Andrew R. Adams - Mairs & Power Growth Fund Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 221 | |
| Portfolio Value | $9.61B |
Portfolio Overview
Comprehensive analysis of Andrew R. Adams's investment portfolio
216
Total Holdings
$9.4B
Portfolio Value
Technology
Top Sector
12
Sectors
Investment Strategy Insights
- • Andrew R. Adams maintains a diversified portfolio across 12 sectors
- • Top 5 holdings represent 28.3% of the portfolio
- • Largest position: MICROSOFT CORP (MSFT) at 7.8%
Trends by sector
Investment Adjustments from Previous Filing
Mairs & Power Growth Fund Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| HWKN HAWKINS INC | 0.01% | $1,410,854 |
| GE GE AEROSPACE | 0.01% | $1,370,427 |
| KMB KIMBERLY-CLARK CORP | 0.01% | $1,348,672 |
| UNP UNION PAC CORP | 0.01% | $1,332,630 |
| WMT WALMART INC | 0.01% | $1,319,747 |
| PSX PHILLIPS 66 | 0.01% | $1,270,239 |
| SNA SNAP ON INC | 0.01% | $1,208,181 |
| CSCO CISCO SYS INC | 0.01% | $1,162,061 |
| VCEL VERICEL CORP | 0.01% | $1,156,327 |
| PEP PEPSICO INC | 0.01% | $1,126,049 |
| AMAT APPLIED MATLS INC | 0.01% | $1,070,550 |
| WY WEYERHAEUSER CO MTN BE | 0.01% | $1,066,700 |
| BAX BAXTER INTL INC | 0.01% | $1,042,167 |
| BSX BOSTON SCIENTIFIC CORP | 0.01% | $1,040,174 |
| SKYT SKYWATER TECHNOLOGY INC | 0.01% | $1,000,895 |
| IDXX IDEXX LABS INC | 0.01% | $968,405 |
| EFA ISHARES TR | 0.01% | $945,711 |
| BAC BANK AMERICA CORP | 0.01% | $932,332 |
| RTX RTX CORPORATION | 0.01% | $881,256 |
| XLK SELECT SECTOR SPDR TR | 0.01% | $864,574 |
| MOS MOSAIC CO NEW | 0.01% | $817,863 |
| ADBE ADOBE INC | 0.01% | $791,222 |
| QQQ INVESCO QQQ TR | 0.01% | $755,899 |
| AWK AMERICAN WTR WKS CO INC NEW | 0.01% | $753,680 |
| DD DUPONT DE NEMOURS INC | 0.01% | $752,849 |
| NSC NORFOLK SOUTHN CORP | 0.01% | $751,288 |
| IEX IDEX CORP | 0.01% | $723,880 |
| VTI VANGUARD INDEX FDS | 0.01% | $710,461 |
| CB CHUBB LIMITED | 0.01% | $707,563 |
| BMO BANK MONTREAL QUE | 0.01% | $653,861 |
| TMO THERMO FISHER SCIENTIFIC INC | 0.01% | $649,866 |
| IWF ISHARES TR | 0.01% | $630,463 |
| SCHF SCHWAB STRATEGIC TR | 0.01% | $593,400 |
| DVY ISHARES TR | 0.01% | $574,766 |
| CM CANADIAN IMPERIAL BK COMM | 0.01% | $572,909 |
| AVGO BROADCOM INC | 0.01% | $565,913 |
| CTVA CORTEVA INC | 0.01% | $563,161 |
| VIG VANGUARD SPECIALIZED FUNDS | 0.01% | $559,079 |
| MA MASTERCARD INCORPORATED | 0.01% | $555,829 |
| SHEL SHELL PLC | 0.01% | $549,893 |
| VO VANGUARD INDEX FDS | 0.01% | $527,068 |
| HBAN HUNTINGTON BANCSHARES INC | 0.01% | $519,391 |
| BRC BRADY CORP | 0.01% | $494,480 |
| RGR STURM RUGER & CO INC | 0.00% | $471,480 |
| NVEC NVE CORP | 0.00% | $465,302 |
| VUG VANGUARD INDEX FDS | 0.00% | $462,783 |
| AMT AMERICAN TOWER CORP NEW | 0.00% | $439,552 |
| ITW ILLINOIS TOOL WKS INC | 0.00% | $421,369 |
| BA BOEING CO | 0.00% | $418,422 |
| PM PHILIP MORRIS INTL INC | 0.00% | $412,698 |
| DOW DOW INC | 0.00% | $377,171 |
| UFCS UNITED FIRE GROUP INC | 0.00% | $356,702 |
| BP BP PLC | 0.00% | $356,147 |
| MMC MARSH & MCLENNAN COS INC | 0.00% | $353,599 |
| TJX TJX COS INC NEW | 0.00% | $346,034 |
| OKLO OKLO INC | 0.00% | $345,453 |
| IBM INTERNATIONAL BUSINESS MACHS | 0.00% | $342,902 |
| ALE ALLETE INC | 0.00% | $324,427 |
| DFAE DIMENSIONAL ETF TRUST | 0.00% | $324,324 |
| T AT&T INC | 0.00% | $319,309 |