StockDriftsStockDriftsTop 50 L Roy Papp & Associates LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.52% | 221.6K | $73.8M | -1.97%(-4.44K) | $31.76(+971.01%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.29% | 120.3K | $61.7M | -0.25%(-303) | $75.38(+606.45%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 5.2% | 149.7K | $51.0M | -0.09%(-131) | $54.21(+520.66%) | 2026-09-30 | |
| BLK | BLACKROCK INC | 3.95% | 36.6K | $38.7M | +0.16%(+59) | $484.46(+133.00%) | 2026-09-30 | |
| V | VISA INC | 3.76% | 102.8K | $36.9M | -0.46%(-479) | $63.10(+545.40%) | 2026-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.55% | 51.6K | $34.8M | +0.20%(+103) | $181.06(+280.48%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.25% | 92.7K | $31.9M | -1.71%(-1.61K) | $56.39(+503.63%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.17% | 117.6K | $31.1M | -0.92%(-1.09K) | $112.17(+131.30%) | 2026-09-30 | |
| EXPD | EXPEDITORS INTL WASH INC | 2.98% | 158.5K | $29.3M | -0.72%(-1.15K) | $65.84(+201.91%) | 2026-09-30 | |
| ORLY | OREILLY AUTOMOTIVE INC | 2.9% | 332.8K | $28.4M | +0.14%(+468) | $7.79(+1055.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.76% | +47.20% | +7.27% | +42.00% |
| Top 20 Holdings Unweighted | +14.02% | +48.25% | +6.96% | +39.97% |
L Roy Papp & Associates LLP reports $980.97M in US-listed equity holdings across 193 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.5%), MSFT (6.3%) and GOOG (5.2%). The top 20 holdings account for 62.56% of reported assets. Its disclosed equity book has returned +47.20% on a three-year cumulative basis. Figures reflect the Q3 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