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 2025Jun 30, 2025 | AAPL Apple Inc. | Sell | -213,024-15.7% |
Q2 2025Jun 30, 2025 | AZEK The AZEK Company Inc. | Sell | -228,159-90.5% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Sell | -246,266-12.0% |
Q2 2025Jun 30, 2025 | DCI Donaldson Company, Inc. | Sell | -290,644-25.9% |
Q2 2025Jun 30, 2025 | PFG Principal Financial Group Inc | Sell | -429,146-54.2% |
Q2 2025Jun 30, 2025 | NEOG Neogen Corporation | Sell - Position Exit | -455,289-100.0% |
Q2 2025Jun 30, 2025 | BBY Best Buy Co., Inc. | Sell | -672,762-89.6% |
Q2 2025Jun 30, 2025 | USB U.S. Bancorp | Sell | -997,454-48.2% |
Q1 2025Mar 31, 2025 | KHC The Kraft Heinz Company | Buy | +985,915+71.1% |
Q1 2025Mar 31, 2025 | WEC WEC Energy Group, Inc. | Buy | +625,323+81.9% |
Q1 2025Mar 31, 2025 | CLFD Clearfield, Inc. | Buy | +433,014+103.3% |
Q1 2025Mar 31, 2025 | TSM Taiwan Semiconductor Manufactur | Buy - Position Entry | +397,657 |
Q1 2025Mar 31, 2025 | FUL H. B. Fuller Company | Buy | +229,169+10.4% |
Q1 2025Mar 31, 2025 | CGNX Cognex Corporation | Buy - Position Entry | +63,359 |
Q1 2025Mar 31, 2025 | TTC Toro Company (The) | Buy | +57,954+1.6% |
Q1 2025Mar 31, 2025 | UNH UnitedHealth Group Incorporated | Buy | +38,247+4.4% |
Q1 2025Mar 31, 2025 | CWAN Clearwater Analytics Holdings, | Buy | +35,170+59.8% |
Q1 2025Mar 31, 2025 | AMZN Amazon.com, Inc. | Buy | +34,129+1.4% |
Q1 2025Mar 31, 2025 | PII Polaris Inc. | Buy | +27,464+48.4% |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Buy | +26,838+1.4% |
Q1 2025Mar 31, 2025 | LLY Eli Lilly and Company | Buy | +25,526+7.5% |
Q1 2025Mar 31, 2025 | LTH Life Time Group Holdings, Inc. | Buy | +14,250+12.8% |
Q1 2025Mar 31, 2025 | CRM Salesforce, Inc. | Buy | +13,464+5.6% |
Q1 2025Mar 31, 2025 | HRL Hormel Foods Corporation | Buy | +13,228+0.3% |
Q1 2025Mar 31, 2025 | CHRW C.H. Robinson Worldwide, Inc. | Buy | +12,357+1.4% |
Q1 2025Mar 31, 2025 | EFA iShares MSCI EAFE ETF | Buy - Position Entry | +11,571 |
Q1 2025Mar 31, 2025 | HIMX Himax Technologies, Inc. | Buy - Position Entry | +10,550 |
Q1 2025Mar 31, 2025 | MGPI MGP Ingredients, Inc. | Buy | +9,080+6.0% |
Q1 2025Mar 31, 2025 | LFUS Littelfuse, Inc. | Buy | +8,046+0.9% |
Q1 2025Mar 31, 2025 | INSP Inspire Medical Systems, Inc. | Buy | +6,105+9.4% |