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
39.80% $45.31
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
7.63% $89.44
3.15%
MDT
+8.37%
+136,000
+0.24%
$78.36
-
3.06%
LNT
+7.38%
+165,000
+0.18%
$48.45
49.18% $72.28
2.58%
QCOM
+4.42%
+38,000
+0.09%
$111.06
96.36% $218.08
2.21%
JPM
+2.09%
+25,000
+0.08%
$145.02
115.30% $312.23
3.94%
UNH
+1.94%
+10,000
+0.11%
$504.19
20.44% $401.15
5.88%
MSFT
-1.08%
-15,000
-0.11%
$315.75
30.86% $413.20
9.68%
LFUS
-2.00%
-10,000
-0.05%
$247.32
86.28% $460.70
2.69%
NVT
-3.88%
-78,000
-0.09%
$52.99
-
2.27%
AMZN
-3.94%
-81,000
-0.23%
$127.12
93.93% $246.52
5.57%
DGII
-4.20%
-20,000
-0.01%
$27.00
152.30% $68.12
0.00%
SCHW
-4.49%
-41,500
-0.05%
$54.90
61.38% $88.60
1.08%
JNJ
-6.86%
-46,100
-0.16%
$155.75
48.98% $232.03
2.17%
TNC
-8.21%
-70,000
-0.12%
$74.15
14.70% $85.05
1.29%
WFC
-8.48%
-131,500
-0.12%
$40.86
100.59% $81.96
1.29%
ECL
-10.00%
-80,722
-0.30%
$169.40
51.64% $256.88
2.73%
USB
-15.25%
-642,000
-0.47%
$33.06
67.97% $55.53
2.62%
LLY
-16.33%
-26,461
-0.32%
$537.13
116.63% $1,163.57
1.62%
DCI
-18.32%
-214,306
-0.28%
$59.64
42.02% $84.70
1.27%
NVDA
-21.03%
-1,260,810
-1.22%
$43.50
379.21% $208.45
4.57%
JAMF
-100.00%
-425,442
-0.18%
$19.52
-
0.00%
GNRC
-100.00%
-81,000
-0.27%
$149.13
80.08% $268.55
0.00%
NTRS
-100.00%
-191,000
-0.31%
$74.14
129.04% $169.81
0.00%
CTLT
-100.00%
-588,000
-0.57%
$43.36
-
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.