Andrew R. Adams - Mairs & Power Growth Fund Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		221
Portfolio Value		$9.61B

Mairs & Power Growth Fund Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2025Jun 30, 2025	LNT Alliant Energy Corporation	Alliant Energy Corporation	Sell - Position Exit	-3,044,638-100.0%	$0.00	-
Q2 2025Jun 30, 2025	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell - Position Exit	-3,428,852-100.0%	$0.00	-
Q2 2025Jun 30, 2025	TTC Toro Company (The)	Toro Company (The)	Sell - Position Exit	-3,651,436-100.0%	$0.00	-
Q2 2025Jun 30, 2025	GGG Graco Inc.	Graco Inc.	Sell - Position Exit	-3,924,283-100.0%	$0.00	-
Q2 2025Jun 30, 2025	HRL Hormel Foods Corporation	Hormel Foods Corporation	Sell - Position Exit	-4,271,793-100.0%	$0.00	-
Q2 2025Jun 30, 2025	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell - Position Exit	-5,801,914-100.0%	$0.00	-
Q1 2025Mar 31, 2025	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy	+985,915+71.1%	$72.19M	2,372,182
Q1 2025Mar 31, 2025	WEC WEC Energy Group, Inc.	WEC Energy Group, Inc.	Buy	+625,323+81.9%	$151.38M	1,389,081
Q1 2025Mar 31, 2025	CLFD Clearfield, Inc.	Clearfield, Inc.	Buy	+433,014+103.3%	$25.33M	852,220
Q1 2025Mar 31, 2025	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy - Position Entry	+397,657	$66.01M	397,657
Q1 2025Mar 31, 2025	FUL H. B. Fuller Company	H. B. Fuller Company	Buy	+229,169+10.4%	$136.95M	2,440,392
Q1 2025Mar 31, 2025	CGNX Cognex Corporation	Cognex Corporation	Buy - Position Entry	+63,359	$1.89M	63,359
Q1 2025Mar 31, 2025	TTC Toro Company (The)	Toro Company (The)	Buy	+57,954+1.6%	$265.64M	3,651,436
Q1 2025Mar 31, 2025	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+38,247+4.4%	$474.86M	906,654
Q1 2025Mar 31, 2025	CWAN Clearwater Analytics Holdings,	Clearwater Analytics Holdings,	Buy	+35,170+59.8%	$2.52M	94,010
Q1 2025Mar 31, 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+34,129+1.4%	$456.17M	2,397,617
Q1 2025Mar 31, 2025	PII Polaris Inc.	Polaris Inc.	Buy	+27,464+48.4%	$3.45M	84,215
Q1 2025Mar 31, 2025	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+26,838+1.4%	$749.36M	1,996,217
Q1 2025Mar 31, 2025	LLY Eli Lilly and Company	Eli Lilly and Company	Buy	+25,526+7.5%	$301.29M	364,793
Q1 2025Mar 31, 2025	LTH Life Time Group Holdings, Inc.	Life Time Group Holdings, Inc.	Buy	+14,250+12.8%	$3.79M	125,470
Q1 2025Mar 31, 2025	CRM Salesforce, Inc.	Salesforce, Inc.	Buy	+13,464+5.6%	$68.39M	254,855
Q1 2025Mar 31, 2025	HRL Hormel Foods Corporation	Hormel Foods Corporation	Buy	+13,228+0.3%	$132.17M	4,271,793
Q1 2025Mar 31, 2025	CHRW C.H. Robinson Worldwide, Inc.	C.H. Robinson Worldwide, Inc.	Buy	+12,357+1.4%	$88.67M	865,898
Q1 2025Mar 31, 2025	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Buy - Position Entry	+11,571	$945.71K	11,571
Q1 2025Mar 31, 2025	HIMX Himax Technologies, Inc.	Himax Technologies, Inc.	Buy - Position Entry	+10,550	$77.54K	10,550
Q1 2025Mar 31, 2025	MGPI MGP Ingredients, Inc.	MGP Ingredients, Inc.	Buy	+9,080+6.0%	$4.75M	161,568
Q1 2025Mar 31, 2025	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+8,046+0.9%	$173.81M	883,427
Q1 2025Mar 31, 2025	INSP Inspire Medical Systems, Inc.	Inspire Medical Systems, Inc.	Buy	+6,105+9.4%	$11.27M	70,776
Q1 2025Mar 31, 2025	NEM Newmont Corporation	Newmont Corporation	Buy - Position Entry	+5,000	$241.40K	5,000
Q1 2025Mar 31, 2025	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Buy	+4,984+0.7%	$55.28M	751,028

Page 8 of 253 • 7575 total trades

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