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 Q3 (26 results)
VZ
buy
+2,400,000
+1.73%
$32.41
45.23% $47.07
1.73%
FGXXX
+85.36%
+5,355,757
+0.12%
$1.00
0.00% $1.00
0.26%
TTC
+8.39%
+132,000
+0.24%
$83.10
6.91% $88.84
3.15%
MDT
+8.37%
+136,000
+0.24%
$78.36
-
3.06%
LNT
+7.38%
+165,000
+0.18%
$48.45
51.81% $73.55
2.58%
QCOM
+4.42%
+38,000
+0.09%
$111.06
98.82% $220.81
2.21%
JPM
+2.09%
+25,000
+0.08%
$145.02
120.25% $319.40
3.94%
UNH
+1.94%
+10,000
+0.11%
$504.19
18.48% $411.04
5.88%
MSFT
-1.08%
-15,000
-0.11%
$315.75
26.61% $399.76
9.68%
LFUS
-2.00%
-10,000
-0.05%
$247.32
92.83% $476.90
2.69%
NVT
-3.88%
-78,000
-0.09%
$52.99
-
2.27%
AMZN
-3.94%
-81,000
-0.23%
$127.12
93.53% $246.02
5.57%
DGII
-4.20%
-20,000
-0.01%
$27.00
155.41% $68.96
0.00%
SCHW
-4.49%
-41,500
-0.05%
$54.90
65.66% $90.95
1.08%
JNJ
-6.86%
-46,100
-0.16%
$155.75
51.31% $235.66
2.17%
TNC
-8.21%
-70,000
-0.12%
$74.15
16.78% $86.59
1.29%
WFC
-8.48%
-131,500
-0.12%
$40.86
103.48% $83.14
1.29%
ECL
-10.00%
-80,722
-0.30%
$169.40
58.55% $268.58
2.73%
USB
-15.25%
-642,000
-0.47%
$33.06
74.80% $57.79
2.62%
LLY
-16.33%
-26,461
-0.32%
$537.13
110.26% $1,129.35
1.62%
DCI
-18.32%
-214,306
-0.28%
$59.64
44.97% $86.46
1.27%
NVDA
-21.03%
-1,260,810
-1.22%
$43.50
388.40% $212.45
4.57%
CTLT
-100.00%
-588,000
-0.57%
$43.36
-
0.00%
JAMF
-100.00%
-425,442
-0.18%
$19.52
-
0.00%
GNRC
-100.00%
-81,000
-0.27%
$149.13
81.12% $270.10
0.00%
NTRS
-100.00%
-191,000
-0.31%
$74.14
132.96% $172.72
0.00%
26 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.