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%).

2023 Q2 (30 results)
LNT
+200.81%
+1,492,000
+1.61%
$52.48
36.03% $71.39
2.41%
JPM
+36.49%
+320,000
+0.96%
$145.44
113.76% $310.89
3.58%
ROK
+10.07%
+27,000
+0.18%
$329.45
40.31% $462.24
2.00%
USB
+3.54%
+144,000
+0.10%
$33.04
67.86% $55.46
2.86%
FAST
+3.47%
+128,000
+0.08%
$29.50
59.89% $47.16
2.31%
NVT
+2.55%
+50,000
+0.05%
$51.67
-
2.13%
HRL
+2.01%
+60,000
+0.05%
$40.22
42.09% $23.29
2.51%
UNH
+1.78%
+9,000
+0.09%
$480.64
17.51% $396.47
5.08%
TTC
+1.29%
+20,000
+0.04%
$101.65
12.61% $88.83
3.29%
AMZN
-1.91%
-40,000
-0.11%
$130.36
94.68% $253.79
5.50%
TNC
-3.40%
-30,000
-0.05%
$81.11
4.46% $84.73
1.42%
FISV
-4.07%
-42,000
-0.11%
$126.15
55.43% $56.23
2.56%
DCI
-4.28%
-52,366
-0.07%
$62.51
34.49% $84.07
1.50%
MSFT
-5.23%
-77,000
-0.54%
$340.54
25.70% $428.05
9.76%
WK
-6.05%
-33,000
-0.07%
$101.66
51.75% $49.05
1.07%
MSI
-6.05%
-20,000
-0.12%
$293.28
40.04% $410.72
1.87%
RHHBY
-6.14%
-150,000
-0.12%
$38.20
-
1.80%
CTLT
-8.84%
-57,000
-0.05%
$43.36
-
0.00%
NTRS
-11.57%
-25,000
-0.04%
$74.14
133.42% $173.06
0.00%
ECL
-16.60%
-160,686
-0.62%
$186.69
36.23% $254.33
3.10%
GOOG
-18.18%
-379,246
-0.94%
$120.97
205.26% $369.27
4.24%
LLY
-19.00%
-38,000
-0.37%
$468.98
139.94% $1,125.27
1.56%
FGXXX
-19.10%
-1,481,739
-0.03%
$1.00
0.00% $1.00
0.13%
NVDA
-20.08%
-1,506,700
-1.31%
$42.30
416.90% $218.66
5.21%
GNRC
-46.36%
-70,000
-0.21%
$149.13
86.51% $278.14
0.00%
CRM
-53.66%
-132,000
-0.57%
$211.26
10.66% $188.75
0.49%
JAMF
-62.96%
-723,258
-0.29%
$19.52
-
0.00%
MMM
-100.00%
-158,438
-0.34%
$105.11
45.34% $152.77
0.00%
DIS
-100.00%
-420,000
-0.86%
$100.13
0.79% $99.34
0.00%
INSP
-100.00%
-44,000
-0.21%
$234.07
81.98% $42.19
0.00%
30 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.