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 2024Mar 31, 2024 | ADSK Autodesk, Inc. | Sell | -25-3.0% |
Q1 2024Mar 31, 2024 | SON Sonoco Products Company | Sell | -35-0.7% |
Q1 2024Mar 31, 2024 | CTAS Cintas Corporation | Sell | -35-0.9% |
Q1 2024Mar 31, 2024 | LMT Lockheed Martin Corporation | Sell | -40-4.2% |
Q1 2024Mar 31, 2024 | CAH Cardinal Health, Inc. | Sell | -41-1.8% |
Q1 2024Mar 31, 2024 | AMD Advanced Micro Devices, Inc. | Sell | -44-2.8% |
Q1 2024Mar 31, 2024 | GE GE Aerospace | Sell | -45-0.7% |
Q1 2024Mar 31, 2024 | CL Colgate-Palmolive Company | Sell | -50-1.7% |
Q1 2024Mar 31, 2024 | SLB Schlumberger N.V. | Sell | -50-0.3% |
Q1 2024Mar 31, 2024 | ACN Accenture plc | Sell | -65-8.8% |
Q1 2024Mar 31, 2024 | MDLZ Mondelez International, Inc. | Sell | -74-2.0% |
Q1 2024Mar 31, 2024 | NSC Norfolk Southern Corporation | Sell | -75-2.0% |
Q1 2024Mar 31, 2024 | LOW Lowe's Companies, Inc. | Sell | -85-1.2% |
Q1 2024Mar 31, 2024 | TMO Thermo Fisher Scientific Inc | Sell | -90-5.5% |
Q1 2024Mar 31, 2024 | NEE NextEra Energy, Inc. | Sell | -100-2.4% |
Q1 2024Mar 31, 2024 | TRV The Travelers Companies, Inc. | Sell | -125-0.2% |
Q1 2024Mar 31, 2024 | HOG Harley-Davidson, Inc. | Sell | -125-1.0% |
Q1 2024Mar 31, 2024 | BDX Becton, Dickinson and Company | Sell | -135-1.7% |
Q1 2024Mar 31, 2024 | CAT Caterpillar, Inc. | Sell | -145-0.8% |
Q1 2024Mar 31, 2024 | UNP Union Pacific Corporation | Sell | -176-3.0% |
Q1 2024Mar 31, 2024 | AMGN Amgen Inc. | Sell | -180-2.4% |
Q1 2024Mar 31, 2024 | PAYX Paychex, Inc. | Sell | -185-5.4% |
Q1 2024Mar 31, 2024 | IBM International Business Machines | Sell | -185-14.2% |
Q1 2024Mar 31, 2024 | AMT American Tower Corporation (REI | Sell | -191-8.6% |
Q1 2024Mar 31, 2024 | IDXX IDEXX Laboratories, Inc. | Sell | -195-7.0% |
Q1 2024Mar 31, 2024 | WEC WEC Energy Group, Inc. | Sell | -209-5.0% |
Q1 2024Mar 31, 2024 | CVX Chevron Corporation | Sell | -223-0.9% |
Q1 2024Mar 31, 2024 | URI United Rentals, Inc. | Sell | -250-42.0% |
Q1 2024Mar 31, 2024 | PSX Phillips 66 | Sell | -280-3.6% |
Q1 2024Mar 31, 2024 | VUG Vanguard Growth ETF | Sell | -290-18.8% |