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%).

2025 Q2 (19 results)
META
buy
+175,000
+2.40%
$738.09
18.68% $600.21
2.40%
MEDP
buy
+45,000
+0.26%
$313.86
47.07% $461.60
0.26%
IDA
buy
+225,000
+0.48%
$115.45
23.98% $143.13
0.48%
ENTG
+44.08%
+175,000
+0.26%
$80.65
87.99% $151.61
0.86%
UNH
+22.59%
+130,583
+0.76%
$311.97
30.67% $407.65
4.11%
SHW
-3.18%
-10,000
-0.06%
$343.36
6.09% $322.44
1.94%
V
-3.27%
-15,000
-0.10%
$355.05
6.18% $333.12
2.93%
JPM
-11.81%
-145,000
-0.78%
$289.91
14.22% $331.14
5.84%
GOOG
-16.44%
-139,752
-0.46%
$177.39
109.20% $371.10
2.34%
AAPL
-21.57%
-210,000
-0.80%
$205.17
45.85% $299.24
2.91%
ABT
-48.16%
-109,977
-0.28%
$136.01
33.37% $90.62
0.00%
FGXXX
-53.13%
-6,860,577
-0.13%
$1.00
0.00% $1.00
0.11%
DCI
-66.08%
-240,834
-0.31%
$69.35
25.15% $86.79
0.00%
TGT
-100.00%
-75,870
-0.15%
$104.36
27.83% $133.40
0.00%
BBY
-100.00%
-655,700
-0.90%
$73.61
2.68% $75.58
0.00%
ULTA
-100.00%
-54,900
-0.37%
$366.54
26.50% $463.68
0.00%
SCHW
-100.00%
-32,100
-0.05%
$78.28
19.66% $93.67
0.00%
PFG
-100.00%
-385,000
-0.60%
$84.37
31.76% $111.17
0.00%
USB
-100.00%
-586,660
-0.46%
$42.22
39.48% $58.89
0.00%
2025 Q1 (23 results)
TSM
buy
+342,000
+1.11%
$166.00
-
1.11%
CLFD
+450.56%
+360,447
+0.21%
$29.72
32.94% $39.51
0.26%
KHC
+75.98%
+870,000
+0.52%
$30.43
21.79% $23.80
1.20%
WEC
+68.78%
+450,500
+0.96%
$108.98
5.24% $114.69
2.35%
LLY
+22.48%
+28,000
+0.45%
$825.91
35.91% $1,122.50
2.46%
FUL
+16.09%
+175,000
+0.19%
$56.12
13.54% $63.72
1.39%
CRM
+15.16%
+17,277
+0.09%
$268.36
39.74% $161.71
0.69%
UNH
+6.45%
+35,000
+0.36%
$523.75
22.17% $407.65
5.92%
RHHBY
+2.41%
+75,000
+0.06%
$41.15
-
2.57%
TTC
+1.27%
+25,000
+0.04%
$72.75
24.70% $90.72
2.84%
NVDA
-0.55%
-18,560
-0.04%
$108.38
91.37% $207.41
7.17%
GOOG
-2.33%
-20,243
-0.06%
$156.23
137.53% $371.10
2.60%
JPM
-2.77%
-35,000
-0.17%
$245.30
34.99% $331.14
5.89%
SHW
-3.09%
-10,000
-0.07%
$349.19
7.66% $322.44
2.14%
WFC
-9.21%
-105,000
-0.15%
$71.79
18.47% $85.05
1.45%
ABT
-10.75%
-27,491
-0.07%
$132.65
31.68% $90.62
0.59%
FISV
-11.69%
-115,605
-0.50%
$220.83
77.44% $49.83
3.77%
FGXXX
-16.39%
-2,531,321
-0.05%
$1.00
0.00% $1.00
0.25%
LNT
-29.24%
-805,000
-1.01%
$64.35
14.75% $73.84
2.45%
DCI
-31.79%
-169,843
-0.22%
$67.06
29.42% $86.79
0.48%
QCOM
-38.37%
-315,000
-0.95%
$153.61
39.36% $214.07
1.52%
USB
-77.21%
-1,987,340
-1.64%
$42.22
39.48% $58.89
0.00%
SCHW
-94.22%
-522,900
-0.80%
$78.28
19.66% $93.67
0.00%
42 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.