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%).

2026 Q1 (51 results)
SFM
buy
+180,000
+0.28%
$77.13
7.44% $82.87
0.28%
AMP
buy
+113,675
+1.01%
$444.40
2.31% $454.66
1.01%
PIPR
buy
+351,344
+0.54%
$76.55
-
0.54%
WM
buy
+270,000
+1.24%
$229.79
4.09% $220.40
1.24%
PANW
+152.59%
+231,367
+0.74%
$160.32
69.69% $272.05
1.23%
FISV
+45.62%
+398,462
+0.44%
$55.80
2.46% $54.43
1.42%
ISRG
+37.59%
+18,797
+0.17%
$460.99
8.44% $422.06
0.63%
MEDP
+22.06%
+11,028
+0.11%
$480.19
5.40% $454.25
0.58%
ZTS
+21.32%
+38,376
+0.09%
$118.21
32.80% $79.44
0.52%
V
+0.66%
+2,929
+0.02%
$302.24
7.06% $323.57
2.70%
META
-0.96%
-2,360
-0.03%
$572.13
3.65% $593.00
2.77%
ENTG
-2.94%
-24,052
-0.06%
$117.24
6.97% $125.41
1.86%
MSI
-2.94%
-9,744
-0.08%
$433.97
5.45% $410.34
2.78%
CGNX
-2.94%
-21,343
-0.02%
$48.99
24.15% $60.82
0.69%
RHHBY
-2.94%
-99,873
-0.10%
$49.71
-
3.27%
WEC
-2.94%
-36,814
-0.09%
$115.77
2.44% $112.95
2.80%
LNT
-2.94%
-57,348
-0.08%
$71.76
1.55% $72.87
2.71%
IDA
-2.94%
-6,918
-0.02%
$142.97
1.11% $141.39
0.65%
TECH
-2.94%
-42,799
-0.04%
$52.26
0.52% $51.99
1.47%
NVT
-2.94%
-35,114
-0.08%
$118.28
-
2.73%
CHRW
-2.94%
-15,456
-0.05%
$166.07
10.85% $184.09
1.69%
CLFD
-2.94%
-12,966
-0.01%
$26.47
51.27% $40.04
0.23%
AMZN
-2.94%
-49,222
-0.20%
$208.27
18.13% $246.03
6.74%
VZ
-2.94%
-71,272
-0.07%
$50.20
9.62% $45.37
2.35%
CASY
-2.94%
-1,258
-0.02%
$727.86
4.68% $761.91
0.60%
MSFT
-2.94%
-36,206
-0.27%
$370.17
12.56% $416.67
8.82%
AAPL
-2.94%
-23,369
-0.12%
$253.79
21.10% $307.34
3.90%
ECL
-2.94%
-8,185
-0.04%
$266.02
3.03% $257.97
1.43%
TSM
-2.94%
-11,246
-0.08%
$337.95
-
2.50%
FUL
-2.94%
-39,822
-0.05%
$61.68
2.92% $59.88
1.62%
WK
-2.94%
-12,743
-0.02%
$59.63
17.61% $49.13
0.50%
GGG
-4.55%
-93,759
-0.16%
$84.65
12.18% $74.34
3.32%
GOOG
-4.84%
-34,387
-0.20%
$286.86
27.50% $365.76
3.87%
NVDA
-6.13%
-171,078
-0.60%
$174.40
17.60% $205.10
9.11%
LFUS
-6.20%
-27,725
-0.19%
$339.35
34.77% $457.34
2.84%
LLY
-9.31%
-14,196
-0.26%
$919.77
23.01% $1,131.42
2.54%
SHW
-12.81%
-38,950
-0.25%
$320.55
4.76% $305.30
1.70%
FGXXX
-15.10%
-1,767,801
-0.04%
$1.00
0.00% $1.00
0.20%
UNH
-16.00%
-80,576
-0.44%
$270.59
47.63% $399.47
2.28%
QCOM
-18.19%
-42,921
-0.11%
$128.78
67.68% $215.94
0.50%
ROK
-20.99%
-37,782
-0.27%
$358.88
24.47% $446.71
1.02%
HRL
-21.86%
-474,679
-0.21%
$22.65
4.28% $23.62
0.77%
JPM
-22.96%
-201,624
-1.18%
$294.16
6.19% $312.37
3.97%
FAST
-30.01%
-715,189
-0.66%
$46.40
0.84% $46.79
1.54%
TTC
-33.90%
-677,915
-1.26%
$93.44
6.67% $87.21
2.46%
TNC
-35.12%
-212,036
-0.28%
$66.40
26.52% $84.01
0.52%
WFC
-43.66%
-292,165
-0.46%
$79.61
2.93% $81.94
0.60%
JNJ
-59.93%
-158,983
-0.78%
$244.44
4.77% $232.77
0.52%
KHC
-100.00%
-1,115,000
-0.54%
$24.25
6.89% $22.58
0.00%
CRM
-100.00%
-161,277
-0.85%
$264.91
29.92% $185.66
0.00%
PIPR
-100.00%
-125,500
-0.85%
$339.71
77.43% $76.67
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.