Andrew R. Adams' Top Holdings in Mairs & Power Growth Fund Q4 2025
A detailed look at the top holdings of Andrew R. Adams' Mairs & Power Growth Fund portfolio as of December 31, 2025, highlighting significant allocations and share changes.
As of December 31, 2025, Andrew R. Adams, managing the Mairs & Power Growth Fund, held a substantial portfolio valued at approximately $10.4 billion. His investment strategy appears heavily focused on large-cap technology and healthcare companies, with significant allocations to consumer cyclical and financial services stocks.
Microsoft Corporation (MSFT) stands as the largest holding in Adams' portfolio, representing 8.9% of the total value. The fund held nearly 1.9 million shares, valued at $925 million. Adams slightly increased his stake in Microsoft by approximately 0.39% during the period.
NVIDIA Corporation (NVDA) is the second-largest holding, accounting for 8.88% of the portfolio. Adams owned over 4.95 million shares, worth $923 million. Notably, his position in NVIDIA saw a significant reduction, with a 11.24% decrease in shares during the quarter.
Amazon.com Inc. (AMZN) holds a substantial 5.76% allocation, with over 2.59 million shares valued at $598 million. Adams slightly increased his Amazon position by 1.44% in the quarter.
Alphabet Inc. (GOOG) represents another major holding, making up 5.13% of the fund. Adams owned just under 1.7 million shares, valued at $533 million. His stake in Alphabet decreased by 3.67% during the period.
JPMorgan Chase & Co. (JPM) is the fifth-largest holding, comprising 3.96% of the portfolio. Adams held over 1.27 million shares, valued at $411 million. His position in JPMorgan saw a decline of 6.25% in shares.
Eli Lilly & Co. (LLY) holds a 3.57% allocation, with just under 345,000 shares valued at $371 million. Adams' stake in Eli Lilly decreased by 3.58% during the quarter.
Apple Inc. (AAPL) is another significant holding, representing 3.19% of the portfolio. Adams owned just under 1.22 million shares, valued at $331 million. He slightly increased his Apple position by 2.94% in the quarter.
Graco Inc. (GGG) holds a 3.08% allocation, with nearly 3.91 million shares valued at $320 million. Adams' stake in Graco decreased slightly by 0.72% during the period.
VISA Inc. (V) is the ninth-largest holding, comprising 2.71% of the fund. Adams owned just under 0.8 million shares, valued at $281 million. He slightly increased his VISA position by 1.44%.
UnitedHealth Group Inc. (UNH) completes the top ten holdings, representing 2.64% of the portfolio. Adams held just under 0.83 million shares, valued at $274 million. His position in UnitedHealth saw a significant reduction, with a 22.38% decrease in shares during the quarter.
For a complete view of Andrew R. Adams' investment profile, you can visit his profile on Insiderset. Detailed information on each stock holding, including company profiles, can be found on Insiderset's stock pages.