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 2024Jun 30, 2024 | EXAS Exact Sciences Corporation | Buy | +14,620+61.2% |
Q2 2024Jun 30, 2024 | AMP Ameriprise Financial, Inc. | Buy | +13,768+200.6% |
Q2 2024Jun 30, 2024 | TXN Texas Instruments Incorporated | Buy | +13,551+6.6% |
Q2 2024Jun 30, 2024 | JBT John Bean Technologies Corporat | Buy | +10,480+9.3% |
Q2 2024Jun 30, 2024 | ADP Automatic Data Processing, Inc. | Buy | +10,425+10.8% |
Q2 2024Jun 30, 2024 | RF Regions Financial Corporation | Buy - Position Entry | +10,115 |
Q2 2024Jun 30, 2024 | KNF Knife Riv Holding Co. | Buy | +8,865+8.1% |
Q2 2024Jun 30, 2024 | ULTA Ulta Beauty, Inc. | Buy | +8,228+12.7% |
Q2 2024Jun 30, 2024 | JPM JP Morgan Chase & Co. | Buy | +6,969+0.4% |
Q2 2024Jun 30, 2024 | NEE NextEra Energy, Inc. | Buy | +6,026+150.1% |
Q2 2024Jun 30, 2024 | HPQ HP Inc. | Buy - Position Entry | +5,814 |
Q2 2024Jun 30, 2024 | CASY Caseys General Stores, Inc. | Buy | +5,716+4.1% |
Q2 2024Jun 30, 2024 | XOM Exxon Mobil Corporation | Buy | +5,530+18.0% |
Q2 2024Jun 30, 2024 | CMG Chipotle Mexican Grill, Inc. | Buy | +4,900+4900.0% |
Q2 2024Jun 30, 2024 | INSP Inspire Medical Systems, Inc. | Buy | +4,645+7.8% |
Q2 2024Jun 30, 2024 | META Meta Platforms, Inc. | Buy | +4,543+26.6% |
Q2 2024Jun 30, 2024 | SPY SPDR S&P 500 | Buy | +3,362+60.8% |
Q2 2024Jun 30, 2024 | PIPR Piper Sandler Companies | Buy | +2,947+1.1% |
Q2 2024Jun 30, 2024 | MCD McDonald's Corporation | Buy | +2,939+21.8% |
Q2 2024Jun 30, 2024 | ABBV AbbVie Inc. | Buy | +2,719+6.2% |
Q2 2024Jun 30, 2024 | GEV GE Vernova Inc. | Buy - Position Entry | +1,942 |
Q2 2024Jun 30, 2024 | RTX RTX Corporation | Buy | +1,634+22.0% |
Q2 2024Jun 30, 2024 | TTC Toro Company (The) | Buy | +1,533+0.0% |
Q2 2024Jun 30, 2024 | COP ConocoPhillips | Buy | +1,507+6.0% |
Q2 2024Jun 30, 2024 | VO Vanguard Mid-Cap ETF | Buy - Position Entry | +1,444 |
Q2 2024Jun 30, 2024 | IJR iShares Core S&P Small-Cap ETF | Buy | +1,412+72.6% |
Q2 2024Jun 30, 2024 | TRV The Travelers Companies, Inc. | Buy | +1,379+1.8% |
Q2 2024Jun 30, 2024 | MDY SPDR S&P MidCap 400 ETF Trust | Buy - Position Entry | +985 |
Q2 2024Jun 30, 2024 | GE GE Aerospace | Buy | +962+14.1% |
Q2 2024Jun 30, 2024 | VV Vanguard Large-Cap ETF | Buy - Position Entry | +827 |