Mairs & Power Growth Fund Holdings Activity

Mairs & Power Growth Fund Portfolio 13F

Mairs & Power Growth Fund has disclosed a total of 51 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 6, bought 4 totally new, decreased the number of shares of 38 and completely sold out 3 position(s).

What stocks is Mairs & Power Growth Fund buying now?

In the recent quarter Mairs & Power Growth Fund has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (WM) WASTE MANAGEMENT INC (new buy), (AMP) AMERIPRISE FINANCIAL INC (new buy), (PANW) PALO ALTO NETWORKS INC (added shares +152.59%), (PIPR) PIPER SANDLER COS (new buy) and (FISV) FISERV INC (added shares +45.62%).

What does Mairs & Power Growth Fund invest in?

Mairs & Power Growth Fund's top 5 holdings (by % of portfolio) are (NVDA) NVIDIA CORP (9.11%), (MSFT) MICROSOFT CORP (8.82%), (AMZN) AMAZONCOM INC (6.74%), (JPM) JPMORGAN CHASE & CO (3.97%) and (AAPL) APPLE INC (3.9%).

In the latest report(s) the following changes have been made to the top investments: (NVDA) NVIDIA CORP (reduced shares -6.13%), (MSFT) MICROSOFT CORP (reduced shares -2.94%), (AMZN) AMAZONCOM INC (reduced shares -2.94%), (JPM) JPMORGAN CHASE & CO (reduced shares -22.96%) and (AAPL) APPLE INC (reduced shares -2.94%).

2026 Q1 (51 results)
SFM
buy
+180,000
+0.28%
$77.13
2.40% $78.98
0.28%
AMP
buy
+113,675
+1.01%
$444.40
0.78% $440.93
1.01%
PIPR
buy
+351,344
+0.54%
$76.55
-
0.54%
WM
buy
+270,000
+1.24%
$229.79
5.13% $218.00
1.24%
PANW
+152.59%
+231,367
+0.74%
$160.32
74.92% $280.43
1.23%
FISV
+45.62%
+398,462
+0.44%
$55.80
1.29% $55.08
1.42%
ISRG
+37.59%
+18,797
+0.17%
$460.99
11.65% $407.29
0.63%
MEDP
+22.06%
+11,028
+0.11%
$480.19
6.12% $450.82
0.58%
ZTS
+21.32%
+38,376
+0.09%
$118.21
34.36% $77.59
0.52%
V
+0.66%
+2,929
+0.02%
$302.24
3.36% $312.40
2.70%
META
-0.96%
-2,360
-0.03%
$572.13
8.89% $622.98
2.77%
CGNX
-2.94%
-21,343
-0.02%
$48.99
34.84% $66.06
0.69%
RHHBY
-2.94%
-99,873
-0.10%
$49.71
-
3.27%
LNT
-2.94%
-57,348
-0.08%
$71.76
1.35% $70.79
2.71%
WEC
-2.94%
-36,814
-0.09%
$115.77
4.94% $110.05
2.80%
IDA
-2.94%
-6,918
-0.02%
$142.97
4.38% $136.71
0.65%
NVT
-2.94%
-35,114
-0.08%
$118.28
-
2.73%
TECH
-2.94%
-42,799
-0.04%
$52.26
2.70% $50.85
1.47%
CLFD
-2.94%
-12,966
-0.01%
$26.47
70.49% $45.13
0.23%
CHRW
-2.94%
-15,456
-0.05%
$166.07
8.83% $180.74
1.69%
AMZN
-2.94%
-49,222
-0.20%
$208.27
20.05% $250.02
6.74%
VZ
-2.94%
-71,272
-0.07%
$50.20
7.07% $46.65
2.35%
CASY
-2.94%
-1,258
-0.02%
$727.86
6.37% $774.19
0.60%
MSFT
-2.94%
-36,206
-0.27%
$370.17
15.44% $427.34
8.82%
AAPL
-2.94%
-23,369
-0.12%
$253.79
22.25% $310.26
3.90%
ECL
-2.94%
-8,185
-0.04%
$266.02
3.89% $255.67
1.43%
TSM
-2.94%
-11,246
-0.08%
$337.95
-
2.50%
FUL
-2.94%
-39,822
-0.05%
$61.68
0.26% $61.52
1.62%
WK
-2.94%
-12,743
-0.02%
$59.63
16.42% $49.84
0.50%
ENTG
-2.94%
-24,052
-0.06%
$117.24
19.69% $140.33
1.86%
MSI
-2.94%
-9,744
-0.08%
$433.97
5.89% $408.39
2.78%
GGG
-4.55%
-93,759
-0.16%
$84.65
12.83% $73.79
3.32%
GOOG
-4.84%
-34,387
-0.20%
$286.86
23.99% $355.68
3.87%
NVDA
-6.13%
-171,078
-0.60%
$174.40
23.14% $214.75
9.11%
LFUS
-6.20%
-27,725
-0.19%
$339.35
42.82% $484.65
2.84%
LLY
-9.31%
-14,196
-0.26%
$919.77
17.29% $1,078.78
2.54%
SHW
-12.81%
-38,950
-0.25%
$320.55
7.51% $296.49
1.70%
FGXXX
-15.10%
-1,767,801
-0.04%
$1.00
0.00% $1.00
0.20%
UNH
-16.00%
-80,576
-0.44%
$270.59
39.33% $377.00
2.28%
QCOM
-18.19%
-42,921
-0.11%
$128.78
94.14% $250.01
0.50%
ROK
-20.99%
-37,782
-0.27%
$358.88
28.66% $461.73
1.02%
HRL
-21.86%
-474,679
-0.21%
$22.65
2.12% $23.13
0.77%
JPM
-22.96%
-201,624
-1.18%
$294.16
2.27% $300.85
3.97%
FAST
-30.01%
-715,189
-0.66%
$46.40
0.13% $46.46
1.54%
TTC
-33.90%
-677,915
-1.26%
$93.44
2.66% $90.95
2.46%
TNC
-35.12%
-212,036
-0.28%
$66.40
26.23% $83.82
0.52%
WFC
-43.66%
-292,165
-0.46%
$79.61
1.17% $78.68
0.60%
JNJ
-59.93%
-158,983
-0.78%
$244.44
8.67% $223.24
0.52%
CRM
-100.00%
-161,277
-0.85%
$264.91
28.05% $190.61
0.00%
PIPR
-100.00%
-125,500
-0.85%
$339.71
77.74% $75.63
0.00%
KHC
-100.00%
-1,115,000
-0.54%
$24.25
6.14% $22.76
0.00%
51 of 763

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.