L. Roy Papp & Associates, LLP Top Holdings and 13F Report (2025) About L. Roy Papp & Associates, LLPInvestment ActivityL. Roy Papp & Associates, LLP has $815.20 million in total holdings as of March 31, 2025.L. Roy Papp & Associates, LLP owns shares of 174 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 0.72% of the portfolio was purchased this quarter.About 2.22% of the portfolio was sold this quarter.This quarter, L. Roy Papp & Associates, LLP has purchased 178 new stocks and bought additional shares in 39 stocks.L. Roy Papp & Associates, LLP sold shares of 86 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $53,872,665Microsoft $45,273,734Visa $35,961,180BLACKROCK INC $35,281,693O'Reilly Automotive $34,976,441 Largest New Holdings this Quarter 676118201 - Odyssey Marine Exploration $61,076 Holding Largest Purchases this Quarter NVIDIA 32,451 shares (about $3.52M)Berkshire Hathaway 1,080 shares (about $575.19K)Vanguard Information Technology ETF 539 shares (about $292.34K)Vanguard Dividend Appreciation ETF 962 shares (about $186.62K)Marvell Technology 2,580 shares (about $158.85K) Largest Sales this Quarter Apple 10,153 shares (about $2.26M)O'Reilly Automotive 1,079 shares (about $1.55M)Costco Wholesale 1,429 shares (about $1.35M)BLACKROCK INC 1,349 shares (about $1.28M)Visa 2,364 shares (about $828.49K) 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$53,872,665$2,255,283 ▼-4.0%242,5286.6%Computer and TechnologyMSFTMicrosoft$45,273,734$405,044 ▼-0.9%120,6055.6%Computer and TechnologyVVisa$35,961,180$828,490 ▼-2.3%102,6114.4%Business ServicesBLACKROCK INC$35,281,693$1,276,793 ▼-3.5%37,2774.3%COMORLYO'Reilly Automotive$34,976,441$1,545,754 ▼-4.2%24,4154.3%Retail/WholesaleACNAccenture$34,252,631$387,242 ▼-1.1%109,7704.2%Computer and TechnologyGOOGAlphabet$26,943,482$211,223 ▼-0.8%172,4603.3%Computer and TechnologyCOSTCostco Wholesale$25,628,047$1,351,533 ▼-5.0%27,0973.1%Retail/WholesaleTMOThermo Fisher Scientific$24,141,962$198,542 ▼-0.8%48,5173.0%MedicalEOGEOG Resources$23,994,576$38,600 ▲0.2%187,1072.9%EnergySYKStryker$23,148,167$36,481 ▼-0.2%62,1842.8%MedicalHDHome Depot$21,816,510$118,377 ▲0.5%59,5282.7%Retail/WholesaleJNJJohnson & Johnson$19,621,186$7,794 ▼0.0%118,3142.4%MedicalEXPDExpeditors International of Washington$19,582,437$175,204 ▼-0.9%162,8482.4%TransportationGOOGLAlphabet$17,317,670$6,804 ▲0.0%111,9872.1%Computer and TechnologyTROWT. Rowe Price Group$15,238,759$511,624 ▼-3.2%165,8731.9%FinanceMAMastercard$14,077,366$66,323 ▼-0.5%25,6831.7%Business ServicesCNICanadian National Railway$13,375,118$199,306 ▼-1.5%137,2371.6%TransportationFIFiserv$13,242,292$193,447 ▼-1.4%59,9661.6%Business ServicesXBISPDR S&P Biotech ETF$11,879,307$367,384 ▼-3.0%146,4771.5%ETFMTDMettler-Toledo International$11,670,934$366,082 ▼-3.0%9,8831.4%MedicalXOMExxon Mobil$11,357,934$117,146 ▼-1.0%95,5011.4%EnergyRSPInvesco S&P 500 Equal Weight ETF$10,986,215$326,364 ▼-2.9%63,4201.3%ETFPGProcter & Gamble$10,964,327$15,167 ▼-0.1%64,3371.3%Consumer StaplesECLEcolab$9,006,914$63,381 ▼-0.7%35,5271.1%Basic MaterialsFDSFactSet Research Systems$8,323,550$247,779 ▼-2.9%18,3081.0%Business ServicesWYWeyerhaeuser$7,991,0980.0%272,9201.0%ConstructionADIAnalog Devices$7,556,172$133,707 ▲1.8%37,4680.9%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$7,360,367$157,162 ▼-2.1%78,5860.9%ETFPEPPepsiCo$6,850,995$75,569 ▼-1.1%45,6920.8%Consumer StaplesMRVLMarvell Technology$6,801,926$158,850 ▲2.4%110,4750.8%Computer and TechnologyBDXBecton, Dickinson and Company$6,553,407$266,855 ▼-3.9%28,6100.8%MedicalEMREmerson Electric$6,439,158$9,868 ▼-0.2%58,7300.8%IndustrialsJPMJPMorgan Chase & Co.$6,308,871$18,888 ▲0.3%25,7190.8%FinanceXLKTechnology Select Sector SPDR Fund$6,226,086$15,280 ▼-0.2%30,1530.8%ETFCVXChevron$6,011,624$100,375 ▼-1.6%35,9350.7%EnergyBRK.BBerkshire Hathaway$5,869,032$575,186 ▲10.9%11,0200.7%FinanceAMEAMETEK$5,497,808$271,809 ▼-4.7%31,9380.7%Computer and TechnologyWCNWaste Connections$5,304,874$585,570 ▼-9.9%27,1780.7%Business ServicesTRMBTrimble$5,018,746$172,331 ▼-3.3%76,4470.6%IndustrialsROKRockwell Automation$4,767,370$114,979 ▲2.5%18,4510.6%Computer and TechnologyINTUIntuit$4,765,860$24,560 ▼-0.5%7,7620.6%Computer and TechnologyVMIValmont Industries$3,968,641$3,995 ▼-0.1%13,9070.5%IndustrialsNXPINXP Semiconductors$3,904,783$61,389 ▼-1.5%20,5450.5%Computer and TechnologyNVDANVIDIA$3,893,227$3,517,040 ▲934.9%35,9220.5%Computer and TechnologyRBCRBC Bearings$3,796,243$144,797 ▼-3.7%11,7980.5%IndustrialsVIGVanguard Dividend Appreciation ETF$3,275,957$186,621 ▲6.0%16,8870.4%ETFNKENIKE$3,245,653$371,039 ▼-10.3%51,1290.4%Consumer DiscretionarySCHBSchwab US Broad Market ETF$3,136,373$42,995 ▼-1.4%145,6750.4%ETFMKCMcCormick & Company, Incorporated$3,081,358$97,949 ▼-3.1%37,4360.4%Consumer StaplesADBEAdobe$3,019,5320.0%7,8730.4%Computer and TechnologyADPAutomatic Data Processing$2,933,7000.0%9,6020.4%Business ServicesWMWaste Management$2,871,188$128,488 ▲4.7%12,4020.4%Business ServicesANSSANSYS$2,779,714$134,538 ▼-4.6%8,7810.3%Computer and TechnologyVUGVanguard Growth ETF$2,727,719$4,821 ▼-0.2%7,3560.3%ETFCSGPCoStar Group$2,634,240$118,211 ▼-4.3%33,2480.3%Computer and TechnologySHWSherwin-Williams$2,604,9580.0%7,4600.3%Basic MaterialsMCDMcDonald's$2,578,302$15,619 ▲0.6%8,2540.3%Retail/WholesaleIEXIDEX$2,439,476$123,964 ▼-4.8%13,4800.3%IndustrialsAMZNAmazon.com$2,413,449$161,531 ▼-6.3%12,6850.3%Retail/WholesaleVGTVanguard Information Technology ETF$2,372,371$292,343 ▲14.1%4,3740.3%ETFCHDChurch & Dwight$2,293,726$115,595 ▼-4.8%20,8350.3%Consumer StaplesCLXClorox$2,272,681$49,477 ▼-2.1%15,4340.3%Consumer StaplesKOCoca-Cola$2,071,237$7,377 ▲0.4%28,9200.3%Consumer StaplesAMGNAmgen$2,011,9900.0%6,4580.2%MedicalCSCOCisco Systems$1,925,044$49,368 ▼-2.5%31,1950.2%Computer and TechnologyCLColgate-Palmolive$1,897,238$107,755 ▼-5.4%20,2480.2%Consumer StaplesRTXRTX$1,883,714$2,649 ▼-0.1%14,2210.2%AerospaceSYYSysco$1,851,201$12,907 ▼-0.7%24,6700.2%Consumer StaplesVTIVanguard Total Stock Market ETF$1,812,911$3,298 ▲0.2%6,5960.2%ETFLLYEli Lilly and Company$1,750,104$72,680 ▼-4.0%2,1190.2%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,741,6100.0%34,9020.2%ManufacturingRMDResMed$1,711,334$73,871 ▼-4.1%7,6450.2%MedicalCATCaterpillar$1,643,0640.0%4,9820.2%IndustrialsEPDEnterprise Products Partners$1,588,983$66,129 ▲4.3%46,5430.2%EnergyPEGAPegasystems$1,553,077$73,691 ▼-4.5%22,3400.2%Computer and TechnologyWMTWalmart$1,494,713$1,668 ▲0.1%17,0260.2%Retail/WholesaleABBVAbbVie$1,494,297$117,331 ▼-7.3%7,1320.2%MedicalMCHPMicrochip Technology$1,487,094$7,842 ▼-0.5%30,7190.2%Computer and TechnologyICLRICON Public$1,395,721$88,720 ▼-6.0%7,9760.2%MedicalIBMInternational Business Machines$1,382,053$89,269 ▼-6.1%5,5580.2%Computer and TechnologyYETIYETI$1,361,834$19,099 ▼-1.4%41,1430.2%Consumer DiscretionaryTECHBio-Techne$1,354,823$23,511 ▲1.8%23,1080.2%MedicalORCLOracle$1,268,085$14,401 ▼-1.1%9,0700.2%Computer and TechnologyAXPAmerican Express$1,210,6300.0%4,5000.1%FinanceXLEEnergy Select Sector SPDR Fund$1,203,169$3,925 ▼-0.3%12,8750.1%ETFUPSUnited Parcel Service$1,192,402$738,033 ▼-38.2%10,8410.1%TransportationSTTState Street$1,152,789$8,953 ▼-0.8%12,8760.1%FinanceSPYSPDR S&P 500 ETF Trust$1,138,766$60,406 ▼-5.0%2,0360.1%FinanceEGPEastGroup Properties$1,119,9620.0%6,3580.1%FinanceLINDE PLC$1,089,598$23,748 ▲2.2%2,3400.1%SHSMETAMeta Platforms$1,071,459$164,840 ▼-13.3%1,8590.1%Computer and TechnologyABTAbbott Laboratories$1,071,415$53,193 ▼-4.7%8,0770.1%MedicalVCSHVanguard Short-Term Corporate Bond ETF$991,4870.0%12,5600.1%ETFSLABSilicon Laboratories$979,359$49,531 ▼-4.8%8,7000.1%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$972,6180.0%9,4000.1%ETFINFORMATICA INC$888,572$16,769 ▲1.9%50,9210.1%COM CL AIQVIQVIA$829,316$17,630 ▼-2.1%4,7040.1%MedicalPERMIAN RESOURCES CORP$805,004$21,925 ▲2.8%58,1230.1%CLASS A COMMRKMerck & Co., Inc.$801,389$7,989 ▼-1.0%8,9280.1%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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