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 2023Dec 31, 2023 | DCI Donaldson Company, Inc. | Sell | -56,279-2.9% |
Q4 2023Dec 31, 2023 | NVDA NVIDIA Corporation | Sell | -63,050-7.8% |
Q4 2023Dec 31, 2023 | QCOM QUALCOMM Incorporated | Sell | -63,737-4.4% |
Q4 2023Dec 31, 2023 | ELAN Elanco Animal Health Incorporat | Sell | -65,352-82.9% |
Q4 2023Dec 31, 2023 | CTLT Catalent, Inc. | Sell | -66,485-32.6% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Sell | -71,642-3.5% |
Q4 2023Dec 31, 2023 | CVRX CVRx, Inc. | Sell | -74,670-44.8% |
Q4 2023Dec 31, 2023 | NTRS Northern Trust Corporation | Sell | -75,350-33.2% |
Q4 2023Dec 31, 2023 | JNJ Johnson & Johnson | Sell | -80,484-6.0% |
Q4 2023Dec 31, 2023 | PFE Pfizer, Inc. | Sell | -82,576-32.1% |
Q4 2023Dec 31, 2023 | FUL H. B. Fuller Company | Sell | -88,511-3.7% |
Q4 2023Dec 31, 2023 | SHW Sherwin-Williams Company (The) | Sell | -91,029-16.1% |
Q4 2023Dec 31, 2023 | WFC Wells Fargo & Company | Sell | -98,134-3.4% |
Q4 2023Dec 31, 2023 | TNC Tennant Company | Sell | -107,105-8.0% |
Q4 2023Dec 31, 2023 | ENTG Entegris, Inc. | Sell | -139,606-12.3% |
Q4 2023Dec 31, 2023 | SNBR Sleep Number Corporation | Sell - Position Exit | -149,958-100.0% |
Q4 2023Dec 31, 2023 | GGG Graco Inc. | Sell | -161,580-3.9% |
Q4 2023Dec 31, 2023 | ECL Ecolab Inc. | Sell | -175,311-12.5% |
Q4 2023Dec 31, 2023 | AMZN Amazon.com, Inc. | Sell | -211,476-7.9% |
Q4 2023Dec 31, 2023 | USB U.S. Bancorp | Sell | -243,718-3.9% |
Q4 2023Dec 31, 2023 | JAMF Jamf Holding Corp. | Sell | -365,547-35.4% |
Q4 2023Dec 31, 2023 | NVT nVent Electric | Sell | -387,935-12.0% |
Q4 2023Dec 31, 2023 | ONB Old National Bancorp | Sell | -560,416-25.9% |
Q4 2023Dec 31, 2023 | DGII Digi International Inc. | Sell | -756,687-74.8% |
Q3 2023Sep 30, 2023 | VZ Verizon Communications Inc. | Buy | +2,576,264+4778.0% |
Q3 2023Sep 30, 2023 | LNT Alliant Energy Corporation | Buy | +388,503+14.3% |
Q3 2023Sep 30, 2023 | TTC Toro Company (The) | Buy | +212,564+7.1% |
Q3 2023Sep 30, 2023 | MDT Medtronic | Buy | +135,806+4.8% |
Q3 2023Sep 30, 2023 | HRL Hormel Foods Corporation | Buy | +95,101+1.8% |
Q3 2023Sep 30, 2023 | NEOG Neogen Corporation | Buy | +41,471+21.3% |