Andrew R. Adams - Mairs & Power Growth Fund Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Mairs & Power Growth Fund portfolio managed by Andrew R. Adams was diversified across 12 sectors, according to the most recent SEC 13F filing dated Feb 17, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Technology sector represents the largest share at 32.9% of total portfolio value, followed by Technology and Industrials and Healthcare. Together, the top three sectors account for 57.8% of the portfolio, reflecting Andrew R. Adams's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Technology | 32.84% |
| Industrials | 13.16% |
| Healthcare | 11.69% |
| Financial Services | 11.29% |
| Communication Services | 8.93% |
| Consumer Cyclical | 7.12% |
| Basic Materials | 4.90% |
| Utilities | 4.59% |
| ETF | 3.01% |
| Consumer Defensive | 2.12% |
| Energy | 0.17% |
| Real Estate | 0.01% |