Mairs & Power Growth Fund – Largest Position Reductions (2025 Q4)
This report summarizes the most meaningful reductions and sell-offs made by Mairs & Power Growth Fund in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| NVDA | 2,788,838 | $186.5 | Reduced | -16.07% | 9.42% | $520.12M | 2025 Q4 |
| JPM | 878,000 | $322.22 | Reduced | -7.87% | 5.13% | $282.91M | 2025 Q4 |
| UNH | 503,583 | $330.11 | Reduced | -28.93% | 3.01% | $166.24M | 2025 Q4 |
| NVT | 1,192,748 | $101.97 | Reduced | -2.15% | 2.20% | $121.62M | 2025 Q4 |
| ROK | 180,000 | $389.07 | Reduced | -28.00% | 1.27% | $70.03M | 2025 Q4 |
| WFC | 669,248 | $93.2 | Reduced | -35.37% | 1.13% | $62.37M | 2025 Q4 |
| JNJ | 265,301 | $206.95 | Reduced | -34.61% | 0.99% | $54.9M | 2025 Q4 |
| TNC | 603,700 | $73.7 | Reduced | -23.19% | 0.81% | $44.49M | 2025 Q4 |
| QCOM | 236,000 | $171.05 | Reduced | -18.90% | 0.73% | $40.37M | 2025 Q4 |
| KHC | 1,115,000 | $24.25 | Reduced | -26.40% | 0.49% | $27.04M | 2025 Q4 |
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