Mairs & Power Funds

Superinvestor profile · Rank #41 by reported 13F value (2026 Q2 filers) · CIK 0001070134 · All profiles
Founded 1931St. Paul, Minnesota, United StatesLong-term quality growth investing with regional focus on Minnesota and the Upper Midwest, bottom-up stock pickingKey person: Robert W. Mairs
Reported 13F value
$10.9B
Period 2026-06-30 · Filed 2026-08-14
Positions
254
Top 10 = 44.3% of value
Clone CAGR (full window)
+13.4%
2016-11-14 → 2026-10-02 · cumulative +248%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-23%
Month-end values, approximate
Latest-quarter activity
17 new · 8 exited
56 increased · 109 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)

Clone performance

2016 2026 — 13F clone — S&P 500 (SPY)
WindowClone CAGRNote
Full window (2016-11-14 → 2026-10-02, 40 filings)+13.45%Cumulative +247.9% vs SPY +316.1%
Trailing 10Y—
Trailing 5Y+11.29%
Trailing 3Y+19.62%
Trailing 1Y+15.20%

Top holdings — 2026 Q2 filing

TickerCompanyWeightReported value
NVDANvidia Corporation8.64%$942M
MSFTMicrosoft Corp6.68%$728M
AMZNAmazon Com Inc5.68%$620M
GOOGAlphabet Inc5.46%$595M
LLYEli Lilly & Co3.54%$386M
NVTNvent Elec Plc3.19%$348M
AAPLApple Inc3.02%$329M
JPMJpmorgan Chase & Co2.77%$302M
VVisa Inc2.68%$292M
GGGGraco Inc2.63%$287M

As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.

Filing history in this profile

Every clone input traces to one of these SEC filings. 96.1% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.

QuarterSEC accession no.FiledDisclosed CUSIPs
2026Q20001172661-26-0034962026-08-14254
2026Q10001172661-26-0018192026-05-14245
2025Q40001172661-26-0010572026-02-17243
2025Q30001172661-25-0049852025-11-14248
2025Q20001172661-25-0033912025-08-14235
2025Q10001172661-25-0020892025-05-15221
2024Q40001172661-25-0009362025-02-14229
2024Q30001172661-24-0047762024-11-14228
2024Q20001172661-24-0034582024-08-14222
2024Q10001172661-24-0023342024-05-15226
2023Q40001172661-24-0015402024-02-14231
2023Q30001172661-23-0039112023-11-14214
2023Q20001172661-23-0031052023-08-14226
2023Q10001172661-23-0021912023-05-15236
2022Q40001172661-23-0011622023-02-14227
2022Q30001172661-22-0024372022-11-14221
2022Q20001172661-22-0018722022-08-15202
2022Q10001172661-22-0014072022-05-16216
2021Q40001172661-22-0005302022-02-14218
2021Q30001172661-21-0022872021-11-15210
2021Q20001172661-21-0017812021-08-16212
2021Q10001172661-21-0011482021-05-14216
2020Q40001172661-21-0006782021-02-16213
2020Q30001172661-20-0022292020-11-16199
2020Q20001172661-20-0017682020-08-14201
2020Q10001172661-20-0013132020-05-15198
2019Q40001104659-20-0207122020-02-14220
2019Q30001104659-19-0637212019-11-14214
2019Q20001104659-19-0457852019-08-14218
2019Q10001104659-19-0295352019-05-15212
2018Q40001104659-19-0083002019-02-14200
2018Q30001104659-18-0682512018-11-14216
2018Q20001104659-18-0517552018-08-14214
2018Q10001104659-18-0332382018-05-15203
2017Q40001104659-18-0093652018-02-14199
2017Q30001104659-17-0682362017-11-14201
2017Q20001104659-17-0514722017-08-14199
2017Q10001104659-17-0325282017-05-15203
2016Q40001104659-17-0088542017-02-14189
2016Q30001104659-16-1564972016-11-14194

Background (founded / HQ / style) source: https://www.mairsandpower.com/about-us/mairs-power-at-90 — Minnesota's oldest investment firm under continuous private ownership; founded in 1931 by George A. Mairs Jr.; 100% employee-owned; Robert W. Mairs is Chair & CEO, Andrew R. Adams is CIO.