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 | TJX TJX Companies, Inc. (The) | Buy | +23+0.8% |
Q2 2025Jun 30, 2025 | SNA Snap-On Incorporated | Buy | +3+0.1% |
Q2 2025Jun 30, 2025 | DHR Danaher Corporation | Buy | +3+0.3% |
Q2 2025Jun 30, 2025 | ADSK Autodesk, Inc. | Buy | +1+0.1% |
Q2 2025Jun 30, 2025 | BRK-A Berkshire Hathaway Inc. | Sell | -1-16.7% |
Q2 2025Jun 30, 2025 | VV Vanguard Large-Cap ETF | Sell | -4-0.5% |
Q2 2025Jun 30, 2025 | MSA MSA Safety Incorporated | Sell | -20-1.3% |
Q2 2025Jun 30, 2025 | WM Waste Management, Inc. | Sell | -40-3.5% |
Q2 2025Jun 30, 2025 | AJG Arthur J. Gallagher & Co. | Sell | -40-5.0% |
Q2 2025Jun 30, 2025 | BA Boeing Company (The) | Sell | -60-2.4% |
Q2 2025Jun 30, 2025 | BDX Becton, Dickinson and Company | Sell | -65-0.9% |
Q2 2025Jun 30, 2025 | VUG Vanguard Growth ETF | Sell | -70-5.6% |
Q2 2025Jun 30, 2025 | MMC Marsh & McLennan Companies, Inc | Sell | -75-5.2% |
Q2 2025Jun 30, 2025 | OTIS Otis Worldwide Corporation | Sell | -76-3.4% |
Q2 2025Jun 30, 2025 | IDXX IDEXX Laboratories, Inc. | Sell | -82-3.6% |
Q2 2025Jun 30, 2025 | G7S00T104 Pentair | Sell | -97-0.2% |
Q2 2025Jun 30, 2025 | BMO Bank Of Montreal | Sell | -100-1.5% |
Q2 2025Jun 30, 2025 | NSC Norfolk Southern Corporation | Sell | -118-3.7% |
Q2 2025Jun 30, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Sell | -170-1.2% |
Q2 2025Jun 30, 2025 | AVGO Broadcom Inc. | Sell | -179-5.3% |
Q2 2025Jun 30, 2025 | VEU Vanguard FTSE All World Ex US E | Sell | -200-5.9% |
Q2 2025Jun 30, 2025 | AMD Advanced Micro Devices, Inc. | Sell | -265-13.0% |
Q2 2025Jun 30, 2025 | UNP Union Pacific Corporation | Sell | -500-8.9% |
Q2 2025Jun 30, 2025 | HD Home Depot, Inc. (The) | Sell | -514-0.3% |
Q2 2025Jun 30, 2025 | ALE Allete, Inc. | Sell | -650-13.2% |
Q2 2025Jun 30, 2025 | RF Regions Financial Corporation | Sell | -805-7.6% |
Q2 2025Jun 30, 2025 | HSY The Hershey Company | Sell | -830-1.2% |
Q2 2025Jun 30, 2025 | CRM Salesforce, Inc. | Sell | -1,014-0.4% |
Q2 2025Jun 30, 2025 | TTC Toro Company (The) | Sell | -1,719-0.0% |
Q2 2025Jun 30, 2025 | BAC Bank of America Corporation | Sell | -2,000-9.0% |