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L. Roy Papp & Associates, LLP 13F holdings

Filed 2026-07-23 · L. Roy Papp & Associates, LLP · 193 positions · $951.4M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC226.0K$65.4M6.9%
GOOGALPHABET INC149.8K$52.9M5.6%
MSFTMICROSOFT CORP120.6K$45.0M4.7%
VVISA INC103.2K$35.4M3.7%
BLKBLACKROCK INC36.5K$35.1M3.7%
GOOGLALPHABET INC94.4K$33.7M3.5%
MRVLMARVELL TECHNOLOGY INC111.7K$33.3M3.5%
ORLYOREILLY AUTOMOTIVE INC332.3K$30.6M3.2%
JNJJOHNSON & JOHNSON118.6K$30.1M3.2%
EXPDEXPEDITORS INTL WASH INC159.7K$26.0M2.7%
TMOTHERMO FISHER SCIENTIFIC INC51.5K$25.8M2.7%
EOGEOG RES INC179.0K$23.2M2.4%
COSTCOSTCO WHOLESALE CORPORATION23.8K$22.3M2.3%
HDHOME DEPOT INC62.4K$22.0M2.3%
SYKSTRYKER CORPORATION68.6K$21.6M2.3%
XNTKSPDR SERIES TRUST134.2K$21.2M2.2%
CNICANADIAN NATL RY CO133.6K$15.9M1.7%
RSPINVESCO EXCHANGE TRADED FD T72.8K$15.5M1.6%
ADIANALOG DEVICES INC37.6K$14.9M1.6%
—ACCENTURE PLC IRELAND108.0K$13.4M1.4%
MTDMETTLER TOLEDO INTERNATIONAL10.4K$13.3M1.4%
JPMJPMORGAN CHASE & CO40.2K$13.2M1.4%
MAMASTERCARD INCORPORATED25.3K$13.0M1.4%
EXMOCEXXON MOBIL CORP83.9K$11.5M1.2%
AMEAMETEK INC47.4K$11.5M1.2%
ROKROCKWELL AUTOMATION INC22.9K$11.3M1.2%
SCHOSCHWAB STRATEGIC TR467.3K$11.3M1.2%
XLKSELECT SECTOR SPDR TR55.2K$10.5M1.1%
ECLECOLAB INC36.0K$10.0M1.1%
PGPROCTER & GAMBLE CO67.1K$9.8M1.0%
VMIVALMONT INDS INC14.8K$8.5M0.9%
EMREMERSON ELEC CO54.4K$7.8M0.8%
NVDANVIDIA CORPORATION38.6K$7.7M0.8%
USMVISHARES TR77.3K$7.5M0.8%
LINLINDE PLC13.2K$6.9M0.7%
PEPPEPSICO INC49.6K$6.7M0.7%
WYWEYERHAEUSER CO272.9K$6.5M0.7%
RBCRBC BEARINGS INC10.0K$6.4M0.7%
CVXCHEVRON CORPORATION36.9K$6.1M0.6%
IGSBISHARES TR111.8K$5.9M0.6%
CATCATERPILLAR INC5.4K$5.7M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL11.4K$5.7M0.6%
NXPINXP SEMICONDUCTORS N V20.0K$5.6M0.6%
WCNWASTE CONNECTIONS INC27.2K$4.5M0.5%
WMWASTE MGMT INC DEL19.0K$4.2M0.4%
VGTVANGUARD WORLD FD35.0K$4.2M0.4%
MCDMCDONALDS CORP15.1K$4.1M0.4%
SCHBSCHWAB STRATEGIC TR139.1K$4.0M0.4%
TRMBTRIMBLE INC76.1K$3.9M0.4%
VIGVANGUARD SPECIALIZED FUNDS16.3K$3.9M0.4%
FDSFACTSET RESH SYS INC14.9K$3.4M0.4%
RMDRESMED INC16.6K$3.2M0.3%
TROWPRICE T ROWE GROUP INC27.5K$3.1M0.3%
RTXRTX CORPORATION16.3K$3.1M0.3%
AMZNAMAZON COM INC12.8K$3.1M0.3%
VUGVANGUARD INDEX FDS34.9K$3.0M0.3%
VTIVANGUARD INDEX FDS7.7K$2.8M0.3%
IEXIDEX CORP12.1K$2.7M0.3%
TECHBIO-TECHNE CORP38.6K$2.7M0.3%
YETIYETI HLDGS INC52.8K$2.6M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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