L. Roy Papp & Associates, LLP Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$841.8M
Holdings
180
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (180 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $59.8M |
AAPLAPPLE INC | $49.4M |
BLKBLACKROCK INC | $39.2M |
VVISA INC | $36.1M |
ACNACCENTURE PLC IRELAND | $33.1M |
ORLYOREILLY AUTOMOTIVE INC | $32.3M |
GOOGALPHABET INC | $31.0M |
COSTCOSTCO WHSL CORP NEW | $26.1M |
SYKSTRYKER CORPORATION | $24.9M |
EOGEOG RES INC | $22.6M |
HDHOME DEPOT INC | $22.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $20.3M |
GOOGLALPHABET INC | $19.7M |
EXPDEXPEDITORS INTL WASH INC | $18.8M |
JNJJOHNSON & JOHNSON | $17.9M |
CNRCANADIAN NATL RY CO | $14.4M |
MAMASTERCARD INCORPORATED | $14.3M |
TROWPRICE T ROWE GROUP INC | $12.1M |
MTDMETTLER TOLEDO INTERNATIONAL | $12.0M |
XBISPDR SERIES TRUST | $11.9M |
RSPINVESCO EXCHANGE TRADED FD T | $11.7M |
FISVFISERV INC | $11.6M |
PGPROCTER AND GAMBLE CO | $10.4M |
XOMEXXON MOBIL CORP | $10.2M |
ECLECOLAB INC | $9.8M |
MRVLMARVELL TECHNOLOGY INC | $9.3M |
ADIANALOG DEVICES INC | $9.1M |
FDSFACTSET RESH SYS INC | $8.4M |
XLKSELECT SECTOR SPDR TR | $7.6M |
JPMJPMORGAN CHASE & CO. | $7.5M |
USMVISHARES TR | $7.4M |
EMREMERSON ELEC CO | $7.3M |
WYWEYERHAEUSER CO MTN BE | $7.0M |
ROKROCKWELL AUTOMATION INC | $7.0M |
AMEAMETEK INC | $6.7M |
PEPPEPSICO INC | $6.3M |
INTUINTUIT | $6.0M |
TRMBTRIMBLE INC | $5.9M |
NVDANVIDIA CORPORATION | $5.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.5M |
CVXCHEVRON CORP NEW | $5.4M |
WCNWASTE CONNECTIONS INC | $5.1M |
RBCRBC BEARINGS INC | $4.7M |
NXPINXP SEMICONDUCTORS N V | $4.7M |
VMIVALMONT INDS INC | $4.6M |
SCHBSCHWAB STRATEGIC TR | $3.5M |
VIGVANGUARD SPECIALIZED FUNDS | $3.5M |
VUGVANGUARD INDEX FDS | $3.2M |
AKXANSYS INC | $3.1M |
ADBEADOBE INC | $3.0M |
ADPAUTOMATIC DATA PROCESSING IN | $3.0M |
WMWASTE MGMT INC DEL | $2.9M |
VGTVANGUARD WORLD FD | $2.9M |
MCXMCCORMICK & CO INC | $2.9M |
RMERESMED INC | $2.8M |
AMZNAMAZON COM INC | $2.7M |
CSGPCOSTAR GROUP INC | $2.7M |
SHWSHERWIN WILLIAMS CO | $2.6M |
PEGAPEGASYSTEMS INC | $2.5M |
NKENIKE INC | $2.5M |
MCDMCDONALDS CORP | $2.4M |
VTIVANGUARD INDEX FDS | $2.4M |
IEXIDEX CORP | $2.4M |
CSCOCISCO SYS INC | $2.2M |
ORCLORACLE CORP | $2.1M |
MCHPMICROCHIP TECHNOLOGY INC. | $2.1M |
KOCOCA COLA CO | $2.0M |
BDXBECTON DICKINSON & CO | $2.0M |
CHDCHURCH & DWIGHT CO INC | $2.0M |
RTXRTX CORPORATION | $2.0M |
CATCATERPILLAR INC | $1.9M |
SYYSYSCO CORP | $1.9M |
AMGNAMGEN INC | $1.8M |
CLCOLGATE PALMOLIVE CO | $1.8M |
VTIPVANGUARD MALVERN FDS | $1.8M |
CLXCLOROX CO DEL | $1.7M |
WMTWALMART INC | $1.6M |
IBMINTERNATIONAL BUSINESS MACHS | $1.6M |
LLYELI LILLY & CO | $1.6M |
EPDENTERPRISE PRODS PARTNERS L | $1.6M |
YETIYETI HLDGS INC | $1.6M |
AXPAMERICAN EXPRESS CO | $1.4M |
ABBVABBVIE INC | $1.3M |
SPYSPDR S&P 500 ETF TR | $1.3M |
SLABSILICON LABORATORIES INC | $1.3M |
STTSTATE STR CORP | $1.3M |
INFA1EURINFORMATICA INC | $1.3M |
METAMETA PLATFORMS INC | $1.3M |
TECHBIO-TECHNE CORP | $1.3M |
PRPERMIAN RESOURCES CORP | $1.1M |
LINLINDE PLC | $1.1M |
ABTABBOTT LABS | $1.1M |
XLESELECT SECTOR SPDR TR | $1.1M |
EGPEASTGROUP PPTYS INC | $1.1M |
VCSHVANGUARD SCOTTSDALE FDS | $998K |
STIPISHARES TR | $967K |
TSLATESLA INC | $830K |
WFCWELLS FARGO CO NEW | $801K |
VOVANGUARD INDEX FDS | $758K |
KMIKINDER MORGAN INC DEL | $741K |
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