L. Roy Papp & Associates, LLP 13F Holdings

CIK 0000809339 · Phoenix, AZ

As of Sep 30, 2025, L. Roy Papp & Associates, LLP reported 182 positions worth $889.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology119,084$61.7M6.93%
APPLE INCAAPLTechnology238,148$60.6M6.82%
BLACKROCK INCBLKFinancial Services36,829$42.9M4.83%
ALPHABET INCGOOGEquity173,835$42.3M4.76%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical349,792$37.7M4.24%
VISA INC-CLASS A SHARESVFinancial Services102,526$35.0M3.93%
ACCENTURE PLCACNTechnology113,108$27.9M3.14%
ALPHABET INCGOOGLEquity110,779$26.9M3.03%
THERMO FISHER SCIENTIFIC INCTMOHealthcare51,571$25.0M2.81%
HOME DEPOT INCHDConsumer Cyclical61,012$24.7M2.78%
COSTCO WHOLESALE CORPCOSTConsumer Defensive26,126$24.2M2.72%
STRYKER CORPSYKHealthcare63,998$23.7M2.66%
JOHNSON & JOHNSONJNJHealthcare118,621$22.0M2.47%
EOG RESOURCES INCEOGEnergy186,140$20.9M2.35%
EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrials164,461$20.2M2.27%
MASTERCARD INCMAFinancial Services25,306 4.4M1.62%
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETFXBI—138,587 3.9M1.56%
METTLER-TOLEDO INTERNATIONALMTDHealthcare10,749 3.2M1.48%
CANADIAN NATIONAL RAILWAY COCNIIndustrials134,589 2.7M1.43%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—62,259 1.8M1.33%
FISERV INCFISVTechnology84,362 0.9M1.22%
MARVELL TECHNOLOGY INCMRVLTechnology122,079 0.3M1.15%
EXXON MOBIL CORPXOMEnergy90,619 0.2M1.15%
PROCTER & GAMBLE COPGConsumer Defensive66,298 0.2M1.15%
ECOLAB INCECLBasic Materials36,498 0.0M1.12%