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 Q4 (27 results)
BBY
buy
+488,000
+0.76%
$78.28
0.32% $78.53
0.76%
PIPR
buy
+67,200
+0.23%
$174.87
54.79% $79.05
0.23%
AAPL
buy
+405,000
+1.55%
$192.53
51.21% $291.13
1.55%
VZ
+22.92%
+550,000
+0.41%
$37.70
27.61% $48.11
2.22%
CHRW
+12.61%
+28,000
+0.05%
$86.39
124.26% $193.74
0.43%
JPM
+3.36%
+41,000
+0.14%
$170.10
88.55% $320.72
4.28%
HRL
+3.25%
+99,000
+0.06%
$32.11
22.92% $24.75
2.01%
FGXXX
-1.29%
-150,559
-0.00%
$1.00
0.00% $1.00
0.23%
FAST
-1.68%
-64,000
-0.04%
$32.39
43.80% $46.57
2.42%
DCI
-3.18%
-30,356
-0.04%
$65.35
32.21% $86.40
1.20%
LFUS
-3.47%
-17,000
-0.09%
$267.56
76.46% $472.14
2.52%
WFC
-4.09%
-58,000
-0.06%
$49.22
70.11% $83.73
1.33%
MSFT
-4.71%
-65,000
-0.49%
$376.04
3.91% $390.74
9.85%
FUL
-4.80%
-60,489
-0.10%
$81.41
21.84% $63.63
1.94%
GGG
-5.04%
-115,782
-0.20%
$86.76
14.02% $74.60
3.77%
HON
-5.78%
-13,000
-0.05%
$209.71
5.05% $220.31
0.89%
MSI
-7.09%
-22,000
-0.14%
$313.09
31.67% $412.25
1.80%
LLY
-8.12%
-11,000
-0.13%
$582.92
94.37% $1,133.00
1.45%
AMZN
-10.89%
-215,000
-0.65%
$151.94
57.00% $238.55
5.33%
TNC
-11.23%
-87,966
-0.16%
$92.69
6.27% $86.88
1.28%
JNJ
-11.80%
-73,906
-0.23%
$156.74
53.67% $240.87
1.72%
NVDA
-13.88%
-657,070
-0.65%
$49.52
314.34% $205.19
4.02%
NVT
-18.02%
-348,000
-0.41%
$59.09
-
1.86%
SHW
-19.55%
-78,953
-0.49%
$311.90
1.73% $317.30
2.02%
ECL
-21.53%
-156,442
-0.62%
$198.35
33.81% $265.41
2.25%
ENTG
-21.65%
-150,000
-0.36%
$119.82
25.62% $150.52
1.30%
DGII
-100.00%
-456,097
-0.25%
$27.00
154.37% $68.68
0.00%
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.