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
1.12% $449.38
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
5.94% $216.14
1.24%
SFM
SPROUTS FARMERS MARKET INC
buy
+180,000
+0.28%
$77.13
12.38% $86.68
0.28%
PANW
PALO ALTO NETWORKS INC
+152.59%
+231,367
+0.74%
$160.32
66.12% $266.33
1.23%
FISV
FISERV INC
+45.62%
+398,462
+0.44%
$55.80
5.52% $52.72
1.42%
ISRG
INTUITIVE SURGICAL INC
+37.59%
+18,797
+0.17%
$460.99
9.19% $418.61
0.63%
MEDP
MEDPACE HOLDINGS INC
+22.06%
+11,028
+0.11%
$480.19
4.64% $457.90
0.58%
ZTS
ZOETIS INC
+21.32%
+38,376
+0.09%
$118.21
33.32% $78.82
0.52%
V
VISA INC-CLASS A SHARES
+0.66%
+2,929
+0.02%
$302.24
5.77% $319.67
2.70%
META
META PLATFORMS INC-CLASS A
-0.96%
-2,360
-0.03%
$572.13
2.32% $585.39
2.77%
RHHBY
ROCHE HOLDINGS LTD-SPONS ADR
-2.94%
-99,873
-0.10%
$49.71
-
3.27%
LNT
ALLIANT ENERGY CORP
-2.94%
-57,348
-0.08%
$71.76
0.07% $71.71
2.71%
WEC
WEC ENERGY GROUP INC
-2.94%
-36,814
-0.09%
$115.77
3.90% $111.25
2.80%
IDA
IDACORP INC
-2.94%
-6,918
-0.02%
$142.97
3.43% $138.07
0.65%
TECH
BIO-TECHNE CORP
-2.94%
-42,799
-0.04%
$52.26
0.75% $52.65
1.47%
NVT
NVENT ELECTRIC PLC
-2.94%
-35,114
-0.08%
$118.28
-
2.73%
CLFD
CLEARFIELD INC
-2.94%
-12,966
-0.01%
$26.47
55.27% $41.10
0.23%
CHRW
CH ROBINSON WORLDWIDE INC
-2.94%
-15,456
-0.05%
$166.07
13.29% $188.14
1.69%
AMZN
AMAZONCOM INC
-2.94%
-49,222
-0.20%
$208.27
17.74% $245.22
6.74%
VZ
VERIZON COMMUNICATIONS INC
-2.94%
-71,272
-0.07%
$50.20
9.48% $45.44
2.35%
CASY
CASEY'S GENERAL STORES INC
-2.94%
-1,258
-0.02%
$727.86
3.27% $751.63
0.60%
MSFT
MICROSOFT CORP
-2.94%
-36,206
-0.27%
$370.17
11.23% $411.74
8.82%
AAPL
APPLE INC
-2.94%
-23,369
-0.12%
$253.79
18.81% $301.54
3.90%
ECL
ECOLAB INC
-2.94%
-8,185
-0.04%
$266.02
3.24% $257.41
1.43%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-2.94%
-11,246
-0.08%
$337.95
-
2.50%
WK
WORKIVA INC
-2.94%
-12,743
-0.02%
$59.63
19.00% $48.30
0.50%
FUL
HB FULLER CO
-2.94%
-39,822
-0.05%
$61.68
2.68% $60.03
1.62%
ENTG
ENTEGRIS INC
-2.94%
-24,052
-0.06%
$117.24
13.20% $132.71
1.86%
MSI
MOTOROLA SOLUTIONS INC
-2.94%
-9,744
-0.08%
$433.97
6.26% $406.80
2.78%
CGNX
COGNEX CORP
-2.94%
-21,343
-0.02%
$48.99
27.35% $62.39
0.69%
GGG
GRACO INC
-4.55%
-93,759
-0.16%
$84.65
12.39% $74.16
3.32%
GOOG
ALPHABET INC-CL C
-4.84%
-34,387
-0.20%
$286.86
25.90% $361.17
3.87%
NVDA
NVIDIA CORP
-6.13%
-171,078
-0.60%
$174.40
19.63% $208.64
9.11%
LFUS
LITTELFUSE INC
-6.20%
-27,725
-0.19%
$339.35
36.83% $464.34
2.84%
LLY
ELI LILLY & CO
-9.31%
-14,196
-0.26%
$919.77
24.94% $1,149.15
2.54%
SHW
SHERWIN-WILLIAMS CO/THE
-12.81%
-38,950
-0.25%
$320.55
6.55% $299.55
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
50.25% $406.57
2.28%
QCOM
QUALCOMM INC
-18.19%
-42,921
-0.11%
$128.78
69.10% $217.77
0.50%
ROK
ROCKWELL AUTOMATION INC
-20.99%
-37,782
-0.27%
$358.88
25.85% $451.66
1.02%
HRL
HORMEL FOODS CORP
-21.86%
-474,679
-0.21%
$22.65
4.37% $23.64
0.77%
JPM
JPMORGAN CHASE & CO
-22.96%
-201,624
-1.18%
$294.16
5.76% $311.11
3.97%
FAST
FASTENAL CO
-30.01%
-715,189
-0.66%
$46.40
0.86% $46.00
1.54%
TTC
TORO CO
-33.90%
-677,915
-1.26%
$93.44
3.75% $89.94
2.46%
TNC
TENNANT CO
-35.12%
-212,036
-0.28%
$66.40
28.48% $85.31
0.52%
WFC
WELLS FARGO & CO
-43.66%
-292,165
-0.46%
$79.61
1.70% $80.96
0.60%
JNJ
JOHNSON & JOHNSON
-59.93%
-158,983
-0.78%
$244.44
5.02% $232.16
0.52%
CRM
SALESFORCECOM INC
-100.00%
-161,277
-0.85%
$264.91
31.09% $182.55
0.00%
PIPR
PIPER SANDLER COS
-100.00%
-125,500
-0.85%
$339.71
77.36% $76.91
0.00%
KHC
KRAFT HEINZ CO/THE
-100.00%
-1,115,000
-0.54%
$24.25
3.71% $23.35
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.