Andrew R. Adams - Mairs & Power Growth Fund Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Mairs & Power Growth Fund portfolio managed by Andrew R. Adams was diversified across 12 sectors as of quarter-end Jun 30, 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 33.5% of total portfolio value, followed by Technology and Industrials and Healthcare. Together, the top three sectors account for 57.3% 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
33.53%
Industrials
13.00%
Healthcare
10.69%
Financial Services
10.31%
Communication Services
8.79%
Consumer Cyclical
7.07%
Basic Materials
4.81%
Utilities
4.65%
ETF
4.12%
Consumer Defensive
1.93%
Energy
0.20%
Real Estate
0.01%