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 |
|---|---|---|---|
Q3 2024Sep 30, 2024 | TTC Toro Company (The) | Buy | +185,170+5.7% |
Q3 2024Sep 30, 2024 | GGG Graco Inc. | Buy | +170,711+4.5% |
Q3 2024Sep 30, 2024 | CHRW C.H. Robinson Worldwide, Inc. | Buy | +156,138+23.0% |
Q3 2024Sep 30, 2024 | TNC Tennant Company | Buy | +141,473+11.8% |
Q3 2024Sep 30, 2024 | ENTG Entegris, Inc. | Buy | +111,194+11.9% |
Q3 2024Sep 30, 2024 | V Visa Inc. | Buy | +101,837+14.8% |
Q3 2024Sep 30, 2024 | FAST Fastenal Company | Buy | +68,617+2.6% |
Q3 2024Sep 30, 2024 | LTH Life Time Group Holdings, Inc. | Buy - Position Entry | +66,580 |
Q3 2024Sep 30, 2024 | NEOG Neogen Corporation | Buy | +66,534+17.0% |
Q3 2024Sep 30, 2024 | WK Workiva Inc. | Buy | +51,676+6.6% |
Q3 2024Sep 30, 2024 | UNH UnitedHealth Group Incorporated | Buy | +46,847+5.5% |
Q3 2024Sep 30, 2024 | AAPL Apple Inc. | Buy | +44,013+3.4% |
Q3 2024Sep 30, 2024 | SHW Sherwin-Williams Company (The) | Buy | +22,592+4.9% |
Q3 2024Sep 30, 2024 | AZEK The AZEK Company Inc. | Buy | +22,295+8.5% |
Q3 2024Sep 30, 2024 | FUL H. B. Fuller Company | Buy | +18,625+0.9% |
Q3 2024Sep 30, 2024 | OKLO Oklo Inc. | Buy - Position Entry | +14,000 |
Q3 2024Sep 30, 2024 | AMZN Amazon.com, Inc. | Buy | +12,586+0.5% |
Q3 2024Sep 30, 2024 | LFUS Littelfuse, Inc. | Buy | +12,058+1.4% |
Q3 2024Sep 30, 2024 | ROK Rockwell Automation, Inc. | Buy | +11,975+3.0% |
Q3 2024Sep 30, 2024 | CTAS Cintas Corporation | Buy | +10,746+284.7% |
Q3 2024Sep 30, 2024 | JBT John Bean Technologies Corporat | Buy | +10,655+8.7% |
Q3 2024Sep 30, 2024 | XEL Xcel Energy Inc. | Buy | +10,214+2.8% |
Q3 2024Sep 30, 2024 | AIR AAR Corp. | Buy | +9,905+5.6% |
Q3 2024Sep 30, 2024 | KNF Knife Riv Holding Co. | Buy | +8,855+7.5% |
Q3 2024Sep 30, 2024 | CLFD Clearfield, Inc. | Buy | +8,410+3.0% |
Q3 2024Sep 30, 2024 | TXN Texas Instruments Incorporated | Buy | +7,112+3.2% |
Q3 2024Sep 30, 2024 | AMP Ameriprise Financial, Inc. | Buy | +7,057+34.2% |
Q3 2024Sep 30, 2024 | EXAS Exact Sciences Corporation | Buy | +5,185+13.5% |
Q3 2024Sep 30, 2024 | QCOM QUALCOMM Incorporated | Buy | +4,916+0.4% |
Q3 2024Sep 30, 2024 | CVRX CVRx, Inc. | Buy | +4,740+3.4% |