Andrew R. Adams Portfolio Snapshot: Top Holdings Analysis for Mairs & Power Growth Fund (2025)
A snapshot of Andrew R. Adams' portfolio shows significant shifts in technology and healthcare stocks, with notable changes in holdings like NVDA and UNH.
As of December 31, 2025, Andrew R. Adams' portfolio for the Mairs & Power Growth Fund totals approximately $10.4 billion. The fund's top holdings reflect a strategic focus on technology, healthcare, and consumer cyclical sectors, with notable changes in share positions.
Microsoft Corporation (MSFT) maintains its position as one of the fund's largest holdings, with a slight increase in shares (+0.39%) and a portfolio allocation of 8.9%. NVIDIA Corporation (NVDA) experienced a significant reduction in its position, with a 11.24% decrease in shares and a portfolio allocation of 8.88%. Investors can explore more about NVDA at https://www.insiderset.com/investors/stocks/NVDA.
Amazon.com Inc. (AMZN) saw an increase in its position, with a 1.44% share growth and a 5.76% allocation. Alphabet Inc. (GOOG) experienced a slight decrease in its position, with a 3.67% change in shares and a 5.13% allocation. JPMorgan Chase & Co. (JPM) faced a notable reduction, with a 6.25% decrease in shares and a 3.96% allocation.
Healthcare sector holdings include Eli Lilly & Co. (LLY) and UnitedHealth Group Inc. (UNH). LLY saw a 3.58% decrease in shares, while UNH experienced a substantial 22.38% reduction, impacting its 2.64% allocation. Apple Inc. (AAPL) and Graco Inc. (GGG) showed modest increases in their respective positions.
For a complete view of Andrew R. Adams' investment strategy, visit https://www.insiderset.com/investor/andrew-r-adams-mairs-and-power. These top holdings demonstrate a concentrated approach with adjustments in response to market dynamics.