L. Roy Papp & Associates, LLP Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$889.6B
Holdings
182
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (182 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 119,084 | $61.7B | 6.93% | |
| 2 | AAPLAPPLE INC | 238,148 | $60.6B | 6.82% | |
| 3 | BLKBLACKROCK INC | 36,829 | $42.9B | 4.83% | |
| 4 | GOOGALPHABET INC | 173,835 | $42.3B | 4.76% | |
| 5 | ORLYOREILLY AUTOMOTIVE INC | 349,792 | $37.7B | 4.24% | |
| 6 | VVISA INC | 102,526 | $35.0B | 3.93% | |
| 7 | ACNACCENTURE PLC IRELAND | 113,108 | $27.9B | 3.14% | |
| 8 | GOOGLALPHABET INC | 110,779 | $26.9B | 3.03% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 51,571 | $25.0B | 2.81% | |
| 10 | HDHOME DEPOT INC | 61,012 | $24.7B | 2.78% | |
| 11 | COSTCOSTCO WHSL CORP NEW | 26,126 | $24.2B | 2.72% | |
| 12 | SYKSTRYKER CORPORATION | 63,998 | $23.7B | 2.66% | |
| 13 | JNJJOHNSON & JOHNSON | 118,621 | $22.0B | 2.47% | |
| 14 | EOGEOG RES INC | 186,140 | $20.9B | 2.35% | |
| 15 | EXPDEXPEDITORS INTL WASH INC | 164,461 | $20.2B | 2.27% | |
| 16 | MAMASTERCARD INCORPORATED | 25,306 | $14.4B | 1.62% | |
| 17 | XBISPDR SERIES TRUST | 138,587 | $13.9B | 1.56% | |
| 18 | MTDMETTLER TOLEDO INTERNATIONAL | 10,749 | $13.2B | 1.48% | |
| 19 | CNRCANADIAN NATL RY CO | 134,589 | $12.7B | 1.43% | |
| 20 | RSPINVESCO EXCHANGE TRADED FD T | 62,259 | $11.8B | 1.33% | |
| 21 | FISVFISERV INC | 84,362 | $10.9B | 1.22% | |
| 22 | MRVLMARVELL TECHNOLOGY INC | 122,079 | $10.3B | 1.15% | |
| 23 | XOMEXXON MOBIL CORP | 90,619 | $10.2B | 1.15% | |
| 24 | PGPROCTER AND GAMBLE CO | 66,298 | $10.2B | 1.15% | |
| 25 | ECLECOLAB INC | 36,498 | $10.0B | 1.12% | |
| 26 | ADIANALOG DEVICES INC | 38,693 | $9.5B | 1.07% | |
| 27 | TROWPRICE T ROWE GROUP INC | 90,822 | $9.3B | 1.05% | |
| 28 | XLKSELECT SECTOR SPDR TR | 30,953 | $8.7B | 0.98% | |
| 29 | AMEAMETEK INC | 43,688 | $8.2B | 0.92% | |
| 30 | JPMJPMORGAN CHASE & CO. | 25,719 | $8.1B | 0.91% | |
| 31 | ROKROCKWELL AUTOMATION INC | 22,232 | $7.8B | 0.87% | |
| 32 | EMREMERSON ELEC CO | 54,777 | $7.2B | 0.81% | |
| 33 | USMVISHARES TR | 75,348 | $7.2B | 0.81% | |
| 34 | PEPPEPSICO INC | 49,259 | $6.9B | 0.78% | |
| 35 | WYWEYERHAEUSER CO MTN BE | 272,920 | $6.8B | 0.76% | |
| 36 | NVDANVIDIA CORPORATION | 36,140 | $6.7B | 0.76% | |
| 37 | TRMBTRIMBLE INC | 77,463 | $6.3B | 0.71% | |
| 38 | CVXCHEVRON CORP NEW | 36,718 | $5.7B | 0.64% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,183 | $5.6B | 0.63% | |
| 40 | INTUINTUIT | 8,003 | $5.5B | 0.61% | |
| 41 | VMIVALMONT INDS INC | 14,005 | $5.4B | 0.61% | |
| 42 | FDSFACTSET RESH SYS INC | 17,903 | $5.1B | 0.58% | |
| 43 | WCNWASTE CONNECTIONS INC | 27,178 | $4.8B | 0.54% | |
| 44 | RBCRBC BEARINGS INC | 12,161 | $4.7B | 0.53% | |
| 45 | NXPINXP SEMICONDUCTORS N V | 20,498 | $4.7B | 0.52% | |
| 46 | RMERESMED INC | 13,652 | $3.7B | 0.42% | |
| 47 | SCHBSCHWAB STRATEGIC TR | 144,624 | $3.7B | 0.42% | |
| 48 | VIGVANGUARD SPECIALIZED FUNDS | 16,273 | $3.5B | 0.39% | |
| 49 | VUGVANGUARD INDEX FDS | 7,092 | $3.4B | 0.38% | |
| 50 | VGTVANGUARD WORLD FD | 4,374 | $3.3B | 0.37% | |
| 51 | WMWASTE MGMT INC DEL | 13,397 | $3.0B | 0.33% | |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 9,602 | $2.8B | 0.32% | |
| 53 | CSGPCOSTAR GROUP INC | 33,208 | $2.8B | 0.31% | |
| 54 | AMZNAMAZON COM INC | 12,732 | $2.8B | 0.31% | |
| 55 | ADBEADOBE INC | 7,918 | $2.8B | 0.31% | |
| 56 | ORCLORACLE CORP | 9,571 | $2.7B | 0.30% | |
| 57 | VTIVANGUARD INDEX FDS | 7,977 | $2.6B | 0.29% | |
| 58 | SHWSHERWIN WILLIAMS CO | 7,460 | $2.6B | 0.29% | |
| 59 | PEGAPEGASYSTEMS INC | 44,443 | $2.6B | 0.29% | |
| 60 | MCXMCCORMICK & CO INC | 38,042 | $2.5B | 0.29% | |
| 61 | MCDMCDONALDS CORP | 8,276 | $2.5B | 0.28% | |
| 62 | CATCATERPILLAR INC | 4,982 | $2.4B | 0.27% | |
| 63 | RTXRTX CORPORATION | 13,756 | $2.3B | 0.26% | |
| 64 | IEXIDEX CORP | 13,409 | $2.2B | 0.25% | |
| 65 | NKENIKE INC | 30,811 | $2.1B | 0.24% | |
| 66 | CSCOCISCO SYS INC | 31,195 | $2.1B | 0.24% | |
| 67 | SYYSYSCO CORP | 24,524 | $2.0B | 0.23% | |
| 68 | KOCOCA COLA CO | 28,949 | $1.9B | 0.22% | |
| 69 | MCHPMICROCHIP TECHNOLOGY INC. | 29,686 | $1.9B | 0.21% | |
| 70 | AMGNAMGEN INC | 6,457 | $1.8B | 0.20% | |
| 71 | CHDCHURCH & DWIGHT CO INC | 20,720 | $1.8B | 0.20% | |
| 72 | WMTWALMART INC | 17,221 | $1.8B | 0.20% | |
| 73 | VTIPVANGUARD MALVERN FDS | 34,697 | $1.8B | 0.20% | |
| 74 | YETIYETI HLDGS INC | 52,855 | $1.8B | 0.20% | |
| 75 | CLXCLOROX CO DEL | 14,116 | $1.7B | 0.20% | |
| 76 | EPDENTERPRISE PRODS PARTNERS L | 55,056 | $1.7B | 0.19% | |
| 77 | TECHBIO-TECHNE CORP | 30,630 | $1.7B | 0.19% | |
| 78 | ABBVABBVIE INC | 7,219 | $1.7B | 0.19% | |
| 79 | LLYELI LILLY & CO | 2,014 | $1.5B | 0.17% | |
| 80 | CLCOLGATE PALMOLIVE CO | 19,033 | $1.5B | 0.17% | |
| 81 | IBMINTERNATIONAL BUSINESS MACHS | 5,298 | $1.5B | 0.17% | |
| 82 | AXPAMERICAN EXPRESS CO | 4,500 | $1.5B | 0.17% | |
| 83 | SNPSSYNOPSYS INC | 2,912 | $1.4B | 0.16% | |
| 84 | SPYSPDR S&P 500 ETF TR | 2,128 | $1.4B | 0.16% | |
| 85 | INFA1EURINFORMATICA INC | 52,503 | $1.3B | 0.15% | |
| 86 | STTSTATE STR CORP | 11,026 | $1.3B | 0.14% | |
| 87 | XLESELECT SECTOR SPDR TR | 13,949 | $1.2B | 0.14% | |
| 88 | METAMETA PLATFORMS INC | 1,641 | $1.2B | 0.14% | |
| 89 | SLABSILICON LABORATORIES INC | 8,650 | $1.1B | 0.13% | |
| 90 | DTDYNATRACE INC | 23,245 | $1.1B | 0.13% | |
| 91 | PRPERMIAN RESOURCES CORP | 87,041 | $1.1B | 0.13% | |
| 92 | LINLINDE PLC | 2,340 | $1.1B | 0.12% | |
| 93 | TSLATESLA INC | 2,458 | $1.1B | 0.12% | |
| 94 | EGPEASTGROUP PPTYS INC | 6,378 | $1.1B | 0.12% | |
| 95 | ABTABBOTT LABS | 7,927 | $1.1B | 0.12% | |
| 96 | VVVVALVOLINE INC | 29,035 | $1.0B | 0.12% | |
| 97 | VCSHVANGUARD SCOTTSDALE FDS | 12,167 | $972.5M | 0.11% | |
| 98 | STIPISHARES TR | 9,400 | $971.6M | 0.11% | |
| 99 | IVVISHARES TR | 1,406 | $941.0M | 0.11% | |
| 100 | BDXBECTON DICKINSON & CO | 4,863 | $910.2M | 0.10% |
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