Andrew R. Adams - Mairs & Power Growth Fund 13F Activity & Position Changes (Q1 2021)
As of Mar 31, 2021, the Mairs & Power Growth Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2021. 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 Q1 2021, the filing reported:
New Buys - The Bank of New York Mellon Cor, Cummins Inc., Ford Motor Company, Genuine Parts Company, Harley-Davidson, Inc., and 5 more
Increases - Automatic Data Processing, Inc., Amazon.com, Inc., Boeing Company (The), Caterpillar, Inc., C.H. Robinson Worldwide, Inc., and 35 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2021
|
AAPL
Apple Inc.
|
Sell |
-2,817
|
|
Q1 2021
|
ABBV
AbbVie Inc.
|
Sell |
-15,221
|
|
Q1 2021
|
ABT
Abbott Laboratories
|
Sell |
-9,497
|
|
Q1 2021
|
ADBE
Adobe Inc.
|
Sell |
-131
|
|
Q1 2021
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+1,700
|
|
Q1 2021
|
AIR
AAR Corp.
|
Sell |
-11,297
|
|
Q1 2021
|
ALE
Allete, Inc.
|
Sell |
-1,385
|
|
Q1 2021
|
AMAT
Applied Materials, Inc.
|
Sell |
-200
|
|
Q1 2021
|
AMGN
Amgen Inc.
|
Sell |
-35
|
|
Q1 2021
|
AMT
American Tower Corporation (REI
|
Sell |
-367
|
|
Q1 2021
|
AMZN
Amazon.com, Inc.
|
Buy |
+18,120
|
|
Q1 2021
|
ANSS
ANSYS, Inc.
|
Sell |
-213
|
|
Q1 2021
|
APOG
Apogee Enterprises, Inc.
|
Sell - Position Exit |
-44,892
|
|
Q1 2021
|
ASB
Associated Banc-Corp
|
Sell |
-85,787
|
|
Q1 2021
|
AXGN
AxoGen, Inc.
|
Sell |
-1,401
|
|
Q1 2021
|
AXP
American Express Company
|
Sell |
-162,528
|
|
Q1 2021
|
BA
Boeing Company (The)
|
Buy |
+20
|
|
Q1 2021
|
BAC
Bank of America Corporation
|
Sell |
-250
|
|
Q1 2021
|
BAX
Baxter International Inc.
|
Sell |
-17,978
|
|
Q1 2021
|
BDX
Becton, Dickinson and Company
|
Sell |
-100
|
|
Q1 2021
|
BK
The Bank of New York Mellon Cor
|
Buy - Position Entry |
+5,888
|
|
Q1 2021
|
BKH
Black Hills Corporation
|
Sell |
-32,201
|
|
Q1 2021
|
BMI
Badger Meter, Inc.
|
Sell |
-17,211
|
|
Q1 2021
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-6,522
|
|
Q1 2021
|
BP
BP p.l.c.
|
Sell |
-4,214
|
|
Q1 2021
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,691
|
|
Q1 2021
|
BX
Blackstone Inc.
|
Sell |
-200
|
|
Q1 2021
|
CARR
Carrier Global Corporation
|
Sell |
-1,152
|
|
Q1 2021
|
CASY
Caseys General Stores, Inc.
|
Sell |
-39
|
|
Q1 2021
|
CAT
Caterpillar, Inc.
|
Buy |
+2,946
|
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