Andrew R. Adams - Mairs & Power Growth Fund 13F Activity & Position Changes (Q1 2022)
As of Mar 31, 2022, the Mairs & Power Growth Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 2022. 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 2022, the filing reported:
New Buys - Advanced Micro Devices, Inc., Cemex, S.A.B. de C.V. Sponsored, First Interstate BancSystem, In, HP Inc., John Bean Technologies Corporat, and 8 more
Increases - Apple Inc., Adobe Inc., Automatic Data Processing, Inc., Alerus Financial Corporation, Applied Materials, Inc., and 70 more
Complete Exits - Autodesk, Inc., AMETEK, Inc., Broadcom Inc., Colgate-Palmolive Company, Edwards Lifesciences Corporatio, and 7 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 2022
|
AAPL
Apple Inc.
|
Buy |
+837
|
|
Q1 2022
|
ABBV
AbbVie Inc.
|
Sell |
-2,613
|
|
Q1 2022
|
ABT
Abbott Laboratories
|
Sell |
-36,370
|
|
Q1 2022
|
ACN
Accenture plc
|
Sell |
-519
|
|
Q1 2022
|
ADBE
Adobe Inc.
|
Buy |
+4
|
|
Q1 2022
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+13,945
|
|
Q1 2022
|
ADSK
Autodesk, Inc.
|
Sell - Position Exit |
-825
|
|
Q1 2022
|
AIR
AAR Corp.
|
Sell |
-33,567
|
|
Q1 2022
|
ALE
Allete, Inc.
|
Sell |
-1,750
|
|
Q1 2022
|
ALRS
Alerus Financial Corporation
|
Buy |
+83,196
|
|
Q1 2022
|
AMAT
Applied Materials, Inc.
|
Buy |
+2,000
|
|
Q1 2022
|
AMD
Advanced Micro Devices, Inc.
|
Buy - Position Entry |
+1,864
|
|
Q1 2022
|
AME
AMETEK, Inc.
|
Sell - Position Exit |
-1,471
|
|
Q1 2022
|
AMGN
Amgen Inc.
|
Buy |
+125
|
|
Q1 2022
|
AMT
American Tower Corporation (REI
|
Buy |
+5
|
|
Q1 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+6,823
|
|
Q1 2022
|
ASB
Associated Banc-Corp
|
Sell |
-1,467
|
|
Q1 2022
|
AVGO
Broadcom Inc.
|
Sell - Position Exit |
-325
|
|
Q1 2022
|
AXGN
AxoGen, Inc.
|
Sell |
-1,257
|
|
Q1 2022
|
AXP
American Express Company
|
Sell |
-60,765
|
|
Q1 2022
|
AZEK
The AZEK Company Inc.
|
Buy |
+112,110
|
|
Q1 2022
|
BAC
Bank of America Corporation
|
Sell |
-1,472
|
|
Q1 2022
|
BAX
Baxter International Inc.
|
Sell |
-2,040
|
|
Q1 2022
|
BDX
Becton, Dickinson and Company
|
Buy |
+250
|
|
Q1 2022
|
BKH
Black Hills Corporation
|
Sell |
-6,320
|
|
Q1 2022
|
BMI
Badger Meter, Inc.
|
Sell |
-13,920
|
|
Q1 2022
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-1,668
|
|
Q1 2022
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+222
|
|
Q1 2022
|
BSX
Boston Scientific Corporation
|
Buy |
+569
|
|
Q1 2022
|
CARR
Carrier Global Corporation
|
Buy |
+310
|
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