L. Roy Papp & Associates, LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LR L. Roy Papp & Associates, LLP | Institutional Filer | ▲ 9.68% | $951.4M | 193 |
Current Portfolio Holdings
Showing all 193 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 226K | $65.4M | 6.88% |
| 2 | GOOG | Alphabet Inc. | Communication Services | 150K | $52.9M | 5.56% |
| 3 | MSFT | Microsoft Corporation | Technology | 121K | $45.0M | 4.73% |
| 4 | V | Visa Inc. | Financial Services | 103K | $35.4M | 3.72% |
| 5 | BLK | BlackRock, Inc. | Financial Services | 37K | $35.1M | 3.69% |
| 6 | GOOGL | Alphabet Inc. | Communication Services | 94K | $33.7M | 3.54% |
| 7 | MRVL | Marvell Technology, Inc. | Technology | 112K | $33.3M | 3.50% |
| 8 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 332K | $30.6M | 3.22% |
| 9 | JNJ | Johnson & Johnson | Healthcare | 119K | $30.1M | 3.17% |
| 10 | EXPD | Expeditors International of Washington, Inc. | Industrials | 160K | $26.0M | 2.74% |
| 11 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 52K | $25.8M | 2.71% |
| 12 | EOG | EOG Resources, Inc. | Energy | 179K | $23.2M | 2.44% |
| 13 | COST | Costco Wholesale Corporation | Consumer Defensive | 24K | $22.3M | 2.34% |
| 14 | HD | The Home Depot, Inc. | Consumer Cyclical | 62K | $22.0M | 2.31% |
| 15 | SYK | Stryker Corporation | Healthcare | 69K | $21.6M | 2.27% |
Showing 1 to 15 of 193 holdings