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 |
|---|---|---|---|
Q1 2024Mar 31, 2024 | PANW Palo Alto Networks, Inc. | Buy | +1,969+13.1% |
Q1 2024Mar 31, 2024 | CMCSA Comcast Corporation | Buy | +1,862+37.5% |
Q1 2024Mar 31, 2024 | WM Waste Management, Inc. | Buy - Position Entry | +1,000 |
Q1 2024Mar 31, 2024 | MPC Marathon Petroleum Corporation | Buy - Position Entry | +1,000 |
Q1 2024Mar 31, 2024 | WY Weyerhaeuser Company | Buy | +952+2.1% |
Q1 2024Mar 31, 2024 | VTI Vanguard Total Stock Market ETF | Buy - Position Entry | +828 |
Q1 2024Mar 31, 2024 | T AT&T Inc. | Buy | +500+2.8% |
Q1 2024Mar 31, 2024 | TGT Target Corporation | Buy | +496+0.1% |
Q1 2024Mar 31, 2024 | XLK SPDR Select Sector Fund - Techn | Buy | +360+4.5% |
Q1 2024Mar 31, 2024 | GBCI Glacier Bancorp, Inc. | Buy | +350+0.2% |
Q1 2024Mar 31, 2024 | KO Coca-Cola Company (The) | Buy | +299+1.2% |
Q1 2024Mar 31, 2024 | COP ConocoPhillips | Buy | +181+0.7% |
Q1 2024Mar 31, 2024 | BSX Boston Scientific Corporation | Buy | +134+1.3% |
Q1 2024Mar 31, 2024 | CARR Carrier Global Corporation | Buy | +115+2.9% |
Q1 2024Mar 31, 2024 | EXAS Exact Sciences Corporation | Buy | +105+0.4% |
Q1 2024Mar 31, 2024 | ITW Illinois Tool Works Inc. | Buy | +90+5.5% |
Q1 2024Mar 31, 2024 | ORCL Oracle Corporation | Buy | +74+0.3% |
Q1 2024Mar 31, 2024 | NKE Nike, Inc. | Buy | +61+1.3% |
Q1 2024Mar 31, 2024 | TJX TJX Companies, Inc. (The) | Buy | +44+1.6% |
Q1 2024Mar 31, 2024 | AVGO Broadcom Inc. | Buy | +33+13.8% |
Q1 2024Mar 31, 2024 | PM Philip Morris International Inc | Buy | +25+0.5% |
Q1 2024Mar 31, 2024 | ADBE Adobe Inc. | Buy | +23+1.2% |
Q1 2024Mar 31, 2024 | MSA MSA Safety Incorporated | Buy | +20+1.3% |
Q1 2024Mar 31, 2024 | MA Mastercard Incorporated | Buy | +19+1.5% |
Q1 2024Mar 31, 2024 | MMC Marsh & McLennan Companies, Inc | Buy | +19+0.9% |
Q1 2024Mar 31, 2024 | CB Chubb Limited | Buy | +17+0.6% |
Q1 2024Mar 31, 2024 | MO Altria Group, Inc. | Buy | +3+0.1% |
Q1 2024Mar 31, 2024 | LIN Linde | Sell | -8-1.5% |
Q1 2024Mar 31, 2024 | ZTS Zoetis Inc. | Sell | -10-0.5% |
Q1 2024Mar 31, 2024 | SYK Stryker Corporation | Sell | -12-0.3% |