Andrew R. Adams - Mairs & Power Growth Fund 13F Activity & Position Changes (Q2 2020)

According to the SEC 13F filed on Aug 14, 2026, the Mairs & Power Growth Fund portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2020. 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 2020, the filing reported:

New Buys - Autodesk, Inc., AMETEK, Inc., Cintas Corporation, Envestnet, Inc, IPG Photonics Corporation, and 9 more

Increases - Amazon.com, Inc., Apogee Enterprises, Inc., American Express Company, Becton, Dickinson and Company, Black Hills Corporation, and 35 more

Reductions - Apple Inc., AbbVie Inc., Abbott Laboratories, Adobe Inc., AAR Corp., and 82 more

Complete Exits - BlackRock Credit Allocation Inc, Colgate-Palmolive Company, Clorox Company (The), Duke Energy Corporation (Holdin, Enterprise Products Partners L., and 3 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2020	AAPL Apple Inc.	Apple Inc.	Sell	-390	-1.1%	$13.41K	36,752
Q2 2020	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-1,152	-1.6%	$6.78K	69,029
Q2 2020	ABT Abbott Laboratories	Abbott Laboratories	Sell	-158,646	-9.1%	$145.45K	1,590,820
Q2 2020	ADBE Adobe Inc.	Adobe Inc.	Sell	-246	-11.6%	$813.00	1,868
Q2 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+998	-	$239.00	998
Q2 2020	AIR AAR Corp.	AAR Corp.	Sell	-13,585	-4.8%	$5.63K	272,360
Q2 2020	ALE Allete, Inc.	Allete, Inc.	Sell	-1,330	-3.6%	$1.97K	36,048
Q2 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-2,035	-26.4%	$343.00	5,677
Q2 2020	AME AMETEK, Inc.	AMETEK, Inc.	Buy - Position Entry	+2,700	-	$241.00	2,700
Q2 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+45	+8.0%	$1.68K	607
Q2 2020	APOG Apogee Enterprises, Inc.	Apogee Enterprises, Inc.	Buy	+47,710	+13.5%	$9.21K	399,965
Q2 2020	ASB Associated Banc-Corp	Associated Banc-Corp	Sell	-509,974	-36.2%	$12.29K	898,719
Q2 2020	AXP American Express Company	American Express Company	Buy	+41,940	+3.1%	$131.65K	1,382,917
Q2 2020	BA Boeing Company (The)	Boeing Company (The)	Sell	-310	-7.3%	$723.00	3,942
Q2 2020	BAC Bank of America Corporation	Bank of America Corporation	Sell	-500	-3.7%	$305.00	12,843
Q2 2020	BAX Baxter International Inc.	Baxter International Inc.	Sell	-10,381	-1.7%	$51.12K	593,757
Q2 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+790	+17.7%	$1.26K	5,261
Q2 2020	BKH Black Hills Corporation	Black Hills Corporation	Buy	+27,085	+18.8%	$9.72K	171,520
Q2 2020	BMI Badger Meter, Inc.	Badger Meter, Inc.	Sell	-59,955	-15.6%	$20.43K	324,651
Q2 2020	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-36,341	-24.5%	$6.60K	112,272
Q2 2020	BP BP p.l.c.	BP p.l.c.	Sell	-3,452	-15.3%	$444.00	19,056
Q2 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,500	-5.5%	$4.58K	25,647
Q2 2020	BTZ BlackRock Credit Allocation Inc	BlackRock Credit Allocation Inc	Sell - Position Exit	-11,351	-100.0%	$0.00	-
Q2 2020	BX Blackstone Inc.	Blackstone Inc.	Sell	-1,500	-17.6%	$397.00	7,000
Q2 2020	CASY Caseys General Stores, Inc.	Caseys General Stores, Inc.	Sell	-10	-0.0%	$8.71K	58,280
Q2 2020	CFR Cullen/Frost Bankers, Inc.	Cullen/Frost Bankers, Inc.	Buy	+12,235	+5.8%	$16.78K	224,580
Q2 2020	CHRW C.H. Robinson Worldwide, Inc.	C.H. Robinson Worldwide, Inc.	Sell	-314,877	-14.9%	$142.31K	1,799,960
Q2 2020	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Sell - Position Exit	-7,276	-100.0%	$0.00	-
Q2 2020	CLX Clorox Company (The)	Clorox Company (The)	Sell - Position Exit	-1,513	-100.0%	$0.00	-
Q2 2020	CMCSA Comcast Corporation	Comcast Corporation	Sell	-126	-1.4%	$356.00	9,132

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