Andrew R. Adams - Mairs & Power Growth Fund Portfolio Position Sizes (Q1 2026)
As of Mar 31, 2026, the Mairs & Power Growth Fund portfolio balances reported a total equity value of $9.79B across 245 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 14, 2026, providing an updated snapshot of assets under management.
The portfolio balances highlight NVIDIA CORPORATION (NVDA) as the single largest position, accounting for 8.5% of total equity value, followed by MICROSOFT CORP (MSFT), AMAZON COM INC (AMZN), ALPHABET INC (GOOG), and others. Collectively, the top five holdings represent 29.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.