L. Roy Papp & Associates, LLP Top Holdings and 13F Report (2025) About L. Roy Papp & Associates, LLPInvestment ActivityL. Roy Papp & Associates, LLP has $841.85 million in total holdings as of June 30, 2025.L. Roy Papp & Associates, LLP owns shares of 180 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 5.36% of the portfolio was purchased this quarter.About 1.60% of the portfolio was sold this quarter.This quarter, L. Roy Papp & Associates, LLP has purchased 174 new stocks and bought additional shares in 74 stocks.L. Roy Papp & Associates, LLP sold shares of 47 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $59,820,339Apple $49,420,652BLACKROCK INC $39,219,462Visa $36,107,383Accenture $33,100,872 Largest New Holdings this Quarter 58733R102 - MercadoLibre $261,363 Holding808513105 - Charles Schwab $229,759 Holding665859104 - Northern Trust $218,586 Holding36828A101 - GE VERNOVA INC $214,835 HoldingG29183103 - Eaton $208,840 Holding Largest Purchases this Quarter O'Reilly Automotive 333,766 shares (about $30.08M)Pegasystems 23,238 shares (about $1.26M)Fiserv 7,165 shares (about $1.24M)AMETEK 5,168 shares (about $935.20K)Rockwell Automation 2,579 shares (about $856.67K) Largest Sales this Quarter T. Rowe Price Group 40,047 shares (about $3.86M)Becton, Dickinson and Company 16,736 shares (about $2.88M)NIKE 16,460 shares (about $1.17M)Costco Wholesale 725 shares (about $717.72K)Emerson Electric 3,873 shares (about $516.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofL. Roy Papp & Associates, LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$59,820,339$169,616 ▼-0.3%120,2647.1%Computer and TechnologyAAPLApple$49,420,652$338,735 ▼-0.7%240,8775.9%Computer and TechnologyBLACKROCK INC$39,219,462$107,022 ▲0.3%37,3794.7%COMVVisa$36,107,383$324,514 ▼-0.9%101,6974.3%Business ServicesACNAccenture$33,100,872$291,717 ▲0.9%110,7463.9%Computer and TechnologyORLYO'Reilly Automotive$32,282,854$30,082,330 ▲1,367.1%358,1813.8%Retail/WholesaleGOOGAlphabet$31,017,634$425,025 ▲1.4%174,8563.7%Computer and TechnologyCOSTCostco Wholesale$26,107,178$717,720 ▼-2.7%26,3723.1%Retail/WholesaleSYKStryker$24,888,949$287,226 ▲1.2%62,9103.0%MedicalEOGEOG Resources$22,583,667$203,815 ▲0.9%188,8112.7%EnergyHDHome Depot$22,104,386$279,013 ▲1.3%60,2892.6%Retail/WholesaleTMOThermo Fisher Scientific$20,333,819$662,116 ▲3.4%50,1502.4%MedicalGOOGLAlphabet$19,659,867$75,603 ▼-0.4%111,5582.3%Computer and TechnologyEXPDExpeditors International of Washington$18,790,917$185,542 ▲1.0%164,4722.2%TransportationJNJJohnson & Johnson$17,924,883$147,556 ▼-0.8%117,3482.1%MedicalCNICanadian National Railway$14,377,531$99,358 ▲0.7%138,1921.7%TransportationMAMastercard$14,252,485$179,821 ▼-1.2%25,3631.7%Business ServicesTROWT. Rowe Price Group$12,142,236$3,864,544 ▼-24.1%125,8261.4%FinanceMTDMettler-Toledo International$12,031,483$421,725 ▲3.6%10,2421.4%MedicalXBISPDR S&P Biotech ETF$11,878,999$268,362 ▼-2.2%143,2411.4%ETFRSPInvesco S&P 500 Equal Weight ETF$11,740,314$214,452 ▲1.9%64,6001.4%ETFFIFiserv$11,574,056$1,235,318 ▲11.9%67,1311.4%Business ServicesPGProcter & Gamble$10,360,283$110,090 ▲1.1%65,0281.2%Consumer StaplesXOMExxon Mobil$10,168,667$126,342 ▼-1.2%94,3291.2%EnergyECLEcolab$9,754,653$182,144 ▲1.9%36,2031.2%Basic MaterialsMRVLMarvell Technology$9,280,717$729,959 ▲8.5%119,9061.1%Computer and TechnologyADIAnalog Devices$9,113,548$195,414 ▲2.2%38,2891.1%Computer and TechnologyFDSFactSet Research Systems$8,404,839$216,036 ▲2.6%18,7911.0%Business ServicesXLKTechnology Select Sector SPDR Fund$7,641,331$5,571 ▲0.1%30,1750.9%ETFJPMJPMorgan Chase & Co.$7,456,1960.0%25,7190.9%FinanceUSMViShares MSCI USA Min Vol Factor ETF$7,378,480$1,596 ▲0.0%78,6030.9%ETFEMREmerson Electric$7,314,084$516,387 ▼-6.6%54,8570.9%IndustrialsWYWeyerhaeuser$7,011,3150.0%272,9200.8%ConstructionROKRockwell Automation$6,985,536$856,667 ▲14.0%21,0300.8%Computer and TechnologyAMEAMETEK$6,714,702$935,201 ▲16.2%37,1060.8%Computer and TechnologyPEPPepsiCo$6,345,938$312,801 ▲5.2%48,0610.8%Consumer StaplesINTUIntuit$5,994,776$118,935 ▼-1.9%7,6110.7%Computer and TechnologyTRMBTrimble$5,913,296$104,852 ▲1.8%77,8270.7%IndustrialsNVDANVIDIA$5,683,375$8,057 ▲0.1%35,9730.7%Computer and TechnologyBRK.BBerkshire Hathaway$5,531,949$178,763 ▲3.3%11,3880.7%FinanceCVXChevron$5,367,526$221,947 ▲4.3%37,4850.6%EnergyWCNWaste Connections$5,074,6770.0%27,1780.6%Business ServicesRBCRBC Bearings$4,746,893$207,022 ▲4.6%12,3360.6%IndustrialsNXPINXP Semiconductors$4,653,837$164,960 ▲3.7%21,3000.6%Computer and TechnologyVMIValmont Industries$4,552,713$11,103 ▲0.2%13,9410.5%IndustrialsSCHBSchwab US Broad Market ETF$3,480,646$9,198 ▲0.3%146,0610.4%ETFVIGVanguard Dividend Appreciation ETF$3,454,518$1,842 ▼-0.1%16,8780.4%ETFVUGVanguard Growth ETF$3,163,553$61,377 ▼-1.9%7,2160.4%ETFANSSANSYS$3,115,322$31,259 ▲1.0%8,8700.4%Computer and TechnologyADBEAdobe$3,045,9070.0%7,8730.4%Computer and TechnologyADPAutomatic Data Processing$2,961,2570.0%9,6020.4%Computer and TechnologyWMWaste Management$2,940,795$102,969 ▲3.6%12,8520.3%Business ServicesVGTVanguard Information Technology ETF$2,901,1870.0%4,3740.3%ETFMKCMcCormick & Company, Incorporated$2,880,554$42,156 ▲1.5%37,9920.3%Consumer StaplesRMDResMed$2,795,688$823,278 ▲41.7%10,8360.3%MedicalAMZNAmazon.com$2,748,957$34,005 ▼-1.2%12,5300.3%Retail/WholesaleCSGPCoStar Group$2,720,736$47,597 ▲1.8%33,8400.3%Computer and TechnologySHWSherwin-Williams$2,561,4660.0%7,4600.3%Basic MaterialsPEGAPegasystems$2,467,138$1,257,873 ▲104.0%45,5780.3%Computer and TechnologyNKENIKE$2,462,873$1,169,312 ▼-32.2%34,6690.3%Consumer DiscretionaryMCDMcDonald's$2,422,674$11,102 ▲0.5%8,2920.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,421,538$416,710 ▲20.8%7,9670.3%ETFIEXIDEX$2,417,424$50,740 ▲2.1%13,7690.3%IndustrialsCSCOCisco Systems$2,164,3100.0%31,1950.3%Computer and TechnologyORCLOracle$2,126,277$143,209 ▲7.2%9,7250.3%Computer and TechnologyMCHPMicrochip Technology$2,086,642$75,086 ▼-3.5%29,6520.2%Computer and TechnologyKOCocaCola$2,047,105$991 ▲0.0%28,9340.2%Consumer StaplesBDXBecton, Dickinson and Company$2,045,297$2,882,777 ▼-58.5%11,8740.2%MedicalCHDChurch & Dwight$2,045,221$42,769 ▲2.1%21,2800.2%Consumer StaplesRTXRTX$1,997,700$78,851 ▼-3.8%13,6810.2%AerospaceCATCaterpillar$1,934,0630.0%4,9820.2%IndustrialsSYYSysco$1,861,468$7,044 ▼-0.4%24,5770.2%Consumer StaplesAMGNAmgen$1,803,1390.0%6,4580.2%MedicalCLColgate-Palmolive$1,779,641$60,903 ▼-3.3%19,5780.2%Consumer StaplesVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,754,5240.0%34,9020.2%ManufacturingCLXClorox$1,678,719$174,464 ▼-9.4%13,9810.2%Consumer StaplesWMTWalmart$1,645,247$19,556 ▼-1.2%16,8260.2%Retail/WholesaleIBMInternational Business Machines$1,638,3880.0%5,5580.2%Computer and TechnologyLLYEli Lilly and Company$1,634,675$17,150 ▼-1.0%2,0970.2%MedicalEPDEnterprise Products Partners$1,608,052$164,756 ▲11.4%51,8560.2%EnergyYETIYETI$1,590,090$293,262 ▲22.6%50,4470.2%Consumer DiscretionaryAXPAmerican Express$1,435,2970.0%4,5000.2%FinanceABBVAbbVie$1,323,8420.0%7,1320.2%MedicalSPYSPDR S&P 500 ETF Trust$1,320,924$63,019 ▲5.0%2,1380.2%FinanceSLABSilicon Laboratories$1,309,294$27,262 ▲2.1%8,8850.2%Computer and TechnologySTTState Street$1,300,645$68,589 ▼-5.0%12,2310.2%FinanceINFORMATICA INC$1,287,580$47,653 ▲3.8%52,8780.2%COM CL AMETAMeta Platforms$1,259,188$112,928 ▼-8.2%1,7060.1%Computer and TechnologyTECHBio-Techne$1,251,522$62,615 ▲5.3%24,3250.1%MedicalPERMIAN RESOURCES CORP$1,147,717$356,081 ▲45.0%84,2670.1%CLASS A COMLINDE PLC$1,097,8820.0%2,3400.1%SHSABTAbbott Laboratories$1,078,152$20,402 ▼-1.9%7,9270.1%MedicalXLEEnergy Select Sector SPDR Fund$1,074,967$16,962 ▼-1.6%12,6750.1%ETFEGPEastGroup Properties$1,065,892$3,342 ▲0.3%6,3780.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$998,5200.0%12,5600.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$967,3540.0%9,4000.1%ETFTSLATesla$830,046$20,648 ▲2.6%2,6130.1%Auto/Tires/TrucksWFCWells Fargo & Company$801,441$51,036 ▼-6.0%10,0030.1%FinanceVOVanguard Mid-Cap ETF$758,894$47,851 ▲6.7%2,7120.1%ETFKMIKinder Morgan$741,740$1,617 ▲0.2%25,2290.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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