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 |
|---|---|---|
| AXGN AXOGEN INC | 0.00% | $314,500 |
| ACN ACCENTURE PLC IRELAND | 0.00% | $314,224 |
| NEE NEXTERA ENERGY INC | 0.00% | $311,491 |
| MO ALTRIA GROUP INC | 0.00% | $303,328 |
| INTC INTEL CORP | 0.00% | $301,725 |
| DE DEERE & CO | 0.00% | $289,589 |
| PDCO PATTERSON COS INC | 0.00% | $285,846 |
| VB VANGUARD INDEX FDS | 0.00% | $279,379 |
| AJG GALLAGHER ARTHUR J & CO | 0.00% | $276,192 |
| BOH BANK HAWAII CORP | 0.00% | $275,880 |
| VONE VANGUARD SCOTTSDALE FDS | 0.00% | $261,730 |
| WM WASTE MGMT INC DEL | 0.00% | $261,143 |
| SEIC SEI INVTS CO | 0.00% | $256,179 |
| DGII DIGI INTL INC | 0.00% | $250,470 |
| NEM NEWMONT CORP | 0.00% | $241,400 |
| DHR DANAHER CORPORATION | 0.00% | $239,030 |
| IXN ISHARES TR | 0.00% | $238,581 |
| NKE NIKE INC | 0.00% | $235,066 |
| SRDX SURMODICS INC | 0.00% | $232,822 |
| SLB SCHLUMBERGER LTD | 0.00% | $229,900 |
| RF REGIONS FINANCIAL CORP NEW | 0.00% | $229,143 |
| OTIS OTIS WORLDWIDE CORP | 0.00% | $227,453 |
| ZTS ZOETIS INC | 0.00% | $221,290 |
| MSA MSA SAFETY INC | 0.00% | $218,568 |
| GEV GE VERNOVA INC | 0.00% | $217,665 |
| NTRS NORTHERN TR CORP | 0.00% | $211,111 |
| VV VANGUARD INDEX FDS | 0.00% | $211,022 |
| ADSK AUTODESK INC | 0.00% | $209,440 |
| AMD ADVANCED MICRO DEVICES INC | 0.00% | $209,384 |
| CARR CARRIER GLOBAL CORPORATION | 0.00% | $205,796 |
| VEU VANGUARD INTL EQUITY INDEX F | 0.00% | $204,909 |
| IJR ISHARES TR | 0.00% | $203,493 |
| CLF CLEVELAND-CLIFFS INC NEW | 0.00% | $131,520 |
| SHYF SHYFT GROUP INC | 0.00% | $80,900 |
| HIMX HIMAX TECHNOLOGIES INC | 0.00% | $77,543 |
| PLUG PLUG POWER INC | 0.00% | $13,500 |