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 2015Dec 31, 2015 | CMCSA Comcast Corporation | Buy | +460+12.0% |
Q4 2015Dec 31, 2015 | AAPL Apple Inc. | Buy | +430+2.8% |
Q4 2015Dec 31, 2015 | WY Weyerhaeuser Company | Buy | +333+3.5% |
Q4 2015Dec 31, 2015 | MCD McDonald's Corporation | Buy | +159+0.9% |
Q4 2015Dec 31, 2015 | BRK-B Berkshire Hathaway Inc. New | Buy | +150+1.1% |
Q4 2015Dec 31, 2015 | AMZN Amazon.com, Inc. | Buy | +125+17.2% |
Q4 2015Dec 31, 2015 | PM Philip Morris International Inc | Buy | +50+0.6% |
Q4 2015Dec 31, 2015 | PSX Phillips 66 | Sell | -7-0.0% |
Q4 2015Dec 31, 2015 | BDX Becton, Dickinson and Company | Sell | -33-0.6% |
Q4 2015Dec 31, 2015 | PII Polaris Inc. | Sell | -41-1.0% |
Q4 2015Dec 31, 2015 | D Dominion Energy, Inc. | Sell | -54-0.9% |
Q4 2015Dec 31, 2015 | WBA Walgreens Boots Alliance, Inc. | Sell | -60-0.5% |
Q4 2015Dec 31, 2015 | BAC Bank of America Corporation | Sell | -72-0.5% |
Q4 2015Dec 31, 2015 | AMGN Amgen Inc. | Sell | -75-0.7% |
Q4 2015Dec 31, 2015 | FDX FedEx Corporation | Sell | -87-2.5% |
Q4 2015Dec 31, 2015 | CAT Caterpillar, Inc. | Sell | -100-1.9% |
Q4 2015Dec 31, 2015 | DHR Danaher Corporation | Sell | -113-3.1% |
Q4 2015Dec 31, 2015 | ABBV AbbVie Inc. | Sell | -125-0.0% |
Q4 2015Dec 31, 2015 | NEE NextEra Energy, Inc. | Sell | -141-4.1% |
Q4 2015Dec 31, 2015 | BA Boeing Company (The) | Sell | -150-5.2% |
Q4 2015Dec 31, 2015 | TMO Thermo Fisher Scientific Inc | Sell | -150-8.0% |
Q4 2015Dec 31, 2015 | MO Altria Group, Inc. | Sell | -185-1.9% |
Q4 2015Dec 31, 2015 | WMT Walmart Inc. | Sell | -190-2.3% |
Q4 2015Dec 31, 2015 | LOW Lowe's Companies, Inc. | Sell | -200-3.2% |
Q4 2015Dec 31, 2015 | COST Costco Wholesale Corporation | Sell | -240-7.6% |
Q4 2015Dec 31, 2015 | UNH UnitedHealth Group Incorporated | Sell | -266-1.2% |
Q4 2015Dec 31, 2015 | ADP Automatic Data Processing, Inc. | Sell | -275-5.8% |
Q4 2015Dec 31, 2015 | V Visa Inc. | Sell | -400-4.7% |
Q4 2015Dec 31, 2015 | ABT Abbott Laboratories | Sell | -425-0.1% |
Q4 2015Dec 31, 2015 | PEP Pepsico, Inc. | Sell | -439-3.8% |