L. Roy Papp & Associates, LLP Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$815.2B
Holdings
174
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (174 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 242,528 | $53.9B | 6.61% | |
| 2 | MSFTMICROSOFT CORP | 120,605 | $45.3B | 5.55% | |
| 3 | VVISA INC | 102,611 | $36.0B | 4.41% | |
| 4 | BLKBLACKROCK INC | 37,277 | $35.3B | 4.33% | |
| 5 | ORLYOREILLY AUTOMOTIVE INC | 24,415 | $35.0B | 4.29% | |
| 6 | ACNACCENTURE PLC IRELAND | 109,770 | $34.3B | 4.20% | |
| 7 | GOOGALPHABET INC | 172,460 | $26.9B | 3.31% | |
| 8 | COSTCOSTCO WHSL CORP NEW | 27,097 | $25.6B | 3.14% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 48,517 | $24.1B | 2.96% | |
| 10 | EOGEOG RES INC | 187,107 | $24.0B | 2.94% | |
| 11 | SYKSTRYKER CORPORATION | 62,184 | $23.1B | 2.84% | |
| 12 | HDHOME DEPOT INC | 59,528 | $21.8B | 2.68% | |
| 13 | JNJJOHNSON & JOHNSON | 118,314 | $19.6B | 2.41% | |
| 14 | EXPDEXPEDITORS INTL WASH INC | 162,848 | $19.6B | 2.40% | |
| 15 | GOOGLALPHABET INC | 111,987 | $17.3B | 2.12% | |
| 16 | TROWPRICE T ROWE GROUP INC | 165,873 | $15.2B | 1.87% | |
| 17 | MAMASTERCARD INCORPORATED | 25,683 | $14.1B | 1.73% | |
| 18 | CNRCANADIAN NATL RY CO | 137,237 | $13.4B | 1.64% | |
| 19 | FISVFISERV INC | 59,966 | $13.2B | 1.62% | |
| 20 | XBISPDR SER TR | 146,477 | $11.9B | 1.46% | |
| 21 | MTDMETTLER TOLEDO INTERNATIONAL | 9,883 | $11.7B | 1.43% | |
| 22 | XOMEXXON MOBIL CORP | 95,501 | $11.4B | 1.39% | |
| 23 | RSPINVESCO EXCHANGE TRADED FD T | 63,420 | $11.0B | 1.35% | |
| 24 | PGPROCTER AND GAMBLE CO | 64,337 | $11.0B | 1.34% | |
| 25 | ECLECOLAB INC | 35,527 | $9.0B | 1.10% | |
| 26 | FDSFACTSET RESH SYS INC | 18,308 | $8.3B | 1.02% | |
| 27 | WYWEYERHAEUSER CO MTN BE | 272,920 | $8.0B | 0.98% | |
| 28 | ADIANALOG DEVICES INC | 37,468 | $7.6B | 0.93% | |
| 29 | USMVISHARES TR | 78,586 | $7.4B | 0.90% | |
| 30 | PEPPEPSICO INC | 45,692 | $6.9B | 0.84% | |
| 31 | MRVLMARVELL TECHNOLOGY INC | 110,475 | $6.8B | 0.83% | |
| 32 | BDXBECTON DICKINSON & CO | 28,610 | $6.6B | 0.80% | |
| 33 | EMREMERSON ELEC CO | 58,730 | $6.4B | 0.79% | |
| 34 | JPMJPMORGAN CHASE & CO. | 25,719 | $6.3B | 0.77% | |
| 35 | XLKSELECT SECTOR SPDR TR | 30,153 | $6.2B | 0.76% | |
| 36 | CVXCHEVRON CORP NEW | 35,935 | $6.0B | 0.74% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,020 | $5.9B | 0.72% | |
| 38 | AMEAMETEK INC | 31,938 | $5.5B | 0.67% | |
| 39 | WCNWASTE CONNECTIONS INC | 27,178 | $5.3B | 0.65% | |
| 40 | TRMBTRIMBLE INC | 76,447 | $5.0B | 0.62% | |
| 41 | ROKROCKWELL AUTOMATION INC | 18,451 | $4.8B | 0.58% | |
| 42 | INTUINTUIT | 7,762 | $4.8B | 0.58% | |
| 43 | VMIVALMONT INDS INC | 13,907 | $4.0B | 0.49% | |
| 44 | NXPINXP SEMICONDUCTORS N V | 20,545 | $3.9B | 0.48% | |
| 45 | NVDANVIDIA CORPORATION | 35,922 | $3.9B | 0.48% | |
| 46 | RBCRBC BEARINGS INC | 11,798 | $3.8B | 0.47% | |
| 47 | VIGVANGUARD SPECIALIZED FUNDS | 16,887 | $3.3B | 0.40% | |
| 48 | NKENIKE INC | 51,129 | $3.2B | 0.40% | |
| 49 | SCHBSCHWAB STRATEGIC TR | 145,675 | $3.1B | 0.38% | |
| 50 | MCXMCCORMICK & CO INC | 37,436 | $3.1B | 0.38% | |
| 51 | ADBEADOBE INC | 7,873 | $3.0B | 0.37% | |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 9,602 | $2.9B | 0.36% | |
| 53 | WMWASTE MGMT INC DEL | 12,402 | $2.9B | 0.35% | |
| 54 | AKXANSYS INC | 8,781 | $2.8B | 0.34% | |
| 55 | VUGVANGUARD INDEX FDS | 7,356 | $2.7B | 0.33% | |
| 56 | CSGPCOSTAR GROUP INC | 33,248 | $2.6B | 0.32% | |
| 57 | SHWSHERWIN WILLIAMS CO | 7,460 | $2.6B | 0.32% | |
| 58 | MCDMCDONALDS CORP | 8,254 | $2.6B | 0.32% | |
| 59 | IEXIDEX CORP | 13,480 | $2.4B | 0.30% | |
| 60 | AMZNAMAZON COM INC | 12,685 | $2.4B | 0.30% | |
| 61 | VGTVANGUARD WORLD FD | 4,374 | $2.4B | 0.29% | |
| 62 | CHDCHURCH & DWIGHT CO INC | 20,835 | $2.3B | 0.28% | |
| 63 | CLXCLOROX CO DEL | 15,434 | $2.3B | 0.28% | |
| 64 | KOCOCA COLA CO | 28,920 | $2.1B | 0.25% | |
| 65 | AMGNAMGEN INC | 6,458 | $2.0B | 0.25% | |
| 66 | CSCOCISCO SYS INC | 31,195 | $1.9B | 0.24% | |
| 67 | CLCOLGATE PALMOLIVE CO | 20,248 | $1.9B | 0.23% | |
| 68 | RTXRTX CORPORATION | 14,221 | $1.9B | 0.23% | |
| 69 | SYYSYSCO CORP | 24,670 | $1.9B | 0.23% | |
| 70 | VTIVANGUARD INDEX FDS | 6,596 | $1.8B | 0.22% | |
| 71 | LLYELI LILLY & CO | 2,119 | $1.8B | 0.21% | |
| 72 | VTIPVANGUARD MALVERN FDS | 34,902 | $1.7B | 0.21% | |
| 73 | RMERESMED INC | 7,645 | $1.7B | 0.21% | |
| 74 | CATCATERPILLAR INC | 4,982 | $1.6B | 0.20% | |
| 75 | EPDENTERPRISE PRODS PARTNERS L | 46,543 | $1.6B | 0.19% | |
| 76 | PEGAPEGASYSTEMS INC | 22,340 | $1.6B | 0.19% | |
| 77 | WMTWALMART INC | 17,026 | $1.5B | 0.18% | |
| 78 | ABBVABBVIE INC | 7,132 | $1.5B | 0.18% | |
| 79 | MCHPMICROCHIP TECHNOLOGY INC. | 30,719 | $1.5B | 0.18% | |
| 80 | ICLRICON PLC | 7,976 | $1.4B | 0.17% | |
| 81 | IBMINTERNATIONAL BUSINESS MACHS | 5,558 | $1.4B | 0.17% | |
| 82 | YETIYETI HLDGS INC | 41,143 | $1.4B | 0.17% | |
| 83 | TECHBIO-TECHNE CORP | 23,108 | $1.4B | 0.17% | |
| 84 | ORCLORACLE CORP | 9,070 | $1.3B | 0.16% | |
| 85 | AXPAMERICAN EXPRESS CO | 4,500 | $1.2B | 0.15% | |
| 86 | XLESELECT SECTOR SPDR TR | 12,875 | $1.2B | 0.15% | |
| 87 | UPSUNITED PARCEL SERVICE INC | 10,841 | $1.2B | 0.15% | |
| 88 | STTSTATE STR CORP | 12,876 | $1.2B | 0.14% | |
| 89 | SPYSPDR S&P 500 ETF TR | 2,036 | $1.1B | 0.14% | |
| 90 | EGPEASTGROUP PPTYS INC | 6,358 | $1.1B | 0.14% | |
| 91 | LINLINDE PLC | 2,340 | $1.1B | 0.13% | |
| 92 | METAMETA PLATFORMS INC | 1,859 | $1.1B | 0.13% | |
| 93 | ABTABBOTT LABS | 8,077 | $1.1B | 0.13% | |
| 94 | VCSHVANGUARD SCOTTSDALE FDS | 12,560 | $991.5M | 0.12% | |
| 95 | SLABSILICON LABORATORIES INC | 8,700 | $979.4M | 0.12% | |
| 96 | STIPISHARES TR | 9,400 | $972.6M | 0.12% | |
| 97 | INFA1EURINFORMATICA INC | 50,921 | $888.6M | 0.11% | |
| 98 | IQVIQVIA HLDGS INC | 4,704 | $829.3M | 0.10% | |
| 99 | PRPERMIAN RESOURCES CORP | 58,123 | $805.0M | 0.10% | |
| 100 | MRKMERCK & CO INC | 8,928 | $801.4M | 0.10% |
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