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 2023Mar 31, 2023 | CL Colgate-Palmolive Company | Buy | +735+22.8% |
Q1 2023Mar 31, 2023 | CB Chubb Limited | Buy | +710+30.6% |
Q1 2023Mar 31, 2023 | QQQ Invesco QQQ Trust, Series 1 | Buy | +660+37.8% |
Q1 2023Mar 31, 2023 | MMC Marsh & McLennan Companies, Inc | Buy | +656+44.2% |
Q1 2023Mar 31, 2023 | F Ford Motor Company | Buy | +600+4.0% |
Q1 2023Mar 31, 2023 | VGT Vanguard Information Tech ETF | Buy - Position Entry | +547 |
Q1 2023Mar 31, 2023 | MCD McDonald's Corporation | Buy | +541+3.8% |
Q1 2023Mar 31, 2023 | TMO Thermo Fisher Scientific Inc | Buy | +535+44.4% |
Q1 2023Mar 31, 2023 | AVGO Broadcom Inc. | Buy - Position Entry | +505 |
Q1 2023Mar 31, 2023 | COST Costco Wholesale Corporation | Buy | +473+15.1% |
Q1 2023Mar 31, 2023 | PSX Phillips 66 | Buy | +466+5.2% |
Q1 2023Mar 31, 2023 | UNH UnitedHealth Group Incorporated | Buy | +466+0.1% |
Q1 2023Mar 31, 2023 | NKE Nike, Inc. | Buy | +448+10.0% |
Q1 2023Mar 31, 2023 | WMT Walmart Inc. | Buy | +444+6.3% |
Q1 2023Mar 31, 2023 | ACN Accenture plc | Buy | +440+55.6% |
Q1 2023Mar 31, 2023 | UNP Union Pacific Corporation | Buy | +434+5.3% |
Q1 2023Mar 31, 2023 | DHR Danaher Corporation | Buy | +430+45.7% |
Q1 2023Mar 31, 2023 | AWK American Water Works Company, I | Buy | +414+8.2% |
Q1 2023Mar 31, 2023 | T AT&T Inc. | Buy | +400+1.6% |
Q1 2023Mar 31, 2023 | SYK Stryker Corporation | Buy | +375+9.4% |
Q1 2023Mar 31, 2023 | MA Mastercard Incorporated | Buy | +311+42.3% |
Q1 2023Mar 31, 2023 | ASB Associated Banc-Corp | Buy | +306+0.1% |
Q1 2023Mar 31, 2023 | CTAS Cintas Corporation | Buy | +290+7.5% |
Q1 2023Mar 31, 2023 | SKYT SkyWater Technology, Inc. | Buy | +194+0.1% |
Q1 2023Mar 31, 2023 | NSC Norfolk Southern Corporation | Buy | +147+3.5% |
Q1 2023Mar 31, 2023 | EXC Exelon Corporation | Buy | +139+1.6% |
Q1 2023Mar 31, 2023 | ROK Rockwell Automation, Inc. | Buy | +139+0.0% |
Q1 2023Mar 31, 2023 | LFUS Littelfuse, Inc. | Buy | +138+0.0% |
Q1 2023Mar 31, 2023 | HUBG Hub Group, Inc. | Buy | +104+0.1% |
Q1 2023Mar 31, 2023 | ADP Automatic Data Processing, Inc. | Buy | +93+0.3% |