undamentalytics Newsletter
Sign in

Funds (13F)

Mairs & Power Inc

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+12.4%
S&P 500 +14.1%
Last 12 months
+15.7%
S&P 500 +12.1%
Sharpe ratio
0.68
S&P 500 0.78
Biggest drop
−30.3%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$46.9k
Mairs & Power IncS&P 500 $10,000 in Mairs & Power Inc from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Mairs & Power Inc's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Mairs & Power Inc's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+12.4%+14.1%
Total return+369%+470%
Last 12 months+15.7%+12.1%
Last 3 months+2.8%—
Last month+0.1%—
This year so far+14.6%—
Volatility a year16.3%16.0%
Sharpe ratio0.680.78
Biggest drop−30.3%−31.8%
Beta to the S&P 5000.981.00
Alpha a year (t-statistic)−1.1% (−0.93)—
Share of weeks up59%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
NVDA9.2%——
MSFT7.1%——
AMZN6.1%——
LLY3.8%——
NVT3.4%——
AAPL3.2%——
JPM3.0%——
V2.9%——
GGG2.8%——
LFUS2.7%——
TTC2.5%——
ENTG2.3%——
UNH2.3%——
TSM2.2%——
MSI2.2%——
ECL2.1%——
WEC2.0%——
PANW2.0%——
LNT2.0%——
TECH1.9%——
META1.8%——
FAST1.8%——
SHW1.5%——
CHRW1.4%——
FUL1.4%——
VZ1.4%——
WM1.3%——
ROK1.3%——
FISV1.1%——
JNJ1.1%——
AMP1.0%——
CGNX0.9%——
HRL0.8%——
CASY0.7%——
WFC0.7%——
AJG0.7%——
ABT0.7%——
TXN0.6%——
TNC0.6%——
ISRG0.6%——
MMM0.6%——
HD0.5%——
TRV0.5%——
AXP0.5%——
IDA0.5%——
MEDP0.5%——
CME0.4%——
DCI0.4%——
WK0.4%——
PIPR0.4%——
SFM0.4%——
PG0.3%——
USB0.3%——
ZTS0.3%——
QCOM0.3%——
XEL0.3%——
BSY0.3%——
ADP0.3%——
MDT0.3%——
GNRC0.3%——
HONA0.2%——
GLW0.2%——
TGT0.2%——
SCHW0.2%——
GOOGL0.2%——
CAT0.2%——
DIS0.2%——
CLFD0.1%——
BMI0.1%——
PFG0.1%——
AIR0.1%——
PLXS0.1%——
ABBV0.1%——
AMBA0.1%——
KNF0.1%——
HSY0.1%——
ONB0.1%——
JBTM0.1%——
WTFC0.1%——
EMR0.1%——
QCRH0.1%——
PATK0.1%——
ASB0.1%——
RDNT0.1%——
AMAT0.1%——
BKH0.1%——
LTH0.1%——
CVX0.1%——
MRK0.1%——
CFR0.1%——
ALRS0.1%——
JHX0.1%——
WWD0.1%——
TREX0.1%——
HUBG0.1%——
SOLV0.1%——
GBCI0.1%——
OSK0.1%——
CTAS0.1%——
PNR0.0%——
KHC0.0%——
PII0.0%——
SYY0.0%——
MCD0.0%——
NWE0.0%——
HWKN0.0%——
GE0.0%——
COST0.0%——
COP0.0%——
NKE0.0%——
APG0.0%——
GIS0.0%——
CSCO0.0%——
INTC0.0%——
ORCL0.0%——
KO0.0%——
XYL0.0%——
WMT0.0%——
AMGN0.0%——
PFE0.0%——
RTX0.0%——
LOW0.0%——
SOLS0.0%——
BMY0.0%——
WAB0.0%——
AVGO0.0%——
CIEN0.0%——
MGEE0.0%——
SYK0.0%——
PEP0.0%——
UPS0.0%——
SNA0.0%——
BMO0.0%——
CM0.0%——
VSAT0.0%——
VCEL0.0%——
PSX0.0%——
IDXX0.0%——
BDX0.0%——
NEE0.0%——
BAC0.0%——
KMB0.0%——
IBM0.0%——
AXGN0.0%——
GEV0.0%——
AMD0.0%——
UNP0.0%——
IEX0.0%——
BNY0.0%——
CB0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+12.4%+14.1%0.680.78−30.3%0.98−1.1% (−0.93)
2018 onwards5 Jan 2018 to 2 Nov 2026+12.1%+13.9%0.570.66−30.3%0.97−1.2% (−0.76)
Last three years3 Nov 2023 to 2 Nov 2026+18.5%+21.8%0.981.16−17.5%0.93−1.6% (−0.57)
Last year7 Nov 2025 to 2 Nov 2026+18.1%+14.2%1.190.84−9.0%0.83+4.9% (0.98)
DateCompanyAction
21 Aug 2026VRTBought
21 Aug 2026RFBought
21 Aug 2026MSBought
21 Aug 2026MGEEBought
21 Aug 2026LRCXBought
21 Aug 2026HONABought
21 Aug 2026ECGBought
21 Aug 2026CMEBought
21 Aug 2026CARRBought
21 Aug 2026AMEBought
21 Aug 2026AJGBought
15 May 2026WATBought
15 May 2026UTHRBought
15 May 2026TKRBought
15 May 2026SOLSBought
15 May 2026SNAPBought
15 May 2026SFMBought
15 May 2026PIPRBought
15 May 2026MURBought
15 May 2026MUBought
15 May 2026APGBought
15 May 2026AMCRBought
15 May 2026AMBABought
15 May 2026ADIBought
20 Feb 2026JHXBought

Dated at the rebalance that made the change.

DateCompanyAction
21 Aug 2026UTHRSold
21 Aug 2026ULTASold
21 Aug 2026SEICSold
21 Aug 2026PATHSold
21 Aug 2026MURSold
21 Aug 2026ACNSold
15 May 2026THRMSold
15 May 2026RFSold
15 May 2026MGPISold
15 May 2026INSPSold
15 May 2026ETNSold
15 May 2026CVRXSold
15 May 2026BLKSold
15 May 2026ADSKSold
20 Feb 2026SBUXSold
20 Feb 2026ORBSSold
20 Feb 2026MDLZSold
20 Feb 2026LINSold
20 Feb 2026HIMXSold
20 Feb 2026GPCSold
20 Feb 2026CMCSASold
20 Feb 2026CARRSold
20 Feb 2026AJGSold
21 Nov 2025TCMDSold
21 Nov 2025OTISSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest