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)

#StockSharesValue% PortfolioType
101
VOVANGUARD INDEX FDS
2,912$845K0.09%
102
VVVVALVOLINE INC
29,035$843K0.09%
103
GQ9SPDR GOLD TR
2,038$807K0.09%
104
SCHXSCHWAB STRATEGIC TR
28,721$772K0.09%
105
IVVISHARES TR
1,068$731K0.08%
106
WABWABTEC
3,376$720K0.08%
107
NSCNORFOLK SOUTHN CORP
2,494$720K0.08%
108
ROSTROSS STORES INC
4,000$720K0.08%
109
FSLRFIRST SOLAR INC
2,742$716K0.08%
110
GMFSPDR INDEX SHS FDS
5,150$714K0.08%
111
IWPISHARES TR
5,093$697K0.08%
112
VTVVANGUARD INDEX FDS
3,592$685K0.08%
113
WFCWELLS FARGO CO NEW
7,310$681K0.08%
114
FISVFISERV INC
10,017$672K0.07%
115
SCHGSCHWAB STRATEGIC TR
20,412$665K0.07%
116
MDTMEDTRONIC PLC
6,734$646K0.07%
117
ICLRICON PLC
3,549$646K0.07%
118
HONHONEYWELL INTL INC
3,303$644K0.07%
119
IQVIQVIA HLDGS INC
2,859$644K0.07%
120
KRKROGER CO
9,815$613K0.07%
121
POOLPOOL CORP
2,656$607K0.07%
122
SUBISHARES TR
5,350$570K0.06%
123
FT2FIRST HORIZON CORPORATION
23,341$557K0.06%
124
NDQINVESCO QQQ TR
901$553K0.06%
125
GEGE AEROSPACE
1,772$545K0.06%
126
INTCINTEL CORP
14,456$533K0.06%
127
VTVANGUARD INTL EQUITY INDEX F
3,767$531K0.06%
128
DISDISNEY WALT CO
4,584$521K0.06%
129
VXFVANGUARD INDEX FDS
2,447$511K0.06%
130
AMATAPPLIED MATLS INC
1,970$506K0.06%
131
GWWWW GRAINGER INC
498$502K0.06%
132
BDXBECTON DICKINSON & CO
2,558$496K0.05%
133
QUALISHARES TR
2,461$488K0.05%
134
FANGDIAMONDBACK ENERGY INC
3,174$477K0.05%
135
JFLXJ P MORGAN EXCHANGE TRADED F
9,259$464K0.05%
136
UMBFUMB FINL CORP
4,030$463K0.05%
137
MTUMISHARES TR
1,845$461K0.05%
138
VYMVANGUARD WHITEHALL FDS
3,191$458K0.05%
139
BMYBRISTOL-MYERS SQUIBB CO
8,176$441K0.05%
140
VTEBVANGUARD MUN BD FDS
8,668$435K0.05%
141
FADFIRST TR EXCHANGE-TRADED ALP
2,596$420K0.05%
142
ANETARISTA NETWORKS INC
3,010$394K0.04%
143
IDXXIDEXX LABS INC
570$385K0.04%
144
ITOTISHARES TR
2,488$369K0.04%
145
NEENEXTERA ENERGY INC
4,596$368K0.04%
146
GEVGE VERNOVA INC
531$347K0.04%
147
VOOVANGUARD INDEX FDS
553$346K0.04%
148
SHMSPDR SERIES TRUST
7,080$339K0.04%
149
CSXCSX CORP
9,300$337K0.04%
150
VBVANGUARD INDEX FDS
1,287$331K0.04%
151
PFEPFIZER INC
13,203$328K0.04%
152
TJXTJX COS INC NEW
2,105$323K0.04%
153
DVNDEVON ENERGY CORP NEW
8,720$319K0.04%
154
FXLFIRST TR EXCHANGE TRADED FD
1,843$310K0.03%
155
IEVISHARES TR
4,500$308K0.03%
156
LOWLOWES COS INC
1,269$306K0.03%
157
FTCSFIRST TR EXCHANGE-TRADED FD
3,260$301K0.03%
158
VOTVANGUARD INDEX FDS
1,077$300K0.03%
159
OMEXODYSSEY MARINE EXPL INC
152,461$298K0.03%
160
DUKDUKE ENERGY CORP NEW
2,490$291K0.03%
161
VXUSVANGUARD STAR FDS
3,854$290K0.03%
162
EWJISHARES INC
3,555$287K0.03%
163
RHCRH PLC
2,300$287K0.03%
164
UPSUNITED PARCEL SERVICE INC
2,880$285K0.03%
165
ZTSZOETIS INC
2,221$279K0.03%
166
CINFCINCINNATI FINL CORP
1,688$275K0.03%
167
SKYYFIRST TR EXCHANGE TRADED FD
2,004$260K0.03%
168
VBRVANGUARD INDEX FDS
1,225$259K0.03%
169
UNPUNION PAC CORP
1,105$255K0.03%
170
AZOAUTOZONE INC
75$254K0.03%
171
SCHWSCHWAB CHARLES CORP
2,522$252K0.03%
172
SBUXSTARBUCKS CORP
2,994$252K0.03%
173
QYLDGLOBAL X FDS
14,213$251K0.03%
174
NOCNORTHROP GRUMMAN CORP
432$246K0.03%
175
NTRSNORTHERN TR CORP
1,724$235K0.03%
176
SCHDSCHWAB STRATEGIC TR
8,595$235K0.03%
177
BKBANK NEW YORK MELLON CORP
2,000$232K0.03%
178
COFCAPITAL ONE FINL CORP
952$230K0.03%
179
IWMISHARES TR
917$225K0.02%
180
FULFULLER H B CO
3,740$222K0.02%
181
XARSPDR SERIES TRUST
923$222K0.02%
182
SMHVANECK ETF TRUST
600$216K0.02%
183
RIORIO TINTO PLC
2,550$204K0.02%
184
BBSIBARRETT BUSINESS SVCS INC
5,630$203K0.02%
185
MLB1MERCADOLIBRE INC
100$201K0.02%
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