Andrew R. Adams - Mairs & Power Growth Fund 13F Activity & Position Changes (Q2 2025)

According to the SEC 13F filed on Aug 14, 2025, the Mairs & Power Growth Fund portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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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