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 | HUBG Hub Group, Inc. | Sell | -2,050-0.7% |
Q2 2025Jun 30, 2025 | DVY iShares Select Dividend ETF | Sell | -2,175-50.8% |
Q2 2025Jun 30, 2025 | CHRW C.H. Robinson Worldwide, Inc. | Sell | -2,348-0.3% |
Q2 2025Jun 30, 2025 | QCRH QCR Holdings, Inc. | Sell | -2,389-2.0% |
Q2 2025Jun 30, 2025 | LNT Alliant Energy Corporation | Sell | -2,496-0.1% |
Q2 2025Jun 30, 2025 | MSI Motorola Solutions, Inc. | Sell | -2,499-0.5% |
Q2 2025Jun 30, 2025 | VTI Vanguard Total Stock Market ETF | Sell - Position Exit | -2,585-100.0% |
Q2 2025Jun 30, 2025 | DFAE Dimensional Emerging Core Equit | Sell | -2,677-21.4% |
Q2 2025Jun 30, 2025 | COP ConocoPhillips | Sell | -2,691-8.5% |
Q2 2025Jun 30, 2025 | INSP Inspire Medical Systems, Inc. | Sell | -2,972-4.2% |
Q2 2025Jun 30, 2025 | UFCS United Fire Group, Inc | Sell | -3,108-25.7% |
Q2 2025Jun 30, 2025 | AXP American Express Company | Sell | -3,129-1.6% |
Q2 2025Jun 30, 2025 | DIS Walt Disney Company (The) | Sell | -3,388-1.1% |
Q2 2025Jun 30, 2025 | PSX Phillips 66 | Sell | -3,631-35.3% |
Q2 2025Jun 30, 2025 | OSK Oshkosh Corporation (Holding Co | Sell | -4,230-10.1% |
Q2 2025Jun 30, 2025 | BMI Badger Meter, Inc. | Sell | -4,513-3.9% |
Q2 2025Jun 30, 2025 | PG Procter & Gamble Company (The) | Sell | -4,993-3.1% |
Q2 2025Jun 30, 2025 | SLB Schlumberger N.V. | Sell - Position Exit | -5,500-100.0% |
Q2 2025Jun 30, 2025 | ROK Rockwell Automation, Inc. | Sell | -5,539-1.3% |
Q2 2025Jun 30, 2025 | PLXS Plexus Corp. | Sell | -5,937-9.5% |
Q2 2025Jun 30, 2025 | UPS United Parcel Service, Inc. | Sell | -6,155-12.7% |
Q2 2025Jun 30, 2025 | ADP Automatic Data Processing, Inc. | Sell | -6,777-6.3% |
Q2 2025Jun 30, 2025 | HBAN Huntington Bancshares Incorpora | Sell | -6,900-19.9% |
Q2 2025Jun 30, 2025 | SRDX Surmodics, Inc. | Sell - Position Exit | -7,626-100.0% |
Q2 2025Jun 30, 2025 | CTVA Corteva, Inc. | Sell - Position Exit | -8,949-100.0% |
Q2 2025Jun 30, 2025 | THRM Gentherm Inc | Sell | -9,053-6.0% |
Q2 2025Jun 30, 2025 | PDCO Patterson Companies, Inc. | Sell - Position Exit | -9,150-100.0% |
Q2 2025Jun 30, 2025 | JBT John Bean Technologies Corporat | Sell | -9,264-9.3% |
Q2 2025Jun 30, 2025 | DD DuPont de Nemours, Inc. | Sell - Position Exit | -10,081-100.0% |
Q2 2025Jun 30, 2025 | WFC Wells Fargo & Company | Sell | -10,389-0.5% |