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%).

2022 Q4 (33 results)
NVDA
+35.94%
+2,480,000
+0.84%
$14.61
1K+% $208.64
3.17%
ENTG
+32.50%
+170,000
+0.26%
$65.59
102.33% $132.71
1.05%
AMZN
+13.18%
+228,000
+0.44%
$84.00
191.93% $245.22
3.80%
JAMF
+9.43%
+99,000
+0.05%
$21.30
-
0.57%
WK
+8.34%
+42,000
+0.08%
$83.97
42.48% $48.30
1.06%
QCOM
+7.11%
+57,000
+0.14%
$109.94
98.08% $217.77
2.18%
TECH
+4.29%
+64,000
+0.12%
$82.88
36.47% $52.65
2.98%
CRM
+2.74%
+11,000
+0.03%
$132.59
37.68% $182.55
1.26%
MSFT
+1.74%
+24,000
+0.13%
$239.82
71.69% $411.74
7.79%
TNC
-0.53%
-5,000
-0.01%
$61.57
38.56% $85.31
1.33%
USB
-1.38%
-54,000
-0.05%
$43.61
26.92% $55.35
3.90%
UNH
-1.56%
-8,000
-0.10%
$530.18
23.31% $406.57
6.20%
JNJ
-2.23%
-15,416
-0.06%
$176.65
31.42% $232.16
2.75%
FUL
-4.34%
-60,173
-0.10%
$71.62
16.18% $60.03
2.19%
TTC
-4.39%
-71,800
-0.19%
$113.20
20.55% $89.94
4.09%
NVT
-4.54%
-95,407
-0.08%
$38.47
-
1.78%
DCI
-5.81%
-87,753
-0.12%
$58.87
42.65% $83.98
1.93%
MSI
-8.08%
-30,000
-0.18%
$257.71
57.85% $406.80
2.03%
LNT
-8.92%
-42,000
-0.05%
$55.21
29.89% $71.71
0.55%
PFG
-9.43%
-66,000
-0.13%
$83.92
25.15% $105.03
1.23%
GOOG
-10.01%
-273,198
-0.56%
$88.73
307.04% $361.17
5.04%
ABT
-14.52%
-74,788
-0.19%
$109.79
17.57% $90.50
1.12%
DGII
-19.72%
-138,392
-0.12%
$36.55
83.97% $67.24
0.48%
SCHW
-20.28%
-235,000
-0.45%
$83.26
5.79% $88.08
1.78%
WFC
-22.48%
-464,000
-0.44%
$41.29
96.08% $80.96
1.53%
PII
-26.60%
-79,000
-0.18%
$101.00
32.99% $67.68
0.51%
TGT
-30.94%
-55,694
-0.19%
$149.04
16.82% $123.97
0.43%
NTRS
-32.42%
-118,000
-0.24%
$88.49
91.11% $169.11
0.50%
GTLS
-52.88%
-55,000
-0.15%
$115.23
79.69% $207.06
0.00%
HD
-56.79%
-46,000
-0.34%
$315.86
1.95% $309.71
0.00%
FGXXX
-79.56%
-18,344,858
-0.42%
$1.00
0.00% $1.00
0.11%
SNBR
-100.00%
-510,000
-0.40%
$33.81
98.43% $0.53
0.00%
BAX
-100.00%
-195,000
-0.24%
$53.86
64.28% $19.24
0.00%
33 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.