Mairs & Power Growth Fund: Quarter-by-Quarter Stock Activity Analysis for Q1 2025
Detailed breakdown of stock purchases and sales by Andrew R. Adams' Mairs & Power Growth Fund portfolio as of December 31, 2025.
As of December 31, 2025, the Mairs & Power Growth Fund, managed by Andrew R. Adams, showed notable changes in its top holdings. The fund's total portfolio value stood at $10.39 billion, with Technology and Healthcare sectors dominating its allocations.
Among the Technology sector stocks, Microsoft (MSFT) saw an increase in shares held, while Amazon (AMZN) also added shares during the quarter. Conversely, NVIDIA (NVDA) experienced a significant reduction in its share count, and Apple (AAPL) also saw a decrease in holdings.
In the Healthcare sector, Eli Lilly (LLY) maintained its position, while UnitedHealth (UNH) saw a substantial reduction in its share count. Financial Services stocks like JPMorgan Chase (JPM) and Visa (V) also showed decreases in their respective holdings.
Industrials stocks, represented by Graco (GGG), showed a slight decrease in shares held. Overall, the portfolio maintained its focus on large-cap technology and healthcare stocks, with adjustments reflecting quarterly market dynamics.
For more detailed information on Andrew R. Adams' investment activities, please visit the investor profile at https://www.insiderset.com/investor/andrew-r-adams-mairs-and-power. You can explore the specific stock holdings and their performance metrics by visiting the respective company profiles, such as Microsoft, NVIDIA, and others listed in the portfolio data.