Andrew R. Adams
Mairs & Power Growth Fund
Mairs & Power Growth Fund Portfolio 13F
Mairs & Power Growth Fund Holdings Activity
- Portfolio value:
- $5.12B≈ (-$362M≈)
- Previous value:
- $5.48B≈
- # of changes:
- 23
- New positions:
- 1
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 12 May 2025
Mairs & Power Growth Fund has disclosed a total of 23 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 9, bought 1 totally new and decreased the number of shares of 13 position(s).
What stocks did Mairs & Power Growth Fund buy in 2025 Q1?
During 2025 Q1 Mairs & Power Growth Fund has bought 10 securities out of which top 5 purchases (by % change to portfolio) were (UNH) UnitedHealth Group Incorporated (added shares +6.45%), (TTC) Toro Co (added shares +1.27%), (RHHBY) Roche Holding Ltd ADR (added shares +2.41%), (LLY) Eli Lilly and Company (added shares +22.48%) and (WEC) WEC Energy Group Inc (added shares +68.78%).
What did Mairs & Power Growth Fund invest in during 2025 Q1?
23 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Taiwan Semiconductor Manufacturing
|
new
|
+342,000
|
342,000
|
+1.11%
|
$166.00
|
+145.29%($407.18)
|
1.11%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Clearfield Inc
|
+450.56%
|
+360,447
|
440,447
|
+0.21%
|
$29.72
|
+3.26%($30.69)
|
0.26%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
Kraft Heinz Co
|
+75.98%
|
+870,000
|
2,015,000
|
+0.52%
|
$30.43
|
-14.77%($25.94)
|
1.20%
|
2024 Q3
|
≈ 0.75 years
|
|
|
|
WEC Energy Group Inc
|
+68.78%
|
+450,500
|
1,105,500
|
+0.96%
|
$108.98
|
+0.75%($109.80)
|
2.35%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
Eli Lilly and Company
|
+22.48%
|
+28,000
|
152,539
|
+0.45%
|
$825.91
|
+38.40%($1,143.08)
|
2.46%
|
2019 Q3
|
≈ 5.75 years
|
|
|
|
H B Fuller Company
|
+16.09%
|
+175,000
|
1,262,674
|
+0.19%
|
$56.12
|
-2.58%($54.67)
|
1.39%
|
2019 Q3
|
≈ 5.75 years
|
|
|
|
Salesforce.com Inc
|
+15.16%
|
+17,277
|
131,277
|
+0.09%
|
$268.36
|
-31.82%($182.97)
|
0.69%
|
2021 Q4
|
≈ 3.50 years
|
|
|
|
UnitedHealth Group Incorporated
|
+6.45%
|
+35,000
|
578,000
|
+0.36%
|
$523.75
|
-19.93%($419.36)
|
5.92%
|
2019 Q3
|
≈ 5.75 years
|
|
|
|
Roche Holding Ltd ADR
|
+2.41%
|
+75,000
|
3,192,509
|
+0.06%
|
$41.15
|
|
2.57%
|
2019 Q3
|
≈ 5.75 years
|
|
|
|
Toro Co
|
+1.27%
|
+25,000
|
1,999,523
|
+0.04%
|
$72.75
|
+26.63%($92.12)
|
2.84%
|
2019 Q3
|
≈ 5.75 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.