Andrew R. Adams - Mairs & Power Growth Fund 13F Activity & Position Changes (Q2 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 - Trust for Professional, SPDR Bloomberg 1-3 Month T-Bill, The Bank of New York Mellon Cor, Cardinal Health, Inc., Ciena Corporation, and 18 more

Increases - AbbVie Inc., Accenture plc, Adobe Inc., Autodesk, Inc., Alerus Financial Corporation, and 96 more

Reductions - Apple Inc., Abbott Laboratories, Automatic Data Processing, Inc., AAR Corp., Arthur J. Gallagher & Co., and 80 more

Complete Exits - BP p.l.c., Corteva, Inc., DuPont de Nemours, Inc., Dow Inc., Neogen Corporation, and 4 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 2025	89834G836 Trust for Professional	Trust for Professional	Buy - Position Entry	+206,186	-	$4.48M	206,186
Q2 2025	AAPL Apple Inc.	Apple Inc.	Sell	-213,024	-15.7%	$234.42M	1,142,568
Q2 2025	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+5,111	+12.2%	$8.74M	47,073
Q2 2025	ABT Abbott Laboratories	Abbott Laboratories	Sell	-115,047	-11.3%	$122.67M	901,941
Q2 2025	ACN Accenture plc	Accenture plc	Buy	+491	+48.8%	$447.74K	1,498
Q2 2025	ADBE Adobe Inc.	Adobe Inc.	Buy	+64	+3.1%	$822.89K	2,127
Q2 2025	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-6,777	-6.3%	$31.27M	101,383
Q2 2025	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+1	+0.1%	$247.97K	801
Q2 2025	AIR AAR Corp.	AAR Corp.	Sell	-23,956	-13.3%	$10.74M	156,076
Q2 2025	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Sell	-40	-5.0%	$243.29K	760
Q2 2025	ALE Allete, Inc.	Allete, Inc.	Sell	-650	-13.2%	$274.73K	4,288
Q2 2025	ALRS Alerus Financial Corporation	Alerus Financial Corporation	Buy	+203	+0.2%	$2.12M	97,867
Q2 2025	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+3,950	+53.5%	$2.07M	11,327
Q2 2025	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Sell	-265	-13.0%	$251.59K	1,773
Q2 2025	AMGN Amgen Inc.	Amgen Inc.	Buy	+877	+17.7%	$1.63M	5,838
Q2 2025	AMP Ameriprise Financial, Inc.	Ameriprise Financial, Inc.	Buy	+375	+1.4%	$14.95M	28,008
Q2 2025	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+40	+2.0%	$455.30K	2,060
Q2 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+95,244	+4.0%	$546.91M	2,492,861
Q2 2025	ASB Associated Banc-Corp	Associated Banc-Corp	Sell	-35,781	-10.7%	$7.27M	297,935
Q2 2025	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-179	-5.3%	$882.36K	3,201
Q2 2025	AWK American Water Works Company, I	American Water Works Company, I	Buy	+112	+2.2%	$726.29K	5,221
Q2 2025	AXGN AxoGen, Inc.	AxoGen, Inc.	Buy	+10,000	+58.8%	$292.95K	27,000
Q2 2025	AXP American Express Company	American Express Company	Sell	-3,129	-1.6%	$60.60M	189,988
Q2 2025	AZEK The AZEK Company Inc.	The AZEK Company Inc.	Sell	-228,159	-90.5%	$1.30M	23,927
Q2 2025	BA Boeing Company (The)	Boeing Company (The)	Sell	-60	-2.4%	$501.40K	2,393
Q2 2025	BAC Bank of America Corporation	Bank of America Corporation	Sell	-2,000	-9.0%	$962.58K	20,342
Q2 2025	BAX Baxter International Inc.	Baxter International Inc.	Buy	+975	+3.2%	$951.43K	31,421
Q2 2025	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Sell	-672,762	-89.6%	$5.25M	78,266
Q2 2025	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-65	-0.9%	$1.23M	7,155
Q2 2025	BIL SPDR Bloomberg 1-3 Month T-Bill	SPDR Bloomberg 1-3 Month T-Bill	Buy - Position Entry	+2,431	-	$223.00K	2,431

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