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 | TCMD Tactile Systems Technology, Inc | Buy - Position Entry | +12,500 |
Q2 2025Jun 30, 2025 | JNJ Johnson & Johnson | Buy | +11,448+1.1% |
Q2 2025Jun 30, 2025 | NVDA NVIDIA Corporation | Buy | +10,957+0.2% |
Q2 2025Jun 30, 2025 | PANW Palo Alto Networks, Inc. | Buy | +10,740+35.6% |
Q2 2025Jun 30, 2025 | TRV The Travelers Companies, Inc. | Buy | +10,720+15.4% |
Q2 2025Jun 30, 2025 | XOM Exxon Mobil Corporation | Buy | +10,460+43.7% |
Q2 2025Jun 30, 2025 | GIS General Mills, Inc. | Buy | +10,405+9.5% |
Q2 2025Jun 30, 2025 | AXGN AxoGen, Inc. | Buy | +10,000+58.8% |
Q2 2025Jun 30, 2025 | MGNI Magnite, Inc. | Buy - Position Entry | +10,000 |
Q2 2025Jun 30, 2025 | KHC The Kraft Heinz Company | Buy | +9,711+0.4% |
Q2 2025Jun 30, 2025 | EMR Emerson Electric Company | Buy | +9,603+16.3% |
Q2 2025Jun 30, 2025 | EPD Enterprise Products Partners L. | Buy - Position Entry | +8,600 |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Buy | +8,591+0.4% |
Q2 2025Jun 30, 2025 | SONY Sony Group Corporation | Buy - Position Entry | +8,175 |
Q2 2025Jun 30, 2025 | FUL H. B. Fuller Company | Buy | +7,857+0.3% |
Q2 2025Jun 30, 2025 | NEE NextEra Energy, Inc. | Buy | +6,133+139.6% |
Q2 2025Jun 30, 2025 | BK The Bank of New York Mellon Cor | Buy - Position Entry | +5,888 |
Q2 2025Jun 30, 2025 | WAB Westinghouse Air Brake Technolo | Buy - Position Entry | +5,325 |
Q2 2025Jun 30, 2025 | ABBV AbbVie Inc. | Buy | +5,111+12.2% |
Q2 2025Jun 30, 2025 | MCD McDonald's Corporation | Buy | +4,651+34.9% |
Q2 2025Jun 30, 2025 | CIEN Ciena Corporation | Buy - Position Entry | +4,000 |
Q2 2025Jun 30, 2025 | GLW Corning Incorporated | Buy | +3,975+4.5% |
Q2 2025Jun 30, 2025 | AMAT Applied Materials, Inc. | Buy | +3,950+53.5% |
Q2 2025Jun 30, 2025 | PFE Pfizer, Inc. | Buy | +3,870+5.3% |
Q2 2025Jun 30, 2025 | MRK Merck & Company, Inc. | Buy | +3,712+7.0% |
Q2 2025Jun 30, 2025 | CMG Chipotle Mexican Grill, Inc. | Buy - Position Entry | +3,660 |
Q2 2025Jun 30, 2025 | IAU iShares Gold Trust Shares of th | Buy - Position Entry | +3,525 |
Q2 2025Jun 30, 2025 | TXN Texas Instruments Incorporated | Buy | +2,819+1.2% |
Q2 2025Jun 30, 2025 | CAT Caterpillar, Inc. | Buy | +2,808+17.0% |
Q2 2025Jun 30, 2025 | KO Coca-Cola Company (The) | Buy | +2,716+13.0% |