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 |
|---|---|---|---|
Q3 2023Sep 30, 2023 | USB U.S. Bancorp | Sell | -744,916-10.6% |
Q2 2023Jun 30, 2023 | LNT Alliant Energy Corporation | Buy | +1,629,634+149.8% |
Q2 2023Jun 30, 2023 | JPM JP Morgan Chase & Co. | Buy | +362,609+28.2% |
Q2 2023Jun 30, 2023 | HRL Hormel Foods Corporation | Buy | +177,028+3.5% |
Q2 2023Jun 30, 2023 | USB U.S. Bancorp | Buy | +174,303+2.5% |
Q2 2023Jun 30, 2023 | CLFD Clearfield, Inc. | Buy | +74,535+73.2% |
Q2 2023Jun 30, 2023 | TTC Toro Company (The) | Buy | +67,519+2.3% |
Q2 2023Jun 30, 2023 | NEOG Neogen Corporation | Buy | +55,896+40.2% |
Q2 2023Jun 30, 2023 | XEL Xcel Energy Inc. | Buy | +49,828+17.9% |
Q2 2023Jun 30, 2023 | CVRX CVRx, Inc. | Buy | +45,230+37.3% |
Q2 2023Jun 30, 2023 | FAST Fastenal Company | Buy | +44,655+1.4% |
Q2 2023Jun 30, 2023 | ADP Automatic Data Processing, Inc. | Buy | +38,825+130.0% |
Q2 2023Jun 30, 2023 | TECH Bio-Techne Corp | Buy | +33,660+1.1% |
Q2 2023Jun 30, 2023 | ROK Rockwell Automation, Inc. | Buy | +28,902+8.4% |
Q2 2023Jun 30, 2023 | TXN Texas Instruments Incorporated | Buy | +28,018+34.3% |
Q2 2023Jun 30, 2023 | ENTG Entegris, Inc. | Buy | +27,638+2.5% |
Q2 2023Jun 30, 2023 | CLF Cleveland-Cliffs Inc. | Buy - Position Entry | +26,000 |
Q2 2023Jun 30, 2023 | SKYT SkyWater Technology, Inc. | Buy | +20,700+10.1% |
Q2 2023Jun 30, 2023 | AZEK The AZEK Company Inc. | Buy | +20,450+5.3% |
Q2 2023Jun 30, 2023 | WTFC Wintrust Financial Corporation | Buy | +20,360+11.1% |
Q2 2023Jun 30, 2023 | PIPR Piper Sandler Companies | Buy | +15,705+157.2% |
Q2 2023Jun 30, 2023 | SYY Sysco Corporation | Buy | +14,500+1.0% |
Q2 2023Jun 30, 2023 | SNAP Snap Inc. | Buy - Position Entry | +10,000 |
Q2 2023Jun 30, 2023 | JBT John Bean Technologies Corporat | Buy | +8,755+10.8% |
Q2 2023Jun 30, 2023 | QCRH QCR Holdings, Inc. | Buy | +8,295+5.6% |
Q2 2023Jun 30, 2023 | PLXS Plexus Corp. | Buy | +7,425+7.9% |
Q2 2023Jun 30, 2023 | UNH UnitedHealth Group Incorporated | Buy | +7,356+0.9% |
Q2 2023Jun 30, 2023 | SCHW Charles Schwab Corporation (The | Buy | +6,855+0.4% |
Q2 2023Jun 30, 2023 | NWE NorthWestern Energy Group, Inc. | Buy | +6,375+5.7% |
Q2 2023Jun 30, 2023 | BKH Black Hills Corporation | Buy | +5,805+5.0% |