Andrew R. Adams - Mairs & Power Growth Fund Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Mairs & Power Growth Fund portfolio balances reported a total equity value of $10.90B across 254 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight NVIDIA CORPORATION (NVDA) as the single largest position, accounting for 8.6% of total equity value, followed by MICROSOFT CORP (MSFT), AMAZON COM INC (AMZN), ALPHABET INC (GOOG), and others. Collectively, the top five holdings represent 30.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.