SCHFSchwab Intl Eq ETF0.02%-50,190$1.69M$33.63No quote
126KOCoca-Cola0.02%Add +6.6%30,372$1.68M$55.35No quote
127CSCOCisco0.02%Add +3.9%34,843$1.67M$47.96No quote
128PCHPotlatch0.02%New37,012$1.6MNo quoteNo quote
129CLXTCalyxt Inc0.02%Add +5.2%221,495$1.55MNo quoteNo quote
130MTSCMTS Systems0.02%Reduce -2.4%31,275$1.5MNo quoteNo quote
131ORCLOracle Sys0.02%Add +1.1%27,348$1.45M$52.98No quote
132IVViShares Core S&P 500 ETF0.02%-4,214$1.36M$323.21No quote
133BDXBecton Dickinson & Co0.01%Add +5.5%4,561$1.24M$271.87No quote
134VOOVanguard Index S&P 5000.01%New4,188$1.24M$295.85No quote
135BABoeing0.01%Add +1.6%3,617$1.18M$325.68No quote
136GEGeneral Electric0.01%Add +5.2%102,091$1.14M$11.16No quote
137WYWeyerhaeuser0.01%Add +104.3%35,069$1.06M$30.20No quote
138CATCaterpillar0.01%-7,040$1.04M$147.73No quote
139COSTCostco Wholesale0.01%Add +1.2%3,493$1.03M$294.02No quote
140AMZNAmazon Com Inc0.01%Add +9.1%517$955K$1847.20No quote
141IDXXIDEXX Laboratories, Inc0.01%Add +0.8%3,420$893K$261.11No quote
142ADPAutomatic Data Proc0.01%Add +2.4%5,172$882K$170.53No quote
143LOWLowes Companies Inc0.01%Reduce -2.3%7,203$863K$119.81No quote
144BPBP PLC0.01%Add +10.9%22,834$862K$37.75No quote
145SBUXStarbucks Corp0.01%Add +1.9%9,651$849K$87.97No quote
146NSCNorfolk Southern Corp0.01%Reduce -0.1%4,185$812K$194.03No quote
147MAMasterCard Inc0.01%Add +6.7%2,676$799K$298.58No quote
148ADBEAdobe Inc0.01%Add +12.6%2,314$763K$329.73No quote
149AMTAmerican Tower Cl A0.01%Reduce -5.9%3,172$729K$229.82No quote
150TCFTCF Financial0.01%Reduce -4.2%14,547$681KNo quoteNo quote
151WECWEC Energy Group0.01%-7,319$675K$92.23No quote
152BXThe Blackstone Inc0.01%Add +10.1%10,950$613K$55.98No quote
153METAFacebook Inc Class A0.01%Add +113.0%2,854$586K$205.33No quote
154CSXCSX Corporation0.01%Add +6.8%8,060$583K$72.33No quote
155ZTSZoetis Inc0.01%Add +8.3%4,187$554K$132.31No quote
156WMTWalmart Inc0.01%Add +1.1%4,647$552K$118.79No quote
157NMSNuveen MN Qual Mun Income Fd0.01%-37,002$540KNo quoteNo quote
158AMATApplied Materials Inc0.01%Add +114.0%8,637$527K$61.02No quote
159CLColgate-Palmolive0.01%-7,276$501K$68.86No quote
160TMOThermo Fisher Scientific0.01%Reduce -13.0%1,531$497K$324.62No quote
161WBAWalgreen Boots Alliance0.01%Reduce -2.5%8,250$486KNo quoteNo quote
162BACBank of America Corp0.01%Reduce -8.7%13,655$481K$35.23No quote
163ITWIllinois Tool Works Inc0.01%-2,649$476K$179.69No quote
164NKENike0.01%Add +1.1%4,449$451K$101.37No quote
165NEENextEra Energy, Inc0.01%Add +10.0%1,822$441K$242.04No quote
166PMPhilip Morris Intl Inc0.00%Reduce -4.1%5,098$434K$85.13No quote
167EFAiShares MSCI EAFE Fd0.00%-6,239$433K$69.40No quote
168AMPAmeriprise Financial0.00%Add +7.7%2,515$419K$166.60No quote
169CMCSAComcast New Cl A0.00%Add +22.2%9,240$416K$45.02No quote
170RETAReata Pharmaceuticals Inc0.00%New2,000$409KNo quoteNo quote
171VIGVanguard Dividend App ETF0.00%-3,204$399K$124.53No quote
172AXGNAxogen Inc0.00%Add +46.7%22,000$394K$17.91No quote
173SYYSysco0.00%Reduce -4.2%4,572$391K$85.52No quote
174IJHiShares Core S&P Midcap ETF0.00%-1,880$387K$205.85No quote
175DDominion Energy, Inc0.00%-4,646$385K$82.87No quote
176VCELVericel Corp0.00%Add +110.0%21,000$365K$17.38No quote
177WABCWestamerica Bancorporation0.00%-5,359$363KNo quoteNo quote
178LMTLockheed Martin Corp0.00%Add +49.5%906$353K$389.62No quote
179EWEdwards Lifesciences0.00%Add +12.2%1,481$346K$233.63No quote
180RTNRaytheon Co0.00%Add +8.5%1,498$329KNo quoteNo quote
181IJTiShares S&P Smallcap0.00%-1,655$320KNo quoteNo quote
182BSXBoston Scientific Corp0.00%New6,818$308K$45.17No quote
183LNTAlliant Energy Corp0.00%-5,618$307K$54.65No quote
184BIIBBiogen Inc0.00%-1,025$304K$296.59No quote
185RDSARoyal Dutch Shell Spons ADR A0.00%-5,095$301KNo quoteNo quote
186KKellogg0.00%-4,268$295KNo quoteNo quote
187FLTFleetcor Technologies Inc0.00%-1,000$288KNo quoteNo quote
188EXCExelon Corp0.00%Reduce -25.5%6,278$286KNo quoteNo quote
189SOSouthern Co0.00%-4,417$281K$63.62No quote
190NVSNovartis0.00%-2,900$275K$94.83No quote
192CNPCenterpoint Energy Inc0.00%Add +46.5%9,998$273K$27.31No quote
191AMEAmetek Inc0.00%-2,738$273K$99.71No quote
193DUKDuke Energy Corp New0.00%New2,974$271KNo quoteNo quote
194WUWestern Union0.00%Reduce -34.9%9,909$265K$26.74No quote
195BBYBest Buy0.00%New3,010$264K$87.71No quote
196EPDEnterprise Prod Ptnrs LP0.00%-9,200$259K$28.15No quote
197ANSSANSYS Inc0.00%Reduce -1.1%990$255KNo quoteNo quote
198XLKAMEX Technology SPDR0.00%-2,752$252K$91.57No quote
199MOAltria Group Inc0.00%New5,017$250K$49.83No quote
200MDLZMondelez Intl Cl A0.00%Reduce -0.2%4,357$240K$55.08No quote
201PLMPolymet Mining Corp0.00%Add +111.9%925,469$236KNo quoteNo quote
203PIIPolaris Inc0.00%-2,292$233K$101.66No quote
202AFLAFLAC Inc0.00%New4,400$233K$52.95No quote
205PAYXPaychex0.00%Add +3.8%2,730$232K$84.98No quote
204CLXClorox0.00%-1,513$232K$153.34No quote
206NSRGYNestle S A Reg B ADR0.00%Reduce -13.0%2,131$231K$108.40No quote
207MKCMcCormick & Co0.00%-1,350$229K$169.63No quote
208IPGPIPG Photonics Corp0.00%-1,500$217K$144.67No quote
209SEICSEI Investments Co0.00%New3,300$216K$65.45No quote
211CVSCVS Health Corp0.00%New2,873$213K$74.14No quote
210CAHCardinal Health0.00%New4,203$213K$50.68No quote
213IEFAIShares Core MSCI EAFE0.00%New3,235$211KNo quoteNo quote
212ACNAccenture PLC Cl A0.00%New1,004$211K$210.16No quote
214GPCGenuine Parts0.00%New1,960$208K$106.12No quote
215SWKStanley Black & Decker0.00%New1,246$207K$166.13No quote
216PCYOPureCycle Corp0.00%-11,855$149KNo quoteNo quote
217PLUGPlug Power Inc0.00%-30,000$95K$3.17No quote
218AKEOrocobre Ltd0.00%-33,000$60KNo quoteNo quote
219SRTSSensus Healthcare Inc0.00%New13,700$48KNo quoteNo quote
220NWBONW Biotherapeutics0.00%-12,500$3KNo quoteNo quote
232TTSHTile Shop Inc-Sold0$0No quoteNo quote
231RMTIRockwell Med Inc-Sold0$0No quoteNo quote
230REZIResideo Technologies-Sold0$0No quoteNo quote
229TEUMPareteum Corp-Sold0$0No quoteNo quote
228IFFIntl Flavors/Fragr-Sold0$0No quoteNo quote
227IDXGInterpace Diagnostics Group-Sold0$0No quoteNo quote
226HMSYHMS Hldgs Corp-Sold0$0No quoteNo quote
225LABFluidigm Corp-Sold0$0No quoteNo quote
224EIMEaton Vance Muni Bond-Sold0$0No quoteNo quote
223DEDeere & Co-Sold0$0No quoteNo quote
222CELGCelgene Corp-Sold0$0No quoteNo quote
221CRZOCarrizo Oil & Gas Inc-Sold0$0No quoteNo quote