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 |
|---|---|---|---|
Q4 2024Dec 31, 2024 | VTI Vanguard Total Stock Market ETF | Buy | +1,743+207.0% |
Q4 2024Dec 31, 2024 | PSX Phillips 66 | Buy | +1,566+23.9% |
Q4 2024Dec 31, 2024 | TSLA Tesla, Inc. | Buy - Position Entry | +992 |
Q4 2024Dec 31, 2024 | KO Coca-Cola Company (The) | Buy | +950+4.9% |
Q4 2024Dec 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +946+3.8% |
Q4 2024Dec 31, 2024 | ORCL Oracle Corporation | Buy | +795+6.2% |
Q4 2024Dec 31, 2024 | HPQ HP Inc. | Buy | +639+10.7% |
Q4 2024Dec 31, 2024 | MRK Merck & Company, Inc. | Buy | +513+1.0% |
Q4 2024Dec 31, 2024 | AMZN Amazon.com, Inc. | Buy | +505+0.0% |
Q4 2024Dec 31, 2024 | CSCO Cisco Systems, Inc. | Buy | +500+2.9% |
Q4 2024Dec 31, 2024 | AMP Ameriprise Financial, Inc. | Buy | +471+1.7% |
Q4 2024Dec 31, 2024 | AMD Advanced Micro Devices, Inc. | Buy | +460+27.5% |
Q4 2024Dec 31, 2024 | OTIS Otis Worldwide Corporation | Buy | +435+22.6% |
Q4 2024Dec 31, 2024 | OKLO Oklo Inc. | Buy | +410+2.9% |
Q4 2024Dec 31, 2024 | CTAS Cintas Corporation | Buy | +400+2.8% |
Q4 2024Dec 31, 2024 | WMT Walmart Inc. | Buy | +305+2.4% |
Q4 2024Dec 31, 2024 | AJG Arthur J. Gallagher & Co. | Buy | +276+18.4% |
Q4 2024Dec 31, 2024 | PM Philip Morris International Inc | Buy | +274+9.8% |
Q4 2024Dec 31, 2024 | GE GE Aerospace | Buy | +226+2.9% |
Q4 2024Dec 31, 2024 | XLK SPDR Select Sector Fund - Techn | Buy | +215+3.5% |
Q4 2024Dec 31, 2024 | MDY SPDR S&P MidCap 400 ETF Trust | Buy | +200+24.0% |
Q4 2024Dec 31, 2024 | UNP Union Pacific Corporation | Buy | +183+3.6% |
Q4 2024Dec 31, 2024 | BMY Bristol-Myers Squibb Company | Buy | +180+0.7% |
Q4 2024Dec 31, 2024 | MCD McDonald's Corporation | Buy | +163+1.0% |
Q4 2024Dec 31, 2024 | BA Boeing Company (The) | Buy | +157+7.4% |
Q4 2024Dec 31, 2024 | CAT Caterpillar, Inc. | Buy | +115+0.7% |
Q4 2024Dec 31, 2024 | ACN Accenture plc | Buy | +114+14.7% |
Q4 2024Dec 31, 2024 | PEP Pepsico, Inc. | Buy | +100+1.3% |
Q4 2024Dec 31, 2024 | IBM International Business Machines | Buy | +100+9.8% |
Q4 2024Dec 31, 2024 | SNA Snap-On Incorporated | Buy | +65+1.5% |