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%).

2020 Q2 (34 results)
WK
+281.68%
+221,400
+0.28%
$53.49
6.82% $49.84
0.38%
WFC
+120.83%
+1,450,000
+0.89%
$25.60
207.34% $78.68
1.62%
MSI
+56.63%
+188,000
+0.63%
$140.13
191.44% $408.39
1.74%
ATVI
+15.00%
+75,000
+0.14%
$75.90
-
1.04%
USB
+10.39%
+450,000
+0.40%
$36.82
44.32% $53.14
4.21%
PFG
+9.80%
+200,000
+0.20%
$41.54
143.60% $101.19
2.23%
MSFT
+9.60%
+120,000
+0.58%
$203.51
109.98% $427.34
6.67%
ROK
+8.70%
+10,000
+0.05%
$213.00
116.77% $461.73
0.64%
V
+5.88%
+30,000
+0.14%
$193.17
61.72% $312.40
2.50%
NVT
+5.70%
+150,000
+0.07%
$18.73
841.75% $176.39
1.25%
TTC
+3.97%
+60,000
+0.10%
$66.34
37.10% $90.95
2.49%
LFUS
+2.82%
+10,000
+0.04%
$170.63
184.04% $484.65
1.49%
FISV
+2.05%
+20,000
+0.05%
$97.62
43.58% $55.08
2.32%
MDT
+1.52%
+25,000
+0.05%
$91.70
-
3.65%
AXP
+1.30%
+10,000
+0.02%
$95.20
215.72% $300.57
1.78%
GOOG
-1.83%
-68,000
-0.12%
$70.68
403.22% $355.68
6.17%
ZBH
-2.28%
-15,000
-0.04%
$119.36
28.80% $84.98
1.84%
UNH
-2.50%
-12,900
-0.09%
$294.95
27.82% $377.00
3.55%
RHHBY
-2.75%
-90,000
-0.09%
$43.38
-
3.31%
ECL
-4.47%
-41,900
-0.20%
$198.95
28.51% $255.67
4.26%
NVDA
-5.41%
-8,000,000
-0.18%
$0.95
22K+% $214.75
3.18%
GLW
-9.35%
-130,000
-0.08%
$25.90
675.14% $200.76
0.78%
PFE
-10.96%
-160,000
-0.13%
$32.70
22.51% $25.34
1.02%
JNJ
-11.67%
-105,000
-0.35%
$140.63
58.74% $223.24
2.68%
ABT
-13.26%
-85,600
-0.19%
$91.43
4.86% $86.99
1.23%
CHRW
-13.41%
-165,000
-0.31%
$79.06
128.61% $180.74
2.01%
TECH
-13.57%
-320,000
-0.51%
$66.02
22.97% $50.85
3.22%
FAST
-16.97%
-940,000
-0.48%
$21.42
116.90% $46.46
2.36%
MMM
-18.76%
-169,000
-0.63%
$155.99
2.78% $151.65
2.73%
FGXXX
-20.52%
-10,082,538
-0.24%
$1.00
0.00% $1.00
0.93%
DCI
-20.61%
-479,201
-0.53%
$46.52
83.23% $85.24
2.05%
LLY
-23.66%
-79,031
-0.31%
$164.18
557.07% $1,078.78
1.00%
GIS
-58.14%
-250,000
-0.37%
$61.65
47.82% $32.17
0.27%
CLB
-100.00%
-695,000
-0.17%
$10.34
29.21% $13.36
0.00%
34 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.