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 |
|---|---|---|---|
Q1 2025Mar 31, 2025 | HD Home Depot, Inc. (The) | Sell | -6,126-3.8% |
Q1 2025Mar 31, 2025 | HPQ HP Inc. | Sell - Position Exit | -6,593-100.0% |
Q1 2025Mar 31, 2025 | MSI Motorola Solutions, Inc. | Sell | -6,933-1.4% |
Q1 2025Mar 31, 2025 | HOG Harley-Davidson, Inc. | Sell - Position Exit | -7,000-100.0% |
Q1 2025Mar 31, 2025 | AIR AAR Corp. | Sell | -7,917-4.2% |
Q1 2025Mar 31, 2025 | PDCO Patterson Companies, Inc. | Sell | -8,000-46.6% |
Q1 2025Mar 31, 2025 | OSK Oshkosh Corporation (Holding Co | Sell | -8,240-16.4% |
Q1 2025Mar 31, 2025 | XOM Exxon Mobil Corporation | Sell | -8,376-25.9% |
Q1 2025Mar 31, 2025 | NVT nVent Electric | Sell | -8,995-0.4% |
Q1 2025Mar 31, 2025 | ECL Ecolab Inc. | Sell | -10,123-1.3% |
Q1 2025Mar 31, 2025 | SHW Sherwin-Williams Company (The) | Sell | -10,450-2.2% |
Q1 2025Mar 31, 2025 | HSY The Hershey Company | Sell | -10,501-13.4% |
Q1 2025Mar 31, 2025 | PG Procter & Gamble Company (The) | Sell | -10,590-6.2% |
Q1 2025Mar 31, 2025 | BAX Baxter International Inc. | Sell | -10,677-26.0% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Sell | -11,212-1.3% |
Q1 2025Mar 31, 2025 | NEOG Neogen Corporation | Sell | -11,519-2.5% |
Q1 2025Mar 31, 2025 | NWE NorthWestern Energy Group, Inc. | Sell | -13,110-9.6% |
Q1 2025Mar 31, 2025 | CFR Cullen/Frost Bankers, Inc. | Sell | -13,481-18.4% |
Q1 2025Mar 31, 2025 | DIS Walt Disney Company (The) | Sell | -13,766-4.2% |
Q1 2025Mar 31, 2025 | GIS General Mills, Inc. | Sell | -13,846-11.3% |
Q1 2025Mar 31, 2025 | GNRC Generac Holdlings Inc. | Sell | -14,287-8.5% |
Q1 2025Mar 31, 2025 | BKH Black Hills Corporation | Sell | -15,395-11.0% |
Q1 2025Mar 31, 2025 | UPS United Parcel Service, Inc. | Sell | -16,062-24.9% |
Q1 2025Mar 31, 2025 | AXP American Express Company | Sell | -17,673-8.4% |
Q1 2025Mar 31, 2025 | PLXS Plexus Corp. | Sell | -19,439-23.7% |
Q1 2025Mar 31, 2025 | FAST Fastenal Company | Sell | -19,576-0.7% |
Q1 2025Mar 31, 2025 | VZ Verizon Communications Inc. | Sell | -20,628-0.6% |
Q1 2025Mar 31, 2025 | WTFC Wintrust Financial Corporation | Sell | -20,760-24.1% |
Q1 2025Mar 31, 2025 | TECH Bio-Techne Corp | Sell | -21,975-0.8% |
Q1 2025Mar 31, 2025 | GBCI Glacier Bancorp, Inc. | Sell | -23,075-15.2% |