L. Roy Papp & Associates, LLP Top Holdings and 13F Report (2025) About L. Roy Papp & Associates, LLPInvestment ActivityL. Roy Papp & Associates, LLP has $856.59 million in total holdings as of December 31, 2024.L. Roy Papp & Associates, LLP owns shares of 178 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 5.66% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, L. Roy Papp & Associates, LLP has purchased 177 new stocks and bought additional shares in 43 stocks.L. Roy Papp & Associates, LLP sold shares of 67 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $63,276,268Microsoft $51,289,865BLACKROCK INC $39,595,905Accenture $39,052,560Visa $33,176,345 Largest New Holdings this Quarter BLACKROCK INC $39,595,905 HoldingFirst Horizon $904,548 HoldingDynatrace $699,485 HoldingPool $652,901 HoldingARISTA NETWORKS INC $353,696 Holding Largest Purchases this Quarter BLACKROCK INC 38,626 shares (about $39.60M)Schwab US Broad Market ETF 100,730 shares (about $2.29M)First Horizon 44,913 shares (about $904.55K)Dynatrace 12,870 shares (about $699.49K)Pool 1,915 shares (about $652.90K) Largest Sales this Quarter ICON Public 6,143 shares (about $1.29M)Costco Wholesale 924 shares (about $846.64K)O'Reilly Automotive 649 shares (about $769.58K)EOG Resources 6,236 shares (about $764.41K)Apple 2,887 shares (about $722.96K) 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 PortfolioSectorAAPLApple$63,276,268$722,961 ▼-1.1%252,6817.4%Computer and TechnologyMSFTMicrosoft$51,289,865$203,163 ▼-0.4%121,6846.0%Computer and TechnologyBLACKROCK INC$39,595,905$39,595,905 ▲New Holding38,6264.6%COMACNAccenture$39,052,560$337,367 ▼-0.9%111,0114.6%Computer and TechnologyVVisa$33,176,345$221,860 ▼-0.7%104,9753.9%Business ServicesGOOGAlphabet$33,100,779$262,617 ▼-0.8%173,8123.9%Computer and TechnologyORLYO'Reilly Automotive$30,230,786$769,584 ▼-2.5%25,4943.5%Retail/WholesaleCOSTCostco Wholesale$26,137,574$846,635 ▼-3.1%28,5263.1%Retail/WholesaleTMOThermo Fisher Scientific$25,447,395$95,201 ▲0.4%48,9163.0%MedicalHDHome Depot$23,030,016$49,012 ▲0.2%59,2052.7%Retail/WholesaleEOGEOG Resources$22,898,644$764,408 ▼-3.2%186,8062.7%Oils/EnergySYKStryker$22,424,757$240,875 ▼-1.1%62,2822.6%MedicalGOOGLAlphabet$21,190,810$68,148 ▼-0.3%111,9432.5%Computer and TechnologyTROWT. Rowe Price Group$19,388,348$108,679 ▼-0.6%171,4422.3%FinanceEXPDExpeditors International of Washington$18,200,033$39,102 ▲0.2%164,3052.1%TransportationJNJJohnson & Johnson$17,117,334$21,259 ▲0.1%118,3612.0%MedicalCNICanadian National Railway$14,138,516$162,213 ▼-1.1%139,2821.7%TransportationXBISPDR S&P Biotech ETF$13,599,715$324,847 ▼-2.3%151,0071.6%ETFMAMastercard$13,587,6130.0%25,8041.6%Business ServicesFIFiserv$12,498,164$58,339 ▲0.5%60,8421.5%Business ServicesMTDMettler-Toledo International$12,472,971$108,908 ▼-0.9%10,1931.5%Computer and TechnologyMRVLMarvell Technology$11,916,953$30,484 ▲0.3%107,8951.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$11,443,271$155,079 ▲1.4%65,3041.3%ETFPGProcter & Gamble$10,801,027$124,061 ▼-1.1%64,4261.3%Consumer StaplesXOMExxon Mobil$10,379,000$18,610 ▼-0.2%96,4861.2%Oils/EnergyFDSFactSet Research Systems$9,054,719$96,056 ▼-1.0%18,8531.1%Business ServicesECLEcolab$8,383,368$29,525 ▲0.4%35,7771.0%Basic MaterialsADIAnalog Devices$7,819,591$101,981 ▲1.3%36,8050.9%Computer and TechnologyWYWeyerhaeuser$7,682,6980.0%272,9200.9%ConstructionEMREmerson Electric$7,289,563$137,562 ▼-1.9%58,8200.9%Industrial ProductsUSMViShares MSCI USA Min Vol Factor ETF$7,126,632$386,236 ▲5.7%80,2640.8%ETFXLKTechnology Select Sector SPDR Fund$7,028,488$65,107 ▲0.9%30,2270.8%ETFPEPPepsiCo$7,024,636$20,528 ▲0.3%46,1960.8%Consumer StaplesBDXBecton, Dickinson and Company$6,755,134$545,856 ▼-7.5%29,7750.8%MedicalJPMJPMorgan Chase & Co.$6,146,644$2,397 ▼0.0%25,6420.7%FinanceAMEAMETEK$6,041,775$357,816 ▼-5.6%33,5170.7%Computer and TechnologyTRMBTrimble$5,587,228$85,852 ▼-1.5%79,0720.7%Industrial ProductsCVXChevron$5,291,779$72,421 ▲1.4%36,5350.6%Oils/EnergyWCNWaste Connections$5,177,9420.0%30,1780.6%Business ServicesROKRockwell Automation$5,145,935$173,760 ▲3.5%18,0060.6%Computer and TechnologyINTUIntuit$4,903,576$23,255 ▲0.5%7,8020.6%Computer and TechnologyBRK.BBerkshire Hathaway$4,505,6040.0%9,9400.5%FinanceNXPINXP Semiconductors$4,337,414$151,731 ▼-3.4%20,8680.5%Computer and TechnologyNKENIKE$4,311,200$221,409 ▼-4.9%56,9740.5%Consumer DiscretionaryVMIValmont Industries$4,269,154$12,573 ▼-0.3%13,9210.5%Industrial ProductsRBCRBC Bearings$3,663,867$98,716 ▼-2.6%12,2480.4%Industrial ProductsADBEAdobe$3,500,9660.0%7,8730.4%Computer and TechnologySCHBSchwab US Broad Market ETF$3,352,166$2,286,579 ▲214.6%147,6720.4%ETFVIGVanguard Dividend Appreciation ETF$3,118,560$37,403 ▲1.2%15,9250.4%ETFANSSANSYS$3,105,460$139,992 ▼-4.3%9,2060.4%Computer and TechnologyVUGVanguard Growth ETF$3,024,413$49,661 ▲1.7%7,3690.4%ETFAMZNAmazon.com$2,969,225$22,817 ▲0.8%13,5340.3%Retail/WholesaleIEXIDEX$2,964,593$111,970 ▼-3.6%14,1650.3%Industrial ProductsMKCMcCormick & Company, Incorporated$2,944,847$15,248 ▼-0.5%38,6260.3%Consumer StaplesADPAutomatic Data Processing$2,810,7940.0%9,6020.3%Business ServicesCLXClorox$2,561,259$16,404 ▼-0.6%15,7700.3%Consumer StaplesSHWSherwin-Williams$2,535,878$424,913 ▼-14.4%7,4600.3%Basic MaterialsCSGPCoStar Group$2,487,037$45,102 ▼-1.8%34,7400.3%Computer and TechnologyWMWaste Management$2,390,6070.0%11,8470.3%Business ServicesVGTVanguard Information Technology ETF$2,384,6030.0%3,8350.3%ETFMCDMcDonald's$2,378,258$18,843 ▼-0.8%8,2040.3%Retail/WholesaleCHDChurch & Dwight$2,291,579$48,690 ▼-2.1%21,8850.3%Consumer StaplesUPSUnited Parcel Service$2,213,182$49,179 ▼-2.2%17,5510.3%TransportationPEGAPegasystems$2,180,880$66,172 ▼-2.9%23,4000.3%Computer and TechnologyCLColgate-Palmolive$1,945,2930.0%21,3980.2%Consumer StaplesVTIVanguard Total Stock Market ETF$1,908,250$11,303 ▼-0.6%6,5840.2%ETFSYYSysco$1,899,442$7,111 ▼-0.4%24,8420.2%Consumer StaplesCSCOCisco Systems$1,894,1040.0%31,9950.2%Computer and TechnologyRMDResMed$1,823,803$37,734 ▼-2.0%7,9750.2%MedicalCATCaterpillar$1,807,2710.0%4,9820.2%Industrial ProductsKOCoca-Cola$1,794,135$1,806 ▲0.1%28,8170.2%Consumer StaplesICLRICON Public$1,778,970$1,288,249 ▼-42.0%8,4830.2%MedicalMCHPMicrochip Technology$1,771,054$9,406 ▼-0.5%30,8810.2%Computer and TechnologyLLYEli Lilly and Company$1,703,804$6,176 ▼-0.4%2,2070.2%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,689,955$70,451 ▼-4.0%34,9020.2%ManufacturingAMGNAmgen$1,683,2140.0%6,4580.2%MedicalRTXRTX$1,647,969$7,522 ▲0.5%14,2410.2%AerospaceTECHBio-Techne$1,635,586$185,477 ▼-10.2%22,7070.2%MedicalYETIYETI$1,606,638$84,915 ▼-5.0%41,7200.2%Consumer DiscretionaryWMTWalmart$1,536,583$90,350 ▼-5.6%17,0070.2%Retail/WholesaleORCLOracle$1,528,516$167 ▲0.0%9,1730.2%Computer and TechnologyEPDEnterprise Products Partners$1,398,848$10,976 ▼-0.8%44,6060.2%Oils/EnergyABBVAbbVie$1,366,869$26,655 ▼-1.9%7,6920.2%MedicalAXPAmerican Express$1,335,450$59,353 ▼-4.3%4,5000.2%FinanceIBMInternational Business Machines$1,300,735$57,156 ▼-4.2%5,9170.2%Computer and TechnologyINFORMATICA INC$1,295,463$138,985 ▼-9.7%49,9600.2%COM CL ASTTState Street$1,273,5950.0%12,9760.1%FinanceSPYSPDR S&P 500 ETF Trust$1,256,271$29,883 ▲2.4%2,1440.1%FinanceMETAMeta Platforms$1,255,745$43,907 ▲3.6%2,1450.1%Computer and TechnologySLABSilicon Laboratories$1,135,371$6,832 ▼-0.6%9,1400.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,106,471$1,713 ▲0.2%12,9170.1%ETFEGPEastGroup Properties$1,020,3960.0%6,3580.1%FinanceTSLATesla$995,062$65,826 ▼-6.2%2,4640.1%Auto/Tires/TrucksVCSHVanguard Short-Term Corporate Bond ETF$979,806$14,432 ▼-1.5%12,5600.1%ETFABTAbbott Laboratories$958,9470.0%8,4780.1%MedicalLINDE PLC$958,3360.0%2,2890.1%SHSSTIPiShares 0-5 Year TIPS Bond ETF$945,6400.0%9,4000.1%ETFIQVIQVIA$944,0350.0%4,8040.1%MedicalFHNFirst Horizon$904,548$904,548 ▲New Holding44,9130.1%FinanceMRKMerck & Co., Inc.$897,024$99 ▲0.0%9,0170.1%MedicalShowing 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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