EdgeMarket › What L. Roy Papp & Associates, Llp reported owning
What L. Roy Papp & Associates, Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
867.4MPositions
184Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 57.6M | 6.6% | 227.1K | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 44.8M | 5.2% | 156.2K | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 43.4M | 5.0% | 117.2K | 483.24 | -4.4% |
| BLK BlackRock, Inc. | 34.6M | 4.0% | 36.0K | 1,156.55 | +2.5% |
| ORLY O REILLY AUTOMOTIVE INC | 30.7M | 3.5% | 332.9K | 89.11 | -14.3% |
| V VISA INC. | 30.6M | 3.5% | 101.2K | 371.04 | +7.9% |
| JNJ JOHNSON & JOHNSON | 28.6M | 3.3% | 117.2K | 270.24 | +51.1% |
| GOOGL Alphabet Inc. | 28.2M | 3.3% | 98.1K | 344.82 | +73.0% |
| EOG EOG RESOURCES INC | 26.0M | 3.0% | 180.0K | 153.05 | +29.3% |
| TMO THERMO FISHER SCIENTIFIC INC. | 25.0M | 2.9% | 50.8K | 629.27 | +27.2% |
| COST COSTCO WHOLESALE CORP /NEW | 23.8M | 2.7% | 23.8K | 947.74 | -4.7% |
| EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC | 23.0M | 2.7% | 160.8K | 187.81 | +57.4% |
| ACN Accenture plc | 22.1M | 2.5% | 111.4K | 185.28 | -27.4% |
| SYK STRYKER CORP | 21.5M | 2.5% | 65.5K | 329.45 | -15.9% |
| HD HOME DEPOT, INC. | 20.4M | 2.4% | 62.2K | 335.61 | -16.5% |
| XBI State Street SPDR S&P Biotech ETF | 17.1M | 2.0% | 133.6K | 165.73 | +85.8% |
| XOM ExxonMobil Holdings Corp | 15.3M | 1.8% | 90.1K | 165.11 | +52.1% |
| RSP Invesco S&P 500 Equal Weight ETF | 13.5M | 1.6% | 70.5K | 221.67 | +18.8% |
| CNI CANADIAN NATIONAL RAILWAY CO | 13.5M | 1.6% | 131.5K | 129.84 | +38.4% |
| MTD METTLER TOLEDO INTERNATIONAL INC/ | 13.2M | 1.5% | 10.4K | 1,395.25 | +6.0% |
| MA Mastercard Inc | 12.6M | 1.5% | 25.3K | 580.63 | -2.0% |
| MRVL Marvell Technology, Inc. | 12.2M | 1.4% | 122.8K | 237.04 | +232.8% |
| ADI ANALOG DEVICES INC | 11.7M | 1.3% | 36.8K | 373.09 | +52.4% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 11.5M | 1.3% | 472.5K | 24.10 | -1.0% |
| AME AMETEK INC/ | 10.0M | 1.2% | 46.7K | 239.55 | +30.7% |
| PG PROCTER & GAMBLE Co | 9.6M | 1.1% | 66.2K | 144.68 | -9.3% |
| ECL ECOLAB INC. | 9.4M | 1.1% | 35.3K | 281.63 | -1.3% |
| JPM JPMORGAN CHASE & CO | 9.1M | 1.0% | 30.8K | 351.58 | +20.3% |
| XLK State Street Technology Select Sector SPDR ETF | 8.4M | 1.0% | 63.4K | 183.31 | +41.1% |
| ROK ROCKWELL AUTOMATION, INC | 8.0M | 0.9% | 22.4K | 437.08 | +28.7% |
| CVX CHEVRON CORP | 7.7M | 0.9% | 37.2K | 205.27 | +34.0% |
| PEP PEPSICO INC | 7.6M | 0.9% | 48.8K | 143.48 | -4.8% |
| USMV iShares MSCI USA Min Vol Factor ETF | 7.3M | 0.8% | 79.0K | 101.23 | +7.0% |
| EMR EMERSON ELECTRIC CO | 7.1M | 0.8% | 54.3K | 157.26 | +20.1% |
| NVDA NVIDIA CORP | 6.7M | 0.8% | 38.6K | 214.72 | +22.4% |
| WY WEYERHAEUSER CO | 6.7M | 0.8% | 272.9K | 24.43 | -6.1% |
| VMI VALMONT INDUSTRIES INC | 6.0M | 0.7% | 15.0K | 485.83 | +33.4% |
| RBC RBC Bearings INC | 5.7M | 0.7% | 10.5K | 505.63 | +28.7% |
| unmapped CUSIP 084670702 | 5.5M | 0.6% | 11.6K | — | — |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 5.3M | 0.6% | 100.1K | 52.11 | -1.4% |
| TRMB TRIMBLE INC. | 5.1M | 0.6% | 78.0K | 60.25 | -24.9% |
| TROW PRICE T ROWE GROUP INC | 5.0M | 0.6% | 55.8K | 111.51 | +5.4% |
| WCN Waste Connections, Inc. | 4.4M | 0.5% | 27.2K | 169.40 | -8.8% |
| RMD RESMED INC | 4.1M | 0.5% | 18.1K | 231.52 | -19.9% |
| LIN LINDE PLC | 4.0M | 0.5% | 8.1K | 487.57 | +1.1% |
| NXPI NXP Semiconductors N.V. | 3.8M | 0.4% | 19.5K | 225.56 | -1.4% |
| CAT CATERPILLAR INC | 3.6M | 0.4% | 5.1K | 827.90 | +96.8% |
| VIG Vanguard Div Appreciation ETF | 3.6M | 0.4% | 16.7K | 243.91 | +16.2% |
| SCHB Schwab U.S. Broad Market ETF | 3.5M | 0.4% | 139.0K | 29.61 | +20.4% |
| FDS FACTSET RESEARCH SYSTEMS INC | 3.3M | 0.4% | 15.4K | 299.91 | -22.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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