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%).

2024 Q1 (29 results)
ULTA
buy
+49,900
+0.48%
$522.88
10.55% $467.74
0.48%
CASY
buy
+42,748
+0.25%
$318.45
181.09% $895.14
0.25%
PIPR
+150.00%
+100,800
+0.37%
$198.49
60.17% $79.05
0.61%
AAPL
+77.48%
+313,800
+0.98%
$171.48
69.77% $291.13
2.25%
CHRW
+44.00%
+110,000
+0.15%
$76.14
154.45% $193.74
0.50%
BBY
+26.58%
+129,700
+0.19%
$82.03
4.27% $78.53
0.93%
VZ
+16.58%
+489,000
+0.37%
$41.96
14.66% $48.11
2.64%
PFG
+7.70%
+46,806
+0.07%
$86.31
28.75% $111.12
1.03%
RHHBY
+4.10%
+94,000
+0.05%
$31.92
-
1.39%
AMZN
-1.53%
-27,000
-0.09%
$180.38
32.25% $238.55
5.71%
FGXXX
-1.71%
-196,207
-0.00%
$1.00
0.00% $1.00
0.21%
SHW
-3.08%
-10,000
-0.06%
$347.33
8.65% $317.30
2.00%
GOOG
-3.62%
-61,789
-0.17%
$152.26
135.23% $358.16
4.58%
TECH
-4.94%
-80,000
-0.10%
$70.39
23.28% $54.00
1.98%
GGG
-5.23%
-113,865
-0.19%
$93.46
20.18% $74.60
3.53%
TNC
-5.86%
-40,700
-0.09%
$121.61
28.56% $86.88
1.45%
JNJ
-7.05%
-38,928
-0.11%
$158.19
52.27% $240.87
1.48%
SCHW
-7.08%
-62,500
-0.08%
$72.34
25.93% $91.10
1.08%
ENTG
-7.37%
-40,000
-0.10%
$140.54
7.10% $150.52
1.29%
QCOM
-8.47%
-76,000
-0.24%
$169.30
25.06% $211.72
2.54%
FUL
-8.47%
-101,457
-0.15%
$79.74
20.20% $63.63
1.60%
NVT
-9.26%
-146,662
-0.20%
$75.40
-
1.98%
NVDA
-10.31%
-420,620
-0.69%
$90.36
127.09% $205.19
6.04%
ROK
-15.25%
-45,000
-0.24%
$291.33
57.67% $459.34
1.33%
SYY
-16.96%
-136,000
-0.20%
$81.18
2.45% $79.19
0.99%
FAST
-24.48%
-918,000
-0.65%
$38.57
20.74% $46.57
2.00%
DCI
-24.55%
-227,205
-0.31%
$74.68
15.69% $86.40
0.95%
ECL
-31.54%
-179,839
-0.76%
$230.90
14.95% $265.41
1.65%
THRM
-100.00%
-157,999
-0.15%
$52.36
30.56% $36.36
0.00%
29 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.