L. Roy Papp & Associates, LLP Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$889.6M
Holdings
182
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (182 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $61.7M |
AAPLAPPLE INC | $60.6M |
BLKBLACKROCK INC | $42.9M |
GOOGALPHABET INC | $42.3M |
ORLYOREILLY AUTOMOTIVE INC | $37.7M |
VVISA INC | $35.0M |
ACNACCENTURE PLC IRELAND | $27.9M |
GOOGLALPHABET INC | $26.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $25.0M |
HDHOME DEPOT INC | $24.7M |
COSTCOSTCO WHSL CORP NEW | $24.2M |
SYKSTRYKER CORPORATION | $23.7M |
JNJJOHNSON & JOHNSON | $22.0M |
EOGEOG RES INC | $20.9M |
EXPDEXPEDITORS INTL WASH INC | $20.2M |
MAMASTERCARD INCORPORATED | $14.4M |
XBISPDR SERIES TRUST | $13.9M |
MTDMETTLER TOLEDO INTERNATIONAL | $13.2M |
CNRCANADIAN NATL RY CO | $12.7M |
RSPINVESCO EXCHANGE TRADED FD T | $11.8M |
FISVFISERV INC | $10.9M |
MRVLMARVELL TECHNOLOGY INC | $10.3M |
XOMEXXON MOBIL CORP | $10.2M |
PGPROCTER AND GAMBLE CO | $10.2M |
ECLECOLAB INC | $10.0M |
ADIANALOG DEVICES INC | $9.5M |
TROWPRICE T ROWE GROUP INC | $9.3M |
XLKSELECT SECTOR SPDR TR | $8.7M |
AMEAMETEK INC | $8.2M |
JPMJPMORGAN CHASE & CO. | $8.1M |
ROKROCKWELL AUTOMATION INC | $7.8M |
EMREMERSON ELEC CO | $7.2M |
USMVISHARES TR | $7.2M |
PEPPEPSICO INC | $6.9M |
WYWEYERHAEUSER CO MTN BE | $6.8M |
NVDANVIDIA CORPORATION | $6.7M |
TRMBTRIMBLE INC | $6.3M |
CVXCHEVRON CORP NEW | $5.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.6M |
INTUINTUIT | $5.5M |
VMIVALMONT INDS INC | $5.4M |
FDSFACTSET RESH SYS INC | $5.1M |
WCNWASTE CONNECTIONS INC | $4.8M |
RBCRBC BEARINGS INC | $4.7M |
NXPINXP SEMICONDUCTORS N V | $4.7M |
RMERESMED INC | $3.7M |
SCHBSCHWAB STRATEGIC TR | $3.7M |
VIGVANGUARD SPECIALIZED FUNDS | $3.5M |
VUGVANGUARD INDEX FDS | $3.4M |
VGTVANGUARD WORLD FD | $3.3M |
WMWASTE MGMT INC DEL | $3.0M |
ADPAUTOMATIC DATA PROCESSING IN | $2.8M |
CSGPCOSTAR GROUP INC | $2.8M |
AMZNAMAZON COM INC | $2.8M |
ADBEADOBE INC | $2.8M |
ORCLORACLE CORP | $2.7M |
VTIVANGUARD INDEX FDS | $2.6M |
SHWSHERWIN WILLIAMS CO | $2.6M |
PEGAPEGASYSTEMS INC | $2.6M |
MCXMCCORMICK & CO INC | $2.5M |
MCDMCDONALDS CORP | $2.5M |
CATCATERPILLAR INC | $2.4M |
RTXRTX CORPORATION | $2.3M |
IEXIDEX CORP | $2.2M |
NKENIKE INC | $2.1M |
CSCOCISCO SYS INC | $2.1M |
SYYSYSCO CORP | $2.0M |
KOCOCA COLA CO | $1.9M |
MCHPMICROCHIP TECHNOLOGY INC. | $1.9M |
AMGNAMGEN INC | $1.8M |
CHDCHURCH & DWIGHT CO INC | $1.8M |
WMTWALMART INC | $1.8M |
VTIPVANGUARD MALVERN FDS | $1.8M |
YETIYETI HLDGS INC | $1.8M |
CLXCLOROX CO DEL | $1.7M |
EPDENTERPRISE PRODS PARTNERS L | $1.7M |
TECHBIO-TECHNE CORP | $1.7M |
ABBVABBVIE INC | $1.7M |
LLYELI LILLY & CO | $1.5M |
CLCOLGATE PALMOLIVE CO | $1.5M |
AXPAMERICAN EXPRESS CO | $1.5M |
IBMINTERNATIONAL BUSINESS MACHS | $1.5M |
SNPSSYNOPSYS INC | $1.4M |
SPYSPDR S&P 500 ETF TR | $1.4M |
INFA1EURINFORMATICA INC | $1.3M |
STTSTATE STR CORP | $1.3M |
XLESELECT SECTOR SPDR TR | $1.2M |
METAMETA PLATFORMS INC | $1.2M |
SLABSILICON LABORATORIES INC | $1.1M |
DTDYNATRACE INC | $1.1M |
PRPERMIAN RESOURCES CORP | $1.1M |
LINLINDE PLC | $1.1M |
TSLATESLA INC | $1.1M |
EGPEASTGROUP PPTYS INC | $1.1M |
ABTABBOTT LABS | $1.1M |
VVVVALVOLINE INC | $1.0M |
VCSHVANGUARD SCOTTSDALE FDS | $972K |
STIPISHARES TR | $971K |
IVVISHARES TR | $941K |
BDXBECTON DICKINSON & CO | $910K |
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