StockDriftsStockDriftsTop 50 L. Roy Papp & Associates, Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.65% | 227.1K | $57.6M | -2.91%(-6.82K) | $31.77(+794.42%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.17% | 156.2K | $44.8M | -7.11%(-11.95K) | $54.21(+608.88%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5% | 117.2K | $43.4M | -0.06%(-68) | $67.02(+513.78%) | 2026-03-31 | |
| BLK | BLACKROCK INC | 3.99% | 36.0K | $34.6M | -1.17%(-425) | $477.19(+119.81%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.54% | 332.9K | $30.7M | -2.74%(-9.38K) | $7.67(+1138.32%) | 2026-03-31 | |
| V | VISA INC | 3.53% | 101.2K | $30.6M | -0.25%(-251) | $57.82(+456.94%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.3% | 117.2K | $28.6M | -0.98%(-1.16K) | $110.50(+104.12%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.25% | 98.1K | $28.2M | -7.86%(-8.37K) | $56.49(+587.61%) | 2026-03-31 | |
| EOG | EOG RES INC | 3% | 180.0K | $26.0M | -1.56%(-2.86K) | $100.76(+39.76%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.88% | 50.8K | $25.0M | -1.39%(-714) | $186.44(+150.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.67% | +35.53% |
| Top 20 Holdings Unweighted | +11.63% | +39.10% |
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