Ditinjau oleh Analis Internal Gotrade
Andrew R. Adams memimpin Mairs & Power Growth Fund dengan strategi yang sangat unik di Wall Street: "Regional Bias" atau fokus pada perusahaan-perusahaan di sekitar markas mereka di Upper Midwest (seperti Minnesota).
Filosofinya sederhana: investasi pada apa yang Anda kenal paling dekat. Hal ini terlihat dari koleksi saham "tetangga" mereka seperti UnitedHealth (UNH), Ecolab (ECL), dan Hormel Foods (HRL) yang selalu jadi penghuni tetap portofolio. Namun, Adams tidak lantas menjadi katak dalam tempurung.
Data terbaru menunjukkan ia sangat agresif mengejar pertumbuhan global dengan menempatkan Microsoft (MSFT) dan Nvidia (NVDA) sebagai dua raksasa utama yang menguasai lebih dari 20% total portofolionya. Ini adalah kombinasi menarik antara kearifan lokal Midwest dan pertumbuhan teknologi global.
Data Snapshot
- Portfolio Value (Valuasi Portofolio): ~$5.68 Billion (Estimasi Total Aset yang Dilaporkan)
- Top 5 Assets (Aset Terbanyak):
- Microsoft Corp (MSFT) — 11.22%
- Nvidia Corp (NVDA) — 10.92%
- Amazon.com Inc (AMZN) — 6.47%
- JPMorgan Chase & Co (JPM) — 5.30%
- UnitedHealth Group Inc (UNH) — 4.31%
- Top Sector (Sektor Dominan): Technology & Industrials/Healthcare (Midwest Focus)
Portofolio
Data diupdate pada 31 Desember 2025, diambil dari Valuesider
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| LNT | ALLIANT ENERGY CORP | 2.31% | 1,948,000 | $67.41 | 🔴 -2.92% ($65.44) | $131,314,680 |
| GOOG | ALPHABET INC-CL C | 3.05% | 710,145 | $243.55 | 🟢 29.08% ($314.37) | $172,955,814 |
| AMZN | AMAZONCOM INC | 6.47% | 1,672,000 | $219.57 | 🟢 5.78% ($232.26) | $367,121,040 |
| AAPL | APPLE INC | 3.43% | 763,800 | $254.63 | 🟢 7.45% ($273.59) | $194,486,394 |
| TECH | BIO-TECHNE CORP | 1.42% | 1,453,800 | $55.63 | 🟢 6.26% ($59.11) | $80,874,894 |
| CASY | CASEY'S GENERAL STORES INC | 0.43% | 42,748 | $565.32 | 🟢 0.28% ($566.90) | $24,166,299 |
| CHRW | CH ROBINSON WORLDWIDE INC | 1.22% | 525,000 | $132.40 | 🟢 23.69% ($163.76) | $69,510,000 |
| CLFD | CLEARFIELD INC | 0.27% | 440,447 | $34.38 | 🔴 -13.06% ($29.89) | $15,142,567 |
| CGNX | COGNEX CORP | 0.26% | 325,000 | $45.30 | 🔴 -19.82% ($36.32) | $14,722,500 |
| ECL | ECOLAB INC | 1.34% | 278,015 | $273.86 | 🔴 -3.12% ($265.31) | $76,137,187 |
| LLY | ELI LILLY & CO | 2.05% | 152,539 | $763.00 | 🟢 41.90% ($1,082.70) | $116,387,257 |
| ENTG | ENTEGRIS INC | 1.03% | 632,000 | $92.46 | 🔴 -7.30% ($85.71) | $58,434,720 |
| FAST | FASTENAL CO | 2.06% | 2,383,501 | $49.04 | 🔴 -15.58% ($41.40) | $116,886,889 |
| FGXXX | FIRST AM GOV OBLIG-X | 0.06% | 3,167,642 | $1.00 | 0.00% ($1.00) | $3,167,642 |
| FISV | FISERV INC | 1.98% | 873,395 | $128.93 | 🔴 -47.80% ($67.30) | $112,606,817 |
| GGG | GRACO INC | 3.08% | 2,059,774 | $84.96 | 🔴 -1.81% ($83.42) | $174,998,399 |
| FUL | HB FULLER CO | 1.32% | 1,262,674 | $59.28 | 🟢 2.58% ($60.81) | $74,851,314 |
| HRL | HORMEL FOODS CORP | 0.95% | 2,171,592 | $24.74 | 🔴 -2.26% ($24.18) | $53,725,186 |
| IDA | IDACORP INC | 0.52% | 225,000 | $132.15 | 🔴 -3.33% ($127.75) | $29,733,750 |
| JNJ | JOHNSON & JOHNSON | 1.33% | 405,725 | $185.42 | 🟢 12.21% ($208.06) | $75,229,529 |
| JPM | JPMORGAN CHASE & CO | 5.30% | 953,000 | $315.43 | 🟢 2.82% ($324.34) | $300,604,790 |
| KHC | KRAFT HEINZ CO/THE | 0.92% | 2,015,000 | $26.04 | 🔴 -6.76% ($24.28) | $52,470,600 |
| LFUS | LITTELFUSE INC | 2.04% | 447,254 | $259.01 | 🔴 -0.48% ($257.76) | $115,843,258 |
| MEDP | MEDPACE HOLDINGS INC | 0.45% | 50,000 | $514.16 | 🟢 10.92% ($570.33) | $25,708,000 |
| META | META PLATFORMS INC-CLASS A | 2.59% | 200,000 | $734.38 | 🔴 -10.27% ($658.96) | $146,876,000 |
| MSFT | MICROSOFT CORP | 11.22% | 1,229,855 | $517.95 | 🔴 -5.99% ($486.94) | $637,003,397 |
| MSI | MOTOROLA SOLUTIONS INC | 2.32% | 288,500 | $457.29 | 🔴 -17.46% ($377.47) | $131,928,165 |
| NVT | NVENT ELECTRIC PLC | 2.12% | 1,218,919 | $98.64 | 🔴 -7.58% ($105.68) | $120,234,170 |
| NVDA | NVIDIA CORP | 10.92% | 3,322,802 | $186.58 | 🟢 0.70% ($187.89) | $619,968,397 |
| PANW | PALO ALTO NETWORKS INC | 0.14% | 40,000 | $203.62 | 🔴 -8.19% ($186.94) | $8,144,800 |
| PIPR | PIPER SANDLER COS | 0.77% | 125,500 | $346.99 | 🟢 0.34% ($348.18) | $43,547,245 |
| QCOM | QUALCOMM INC | 0.85% | 291,000 | $166.36 | 🟢 4.57% ($173.97) | $48,410,760 |
| RHHBY | ROCHE HOLDINGS LTD-SPONS ADR | 2.50% | 3,392,509 | $41.81 | - | $141,840,801 |
| ROK | ROCKWELL AUTOMATION INC | 1.54% | 250,000 | $349.53 | 🟢 13.58% ($397.01) | $87,382,500 |
| CRM | SALESFORCECOM INC | 0.67% | 161,277 | $237.00 | 🟢 12.54% ($266.71) | $38,222,649 |
| SHW | SHERWIN-WILLIAMS CO/THE | 1.85% | 304,000 | $346.26 | 🔴 -5.96% ($325.62) | $105,263,040 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 1.88% | 382,000 | $279.29 | - | $106,688,780 |
| TNC | TENNANT CO | 1.12% | 786,000 | $81.06 | 🔴 -7.78% ($74.75) | $63,713,160 |
| TTC | TORO CO | 2.68% | 1,999,523 | $76.20 | 🟢 3.78% ($79.08) | $152,363,652 |
| UNH | UNITEDHEALTH GROUP INC | 4.31% | 708,583 | $345.30 | 🔴 -4.66% ($329.21) | $244,673,709 |
| VZ | VERIZON COMMUNICATIONS INC | 1.87% | 2,421,000 | $43.95 | 🔴 -7.92% ($40.47) | $106,402,950 |
| V | VISA INC-CLASS A SHARES | 2.67% | 444,000 | $341.38 | 🟢 3.98% ($354.96) | $151,572,720 |
| WEC | WEC ENERGY GROUP INC | 2.48% | 1,230,500 | $114.59 | 🔴 -7.78% ($105.68) | $141,002,995 |
| WFC | WELLS FARGO & CO | 1.53% | 1,035,500 | $83.82 | 🟢 12.85% ($94.59) | $86,795,610 |
| WK | WORKIVA INC | 0.66% | 432,857 | $86.08 | 🟢 0.56% ($86.56) | $37,260,330 |
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Data diupdate pada 31 Desember 2025, diambil dari Valuesider
