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 | USB U.S. Bancorp | Sell | -187,781-3.1% |
Q1 2024Mar 31, 2024 | THRM Gentherm Inc | Sell | -203,664-51.6% |
Q1 2024Mar 31, 2024 | JAMF Jamf Holding Corp. | Sell | -220,244-33.1% |
Q1 2024Mar 31, 2024 | NVT nVent Electric | Sell | -222,991-7.8% |
Q1 2024Mar 31, 2024 | GGG Graco Inc. | Sell | -232,628-5.8% |
Q1 2024Mar 31, 2024 | ECL Ecolab Inc. | Sell | -234,966-19.2% |
Q1 2024Mar 31, 2024 | DGII Digi International Inc. | Sell | -246,527-96.5% |
Q1 2024Mar 31, 2024 | DCI Donaldson Company, Inc. | Sell | -287,650-15.2% |
Q1 2024Mar 31, 2024 | FAST Fastenal Company | Sell | -498,501-15.6% |
Q4 2023Dec 31, 2023 | VZ Verizon Communications Inc. | Buy | +756,223+28.8% |
Q4 2023Dec 31, 2023 | BBY Best Buy Co., Inc. | Buy | +526,417+9155.1% |
Q4 2023Dec 31, 2023 | AAPL Apple Inc. | Buy | +434,396+288.6% |
Q4 2023Dec 31, 2023 | HRL Hormel Foods Corporation | Buy | +108,944+2.0% |
Q4 2023Dec 31, 2023 | NEOG Neogen Corporation | Buy | +85,424+36.1% |
Q4 2023Dec 31, 2023 | KNF Knife Riv Holding Co. | Buy - Position Entry | +84,705 |
Q4 2023Dec 31, 2023 | PIPR Piper Sandler Companies | Buy | +83,495+210.8% |
Q4 2023Dec 31, 2023 | LNT Alliant Energy Corporation | Buy | +67,550+2.2% |
Q4 2023Dec 31, 2023 | ASB Associated Banc-Corp | Buy | +48,432+13.8% |
Q4 2023Dec 31, 2023 | TXN Texas Instruments Incorporated | Buy | +44,452+31.7% |
Q4 2023Dec 31, 2023 | XLP SPDR Select Sector Fund - Consu | Buy - Position Entry | +44,420 |
Q4 2023Dec 31, 2023 | JPM JP Morgan Chase & Co. | Buy | +41,810+2.5% |
Q4 2023Dec 31, 2023 | THRM Gentherm Inc | Buy | +33,570+9.3% |
Q4 2023Dec 31, 2023 | HUBG Hub Group, Inc. | Buy | +30,327+30.7% |
Q4 2023Dec 31, 2023 | ET Energy Transfer LP | Buy - Position Entry | +27,500 |
Q4 2023Dec 31, 2023 | JPC Nuveen Preferred & Income Oppor | Buy - Position Entry | +26,999 |
Q4 2023Dec 31, 2023 | TECH Bio-Techne Corp | Buy | +25,903+0.8% |
Q4 2023Dec 31, 2023 | XLV SPDR Select Sector Fund - Healt | Buy - Position Entry | +19,483 |
Q4 2023Dec 31, 2023 | HSY The Hershey Company | Buy | +19,050+24.4% |
Q4 2023Dec 31, 2023 | TTC Toro Company (The) | Buy | +18,899+0.6% |
Q4 2023Dec 31, 2023 | XEL Xcel Energy Inc. | Buy | +18,413+5.5% |