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 |
|---|---|---|---|
Q4 2024Dec 31, 2024 | UPS United Parcel Service, Inc. | Sell | -16,615-20.5% |
Q4 2024Dec 31, 2024 | PII Polaris Inc. | Sell | -21,988-27.9% |
Q4 2024Dec 31, 2024 | FI Fiserv, Inc. | Sell | -22,227-1.2% |
Q4 2024Dec 31, 2024 | FAST Fastenal Company | Sell | -22,499-0.8% |
Q4 2024Dec 31, 2024 | TECH Bio-Techne Corp | Sell | -23,028-0.9% |
Q4 2024Dec 31, 2024 | NVT nVent Electric | Sell | -23,105-1.0% |
Q4 2024Dec 31, 2024 | UNH UnitedHealth Group Incorporated | Sell | -23,255-2.6% |
Q4 2024Dec 31, 2024 | PFE Pfizer, Inc. | Sell | -23,900-23.2% |
Q4 2024Dec 31, 2024 | HSY The Hershey Company | Sell | -26,648-25.4% |
Q4 2024Dec 31, 2024 | SKYT SkyWater Technology, Inc. | Sell | -27,445-16.3% |
Q4 2024Dec 31, 2024 | ONB Old National Bancorp | Sell | -40,954-4.1% |
Q4 2024Dec 31, 2024 | PFG Principal Financial Group Inc | Sell | -46,500-5.3% |
Q4 2024Dec 31, 2024 | DCI Donaldson Company, Inc. | Sell | -61,987-4.5% |
Q4 2024Dec 31, 2024 | HON Honeywell International Inc. | Sell | -73,815-17.2% |
Q4 2024Dec 31, 2024 | JNJ Johnson & Johnson | Sell | -91,304-8.2% |
Q4 2024Dec 31, 2024 | WK Workiva Inc. | Sell | -101,056-12.1% |
Q4 2024Dec 31, 2024 | ENTG Entegris, Inc. | Sell | -105,459-10.1% |
Q4 2024Dec 31, 2024 | SCHW Charles Schwab Corporation (The | Sell | -120,727-9.9% |
Q4 2024Dec 31, 2024 | ALTR Altair Engineering Inc. | Sell | -122,963-96.5% |
Q4 2024Dec 31, 2024 | NVDA NVIDIA Corporation | Sell | -152,098-2.5% |
Q4 2024Dec 31, 2024 | LNT Alliant Energy Corporation | Sell | -181,252-4.4% |
Q4 2024Dec 31, 2024 | SYY Sysco Corporation | Sell | -333,764-44.9% |
Q4 2024Dec 31, 2024 | USB U.S. Bancorp | Sell | -346,903-7.6% |
Q4 2024Dec 31, 2024 | GOOG Alphabet Inc. | Sell | -566,101-20.6% |
Q4 2024Dec 31, 2024 | HRL Hormel Foods Corporation | Sell | -789,113-15.6% |
Q4 2024Dec 31, 2024 | MDT Medtronic | Sell | -1,194,109-60.6% |
Q4 2024Dec 31, 2024 | VZ Verizon Communications Inc. | Sell | -1,339,939-28.0% |
Q3 2024Sep 30, 2024 | KHC The Kraft Heinz Company | Buy - Position Entry | +831,775 |
Q3 2024Sep 30, 2024 | LNT Alliant Energy Corporation | Buy | +263,820+6.9% |
Q3 2024Sep 30, 2024 | VZ Verizon Communications Inc. | Buy | +196,333+4.3% |