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 2025Jun 30, 2025 | GILD Gilead Sciences, Inc. | Buy - Position Entry | +2,501 |
Q2 2025Jun 30, 2025 | BIL SPDR Bloomberg 1-3 Month T-Bill | Buy - Position Entry | +2,431 |
Q2 2025Jun 30, 2025 | RTX RTX Corporation | Buy | +2,418+36.3% |
Q2 2025Jun 30, 2025 | IBM International Business Machines | Buy | +2,395+173.7% |
Q2 2025Jun 30, 2025 | PIPR Piper Sandler Companies | Buy | +2,227+0.9% |
Q2 2025Jun 30, 2025 | CL Colgate-Palmolive Company | Buy - Position Entry | +2,224 |
Q2 2025Jun 30, 2025 | CAH Cardinal Health, Inc. | Buy - Position Entry | +2,121 |
Q2 2025Jun 30, 2025 | XEL Xcel Energy Inc. | Buy | +2,117+0.6% |
Q2 2025Jun 30, 2025 | PEP Pepsico, Inc. | Buy | +2,026+27.0% |
Q2 2025Jun 30, 2025 | CVX Chevron Corporation | Buy | +1,874+9.2% |
Q2 2025Jun 30, 2025 | NVS Novartis AG | Buy - Position Entry | +1,795 |
Q2 2025Jun 30, 2025 | VIG Vanguard Div Appreciation ETF | Buy | +1,664+57.7% |
Q2 2025Jun 30, 2025 | BRK-B Berkshire Hathaway Inc. New | Buy | +1,488+6.0% |
Q2 2025Jun 30, 2025 | KMB Kimberly-Clark Corporation | Buy | +1,486+15.7% |
Q2 2025Jun 30, 2025 | INTC Intel Corporation | Buy | +1,395+10.5% |
Q2 2025Jun 30, 2025 | CSCO Cisco Systems, Inc. | Buy | +1,210+6.4% |
Q2 2025Jun 30, 2025 | WY Weyerhaeuser Company | Buy | +1,170+3.2% |
Q2 2025Jun 30, 2025 | WMT Walmart Inc. | Buy | +1,149+7.6% |
Q2 2025Jun 30, 2025 | IJR iShares Core S&P Small-Cap ETF | Buy | +1,107+56.9% |
Q2 2025Jun 30, 2025 | MOS Mosaic Company (The) | Buy | +1,000+3.3% |
Q2 2025Jun 30, 2025 | GE GE Aerospace | Buy | +978+14.3% |
Q2 2025Jun 30, 2025 | BAX Baxter International Inc. | Buy | +975+3.2% |
Q2 2025Jun 30, 2025 | AMGN Amgen Inc. | Buy | +877+17.7% |
Q2 2025Jun 30, 2025 | MDY SPDR S&P MidCap 400 ETF Trust | Buy - Position Entry | +865 |
Q2 2025Jun 30, 2025 | CTAS Cintas Corporation | Buy | +849+5.1% |
Q2 2025Jun 30, 2025 | NVT nVent Electric | Buy | +803+0.0% |
Q2 2025Jun 30, 2025 | NKE Nike, Inc. | Buy | +679+18.3% |
Q2 2025Jun 30, 2025 | LLY Eli Lilly and Company | Buy | +534+0.1% |
Q2 2025Jun 30, 2025 | ACN Accenture plc | Buy | +491+48.8% |
Q2 2025Jun 30, 2025 | ORCL Oracle Corporation | Buy | +490+3.6% |