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 2023Mar 31, 2023 | OTTR Otter Tail Corporation | Buy - Position Entry | +2,800 |
Q1 2023Mar 31, 2023 | VTV Vanguard Value ETF | Buy - Position Entry | +2,662 |
Q1 2023Mar 31, 2023 | WEC WEC Energy Group, Inc. | Buy | +2,600+59.7% |
Q1 2023Mar 31, 2023 | AEP American Electric Power Company | Buy - Position Entry | +2,268 |
Q1 2023Mar 31, 2023 | NEE NextEra Energy, Inc. | Buy | +2,266+39.8% |
Q1 2023Mar 31, 2023 | DIS Walt Disney Company (The) | Buy | +2,182+0.2% |
Q1 2023Mar 31, 2023 | DUK Duke Energy Corporation (Holdin | Buy - Position Entry | +2,109 |
Q1 2023Mar 31, 2023 | MO Altria Group, Inc. | Buy | +2,032+40.4% |
Q1 2023Mar 31, 2023 | ZTS Zoetis Inc. | Buy - Position Entry | +1,923 |
Q1 2023Mar 31, 2023 | PAYX Paychex, Inc. | Buy | +1,850+60.7% |
Q1 2023Mar 31, 2023 | ORCL Oracle Corporation | Buy | +1,788+6.5% |
Q1 2023Mar 31, 2023 | TSLA Tesla, Inc. | Buy - Position Entry | +1,644 |
Q1 2023Mar 31, 2023 | SO Southern Company (The) | Buy | +1,560+44.6% |
Q1 2023Mar 31, 2023 | BBY Best Buy Co., Inc. | Buy | +1,550+28.2% |
Q1 2023Mar 31, 2023 | VO Vanguard Mid-Cap ETF | Buy - Position Entry | +1,491 |
Q1 2023Mar 31, 2023 | ADI Analog Devices, Inc. | Buy - Position Entry | +1,402 |
Q1 2023Mar 31, 2023 | PM Philip Morris International Inc | Buy | +1,390+32.4% |
Q1 2023Mar 31, 2023 | FDX FedEx Corporation | Buy - Position Entry | +1,365 |
Q1 2023Mar 31, 2023 | PG Procter & Gamble Company (The) | Buy | +1,332+0.9% |
Q1 2023Mar 31, 2023 | TT Trane Technologies | Buy - Position Entry | +1,179 |
Q1 2023Mar 31, 2023 | VOT Vanguard Mid-Cap Growth ETF | Buy - Position Entry | +1,110 |
Q1 2023Mar 31, 2023 | TXN Texas Instruments Incorporated | Buy | +1,064+1.3% |
Q1 2023Mar 31, 2023 | LMT Lockheed Martin Corporation | Buy - Position Entry | +1,028 |
Q1 2023Mar 31, 2023 | META Meta Platforms, Inc. | Buy | +950+57.1% |
Q1 2023Mar 31, 2023 | VZ Verizon Communications Inc. | Buy | +914+1.3% |
Q1 2023Mar 31, 2023 | ADBE Adobe Inc. | Buy | +890+67.1% |
Q1 2023Mar 31, 2023 | IJH iShares Core S&P Mid-Cap ETF | Buy - Position Entry | +809 |
Q1 2023Mar 31, 2023 | VIG Vanguard Div Appreciation ETF | Buy | +800+28.7% |
Q1 2023Mar 31, 2023 | RTX RTX Corporation | Buy | +785+8.6% |
Q1 2023Mar 31, 2023 | URI United Rentals, Inc. | Buy - Position Entry | +750 |