L. Roy Papp & Associates
$867M 13F equity value
191 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 227,124 | $58M | 6.6% |
| GOOG | ALPHABET INC | 156,202 | $45M | 5.2% |
| MSFT | MICROSOFT CORP | 117,221 | $43M | 5.0% |
| BLK | BLACKROCK INC | 36,017 | $35M | 4.0% |
| ORLY | OREILLY AUTOMOTIVE INC | 332,865 | $31M | 3.5% |
| V | VISA INC | 101,168 | $31M | 3.5% |
| JNJ | JOHNSON & JOHNSON | 117,203 | $29M | 3.3% |
| GOOGL | ALPHABET INC | 98,138 | $28M | 3.3% |
| EOG | EOG RES INC | 179,961 | $26M | 3.0% |
| TMO | THERMO FISHER SCIENTIFIC INC | 50,802 | $25M | 2.9% |
Track L. Roy Papp & Associates's 13F portfolio: $867M in reported holdings, 191 positions. Top holdings and quarterly changes on SentiSense.