PAPP L ROY & ASSOCIATES 13F Holdings

CIK 02801889 · Phoenix, AZ

As of Dec 31, 2023, PAPP L ROY & ASSOCIATES reported 174 positions worth $805.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology284,844$54.8M6.81%
MICROSOFT CORPMSFTTechnology135,882$51.1M6.34%
ACCENTURE PLCACNTechnology115,218$40.4M5.02%
BLACKROCK INCBLKFinancial Services40,290$32.7M4.06%
VISA INC-CLASS A SHARESVFinancial Services109,017$28.4M3.52%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical29,299$27.8M3.46%
ALPHABET INCGOOGEquity195,132$27.5M3.41%
THERMO FISHER SCIENTIFIC INCTMOHealthcare50,278$26.7M3.31%
COSTCO WHOLESALE CORPCOSTConsumer Defensive34,352$22.7M2.81%
EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrials163,930$20.9M2.59%
HOME DEPOT INCHDConsumer Cyclical59,007$20.4M2.54%
EOG RESOURCES INCEOGEnergy168,354$20.4M2.53%
STRYKER CORPSYKHealthcare63,255 8.9M2.35%
CANADIAN NATIONAL RAILWAY COCNIIndustrials150,323 8.9M2.34%
JOHNSON & JOHNSONJNJHealthcare115,646 8.1M2.25%
PRICE T ROWE GROUP INCTROWFinancial Services158,875 7.1M2.12%
ALPHABET INCGOOGLEquity118,297 6.5M2.05%
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETFXBI—168,683 5.1M1.87%
METTLER-TOLEDO INTERNATIONALMTDHealthcare10,609 2.9M1.60%
PIONEER NAT RES COMPANY——53,138 1.9M1.48%
MASTERCARD INCMAFinancial Services26,040 1.1M1.38%
PROCTER & GAMBLE COPGConsumer Defensive66,363$9.7M1.21%
FACTSET RESEARCH SYSTEMS INCFDSFinancial Services19,954$9.5M1.18%
WEYERHAEUSER COWYReal Estate272,980$9.5M1.18%
BECTON DICKINSON & COBDXHealthcare37,044$9.0M1.12%