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 |
|---|---|---|---|
Q2 2023Jun 30, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -21-0.1% |
Q2 2023Jun 30, 2023 | BA Boeing Company (The) | Sell | -38-1.5% |
Q2 2023Jun 30, 2023 | WMT Walmart Inc. | Sell | -50-0.7% |
Q2 2023Jun 30, 2023 | VCEL Vericel Corporation | Sell | -50-0.2% |
Q2 2023Jun 30, 2023 | DE Deere & Company | Sell | -84-8.3% |
Q2 2023Jun 30, 2023 | META Meta Platforms, Inc. | Sell | -90-3.4% |
Q2 2023Jun 30, 2023 | TSLA Tesla, Inc. | Sell | -90-5.5% |
Q2 2023Jun 30, 2023 | PAYX Paychex, Inc. | Sell | -93-1.9% |
Q2 2023Jun 30, 2023 | MDLZ Mondelez International, Inc. | Sell | -100-2.8% |
Q2 2023Jun 30, 2023 | ACN Accenture plc | Sell | -108-8.8% |
Q2 2023Jun 30, 2023 | HOG Harley-Davidson, Inc. | Sell | -108-0.7% |
Q2 2023Jun 30, 2023 | MA Mastercard Incorporated | Sell | -135-12.9% |
Q2 2023Jun 30, 2023 | CTAS Cintas Corporation | Sell | -150-3.6% |
Q2 2023Jun 30, 2023 | MCD McDonald's Corporation | Sell | -178-1.2% |
Q2 2023Jun 30, 2023 | OTIS Otis Worldwide Corporation | Sell | -200-8.1% |
Q2 2023Jun 30, 2023 | PEP Pepsico, Inc. | Sell | -214-2.1% |
Q2 2023Jun 30, 2023 | CAT Caterpillar, Inc. | Sell | -265-1.5% |
Q2 2023Jun 30, 2023 | PANW Palo Alto Networks, Inc. | Sell | -271-2.6% |
Q2 2023Jun 30, 2023 | SYK Stryker Corporation | Sell | -300-6.9% |
Q2 2023Jun 30, 2023 | CL Colgate-Palmolive Company | Sell | -310-7.8% |
Q2 2023Jun 30, 2023 | IVV iShares Core S&P 500 ETF | Sell | -310-8.3% |
Q2 2023Jun 30, 2023 | RTX RTX Corporation | Sell | -322-3.3% |
Q2 2023Jun 30, 2023 | FIBK First Interstate BancSystem, In | Sell | -322-0.3% |
Q2 2023Jun 30, 2023 | SBUX Starbucks Corporation | Sell | -348-4.8% |
Q2 2023Jun 30, 2023 | NSC Norfolk Southern Corporation | Sell | -384-8.7% |
Q2 2023Jun 30, 2023 | GE GE Aerospace | Sell | -416-5.2% |
Q2 2023Jun 30, 2023 | HSY The Hershey Company | Sell | -505-0.8% |
Q2 2023Jun 30, 2023 | VGT Vanguard Information Tech ETF | Sell - Position Exit | -547-100.0% |
Q2 2023Jun 30, 2023 | EW Edwards Lifesciences Corporatio | Sell | -560-16.0% |
Q2 2023Jun 30, 2023 | PM Philip Morris International Inc | Sell | -665-11.7% |