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%
|
|