Andrew R. Adams – Mairs & Power Growth Fund Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Mairs & Power Growth Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – IDACORP, Inc. (IDA), Trust for Professional (89834G836), RadNet, Inc. (RDNT), NeoGenomics, Inc. (NEO), iShares iBonds Dec 2026 Term Tr (IBTG), and 18 more
Increases – Fastenal Company (FAST), Meta Platforms, Inc. (META), Entegris, Inc. (ENTG), UnitedHealth Group Incorporated (UNH), 3M Company (MMM), and 96 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Mairs & Power Growth Fund Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2025Mar 31, 2025 | PEP Pepsico, Inc. | Sell | -290-3.7% |
Q1 2025Mar 31, 2025 | TMO Thermo Fisher Scientific Inc | Sell | -310-19.2% |
Q1 2025Mar 31, 2025 | SOLV Solventum Corporation | Sell | -330-0.9% |
Q1 2025Mar 31, 2025 | ROK Rockwell Automation, Inc. | Sell | -348-0.1% |
Q1 2025Mar 31, 2025 | BDX Becton, Dickinson and Company | Sell | -406-5.3% |
Q1 2025Mar 31, 2025 | VONE Vanguard Russell 1000 ETF | Sell | -406-28.3% |
Q1 2025Mar 31, 2025 | PM Philip Morris International Inc | Sell | -474-15.4% |
Q1 2025Mar 31, 2025 | CTVA Corteva, Inc. | Sell | -481-5.1% |
Q1 2025Mar 31, 2025 | LMT Lockheed Martin Corporation | Sell - Position Exit | -503-100.0% |
Q1 2025Mar 31, 2025 | AMP Ameriprise Financial, Inc. | Sell | -528-1.9% |
Q1 2025Mar 31, 2025 | TT Trane Technologies | Sell | -533-29.4% |
Q1 2025Mar 31, 2025 | DD DuPont de Nemours, Inc. | Sell | -618-5.8% |
Q1 2025Mar 31, 2025 | CARR Carrier Global Corporation | Sell | -621-16.1% |
Q1 2025Mar 31, 2025 | AMGN Amgen Inc. | Sell | -646-11.5% |
Q1 2025Mar 31, 2025 | KMB Kimberly-Clark Corporation | Sell | -671-6.6% |
Q1 2025Mar 31, 2025 | VIG Vanguard Div Appreciation ETF | Sell | -723-20.1% |
Q1 2025Mar 31, 2025 | MRK Merck & Company, Inc. | Sell | -741-1.4% |
Q1 2025Mar 31, 2025 | SNA Snap-On Incorporated | Sell | -750-17.3% |
Q1 2025Mar 31, 2025 | META Meta Platforms, Inc. | Sell | -805-3.1% |
Q1 2025Mar 31, 2025 | CVX Chevron Corporation | Sell | -815-3.9% |
Q1 2025Mar 31, 2025 | DOW Dow Inc. | Sell | -818-7.0% |
Q1 2025Mar 31, 2025 | INTC Intel Corporation | Sell | -831-5.9% |
Q1 2025Mar 31, 2025 | SYK Stryker Corporation | Sell | -864-16.4% |
Q1 2025Mar 31, 2025 | XEL Xcel Energy Inc. | Sell | -975-0.3% |
Q1 2025Mar 31, 2025 | AJG Arthur J. Gallagher & Co. | Sell | -976-55.0% |
Q1 2025Mar 31, 2025 | TSLA Tesla, Inc. | Sell - Position Exit | -992-100.0% |
Q1 2025Mar 31, 2025 | MDY SPDR S&P MidCap 400 ETF Trust | Sell - Position Exit | -1,035-100.0% |
Q1 2025Mar 31, 2025 | IJR iShares Core S&P Small-Cap ETF | Sell | -1,062-35.3% |
Q1 2025Mar 31, 2025 | GE GE Aerospace | Sell | -1,093-13.8% |
Q1 2025Mar 31, 2025 | APD Air Products and Chemicals, Inc | Sell - Position Exit | -1,175-100.0% |