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 | QCRH QCR Holdings, Inc. | Buy | +49+0.0% |
Q1 2023Mar 31, 2023 | GBCI Glacier Bancorp, Inc. | Sell | -12-0.0% |
Q1 2023Mar 31, 2023 | AMP Ameriprise Financial, Inc. | Sell | -17-0.8% |
Q1 2023Mar 31, 2023 | SHW Sherwin-Williams Company (The) | Sell | -21-0.0% |
Q1 2023Mar 31, 2023 | BDX Becton, Dickinson and Company | Sell | -30-0.3% |
Q1 2023Mar 31, 2023 | CAT Caterpillar, Inc. | Sell | -35-0.2% |
Q1 2023Mar 31, 2023 | BA Boeing Company (The) | Sell | -44-1.7% |
Q1 2023Mar 31, 2023 | ABBV AbbVie Inc. | Sell | -92-0.2% |
Q1 2023Mar 31, 2023 | OTIS Otis Worldwide Corporation | Sell | -100-3.9% |
Q1 2023Mar 31, 2023 | VCEL Vericel Corporation | Sell | -125-0.5% |
Q1 2023Mar 31, 2023 | SBUX Starbucks Corporation | Sell | -129-1.7% |
Q1 2023Mar 31, 2023 | IJR iShares Core S&P Small-Cap ETF | Sell | -134-5.2% |
Q1 2023Mar 31, 2023 | XOM Exxon Mobil Corporation | Sell | -135-0.3% |
Q1 2023Mar 31, 2023 | AMGN Amgen Inc. | Sell | -145-1.6% |
Q1 2023Mar 31, 2023 | GE GE Aerospace | Sell | -149-1.8% |
Q1 2023Mar 31, 2023 | DE Deere & Company | Sell | -165-14.0% |
Q1 2023Mar 31, 2023 | HSY The Hershey Company | Sell | -200-0.3% |
Q1 2023Mar 31, 2023 | WY Weyerhaeuser Company | Sell | -250-0.5% |
Q1 2023Mar 31, 2023 | IDXX IDEXX Laboratories, Inc. | Sell | -267-8.6% |
Q1 2023Mar 31, 2023 | IBM International Business Machines | Sell | -280-11.5% |
Q1 2023Mar 31, 2023 | ALE Allete, Inc. | Sell | -317-1.7% |
Q1 2023Mar 31, 2023 | SNA Snap-On Incorporated | Sell | -357-3.7% |
Q1 2023Mar 31, 2023 | PEP Pepsico, Inc. | Sell | -463-4.4% |
Q1 2023Mar 31, 2023 | ITW Illinois Tool Works Inc. | Sell | -527-24.5% |
Q1 2023Mar 31, 2023 | VLO Valero Energy Corporation | Sell | -645-13.6% |
Q1 2023Mar 31, 2023 | CASY Caseys General Stores, Inc. | Sell | -960-1.7% |
Q1 2023Mar 31, 2023 | BMY Bristol-Myers Squibb Company | Sell | -1,082-1.4% |
Q1 2023Mar 31, 2023 | MDU MDU Resources Group, Inc. | Sell | -1,100-12.4% |
Q1 2023Mar 31, 2023 | IWV iShares Russell 3000 ETF | Sell - Position Exit | -1,115-100.0% |
Q1 2023Mar 31, 2023 | VTI Vanguard Total Stock Market ETF | Sell - Position Exit | -1,136-100.0% |