L. Roy Papp & Associates, LLP Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$904.5M
Holdings
185
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (185 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $63.6M |
MSFTMICROSOFT CORP | $56.7M |
GOOGALPHABET INC | $52.8M |
BLKBLACKROCK INC | $39.0M |
VVISA INC | $35.6M |
GOOGLALPHABET INC | $33.3M |
ORLYOREILLY AUTOMOTIVE INC | $31.2M |
ACNACCENTURE PLC IRELAND | $30.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $29.9M |
JNJJOHNSON & JOHNSON | $24.5M |
EXPDEXPEDITORS INTL WASH INC | $24.3M |
SYKSTRYKER CORPORATION | $22.7M |
HDHOME DEPOT INC | $21.3M |
COSTCOSTCO WHSL CORP NEW | $21.2M |
EOGEOG RES INC | $19.2M |
XBISPDR SERIES TRUST | $16.6M |
MTDMETTLER TOLEDO INTERNATIONAL | $14.8M |
MAMASTERCARD INCORPORATED | $14.5M |
CNRCANADIAN NATL RY CO | $13.0M |
RSPINVESCO EXCHANGE TRADED FD T | $12.4M |
XOMEXXON MOBIL CORP | $10.8M |
ADIANALOG DEVICES INC | $10.5M |
MRVLMARVELL TECHNOLOGY INC | $10.3M |
ECLECOLAB INC | $9.6M |
PGPROCTER AND GAMBLE CO | $9.5M |
AMEAMETEK INC | $9.3M |
XLKSELECT SECTOR SPDR TR | $8.9M |
ROKROCKWELL AUTOMATION INC | $8.7M |
JPMJPMORGAN CHASE & CO. | $8.5M |
USMVISHARES TR | $7.4M |
NVDANVIDIA CORPORATION | $7.2M |
EMREMERSON ELEC CO | $7.2M |
PEPPEPSICO INC | $7.1M |
TROWPRICE T ROWE GROUP INC | $7.0M |
WYWEYERHAEUSER CO MTN BE | $6.5M |
TRMBTRIMBLE INC | $6.1M |
VMIVALMONT INDS INC | $5.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.7M |
CVXCHEVRON CORP NEW | $5.6M |
RBCRBC BEARINGS INC | $5.5M |
INTUINTUIT | $5.4M |
FDSFACTSET RESH SYS INC | $5.1M |
WCNWASTE CONNECTIONS INC | $4.8M |
NXPINXP SEMICONDUCTORS N V | $4.4M |
SCHOSCHWAB STRATEGIC TR | $4.3M |
RMERESMED INC | $4.0M |
SCHBSCHWAB STRATEGIC TR | $3.7M |
VIGVANGUARD SPECIALIZED FUNDS | $3.7M |
IGSBISHARES TR | $3.6M |
VGTVANGUARD WORLD FD | $3.3M |
VUGVANGUARD INDEX FDS | $2.9M |
AMZNAMAZON COM INC | $2.9M |
CATCATERPILLAR INC | $2.9M |
WMWASTE MGMT INC DEL | $2.9M |
ADBEADOBE INC | $2.7M |
VTIVANGUARD INDEX FDS | $2.7M |
PEGAPEGASYSTEMS INC | $2.7M |
MCXMCCORMICK & CO INC | $2.6M |
RTXRTX CORPORATION | $2.6M |
MCDMCDONALDS CORP | $2.5M |
ADPAUTOMATIC DATA PROCESSING IN | $2.5M |
IEXIDEX CORP | $2.4M |
CSCOCISCO SYS INC | $2.4M |
YETIYETI HLDGS INC | $2.3M |
SHWSHERWIN WILLIAMS CO | $2.3M |
CSGPCOSTAR GROUP INC | $2.2M |
AMGNAMGEN INC | $2.1M |
KOCOCA COLA CO | $2.0M |
EPDENTERPRISE PRODS PARTNERS L | $2.0M |
TECHBIO-TECHNE CORP | $1.9M |
WMTWALMART INC | $1.9M |
NKENIKE INC | $1.8M |
MCHPMICROCHIP TECHNOLOGY INC. | $1.8M |
SYYSYSCO CORP | $1.8M |
AXPAMERICAN EXPRESS CO | $1.8M |
CHDCHURCH & DWIGHT CO INC | $1.7M |
VTIPVANGUARD MALVERN FDS | $1.7M |
ABBVABBVIE INC | $1.7M |
ORCLORACLE CORP | $1.6M |
LLYELI LILLY & CO | $1.6M |
IBMINTERNATIONAL BUSINESS MACHS | $1.5M |
STTSTATE STR CORP | $1.4M |
CLXCLOROX CO DEL | $1.4M |
SPYSPDR S&P 500 ETF TR | $1.4M |
PRPERMIAN RESOURCES CORP | $1.3M |
SNPSSYNOPSYS INC | $1.3M |
XLESELECT SECTOR SPDR TR | $1.3M |
CLCOLGATE PALMOLIVE CO | $1.3M |
DTDYNATRACE INC | $1.3M |
SLVISHARES SILVER TR | $1.2M |
EGPEASTGROUP PPTYS INC | $1.1M |
SLABSILICON LABORATORIES INC | $1.1M |
METAMETA PLATFORMS INC | $1.1M |
TSLATESLA INC | $1.1M |
LINLINDE PLC | $1.1M |
ABTABBOTT LABS | $993K |
KMIKINDER MORGAN INC DEL | $973K |
STIPISHARES TR | $962K |
VCSHVANGUARD SCOTTSDALE FDS | $948K |
MRKMERCK & CO INC | $923K |
Page 1 of 2Next