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	Shares	Value	% Portfolio
101	UPSUNITED PARCEL SERVICE INC	7,038	$710K	0.08%
102	WABWABTEC	3,376	$706K	0.08%
103	MRKMERCK & CO INC	8,929	$706K	0.08%
104	IWPISHARES TR	5,091	$705K	0.08%
105	KRKROGER CO	9,819	$704K	0.08%
106	SCHXSCHWAB STRATEGIC TR	28,721	$701K	0.08%
107	VVVVALVOLINE INC	18,440	$698K	0.08%
108	DTDYNATRACE INC	12,535	$692K	0.08%
109	IVVISHARES TR	1,106	$686K	0.08%
110	HONHONEYWELL INTL INC	2,918	$679K	0.08%
111	ICLRICON PLC	4,638	$674K	0.08%
112	VXFVANGUARD INDEX FDS	3,406	$656K	0.08%
113	SCHGSCHWAB STRATEGIC TR	22,421	$654K	0.08%
114	GMFSPDR INDEX SHS FDS	5,150	$650K	0.08%
115	NSCNORFOLK SOUTHN CORP	2,494	$638K	0.08%
116	VTVVANGUARD INDEX FDS	3,567	$630K	0.07%
117	VOTVANGUARD INDEX FDS	2,200	$625K	0.07%
118	SLVISHARES SILVER TR	19,000	$623K	0.07%
119	POOLPOOL CORP	2,135	$622K	0.07%
120	GQ9SPDR GOLD TR	2,038	$621K	0.07%
121	IQVIQVIA HLDGS INC	3,927	$618K	0.07%
122	MDTMEDTRONIC PLC	6,734	$587K	0.07%
123	DISDISNEY WALT CO	4,649	$576K	0.07%
124	GWWGRAINGER W W INC	498	$518K	0.06%
125	ROSTROSS STORES INC	4,000	$510K	0.06%
126	FT2FIRST HORIZON CORPORATION	23,341	$494K	0.06%
127	VTVANGUARD INTL EQUITY INDEX F	3,765	$483K	0.06%
128	SUBISHARES TR	4,350	$462K	0.05%
129	GEGE AEROSPACE	1,772	$456K	0.05%
130	QUALISHARES TR	2,461	$449K	0.05%
131	SBUXSTARBUCKS CORP	4,901	$449K	0.05%
132	MTUMISHARES TR	1,852	$445K	0.05%
133	SCHDSCHWAB STRATEGIC TR	16,086	$426K	0.05%
134	UMBFUMB FINL CORP	4,030	$423K	0.05%
135	ITOTISHARES TR	2,998	$404K	0.05%
136	BMYBRISTOL-MYERS SQUIBB CO	8,676	$401K	0.05%
137	DGROISHARES TR	6,233	$398K	0.05%
138	VYMVANGUARD WHITEHALL FDS	2,891	$385K	0.05%
139	FADFIRST TR EXCHANGE-TRADED ALP	2,596	$381K	0.05%
140	PFEPFIZER INC	15,640	$379K	0.05%
141	FANGDIAMONDBACK ENERGY INC	2,762	$379K	0.05%
142	FSLRFIRST SOLAR INC	2,265	$374K	0.04%
143	AMATAPPLIED MATLS INC	2,032	$371K	0.04%
144	DVNDEVON ENERGY CORP NEW	11,484	$365K	0.04%
145	ZTSZOETIS INC	2,221	$346K	0.04%
146	VBVANGUARD INDEX FDS	1,457	$345K	0.04%
147	NDQINVESCO QQQ TR	615	$339K	0.04%
148	INTCINTEL CORP	14,956	$335K	0.04%
149	ANETARISTA NETWORKS INC	3,200	$327K	0.04%
150	SCHOSCHWAB STRATEGIC TR	12,772	$311K	0.04%
151	VOOVANGUARD INDEX FDS	541	$307K	0.04%
152	IDXXIDEXX LABS INC	570	$305K	0.04%
153	FTCSFIRST TR EXCHANGE-TRADED FD	3,260	$296K	0.04%
154	FXLFIRST TR EXCHANGE TRADED FD	1,843	$290K	0.03%
155	IEVISHARES TR	4,500	$284K	0.03%
156	LOWLOWES COS INC	1,269	$281K	0.03%
157	AZOAUTOZONE INC	75	$278K	0.03%
158	EWJISHARES INC	3,542	$265K	0.03%
159	DUKDUKE ENERGY CORP NEW	2,240	$264K	0.03%
160	MLB1MERCADOLIBRE INC	100	$261K	0.03%
161	BBSIBARRETT BUSINESS SVCS INC	6,280	$261K	0.03%
162	VXUSVANGUARD STAR FDS	3,766	$260K	0.03%
163	TJXTJX COS INC NEW	2,105	$259K	0.03%
164	RHCRH PLC	2,781	$255K	0.03%
165	CINFCINCINNATI FINL CORP	1,688	$251K	0.03%
166	KMBKIMBERLY-CLARK CORP	1,934	$249K	0.03%
167	SKYYFIRST TR EXCHANGE TRADED FD	2,004	$243K	0.03%
168	VBRVANGUARD INDEX FDS	1,208	$235K	0.03%
169	UNPUNION PAC CORP	1,024	$235K	0.03%
170	CSXCSX CORP	7,200	$234K	0.03%
171	ZBRAZEBRA TECHNOLOGIES CORPORATI	752	$231K	0.03%
172	SCHWSCHWAB CHARLES CORP	2,518	$229K	0.03%
173	FULFULLER H B CO	3,740	$224K	0.03%
174	NTRSNORTHERN TR CORP	1,724	$218K	0.03%
175	GEVGE VERNOVA INC	406	$214K	0.03%
176	ETNEATON CORP PLC	585	$208K	0.02%
177	APDAIR PRODS & CHEMS INC	739	$208K	0.02%
178	COFCAPITAL ONE FINL CORP	952	$202K	0.02%
179	AMDADVANCED MICRO DEVICES INC	1,429	$202K	0.02%
180	OMEXODYSSEY MARINE EXPL INC	152,461	$179K	0.02%

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