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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2021 Q1 (30 results)
SHW
SHERWIN-WILLIAMS CO/THE
+157.14%
+231,000
+1.11%
$246.00
30.18% $320.24
1.82%
AMZN
AMAZONCOM INC
+37.07%
+278,000
+0.84%
$154.70
59.03% $246.02
3.11%
FGXXX
FIRST AM GOV OBLIG-X
+29.91%
+6,051,712
+0.12%
$1.00
0.00% $1.00
0.51%
LNT
ALLIANT ENERGY CORP
+28.21%
+110,000
+0.12%
$54.16
35.80% $73.55
0.53%
UNH
UNITEDHEALTH GROUP INC
+20.59%
+105,000
+0.76%
$372.07
10.47% $411.04
4.48%
QCOM
QUALCOMM INC
+11.57%
+70,000
+0.18%
$132.59
66.54% $220.81
1.75%
ECL
ECOLAB INC
+8.72%
+75,000
+0.31%
$214.07
25.46% $268.58
3.92%
ATVI
ACTIVISION BLIZZARD INC
+6.45%
+40,000
+0.07%
$93.00
-
1.20%
FISV
FISERV INC
+5.66%
+60,000
+0.14%
$119.04
59.75% $47.91
2.61%
HRL
HORMEL FOODS CORP
+5.24%
+120,000
+0.11%
$47.78
48.56% $24.58
2.25%
NVDA
NVIDIA CORP
+3.45%
+4,000,000
+0.10%
$1.33
15K+% $212.45
3.13%
LFUS
LITTELFUSE INC
+3.45%
+15,000
+0.08%
$264.44
80.34% $476.90
2.33%
RHHBY
ROCHE HOLDINGS LTD-SPONS ADR
+1.26%
+40,000
+0.03%
$40.56
-
2.56%
JAMF
JAMF HOLDING CORP
-0.61%
-5,000
-0.00%
$35.32
-
0.56%
MDT
MEDTRONIC PLC
-1.73%
-30,000
-0.07%
$118.13
-
3.93%
JNJ
JOHNSON & JOHNSON
-2.52%
-20,000
-0.06%
$164.35
43.39% $235.66
2.49%
DCI
DONALDSON CO INC
-3.43%
-60,000
-0.07%
$58.16
48.66% $86.46
1.92%
TECH
BIO-TECHNE CORP
-7.94%
-150,000
-0.28%
$95.48
41.17% $56.17
3.25%
DIS
WALT DISNEY CO/THE
-9.73%
-55,000
-0.20%
$184.52
44.89% $101.69
1.84%
GOOG
ALPHABET INC-CL C
-9.80%
-360,000
-0.73%
$103.43
254.93% $367.11
6.71%
WFC
WELLS FARGO & CO
-10.18%
-290,000
-0.22%
$39.07
112.80% $83.14
1.96%
USB
US BANCORP
-16.45%
-770,000
-0.83%
$55.31
4.48% $57.79
4.23%
PRLB
PROTO LABS INC
-16.67%
-18,000
-0.04%
$121.75
35.50% $78.53
0.21%
NVT
NVENT ELECTRIC PLC
-17.08%
-475,000
-0.26%
$27.91
505.52% $169.00
1.26%
MMM
3M CO
-22.76%
-140,000
-0.53%
$192.68
17.88% $158.23
1.79%
AXP
AMERICAN EXPRESS CO
-38.96%
-150,000
-0.42%
$141.44
137.12% $335.38
0.65%
GWB
GREAT WESTERN BANCORP INC
-42.58%
-545,000
-0.32%
$30.29
-
0.44%
PFG
PRINCIPAL FINANCIAL GROUP
-44.04%
-850,000
-1.00%
$59.96
84.44% $110.59
1.27%
NVEC
NVE CORP
-51.10%
-99,908
-0.14%
$70.10
63.14% $114.36
0.00%
ZBH
ZIMMER BIOMET HOLDINGS INC
-69.39%
-170,000
-0.53%
$160.08
44.87% $88.26
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.