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 2025Mar 31, 2025 | NEM Newmont Corporation | Buy - Position Entry | +5,000 |
Q1 2025Mar 31, 2025 | BBY Best Buy Co., Inc. | Buy | +4,984+0.7% |
Q1 2025Mar 31, 2025 | WK Workiva Inc. | Buy | +4,794+0.7% |
Q1 2025Mar 31, 2025 | VEU Vanguard FTSE All World Ex US E | Buy - Position Entry | +3,378 |
Q1 2025Mar 31, 2025 | PIPR Piper Sandler Companies | Buy | +2,985+1.2% |
Q1 2025Mar 31, 2025 | PSX Phillips 66 | Buy | +2,171+26.7% |
Q1 2025Mar 31, 2025 | COP ConocoPhillips | Buy | +2,155+7.3% |
Q1 2025Mar 31, 2025 | AAPL Apple Inc. | Buy | +2,006+0.1% |
Q1 2025Mar 31, 2025 | CTAS Cintas Corporation | Buy | +1,884+12.6% |
Q1 2025Mar 31, 2025 | WMT Walmart Inc. | Buy | +1,780+13.4% |
Q1 2025Mar 31, 2025 | TNC Tennant Company | Buy | +1,715+0.1% |
Q1 2025Mar 31, 2025 | OKLO Oklo Inc. | Buy | +1,561+10.8% |
Q1 2025Mar 31, 2025 | EXAS Exact Sciences Corporation | Buy | +1,285+2.1% |
Q1 2025Mar 31, 2025 | VB Vanguard Small-Cap ETF | Buy - Position Entry | +1,260 |
Q1 2025Mar 31, 2025 | DHR Danaher Corporation | Buy - Position Entry | +1,166 |
Q1 2025Mar 31, 2025 | CSCO Cisco Systems, Inc. | Buy | +942+5.3% |
Q1 2025Mar 31, 2025 | PANW Palo Alto Networks, Inc. | Buy | +835+2.8% |
Q1 2025Mar 31, 2025 | RF Regions Financial Corporation | Buy | +805+8.3% |
Q1 2025Mar 31, 2025 | VO Vanguard Mid-Cap ETF | Buy | +660+47.9% |
Q1 2025Mar 31, 2025 | KO Coca-Cola Company (The) | Buy | +630+3.1% |
Q1 2025Mar 31, 2025 | BMY Bristol-Myers Squibb Company | Buy | +398+1.5% |
Q1 2025Mar 31, 2025 | UNP Union Pacific Corporation | Buy | +375+7.1% |
Q1 2025Mar 31, 2025 | ULTA Ulta Beauty, Inc. | Buy | +366+0.5% |
Q1 2025Mar 31, 2025 | NKE Nike, Inc. | Buy | +263+7.6% |
Q1 2025Mar 31, 2025 | IBM International Business Machines | Buy | +262+23.5% |
Q1 2025Mar 31, 2025 | ORCL Oracle Corporation | Buy | +255+1.9% |
Q1 2025Mar 31, 2025 | JAMF Jamf Holding Corp. | Buy | +253+0.1% |
Q1 2025Mar 31, 2025 | BA Boeing Company (The) | Buy | +171+7.5% |
Q1 2025Mar 31, 2025 | AVGO Broadcom Inc. | Buy | +130+4.0% |
Q1 2025Mar 31, 2025 | NSC Norfolk Southern Corporation | Buy | +125+4.1% |