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 Q2 (35 results)
GNRC
buy
+49,000
+0.23%
$210.58
23.66% $260.41
0.23%
GTLS
buy
+104,000
+0.39%
$167.38
23.44% $206.61
0.39%
WK
+49.43%
+160,048
+0.24%
$65.99
25.87% $48.92
0.71%
CRM
+41.44%
+109,000
+0.40%
$165.04
0.82% $163.68
1.37%
ROK
+30.16%
+57,000
+0.25%
$199.31
130.21% $458.84
1.10%
ENTG
+24.23%
+102,000
+0.21%
$92.13
59.18% $146.65
1.08%
SNBR
+14.71%
+40,000
+0.03%
$30.95
98.68% $0.41
0.22%
JAMF
+10.89%
+100,000
+0.06%
$24.77
-
0.56%
QCOM
+9.41%
+69,000
+0.20%
$127.74
63.18% $208.45
2.29%
TTC
+5.07%
+79,000
+0.13%
$75.79
21.86% $92.36
2.77%
AMZN
+4.62%
+88,000
+0.21%
$106.21
121.89% $235.67
4.74%
NVDA
+4.19%
+250,000
+0.08%
$15.16
1K+% $204.10
2.11%
WFC
+2.48%
+50,000
+0.04%
$39.17
113.12% $83.48
1.81%
GGG
+2.23%
+50,000
+0.07%
$59.41
25.01% $74.27
3.05%
LFUS
+1.82%
+8,596
+0.05%
$254.04
85.28% $470.68
2.73%
SHW
-0.99%
-4,047
-0.02%
$223.91
42.28% $318.58
2.02%
USB
-1.26%
-50,000
-0.05%
$46.02
27.84% $58.83
4.04%
MDT
-1.65%
-25,000
-0.05%
$89.75
-
0.00%
RHHBY
-2.48%
-80,000
-0.07%
$41.71
-
2.93%
MSFT
-2.68%
-38,000
-0.22%
$256.83
49.80% $384.74
7.94%
PFG
-4.11%
-30,000
-0.04%
$66.79
66.00% $110.87
1.05%
MSI
-5.06%
-24,500
-0.11%
$209.60
96.85% $412.60
2.15%
UNH
-6.88%
-40,000
-0.46%
$513.63
20.81% $406.74
6.21%
HRL
-8.29%
-237,000
-0.25%
$47.36
48.35% $24.46
2.78%
DCI
-9.58%
-160,000
-0.17%
$48.14
77.86% $85.62
1.63%
FAST
-9.77%
-344,000
-0.19%
$24.96
87.14% $46.71
1.77%
SYY
-9.81%
-103,000
-0.20%
$84.71
6.06% $79.58
1.79%
JNJ
-10.97%
-85,000
-0.34%
$177.51
34.13% $238.09
2.74%
FGXXX
-17.13%
-4,311,515
-0.10%
$1.00
0.00% $1.00
0.47%
CHRW
-18.79%
-124,000
-0.28%
$101.37
90.96% $193.58
1.22%
DGII
-28.91%
-374,800
-0.20%
$24.22
186.00% $69.27
0.50%
HD
-39.47%
-75,000
-0.46%
$274.27
19.16% $326.83
0.71%
LLY
-40.39%
-103,000
-0.75%
$324.23
255.27% $1,151.90
1.10%
V
-42.57%
-215,000
-0.95%
$196.89
64.89% $324.66
1.28%
MMM
-45.19%
-141,000
-0.41%
$129.41
21.30% $156.98
0.49%
35 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.