Andrew R. Adams Portfolio Analysis: Concentration in Tech and Healthcare Stocks
A detailed look at Andrew R. Adams' portfolio concentration as of December 31, 2025, highlighting major holdings and share changes.
As of December 31, 2025, Andrew R. Adams' portfolio, managed by the Mairs & Power Growth Fund, shows significant concentration in a select group of stocks. The analysis reveals that the largest holdings are heavily weighted towards technology and healthcare sectors, with notable changes in share counts observed for several key positions.
The top holding is Microsoft Corporation (MSFT), representing approximately 8.9% of the total portfolio value. The position saw a slight increase in shares (+0.39%) during the period. NVIDIA Corporation (NVDA) holds the second-largest allocation at 8.88%, though the position experienced a substantial reduction in shares (-11.24%).
Amazon.com Inc. (AMZN) follows with a significant 5.76% allocation, showing a modest increase in shares (+1.44%). JPMorgan Chase & Co. (JPM) is the fourth-largest holding at 3.96%, but saw a notable decline in shares (-6.25%). Eli Lilly & Co. (LLY) and UnitedHealth Group Inc. (UNH) each hold around 3.5% and 2.6% of the portfolio, respectively, with both showing share decreases (-3.58% and -22.38%) during the period.
Other significant positions include Alphabet Inc. (GOOG) at 5.13% allocation, Apple Inc. (AAPL) at 3.19%, Graco Inc. (GGG) at 3.08%, and Visa Inc. (V) at 2.71%. These allocations, along with the substantial changes in share counts for key holdings, define the concentration profile of Andrew R. Adams' portfolio as of the end of 2025.
For more detailed information on Andrew R. Adams' investment activities, please visit InsiderSet. You can explore the performance and profiles of the individual stocks held in the portfolio, such as Microsoft, NVIDIA, Amazon, and many others, on InsiderSet.