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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 134 of 194 rows. Rows without a quote are marked unavailable.

1MMMMMM Co.4.51%Reduce -0.8%2,183,771$260.76M$119.41No quote
2EMREmerson Electric3.82%Reduce -0.5%3,416,823$221.07M$64.70No quote
3MDTMedtronic Inc3.76%Reduce -2.3%4,088,239$217.7M$53.25No quote
4USBUS Bancorp3.61%Add +17.6%5,715,194$209.06M$36.58No quote
5PNRPentair Ltd3.55%Reduce -3.4%3,159,682$205.19M$64.94No quote
6VALValspar3.51%Add +1.2%3,203,112$203.17M$63.43No quote
7ECLEcolab Inc3.45%Reduce -0.8%2,023,189$199.81M$98.76No quote
8TGTTarget Corp3.35%Add +3.5%3,034,586$194.15M$63.98No quote
9HONHoneywell Inc3.35%Reduce -1.1%2,336,623$194.03M$83.04No quote
10SLBSchlumberger Ltd3.05%Add +44.4%2,000,388$176.75M$88.36No quote
11TTCToro3.02%Reduce -0.5%3,214,803$174.73M$54.35No quote
12GGGGraco Inc2.98%Reduce -16.2%2,327,242$172.36M$74.06No quote
13FULHB Fuller2.96%Add +0.2%3,793,676$171.44M$45.19No quote
14DCIDonaldson2.73%Add +5.5%4,136,649$157.73M$38.13No quote
15JNJJohnson & Johnson2.72%Reduce -1.0%1,815,415$157.38M$86.69No quote
16HRLHormel2.39%Reduce -0.8%3,283,857$138.32M$42.12No quote
17BMSBemis2.29%Reduce -0.4%3,403,731$132.78MNo quoteNo quote
18WFCWells Fargo & Co2.27%Reduce -7.5%3,185,111$131.61M$41.32No quote
19GEGeneral Electric2.20%Reduce -0.3%5,321,589$127.13M$23.89No quote
20GISGeneral Mills2.06%Reduce -0.7%2,487,171$119.19M$47.92No quote
21BAXBaxter International1.99%Reduce -0.8%1,754,137$115.23M$65.69No quote
22MTSCMTS Systems1.98%Add +0.4%1,780,305$114.56MNo quoteNo quote
23STJSt. Jude Medical1.96%Add +8.9%2,119,012$113.66MNo quoteNo quote
24PFGPrincipal Financial1.95%Reduce -1.8%2,639,222$113.01M$42.82No quote
25UPSUnited Parcel Service1.83%Add +4.4%1,160,969$106.08M$91.37No quote
26CHRWC H Robinson Worldwide1.78%Add +18.4%1,729,241$103.05M$59.59No quote
27FIFiserv1.68%Add +102.1%960,386$97.05MNo quoteNo quote
28PDCOPatterson Companies1.37%Reduce -1.2%1,975,137$79.37MNo quoteNo quote
29PFEPfizer Inc1.28%Reduce -1.3%2,584,820$74.25M$28.73No quote
30FASTFastenal Co.1.10%Add +10.2%1,265,670$63.63M$50.27No quote
31TCFTCF Financial1.10%Reduce -0.8%4,454,194$63.61MNo quoteNo quote
32GLWCorning1.07%Reduce -1.3%4,234,160$61.78M$14.59No quote
33TECHTechne Corp1.04%Add +2.8%754,481$60.4M$80.06No quote
34WUWestern Union1.01%Reduce -1.0%3,145,370$58.69M$18.66No quote
35TRVTravelers Cos Inc0.96%Reduce -0.1%657,495$55.74M$84.77No quote
36ZBHZimmer Holdings, Inc.0.95%Reduce -3.7%669,587$55M$82.14No quote
37DISDisney0.90%Add +20.4%805,363$51.94M$64.49No quote
38XOMExxon Mobil Corp0.88%Add +0.7%589,486$50.72M$86.04No quote
39ASBAssoc Banc Corp0.84%Add +13.8%3,154,731$48.87M$15.49No quote
40QCOMQualcomm, Inc.0.84%Add +2.7%725,590$48.85M$67.32No quote
41GKSRG & K Services Cl A0.76%Reduce -5.5%730,229$44.09MNo quoteNo quote
42RHHBYRoche Hldg Ltd Spons ADR0.71%New610,205$41.21MNo quoteNo quote
43BMIBadger Meter Inc0.62%Add +3.8%774,667$36.02M$46.50No quote
44NVECNVE Corp0.58%Add +1.1%658,754$33.62M$51.04No quote
45CRAYCray Inc0.56%Add +0.1%1,358,320$32.68MNo quoteNo quote
46INTCIntel0.55%Add +0.8%1,397,497$32.03M$22.92No quote
47COPConocoPhillips0.53%Reduce -2.7%440,238$30.6M$69.51No quote
48DAKTDaktronics, Inc0.51%Reduce -1.1%2,612,252$29.23M$11.19No quote
49MDUMDU Resources Group0.44%Add +95.9%913,832$25.56MNo quoteNo quote
50HDHome Depot0.35%Reduce -6.0%270,525$20.52M$75.85No quote
51DLXDeluxe Corp0.34%Add +1.4%479,147$19.96M$41.66No quote
52BPBP PLC0.31%Reduce -6.3%426,953$17.95M$42.03No quote
53SRDXSurModics Inc0.31%Reduce -0.1%750,540$17.85MNo quoteNo quote
54CVXChevron Corp0.29%Add +2.0%136,096$16.54M$121.50No quote
55IBMIBM0.28%Reduce -0.4%87,950$16.29M$185.18No quote
56PGProcter & Gamble0.28%Reduce -3.9%214,282$16.2M$75.59No quote
57XELXcel Energy Inc.0.27%Reduce -0.3%575,634$15.89M$27.61No quote
58KMBKimberly-Clark0.27%Reduce -0.6%164,829$15.53M$94.22No quote
59LLYLilly (Eli)0.26%Add +5.0%296,659$14.93M$50.33No quote
60BMYBristol-Myers Squibb0.24%Reduce -6.8%304,956$14.11M$46.28No quote
61JPMJ.P. Morgan Chase & Co0.24%Reduce -13.8%265,463$13.72M$51.69No quote
62ABBVAbbvie Inc0.21%Reduce -4.0%268,187$12M$44.73No quote
63ABTAbbott Laboratories0.19%Add +4.3%338,861$11.25M$33.19No quote
64VZVerizon Comm0.18%Reduce -7.6%220,055$10.27M$46.67No quote
65ALEALLETE, Inc.0.17%Add +9.9%201,253$9.72MNo quoteNo quote
66AXPAmerican Express0.13%Add +1.2%96,119$7.26M$75.52No quote
67MSFTMicrosoft0.11%Reduce -23.8%185,898$6.19M$33.28No quote
68SNASnap-On Inc.0.11%Add +1.9%61,856$6.16M$99.51No quote
69SPYSPDR S&P 500 ETF Trust0.09%Add +19.2%32,215$5.41M$168.00No quote
70MRKMerck & Co Inc0.09%Reduce -16.8%113,404$5.4M$47.61No quote
71SSYSStratasys Ltd0.06%Add +9.3%31,730$3.21M$101.26No quote
72MURMurphy Oil0.05%-50,500$3.05M$60.32No quote
73ADCAgree Realty Corp0.05%Add +176.6%91,000$2.75MNo quoteNo quote
74HWKNHawkins Chemical0.04%Add +32.3%68,000$2.57M$37.74No quote
75WTFCWintrust Finan Corp0.04%Add +16.4%62,300$2.56M$41.08No quote
76OASOasis Petroleum Inc0.04%Add +25.3%49,000$2.41MNo quoteNo quote
77CASYCasey's General Stores0.04%Add +13.9%32,700$2.4M$73.39No quote
78PVTBPrivateBancorp Inc0.04%Add +13.2%105,600$2.26MNo quoteNo quote
79APOGApogee Enterprises, Inc0.04%Add +27.8%75,900$2.25MNo quoteNo quote
80BWLDBuffalo Wild Wings Inc0.04%Add +12.2%20,200$2.25MNo quoteNo quote
81OSKOshkosh Corp0.04%Reduce -5.8%43,800$2.15M$48.97No quote
82RGRSturm Ruger0.04%-33,800$2.12M$62.63No quote
83SCHBSchwab US Broad Mkt ETF0.04%-50,330$2.07M$41.09No quote
84LDRLandauer0.04%Add +22.5%40,329$2.07MNo quoteNo quote
85MOCOMOCON Inc0.03%Add +39.6%146,675$2.01MNo quoteNo quote
86PSXPhillips 660.03%Add +2.6%33,534$1.94M$57.82No quote
87MCDMcDonald's Corp0.03%Add +1.8%19,817$1.91M$96.23No quote
88HSYHershey0.03%Reduce -2.4%19,618$1.82M$92.52No quote
89GTLSChart Industries Inc.0.03%Reduce -12.7%14,500$1.78MNo quoteNo quote
90SCHWCharles Schwab Corp0.03%Add +29.2%84,300$1.78M$21.14No quote
91MTWManitowoc Cos Inc0.03%New90,000$1.76M$19.56No quote
92KOGKodiak Oil & Gas Corp0.03%Reduce -11.4%145,000$1.75MNo quoteNo quote
93BKMUBank Mutual Corp.0.03%-278,613$1.75MNo quoteNo quote
94IRIngersoll Rand0.03%Add +1.3%25,781$1.67M$64.93No quote
95BRK/BBerkshire Hathaway BCUSIP 0846707020.03%Reduce -3.3%14,573$1.65MNo quoteNo quote
96HUBGHub Group Inc Cl A0.03%-41,700$1.64M$39.23No quote
97PRLBProto Labs0.03%-21,404$1.64M$76.39No quote
98TITNTitan Machinery Inc0.03%Add +16.0%101,000$1.62M$16.07No quote
99UNHUnited Health Group0.03%Reduce -5.2%21,204$1.52M$71.59No quote
100RDSARoyal Dutch Shell Spons ADR A0.03%Add +0.1%22,526$1.48MNo quoteNo quote
101TAT&T0.02%Reduce -0.3%41,762$1.41M$33.81No quote
102NOGNorthern Oil & Gas Inc0.02%New96,620$1.39M$14.43No quote
103SCHFSchwab Intl Eq ETF0.02%-43,000$1.31M$30.40No quote
104GPCGenuine Parts0.02%-16,050$1.3M$80.87No quote
105CSCOCisco0.02%Reduce -2.2%54,137$1.27M$23.42No quote
106VASCVascular Solutions0.02%Add +5.8%75,276$1.27MNo quoteNo quote
107AMGNAmgen0.02%Reduce -2.8%11,180$1.25M$111.90No quote
108BMOBank of Montreal0.02%-18,636$1.25M$66.81No quote
109WDRWaddell & Reed Finl Cl A0.02%-23,900$1.23MNo quoteNo quote
110VDSIVASCO Data Security Intl0.02%-150,400$1.19MNo quoteNo quote
111UTXUnited Technologies0.02%Add +1.3%10,688$1.15MNo quoteNo quote
112RYRoyal Bank of Canada0.02%-17,890$1.15MNo quoteNo quote
113BACBank of America Corp0.02%Add +2.8%82,423$1.14M$13.79No quote
114PEPPepsiCo Inc0.02%Add +0.5%13,699$1.09M$79.49No quote
115ADVSAdvent Software0.02%Add +42.5%33,200$1.05MNo quoteNo quote
116CABCabela's, Inc.0.02%Reduce -16.3%16,400$1.03MNo quoteNo quote
117KOCoca-Cola0.02%Add +6.4%26,740$1.01M$37.88No quote
118IVViShares Core S&P 500 ETF0.02%Reduce -16.3%5,933$1M$168.89No quote
119PMPhilip Morris Intl Inc0.02%Add +33.9%11,155$966K$86.60No quote
120SPSCSPS Commerce Inc0.02%-14,400$964KNo quoteNo quote
121SIALSigma Aldrich0.02%Add +0.9%11,051$943KNo quoteNo quote
122WAGWalgreen Co.0.02%Reduce -1.3%16,788$903KNo quoteNo quote
123ECHOEcho Global Logistics0.01%Add +32.7%40,593$850KNo quoteNo quote
124LNCLincoln Nat'l Corp0.01%-20,000$840K$42.00No quote
125WMTWalMart0.01%Reduce -0.7%11,153$825K$73.97No quote
126SPNSuperior Energy Svcs0.01%Reduce -23.3%32,900$824KNo quoteNo quote
127MINTPimco Enhanced Short Maturity0.01%-7,992$810KNo quoteNo quote
128AAPLApple Computer0.01%Add +9.8%1,583$755K$476.94No quote
129EFAiShares MSCI EAFE Fd0.01%Reduce -0.5%9,848$628K$63.77No quote
130TNCTennant Company0.01%-9,200$570K$61.96No quote
131CLColgate-Palmolive0.01%Reduce -2.2%9,598$569K$59.28No quote
132VBVanguard Index Small Cap0.01%New5,385$552K$102.51No quote
133PIIPolaris Ind0.01%Reduce -2.5%4,240$548K$129.25No quote
134BOHBank of Hawaii0.01%-10,000$545K$54.50No quote
135BRK/ABerkshire HathawayCUSIP 0846701080.01%New3$511KNo quoteNo quote
136MUSAMurphy USA Inc0.01%New12,625$510K$40.40No quote
137BDXBecton Dickinson0.01%Reduce -2.6%5,038$504K$100.04No quote
138MXAMinnesota Muni In Portfol0.01%-31,200$469KNo quoteNo quote
139ORCLOracle Sys0.01%Add +10.7%13,720$455K$33.16No quote
140EEMiShares MSCI Emerg Mkts ETF0.01%Reduce -8.5%10,745$438K$40.76No quote
141DDominion Res Inc VA0.01%-6,794$424K$62.41No quote
142GOOGLGoogle0.01%Add +16.4%476$417K$876.05No quote
143FDXFedex Corp.0.01%Add +4.4%3,470$396K$114.12No quote
144CICigna Corp0.01%Add +0.3%4,890$376K$76.89No quote
145IFFIntl Flavors/Fragr0.01%-4,546$374K$82.27No quote
146ADPAutomatic Data Proc0.01%Add +2.5%5,127$371K$72.36No quote
147APCAnadarko Pete Corp0.01%Add +0.5%3,896$362KNo quoteNo quote
148MOAltria Group Inc0.01%Add +19.9%10,385$357K$34.38No quote
149CATCaterpillar0.01%Reduce -6.0%4,186$349K$83.37No quote
150IWMiShares Russell 2000 ETF0.01%Add +15.2%3,034$323K$106.46No quote
151NVSNovartis0.01%Reduce -10.9%3,824$293K$76.62No quote
152IVWiShares S&P 500 Growth0.01%-3,233$289K$89.39No quote
153UNPUnion Pacific0.00%Add +1.1%1,817$282K$155.20No quote
154IWRiShares Russell Midcap ETF0.00%New2,010$280K$139.30No quote
155NEENextEra Energy, Inc.0.00%Add +6.1%3,433$275K$80.10No quote
158NSCNorfolk Southern Corp0.00%Reduce -1.3%3,504$271K$77.34No quote
157LOWLowes Companies Inc0.00%Add +7.7%5,683$271K$47.69No quote
156BIIBBiogen IDEC Inc.0.00%Reduce -13.5%1,125$271K$240.89No quote
159VVisa, Inc0.00%Reduce -20.8%1,402$268K$191.16No quote
160WABCWestamerica Bancorporation0.00%-5,359$267KNo quoteNo quote
161IEXIDEX Corp0.00%-4,072$266K$65.32No quote
162ITWIllinois Tool Works Inc0.00%Add +3.0%3,457$264K$76.37No quote
164COSTCostco Wholesale0.00%Add +10.3%2,169$250K$115.26No quote
163APAApache Corp0.00%Reduce -7.9%2,933$250K$85.24No quote
165TEGIntegrys Energy Group0.00%-4,380$245KNo quoteNo quote
166VWOVanguard FTSE Emerg Mkt ETF0.00%New6,012$241K$40.09No quote
167BABoeing0.00%Add +3.3%2,030$239K$117.73No quote
168EXCExelon Corp0.00%Reduce -0.3%7,933$235KNo quoteNo quote
170KKellogg0.00%Add +3.4%3,981$234KNo quoteNo quote
169IJRiShares Core S&P SmallCap ETF0.00%New2,345$234K$99.79No quote
171CNPCenterpoint Energy Inc0.00%-9,690$232K$23.94No quote
172AMPAmeriprise Financial0.00%New2,431$221K$90.91No quote
174BCFBlackrock Real Asset Eq Tr0.00%Reduce -4.7%24,524$220KNo quoteNo quote
173BGSB & G Foods Inc0.00%-6,360$220KNo quoteNo quote
175NSRGYNestle S A Reg B ADR0.00%New3,043$213K$70.00No quote
176CMCSAComcast New Cl A0.00%Reduce -3.2%4,672$211K$45.16No quote
177SYYSysco0.00%New6,415$204K$31.80No quote
178DEDeere & Co.0.00%Reduce -9.0%2,480$202K$81.45No quote
179OXYOccidental Pete0.00%New2,150$201K$93.49No quote
180INODInnodata Inc0.00%New48,597$126K$2.59No quote
181USALiberty All-Star Equity Fd0.00%-11,729$63KNo quoteNo quote
182PCYOPureCycle Corp0.00%-11,855$55KNo quoteNo quote
183SONSSonus Networks0.00%-15,000$51KNo quoteNo quote
184SNVSynovus Finl Corp0.00%-11,140$37KNo quoteNo quote
185PLMPolymet Mining Corp0.00%-10,000$8KNo quoteNo quote
186PGLCPershing Gold Corp0.00%New15,000$6KNo quoteNo quote
194WMBWilliams Cos-Sold0$0No quoteNo quote
193WYWeyerhaeuser-Sold0$0No quoteNo quote
192WPOWashington Post Co-Sold0$0No quoteNo quote
191PGFPowershares Fin Pfd ETF-Sold0$0No quoteNo quote
190PLMRTPolymet Mining Corp Rts-Sold0$0No quoteNo quote
189IJSiShares S&P Small Cap 600 Valu-Sold0$0No quoteNo quote
188FCXFreeport McMoran Cl B-Sold0$0No quoteNo quote
187CCitigroup Inc-Sold0$0No quoteNo quote