Andrew R. Adams – Mairs & Power Growth Fund Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Mairs & Power Growth Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – IDACORP, Inc. (IDA), Trust for Professional (89834G836), RadNet, Inc. (RDNT), NeoGenomics, Inc. (NEO), iShares iBonds Dec 2026 Term Tr (IBTG), and 18 more
Increases – Fastenal Company (FAST), Meta Platforms, Inc. (META), Entegris, Inc. (ENTG), UnitedHealth Group Incorporated (UNH), 3M Company (MMM), and 96 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Mairs & Power Growth Fund Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | FAST Fastenal Company | Buy | +2,682,904+99.7% |
Q2 2025Jun 30, 2025 | IDA IDACORP, Inc. | Buy - Position Entry | +244,510 |
Q2 2025Jun 30, 2025 | 89834G836 Trust for Professional | Buy - Position Entry | +206,186 |
Q2 2025Jun 30, 2025 | META Meta Platforms, Inc. | Buy | +193,254+757.7% |
Q2 2025Jun 30, 2025 | ENTG Entegris, Inc. | Buy | +179,846+19.2% |
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Buy | +150,506+16.6% |
Q2 2025Jun 30, 2025 | MMM 3M Company | Buy | +146,254+73.8% |
Q2 2025Jun 30, 2025 | WEC WEC Energy Group, Inc. | Buy | +103,447+7.4% |
Q2 2025Jun 30, 2025 | AMZN Amazon.com, Inc. | Buy | +95,244+4.0% |
Q2 2025Jun 30, 2025 | CGNX Cognex Corporation | Buy | +66,418+104.8% |
Q2 2025Jun 30, 2025 | TECH Bio-Techne Corp | Buy | +64,585+2.4% |
Q2 2025Jun 30, 2025 | RDNT RadNet, Inc. | Buy - Position Entry | +57,731 |
Q2 2025Jun 30, 2025 | GGG Graco Inc. | Buy | +52,607+1.3% |
Q2 2025Jun 30, 2025 | TSM Taiwan Semiconductor Manufactur | Buy | +49,169+12.4% |
Q2 2025Jun 30, 2025 | MEDP Medpace Holdings, Inc. | Buy | +43,753+134.9% |
Q2 2025Jun 30, 2025 | SOLV Solventum Corporation | Buy | +38,957+111.2% |
Q2 2025Jun 30, 2025 | PII Polaris Inc. | Buy | +29,321+34.8% |
Q2 2025Jun 30, 2025 | LTH Life Time Group Holdings, Inc. | Buy | +25,745+20.5% |
Q2 2025Jun 30, 2025 | SKYT SkyWater Technology, Inc. | Buy | +22,750+16.1% |
Q2 2025Jun 30, 2025 | WK Workiva Inc. | Buy | +18,995+2.6% |
Q2 2025Jun 30, 2025 | SPY SPDR S&P 500 | Buy | +18,846+210.7% |
Q2 2025Jun 30, 2025 | ECL Ecolab Inc. | Buy | +15,743+2.0% |
Q2 2025Jun 30, 2025 | FI Fiserv, Inc. | Buy | +15,064+0.9% |
Q2 2025Jun 30, 2025 | NEO NeoGenomics, Inc. | Buy - Position Entry | +15,000 |
Q2 2025Jun 30, 2025 | IBTG iShares iBonds Dec 2026 Term Tr | Buy - Position Entry | +14,255 |
Q2 2025Jun 30, 2025 | MGPI MGP Ingredients, Inc. | Buy | +14,206+8.8% |
Q2 2025Jun 30, 2025 | HOG Harley-Davidson, Inc. | Buy - Position Entry | +14,000 |
Q2 2025Jun 30, 2025 | IBTF iShares iBonds Dec 2025 Term Tr | Buy - Position Entry | +13,886 |
Q2 2025Jun 30, 2025 | VSAT ViaSat, Inc. | Buy - Position Entry | +13,000 |
Q2 2025Jun 30, 2025 | EXAS Exact Sciences Corporation | Buy | +12,780+20.7% |