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
2020 Q3 (27 results)
JAMF
JAMF HOLDING CORP
buy
+770,000
+0.66%
$37.61
-
0.66%
LNT
ALLIANT ENERGY CORP
buy
+200,000
+0.24%
$51.65
41.08% $72.87
0.24%
V
VISA INC-CLASS A SHARES
+15.74%
+85,000
+0.39%
$199.97
61.81% $323.57
2.85%
FISV
FISERV INC
+6.53%
+65,000
+0.15%
$103.05
47.18% $54.43
2.49%
HD
HOME DEPOT INC
+5.26%
+10,000
+0.06%
$277.71
11.91% $310.78
1.27%
MDT
MEDTRONIC PLC
+3.90%
+65,000
+0.15%
$103.92
-
4.10%
MSFT
MICROSOFT CORP
+3.65%
+50,000
+0.24%
$210.33
98.10% $416.67
6.81%
ATVI
ACTIVISION BLIZZARD INC
+2.61%
+15,000
+0.03%
$80.95
-
1.09%
LFUS
LITTELFUSE INC
+2.06%
+7,500
+0.03%
$177.34
157.89% $457.34
1.50%
HRL
HORMEL FOODS CORP
-1.10%
-25,000
-0.03%
$48.89
51.69% $23.62
2.50%
DCI
DONALDSON CO INC
-3.56%
-65,799
-0.07%
$46.42
80.16% $83.63
1.89%
GGG
GRACO INC
-3.62%
-85,000
-0.12%
$61.35
21.17% $74.34
3.17%
SYY
SYSCO CORP
-3.85%
-25,000
-0.04%
$62.22
22.61% $76.29
0.89%
ECL
ECOLAB INC
-3.91%
-35,000
-0.16%
$199.84
29.09% $257.97
3.92%
GLW
CORNING INC
-3.97%
-50,000
-0.04%
$32.41
447.92% $177.58
0.89%
NVDA
NVIDIA CORP
-4.29%
-6,000,000
-0.19%
$1.35
15K+% $205.10
4.14%
MMM
3M CO
-5.47%
-40,000
-0.15%
$160.18
4.01% $153.76
2.53%
TECH
BIO-TECHNE CORP
-7.36%
-150,000
-0.21%
$61.93
16.05% $51.99
2.67%
ABT
ABBOTT LABORATORIES
-8.04%
-45,000
-0.11%
$108.83
16.32% $91.07
1.28%
DIS
WALT DISNEY CO/THE
-10.07%
-108,600
-0.31%
$124.08
19.64% $99.71
2.75%
AXP
AMERICAN EXPRESS CO
-14.10%
-110,000
-0.25%
$100.25
209.89% $310.66
1.53%
PFE
PFIZER INC
-14.62%
-190,000
-0.16%
$36.70
29.05% $26.04
0.93%
ZBH
ZIMMER BIOMET HOLDINGS INC
-16.32%
-105,000
-0.33%
$136.14
35.85% $87.33
1.67%
HON
HONEYWELL INTERNATIONAL INC
-18.54%
-96,700
-0.36%
$164.61
29.99% $213.97
1.60%
FAST
FASTENAL CO
-20.43%
-940,000
-0.48%
$22.55
107.54% $46.79
1.88%
FGXXX
FIRST AM GOV OBLIG-X
-29.12%
-11,371,079
-0.26%
$1.00
0.00% $1.00
0.63%
CHRW
CH ROBINSON WORLDWIDE INC
-39.91%
-425,000
-0.99%
$102.19
80.14% $184.09
1.49%
27 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.