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 2013Dec 31, 2013 | CVX Chevron Corporation | Buy | +27,487+20.2% |
Q4 2013Dec 31, 2013 | ADC Agree Realty Corporation | Buy | +26,000+28.6% |
Q4 2013Dec 31, 2013 | WY Weyerhaeuser Company | Buy - Position Entry | +23,537 |
Q4 2013Dec 31, 2013 | INTC Intel Corporation | Buy | +22,134+1.6% |
Q4 2013Dec 31, 2013 | OSK Oshkosh Corporation (Holding Co | Buy | +21,500+49.1% |
Q4 2013Dec 31, 2013 | ALE Allete, Inc. | Buy | +20,863+10.4% |
Q4 2013Dec 31, 2013 | BMI Badger Meter, Inc. | Buy | +20,245+2.6% |
Q4 2013Dec 31, 2013 | FTA First Trust Large Cap Value Alp | Buy - Position Entry | +19,919 |
Q4 2013Dec 31, 2013 | MRK Merck & Company, Inc. | Buy | +17,250+15.2% |
Q4 2013Dec 31, 2013 | IBM International Business Machines | Buy | +16,178+18.4% |
Q4 2013Dec 31, 2013 | NVEC NVE Corporation | Buy | +15,810+2.4% |
Q4 2013Dec 31, 2013 | HWKN Hawkins, Inc. | Buy | +15,000+22.1% |
Q4 2013Dec 31, 2013 | KO Coca-Cola Company (The) | Buy | +14,378+53.8% |
Q4 2013Dec 31, 2013 | LKQ LKQ Corporation | Buy - Position Entry | +14,000 |
Q4 2013Dec 31, 2013 | ABT Abbott Laboratories | Buy | +12,512+3.7% |
Q4 2013Dec 31, 2013 | XEL Xcel Energy Inc. | Buy | +12,315+2.1% |
Q4 2013Dec 31, 2013 | HUBG Hub Group, Inc. | Buy | +12,100+29.0% |
Q4 2013Dec 31, 2013 | HCSG Healthcare Services Group, Inc. | Buy - Position Entry | +12,000 |
Q4 2013Dec 31, 2013 | ABBV AbbVie Inc. | Buy | +11,507+4.3% |
Q4 2013Dec 31, 2013 | HSTM HealthStream, Inc. | Buy - Position Entry | +11,500 |
Q4 2013Dec 31, 2013 | PINC Premier, Inc. | Buy - Position Entry | +11,000 |
Q4 2013Dec 31, 2013 | WTFC Wintrust Financial Corporation | Buy | +10,700+17.2% |
Q4 2013Dec 31, 2013 | NGVC Natural Grocers by Vitamin Cott | Buy - Position Entry | +10,000 |
Q4 2013Dec 31, 2013 | EHTH eHealth, Inc. | Buy - Position Entry | +9,400 |
Q4 2013Dec 31, 2013 | TSCO Tractor Supply Company | Buy - Position Entry | +9,274 |
Q4 2013Dec 31, 2013 | G0176J109 Allegion | Buy - Position Entry | +8,480 |
Q4 2013Dec 31, 2013 | MSFT Microsoft Corporation | Buy | +8,056+4.3% |
Q4 2013Dec 31, 2013 | KMX CarMax Inc | Buy - Position Entry | +7,975 |
Q4 2013Dec 31, 2013 | SBUX Starbucks Corporation | Buy - Position Entry | +7,259 |
Q4 2013Dec 31, 2013 | GTLS Chart Industries, Inc. | Buy | +7,200+49.7% |