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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 137 of 196 rows. Rows without a quote are marked unavailable.

1USBUS Bancorp4.36%Reduce -5.2%6,615,220$339.82M$51.37No quote
2MMMMMM Co.4.13%Add +0.1%1,801,912$321.77M$178.57No quote
3ECLEcolab Inc3.86%Add +2.4%2,562,730$300.4M$117.22No quote
4GGGGraco Inc3.51%Add +0.9%3,293,669$273.67M$83.09No quote
5HONHoneywell Inc3.34%Add +1.9%2,245,259$260.11M$115.85No quote
6JNJJohnson & Johnson3.17%Reduce -0.5%2,143,539$246.96M$115.21No quote
7STJSt. Jude Medical2.95%Reduce -0.8%2,869,605$230.11MNo quoteNo quote
8BMSBemis2.90%Add +2.8%4,715,747$225.51MNo quoteNo quote
9DCIDonaldson2.89%Reduce -4.7%5,340,576$224.73M$42.08No quote
10MDTMedtronic2.87%Add +6.1%3,142,079$223.81M$71.23No quote
11GISGeneral Mills2.54%Add +3.5%3,199,581$197.64M$61.77No quote
12SLBSchlumberger2.36%Add +0.1%2,193,525$184.15M$83.95No quote
13TGTTarget2.36%Add +0.3%2,540,453$183.5M$72.23No quote
14TTCToro2.35%Reduce -14.9%3,267,419$182.81M$55.95No quote
15FULHB Fuller2.21%Add +0.6%3,561,397$172.05M$48.31No quote
16DISDisney2.20%Add +0.9%1,643,226$171.26M$104.22No quote
17HRLHormel2.19%Add +13.4%4,895,931$170.43M$34.81No quote
18VALValspar2.11%Reduce -6.3%1,582,931$164.01M$103.61No quote
19WFCWells Fargo & Co2.10%Reduce -9.1%2,974,044$163.9M$55.11No quote
20PFGPrincipal Financial2.04%Reduce -4.6%2,749,359$159.08M$57.86No quote
21PFEPfizer Inc1.97%Add +3.7%4,725,178$153.47M$32.48No quote
22PNRPentair PLC1.92%Reduce -0.1%2,661,479$149.23M$56.07No quote
23CHRWC H Robinson Worldwide1.91%Add +1.1%2,030,947$148.79M$73.26No quote
24RHHBYRoche Hldg Ltd ADR1.83%Add +7.3%4,982,597$142.15MNo quoteNo quote
25UPSUnited Parcel Service1.81%Add +0.2%1,229,624$140.96M$114.64No quote
26TECHBio-Techne Corp1.81%Add +0.1%1,368,650$140.74M$102.83No quote
27GEGeneral Electric1.69%Add +1.2%4,167,957$131.71M$31.60No quote
28FIFiserv1.54%Reduce -0.0%1,125,711$119.64MNo quoteNo quote
29WUWestern Union1.40%Reduce -0.1%5,016,881$108.97M$21.72No quote
30EMREmerson Electric1.33%Reduce -14.7%1,856,185$103.48M$55.75No quote
31FASTFastenal Co.1.32%Reduce -0.3%2,180,406$102.44M$46.98No quote
32ZBHZimmer Biomet Holdings, Inc.1.30%Add +15.4%979,037$101.04M$103.20No quote
33QCOMQualcomm, Inc.1.24%Reduce -0.1%1,484,888$96.82M$65.20No quote
34PDCOPatterson Companies1.22%Add +20.0%2,308,802$94.73MNo quoteNo quote
35ASBAssoc Banc Corp1.04%Reduce -3.6%3,283,345$81.1M$24.70No quote
36AXPAmerican Express1.01%Add +0.2%1,065,175$78.91M$74.08No quote
37BMIBadger Meter Inc1.00%Add +1.8%2,110,094$77.97M$36.95No quote
38BAXBaxter International1.00%Reduce -7.9%1,752,525$77.71M$44.34No quote
39XOMExxon Mobil0.94%Add +0.3%811,057$73.21M$90.26No quote
40TRVTravelers Cos Inc0.91%Reduce -0.1%579,452$70.94M$122.42No quote
41GOOGAlphabet Inc Cl C0.85%Add +39.5%85,480$65.98M$771.82No quote
42UNHUnited Health Group0.84%Add +0.4%409,178$65.49M$160.04No quote
43CRAYCray Inc0.84%Add +2.2%3,149,721$65.2MNo quoteNo quote
44GLWCorning0.80%Reduce -10.6%2,561,656$62.17M$24.27No quote
45ABTAbbott Laboratories0.66%Add +22.4%1,333,036$51.2M$38.41No quote
46GWBGreat Western Bancorp Inc.0.66%Add +2.6%1,173,698$51.16MNo quoteNo quote
47CVXChevron Corp0.60%Reduce -1.0%395,383$46.54M$117.70No quote
48SNASnap-On Inc.0.59%Add +15.7%267,153$45.76M$171.27No quote
49NVECNVE Corp0.47%Reduce -0.3%507,531$36.25M$71.43No quote
50GNRCGenerac Hldgs0.45%Reduce -1.4%859,616$35.02M$40.74No quote
51IBMIBM0.39%Reduce -1.9%182,873$30.36M$165.99No quote
52HDHome Depot0.35%Add +0.4%201,854$27.07M$134.08No quote
53GKSRG & K Services Cl A0.33%Reduce -27.9%267,346$25.79MNo quoteNo quote
54PGProcter & Gamble0.33%Add +1.4%301,108$25.32M$84.08No quote
55JPMJ.P. Morgan Chase & Co0.31%Reduce -0.4%283,039$24.42M$86.29No quote
56ALEALLETE, Inc.0.31%Add +4.9%380,100$24.4MNo quoteNo quote
57THRMGentherm Inc0.31%Add +122.5%707,110$23.94M$33.85No quote
58SSYSStratasys Ltd0.27%Reduce -1.4%1,278,935$21.15M$16.54No quote
59BMYBristol-Myers Squibb0.26%Add +3.0%340,822$19.92M$58.44No quote
60PRLBProto Labs0.25%Add +1.8%374,044$19.21M$51.35No quote
61KMBKimberly-Clark0.24%Add +0.8%162,805$18.58M$114.12No quote
62LLYLilly (Eli)0.24%Add +3.4%250,478$18.42M$73.55No quote
63ABBVAbbvie Inc0.21%Reduce -0.8%264,365$16.56M$62.62No quote
64INTCIntel0.19%Reduce -0.3%412,359$14.96M$36.27No quote
65XELXcel Energy Inc.0.19%Reduce -2.5%361,807$14.73M$40.70No quote
66MDUMDU Resources Group0.18%Reduce -0.8%480,012$13.81MNo quoteNo quote
67APOGApogee Enterprises, Inc0.17%Add +11.2%251,030$13.45MNo quoteNo quote
68GBCIGlacier Bancorp Inc0.17%Add +2.5%356,170$12.9M$36.23No quote
69WTFCWintrust Finan Corp0.16%Add +3.4%174,900$12.69M$72.57No quote
70OSKOshkosh Corp0.16%Reduce -11.3%188,290$12.17M$64.61No quote
71COPConocoPhillips0.16%Reduce -18.6%242,231$12.15M$50.14No quote
72SCHWCharles Schwab0.15%Add +0.5%299,123$11.81M$39.47No quote
73DOCPhysicians Realty Tr0.14%Add +37.9%582,360$11.04MNo quoteNo quote
74UFCSUnited Fire Group0.14%Add +3.5%219,457$10.79M$49.17No quote
75ATUActuant Corp0.13%Add +19.0%402,800$10.45MNo quoteNo quote
76CFRCullen Frost Bankers0.13%Add +9.4%116,240$10.26M$88.23No quote
77CASYCasey's General Stores0.13%Add +14.6%85,450$10.16M$118.88No quote
78MSFTMicrosoft0.12%Reduce -2.7%148,318$9.22M$62.14No quote
79CFNLCardinal Financial Corp0.12%Reduce -10.3%275,146$9.02MNo quoteNo quote
80VZVerizon Comm0.12%Add +1.5%167,753$8.96M$53.38No quote
81TNCTennant Company0.11%Add +6.9%124,780$8.88M$71.20No quote
82HWKNHawkins Chemical0.11%Reduce -0.7%164,023$8.85M$53.95No quote
83PINCPremier Inc Cl A0.11%Add +39.1%286,580$8.7MNo quoteNo quote
84HUBGHub Group Inc Cl A0.11%Add +8.4%190,140$8.32M$43.75No quote
85MCSMarcus Corp.0.10%Add +1.0%256,823$8.09MNo quoteNo quote
86DLXDeluxe Corp0.10%Reduce -21.9%111,098$7.96M$71.61No quote
87RAVNRaven Industries Inc0.09%Reduce -0.6%290,543$7.32MNo quoteNo quote
88ADCAgree Realty Corp0.08%Reduce -0.7%143,619$6.61MNo quoteNo quote
89MRKMerck & Co Inc0.07%Add +0.9%97,839$5.76M$58.87No quote
90EMCIEMC Insurance Group0.07%Add +1.4%190,088$5.71MNo quoteNo quote
91HSYHershey0.07%Reduce -0.3%49,835$5.15M$103.42No quote
92BWLDBuffalo Wild Wings Inc0.07%Reduce -4.5%32,790$5.06MNo quoteNo quote
93SPYSPDR S&P 500 ETF Trust0.06%Add +18.4%20,689$4.63M$223.55No quote
94SHPGShire PLC0.05%Reduce -79.4%24,659$4.2MNo quoteNo quote
95VDSIVASCO Data Security Intl0.05%Add +27.5%299,996$4.1MNo quoteNo quote
96VASCVascular Solutions0.05%Reduce -7.2%70,033$3.93MNo quoteNo quote
97WKWorkiva Inc0.05%Add +22.3%257,393$3.51M$13.65No quote
98OASOasis Petroleum Inc0.04%Reduce -20.4%212,470$3.22MNo quoteNo quote
99SPSCSPS Commerce Inc0.04%Reduce -0.4%43,280$3.03MNo quoteNo quote
100MOCOMOCON Inc0.04%Reduce -0.5%152,590$2.98MNo quoteNo quote
101PVTBPrivateBancorp Inc0.03%Reduce -63.0%49,750$2.7MNo quoteNo quote
102MTSCMTS Systems0.03%Reduce -4.7%46,428$2.63MNo quoteNo quote
103BKMUBank Mutual Corp.0.03%Reduce -1.0%264,953$2.5MNo quoteNo quote
104SCHBSchwab US Broad Mkt ETF0.03%Reduce -8.0%45,730$2.48M$54.19No quote
105BRK/BBerkshire Hathaway BCUSIP 0846707020.03%Add +4.8%13,774$2.25MNo quoteNo quote
106TTSHTile Shop Inc0.03%Add +14.3%109,270$2.14MNo quoteNo quote
107PSXPhillips 660.03%-23,951$2.07M$86.43No quote
108MCDMcDonald's Corp0.03%Reduce -9.3%16,052$1.95M$121.73No quote
109CSIICardiovascular Sys Inc0.02%Reduce -0.3%75,762$1.83MNo quoteNo quote
110TCFTCF Financial0.02%Reduce -14.5%92,860$1.82MNo quoteNo quote
111BPBP PLC0.02%Reduce -5.3%47,836$1.79M$37.38No quote
112AAPLApple Computer0.02%Reduce -0.3%15,196$1.76M$115.82No quote
113TAT&T0.02%Reduce -1.6%37,532$1.6M$42.52No quote
114AMGNAmgen0.02%-9,916$1.45M$146.23No quote
115UTXUnited Technologies0.02%Add +2.3%12,671$1.39MNo quoteNo quote
116PEPPepsiCo Inc0.02%Reduce -12.4%12,734$1.33M$104.60No quote
117IVViShares Core S&P 500 ETF0.02%Add +14.1%5,495$1.24M$224.93No quote
118ORCLOracle Sys0.02%Add +2.1%31,400$1.21M$38.44No quote
119SCHFSchwab Intl Eq ETF0.01%-40,000$1.11M$27.68No quote
120WBAWalgreen Boots Alliance0.01%Add +14.0%13,045$1.08MNo quoteNo quote
121CSCOCisco0.01%Add +4.0%28,233$853K$30.21No quote
122UNPUnion Pacific0.01%-8,048$834K$103.63No quote
123KOCoca-Cola0.01%Reduce -12.7%19,544$810K$41.44No quote
124CLColgate-Palmolive0.01%Reduce -12.1%12,341$808K$65.47No quote
125BDXBecton Dickinson0.01%Reduce -11.2%4,778$791K$165.55No quote
126IWFiShares Russell 1000 Growth0.01%-7,045$739K$104.90No quote
127BRK/ABerkshire HathawayCUSIP 0846701080.01%-3$732KNo quoteNo quote
128CATCaterpillar0.01%-7,682$712K$92.68No quote
129PMPhilip Morris Intl Inc0.01%-7,285$667K$91.56No quote
130DVYiShares Select Div0.01%-7,434$658KNo quoteNo quote
131FDXFedex Corp.0.01%-3,490$650K$186.25No quote
132IWRiShares Russell Midcap ETF0.01%-3,610$646K$178.95No quote
133CICigna Corp0.01%Reduce -4.2%4,500$600K$133.33No quote
134DDDupont de Nemours0.01%Add +95.6%7,963$584K$73.34No quote
135NMSNuveen MN Qual Mun Income Fd0.01%-37,002$581KNo quoteNo quote
136MOAltria Group Inc0.01%Add +1.1%8,389$567K$67.59No quote
137IWDiShares Russell 1000 Value0.01%-4,735$530K$111.93No quote
138COSTCostco Wholesale0.01%Add +0.8%3,265$523K$160.18No quote
139VVisa, Inc0.01%Add +9.8%6,396$499K$78.02No quote
140IFFIntl Flavors/Fragr0.01%-4,000$471K$117.75No quote
141IDXXIDEXX Laboratories, Inc0.01%-3,998$469K$117.31No quote
142GOOGLAlphabet Inc Cl A0.01%Add +10.5%589$467K$792.87No quote
143ADPAutomatic Data Proc0.01%Reduce -16.7%4,502$463K$102.84No quote
145WECWEC Energy Group0.01%Add +60.0%7,633$448K$58.69No quote
144IWMiShares Russell 2000 ETF0.01%Reduce -5.7%3,320$448K$134.94No quote
146NVSNovartis0.01%Reduce -4.7%6,053$441K$72.86No quote
148TXNTexas Instruments0.01%-5,510$402K$72.96No quote
147SYYSysco0.01%Reduce -19.2%7,258$402K$55.39No quote
150LMTLockheed Martin Corp0.01%-1,604$401K$250.00No quote
149IJHiShares Core S&P Midcap ETF0.01%Reduce -5.1%2,425$401K$165.36No quote
151EFAiShares MSCI EAFE Fd0.00%Reduce -35.3%6,672$385K$57.70No quote
152LOWLowes Companies Inc0.00%Reduce -3.8%5,312$378K$71.16No quote
153RDSARoyal Dutch Shell Spons ADR A0.00%Reduce -2.1%6,820$371KNo quoteNo quote
154WMTWalMart0.00%Add +3.6%5,345$369K$69.04No quote
155ACNAccenture PLC Cl A0.00%-3,039$356K$117.14No quote
156WYWeyerhaeuser0.00%Add +19.2%11,659$351K$30.11No quote
157DDominion Res Inc VA0.00%-4,445$340K$76.49No quote
159MMCMarsh & McLennan0.00%-5,010$339KNo quoteNo quote
158BABoeing0.00%Reduce -45.4%2,180$339K$155.50No quote
160WABCWestamerica Bancorporation0.00%-5,359$337KNo quoteNo quote
161FTAFirst Tr Lrg Cp Vl Alphadex0.00%Reduce -28.8%7,174$336KNo quoteNo quote
162PIIPolaris Ind0.00%-4,063$335K$82.45No quote
163AMZNAmazon Com Inc0.00%Add +15.9%445$334K$750.56No quote
164LNTAlliant Energy Corp.0.00%-8,728$331K$37.92No quote
165NSCNorfolk Southern Corp0.00%-2,889$312K$108.00No quote
166NEENextEra Energy, Inc.0.00%Reduce -45.6%2,559$306K$119.58No quote
167CBChubb Limited Com0.00%-2,286$302K$132.11No quote
168BIIBBiogen Inc.0.00%-1,025$291K$283.90No quote
169BACBank of America Corp0.00%Reduce -0.9%12,942$286K$22.10No quote
170KKellogg0.00%-3,850$284KNo quoteNo quote
171NKENike0.00%Add +2.0%5,510$280K$50.82No quote
172AMPAmeriprise Financial0.00%-2,391$265K$110.83No quote
173ALVAutoliv Inc0.00%-2,314$262K$113.22No quote
174ICFiShares Cohen & Steers Reit ET0.00%-2,515$251KNo quoteNo quote
175IJTiShares S&P Smallcap0.00%-1,655$248KNo quoteNo quote
177RTNRaytheon Co0.00%-1,675$238KNo quoteNo quote
176EXCExelon Corp0.00%-6,708$238KNo quoteNo quote
178TMOThermo Fisher Scientific0.00%-1,683$237K$140.82No quote
179CNPCenterpoint Energy Inc0.00%-9,398$232K$24.69No quote
180CVSCVS Health Corp0.00%Reduce -2.4%2,879$227K$78.85No quote
181ADBEAdobe Systems0.00%Add +0.8%2,192$226K$103.10No quote
182CLXClorox0.00%-1,863$224K$120.24No quote
183LDRLandauer0.00%-4,629$223KNo quoteNo quote
185CMCSAComcast New Cl A0.00%New3,017$208K$68.94No quote
184CAHCardinal Health0.00%-2,891$208K$71.95No quote
186APCAnadarko Pete Corp0.00%New2,894$202KNo quoteNo quote
187PCYOPureCycle Corp0.00%-11,855$65KNo quoteNo quote
188NWBONW Biotherapeutics0.00%-12,500$4KNo quoteNo quote
196VFCVF Corp-Sold0$0No quoteNo quote
195ULGXUrologix Inc0.00%-20,000$0No quoteNo quote
194SRDXSurmodics Inc-Sold0$0No quoteNo quote
193ROKRockwell Automation-Sold0$0No quoteNo quote
192MDYMidcap SPDR Tr Series 1-Sold0$0No quoteNo quote
191ITWIllinois Tool Works Inc-Sold0$0No quoteNo quote
190CRCrane Company-Sold0$0No quoteNo quote
189BTIBritish American Tobacco PLC-Sold0$0No quoteNo quote