StockDriftsStockDriftsTop 50 L. Roy Papp & Associates, LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.88% | 226.0K | $65.4M | -0.48%(-1.08K) | $31.76(+861.65%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.56% | 149.8K | $52.9M | -4.11%(-6.42K) | $54.21(+532.10%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.73% | 120.6K | $45.0M | +2.87%(+3.37K) | $75.38(+544.86%) | 2026-06-30 | |
| V | VISA INC | 3.72% | 103.2K | $35.4M | +2.05%(+2.07K) | $63.10(+473.59%) | 2026-06-30 | |
| BLK | BLACKROCK INC | 3.69% | 36.5K | $35.1M | +1.38%(+498) | $483.61(+139.10%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.54% | 94.4K | $33.7M | -3.85%(-3.78K) | $56.39(+511.30%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 3.5% | 111.7K | $33.3M | -9.07%(-11.14K) | $54.26(+332.28%) | 2026-06-30 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.22% | 332.3K | $30.6M | -0.16%(-537) | $7.67(+1086.83%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.17% | 118.6K | $30.1M | +1.23%(+1.44K) | $112.17(+132.19%) | 2026-06-30 | |
| EXPD | EXPEDITORS INTL WASH INC | 2.74% | 159.7K | $26.0M | -0.67%(-1.08K) | $65.84(+182.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.84% | +36.17% | +6.42% | +36.51% |
| Top 20 Holdings Unweighted | +11.17% | +37.39% | +6.24% | +35.34% |
L. Roy Papp & Associates, LLP reports $951.38M in US-listed equity holdings across 193 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.9%), GOOG (5.6%) and MSFT (4.7%). The top 20 holdings account for 61.33% of reported assets. Its disclosed equity book has returned +36.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from L. Roy Papp & Associates, LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 809339). View L. Roy Papp & Associates, LLP’s 13F filings on SEC