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
2026 Q1 (51 results)
AMP
AMERIPRISE FINANCIAL INC
buy
+113,675
+1.01%
$444.40
6.06% $471.33
1.01%
PIPR
PIPER SANDLER COS
buy
+351,344
+0.54%
$76.55
-
0.54%
WM
WASTE MANAGEMENT INC
buy
+270,000
+1.24%
$229.79
4.87% $218.59
1.24%
SFM
SPROUTS FARMERS MARKET INC
buy
+180,000
+0.28%
$77.13
8.40% $83.61
0.28%
PANW
PALO ALTO NETWORKS INC
+152.59%
+231,367
+0.74%
$160.32
74.59% $279.90
1.23%
FISV
FISERV INC
+45.62%
+398,462
+0.44%
$55.80
10.70% $49.83
1.42%
ISRG
INTUITIVE SURGICAL INC
+37.59%
+18,797
+0.17%
$460.99
9.53% $417.07
0.63%
MEDP
MEDPACE HOLDINGS INC
+22.06%
+11,028
+0.11%
$480.19
3.87% $461.60
0.58%
ZTS
ZOETIS INC
+21.32%
+38,376
+0.09%
$118.21
32.89% $79.33
0.52%
V
VISA INC-CLASS A SHARES
+0.66%
+2,929
+0.02%
$302.24
10.22% $333.12
2.70%
META
META PLATFORMS INC-CLASS A
-0.96%
-2,360
-0.03%
$572.13
4.91% $600.21
2.77%
RHHBY
ROCHE HOLDINGS LTD-SPONS ADR
-2.94%
-99,873
-0.10%
$49.71
-
3.27%
WEC
WEC ENERGY GROUP INC
-2.94%
-36,814
-0.09%
$115.77
0.93% $114.69
2.80%
LNT
ALLIANT ENERGY CORP
-2.94%
-57,348
-0.08%
$71.76
2.90% $73.84
2.71%
IDA
IDACORP INC
-2.94%
-6,918
-0.02%
$142.97
0.11% $143.13
0.65%
TECH
BIO-TECHNE CORP
-2.94%
-42,799
-0.04%
$52.26
7.21% $56.03
1.47%
NVT
NVENT ELECTRIC PLC
-2.94%
-35,114
-0.08%
$118.28
-
2.73%
CHRW
CH ROBINSON WORLDWIDE INC
-2.94%
-15,456
-0.05%
$166.07
14.05% $189.40
1.69%
CLFD
CLEARFIELD INC
-2.94%
-12,966
-0.01%
$26.47
49.26% $39.51
0.23%
AMZN
AMAZONCOM INC
-2.94%
-49,222
-0.20%
$208.27
18.12% $246.00
6.74%
VZ
VERIZON COMMUNICATIONS INC
-2.94%
-71,272
-0.07%
$50.20
6.91% $46.73
2.35%
CASY
CASEY'S GENERAL STORES INC
-2.94%
-1,258
-0.02%
$727.86
18.88% $865.28
0.60%
MSFT
MICROSOFT CORP
-2.94%
-36,206
-0.27%
$370.17
6.39% $393.83
8.82%
AAPL
APPLE INC
-2.94%
-23,369
-0.12%
$253.79
17.91% $299.24
3.90%
ECL
ECOLAB INC
-2.94%
-8,185
-0.04%
$266.02
2.95% $273.87
1.43%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-2.94%
-11,246
-0.08%
$337.95
-
2.50%
FUL
HB FULLER CO
-2.94%
-39,822
-0.05%
$61.68
3.31% $63.72
1.62%
WK
WORKIVA INC
-2.94%
-12,743
-0.02%
$59.63
17.91% $48.95
0.50%
ENTG
ENTEGRIS INC
-2.94%
-24,052
-0.06%
$117.24
29.32% $151.61
1.86%
MSI
MOTOROLA SOLUTIONS INC
-2.94%
-9,744
-0.08%
$433.97
6.69% $404.93
2.78%
CGNX
COGNEX CORP
-2.94%
-21,343
-0.02%
$48.99
33.52% $65.41
0.69%
GGG
GRACO INC
-4.55%
-93,759
-0.16%
$84.65
9.90% $76.27
3.32%
GOOG
ALPHABET INC-CL C
-4.84%
-34,387
-0.20%
$286.86
29.37% $371.10
3.87%
NVDA
NVIDIA CORP
-6.13%
-171,078
-0.60%
$174.40
18.93% $207.41
9.11%
LFUS
LITTELFUSE INC
-6.20%
-27,725
-0.19%
$339.35
38.26% $469.19
2.84%
LLY
ELI LILLY & CO
-9.31%
-14,196
-0.26%
$919.77
22.04% $1,122.50
2.54%
SHW
SHERWIN-WILLIAMS CO/THE
-12.81%
-38,950
-0.25%
$320.55
0.59% $322.44
1.70%
FGXXX
FIRST AM GOV OBLIG-X
-15.10%
-1,767,801
-0.04%
$1.00
0.00% $1.00
0.20%
UNH
UNITEDHEALTH GROUP INC
-16.00%
-80,576
-0.44%
$270.59
50.65% $407.65
2.28%
QCOM
QUALCOMM INC
-18.19%
-42,921
-0.11%
$128.78
66.23% $214.07
0.50%
ROK
ROCKWELL AUTOMATION INC
-20.99%
-37,782
-0.27%
$358.88
29.93% $466.31
1.02%
HRL
HORMEL FOODS CORP
-21.86%
-474,679
-0.21%
$22.65
8.83% $24.65
0.77%
JPM
JPMORGAN CHASE & CO
-22.96%
-201,624
-1.18%
$294.16
12.57% $331.14
3.97%
FAST
FASTENAL CO
-30.01%
-715,189
-0.66%
$46.40
0.75% $46.05
1.54%
TTC
TORO CO
-33.90%
-677,915
-1.26%
$93.44
2.91% $90.72
2.46%
TNC
TENNANT CO
-35.12%
-212,036
-0.28%
$66.40
31.66% $87.42
0.52%
WFC
WELLS FARGO & CO
-43.66%
-292,165
-0.46%
$79.61
6.83% $85.05
0.60%
JNJ
JOHNSON & JOHNSON
-59.93%
-158,983
-0.78%
$244.44
3.79% $235.18
0.52%
CRM
SALESFORCECOM INC
-100.00%
-161,277
-0.85%
$264.91
38.96% $161.71
0.00%
PIPR
PIPER SANDLER COS
-100.00%
-125,500
-0.85%
$339.71
76.16% $80.97
0.00%
KHC
KRAFT HEINZ CO/THE
-100.00%
-1,115,000
-0.54%
$24.25
1.86% $23.80
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.