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
Reductions – Berkshire Hathaway Inc. (BRK-A), Vanguard Large-Cap ETF (VV), MSA Safety Incorporated (MSA), Waste Management, Inc. (WM), Arthur J. Gallagher & Co. (AJG), and 80 more
Complete Exits – Vanguard Total Stock Market ETF (VTI), Schlumberger N.V. (SLB), Surmodics, Inc. (SRDX), Corteva, Inc. (CTVA), Patterson Companies, Inc. (PDCO), and 4 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Balances
Holdings
Activity
Options
Allocation
Strategy

Mairs & Power Growth Fund Activity

DateSymbolTypeQuantity
Q2 2013Jun 30, 2013
UPS
United Parcel Service, Inc.
Buy - Position Entry
+1,111,769
Q2 2013Jun 30, 2013
SRDX
Surmodics, Inc.
Buy - Position Entry
+751,440
Q2 2013Jun 30, 2013
BMI
Badger Meter, Inc.
Buy - Position Entry
+746,347
Q2 2013Jun 30, 2013
QCOM
QUALCOMM Incorporated
Buy - Position Entry
+706,578
Q2 2013Jun 30, 2013
ZBH
Zimmer Biomet Holdings, Inc.
Buy - Position Entry
+695,522
Q2 2013Jun 30, 2013
DIS
Walt Disney Company (The)
Buy - Position Entry
+668,926
Q2 2013Jun 30, 2013
TRV
The Travelers Companies, Inc.
Buy - Position Entry
+658,037
Q2 2013Jun 30, 2013
NVEC
NVE Corporation
Buy - Position Entry
+651,629
Q2 2013Jun 30, 2013
XOM
Exxon Mobil Corporation
Buy - Position Entry
+585,459
Q2 2013Jun 30, 2013
XEL
Xcel Energy Inc.
Buy - Position Entry
+577,134
Q2 2013Jun 30, 2013
FI
Fiserv, Inc.
Buy - Position Entry
+475,236
Q2 2013Jun 30, 2013
DLX
Deluxe Corporation
Buy - Position Entry
+472,649
Q2 2013Jun 30, 2013
MDU
MDU Resources Group, Inc.
Buy - Position Entry
+466,522
Q2 2013Jun 30, 2013
BP
BP p.l.c.
Buy - Position Entry
+455,445
Q2 2013Jun 30, 2013
COP
ConocoPhillips
Buy - Position Entry
+452,571
Q2 2013Jun 30, 2013
BMY
Bristol-Myers Squibb Company
Buy - Position Entry
+327,256
Q2 2013Jun 30, 2013
ABT
Abbott Laboratories
Buy - Position Entry
+324,840
Q2 2013Jun 30, 2013
JPM
JP Morgan Chase & Co.
Buy - Position Entry
+308,122
Q2 2013Jun 30, 2013
HD
Home Depot, Inc. (The)
Buy - Position Entry
+287,635
Q2 2013Jun 30, 2013
LLY
Eli Lilly and Company
Buy - Position Entry
+282,498
Q2 2013Jun 30, 2013
ABBV
AbbVie Inc.
Buy - Position Entry
+279,466
Q2 2013Jun 30, 2013
MSFT
Microsoft Corporation
Buy - Position Entry
+243,922
Q2 2013Jun 30, 2013
VZ
Verizon Communications Inc.
Buy - Position Entry
+238,180
Q2 2013Jun 30, 2013
PG
Procter & Gamble Company (The)
Buy - Position Entry
+222,948
Q2 2013Jun 30, 2013
ALE
Allete, Inc.
Buy - Position Entry
+183,053
Q2 2013Jun 30, 2013
KMB
Kimberly-Clark Corporation
Buy - Position Entry
+165,799
Q2 2013Jun 30, 2013
MRK
Merck & Company, Inc.
Buy - Position Entry
+136,288
Q2 2013Jun 30, 2013
CVX
Chevron Corporation
Buy - Position Entry
+133,397
Q2 2013Jun 30, 2013
AXP
American Express Company
Buy - Position Entry
+94,974
Q2 2013Jun 30, 2013
IBM
International Business Machines
Buy - Position Entry
+88,297
Page 256 of 259 • 7760 total trades
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