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CIK: 0000809339
Total reported value
$951.4M
$951.4M
180 檔
22.9%
During the Q2 2025 filing period, L. Roy Papp & Associates, LLP (CIK: 0000809339) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $951.4M across 180 reported positions.
In Q2 2025, L. Roy Papp & Associates, LLP displayed an active expansion posture, initiating 0 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.11% | -0.27% | -0.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.87% | +0.23% | -0.68% | |
| 3 | BLK | Blackrock Inc | Stock-Financials | 4.66% | -0.30% | +0.27% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.29% | +0.19% | -0.89% | |
| 5 | ACN | Accenture plc | Stock-Tech | 3.93% | -1.14% | +0.89% | |
| 6 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.83% | -0.32% | +1367.05% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.68% | +0.39% | +1.39% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.10% | -0.40% | -2.68% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 2.96% | -0.21% | +1.17% | |
| 10 | EOG | Eog Resources Inc | Stock-Energy | 2.68% | -0.56% | +0.91% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.63% | -0.05% | +1.28% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.42% | -0.17% | +3.37% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.34% | +0.29% | -0.38% | |
| 14 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.23% | +0.09% | +1.00% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.13% | -0.13% | -0.82% | |
| 16 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.71% | +0.11% | +0.70% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.69% | -0.09% | -1.25% | |
| 18 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.44% | -0.25% | -24.14% | |
| 19 | MTD | Mettler-toledo International | Stock-Healthcare | 1.43% | -0.13% | +3.63% | |
| 20 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.41% | +0.26% | -2.21% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.39% | +0.07% | +1.86% | |
| 22 | FISV | Fiserv Inc | Stock-Other | 1.37% | -0.03% | EXIT | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.07% | +1.07% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -0.55% | -1.23% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 1.16% | -0.03% | +1.90% | |
| 26 | MRVL | Marvell Technology Inc | Stock-Tech | 1.10% | +2.10% | +8.54% | |
| 27 | ADI | Analog Devices Inc | Stock-Tech | 1.08% | +0.22% | +2.19% | |
| 28 | FDS | Factset Research Systems Inc | Stock-Financials | 1.00% | -0.02% | +2.64% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.91% | +0.13% | +0.07% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.34% | — | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.88% | -0.06% | +0.02% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.87% | — | -6.59% | |
| 33 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.83% | -0.08% | — | |
| 34 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.83% | +0.26% | +13.98% | |
| 35 | AME | Ametek Inc | Stock-Industrials | 0.80% | +0.05% | +16.18% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.16% | +5.18% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.71% | -0.17% | -1.95% | |
| 38 | TRMB | Trimble Inc | Stock-Tech | 0.70% | -0.18% | +1.81% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.03% | +0.14% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.04% | +3.34% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.25% | +4.31% | |
| 42 | WCN | Waste Connections Inc | Stock-Industrials | 0.60% | -0.03% | — | |
| 43 | RBC | RBC Bearings Inc | Stock-Industrials | 0.56% | +0.02% | +4.56% | |
| 44 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.55% | +0.15% | +3.67% | |
| 45 | VMI | Valmont Industries | Stock-Industrials | 0.54% | +0.21% | +0.24% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.41% | +0.02% | +0.27% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.01% | -0.05% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.02% | -1.90% | |
| 49 | AKX | Ansys Inc | Stock-Other | 0.37% | — | +1.01% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.36% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.6% | -0.28% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +1.39% | Add |
| 3 | BLK | Blackrock Inc | +0.3% | +0.27% | Add |
| 4 | MRVL | Marvell Technology Inc | +0.3% | +8.54% | Add |
| 5 | ROK | Rockwell Automation Inc | +0.3% | +13.98% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.38% | Trim |
| 7 | NVDA | Nvidia CORP | +0.2% | +0.14% | Add |
| 8 | ADI | Analog Devices Inc | +0.2% | +2.19% | Add |
| 9 | XLK | Ss Technology Select Sector | +0.2% | +0.07% | Add |
| 10 | INTU | Intuit Inc | +0.1% | -1.95% | Trim |
| 11 | AME | Ametek Inc | +0.1% | +16.18% | Add |
| 12 | SYK | Stryker CORP | +0.1% | +1.17% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 14 | RMD | Resmed Inc | +0.1% | +41.74% | Add |
| 15 | PEGA | Pegasystems Inc | +0.1% | +104.02% | Add |
| 16 | RBC | RBC Bearings Inc | +0.1% | +4.56% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +7.22% | Add |
| 18 | TRMB | Trimble Inc | +0.1% | +1.81% | Add |
| 19 | EMR | Emerson Electric Co | +0.1% | -6.59% | Trim |
| 20 | CNI | Canadian Natl Railway Co | +0.1% | +0.70% | Add |
| 21 | NXPI | NXP Semiconductors N.V. | +0.1% | +3.67% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +20.79% | Add |
| 23 | MCHP | Microchip Technology Inc | +0.1% | -3.47% | Trim |
| 24 | ECL | Ecolab Inc | +0.1% | +1.90% | Add |
| 25 | VMI | Valmont Industries | +0.1% | +0.24% | Add |
| 26 | VGT | Vanguard Info Tech ETF | +0.1% | — | Unchanged |
| 27 | VUG | Vanguard Growth ETF | +0.1% | -1.90% | Trim |
| 28 | RSP | Invesco S&p 500 Equal Weight | 0% | +1.86% | Add |
| 29 | INFA1EUR | Informatica Inc - Class A | 0% | +3.84% | Add |
| 30 | MTD | Mettler-toledo International | — | +3.63% | Add |
| 31 | COST | Costco Wholesale CORP | 0% | -2.68% | Trim |
| 32 | UPS | United Parcel Service-cl B | -0.1% | -35.08% | Trim |
| 33 | CLX | Clorox Company | -0.1% | -9.41% | Trim |
| 34 | ICLR | ICON Public Limited Company | -0.1% | -41.85% | Trim |
| 35 | PEP | Pepsico Inc | -0.1% | +5.18% | Add |
| 36 | CVX | Chevron CORP | -0.1% | +4.31% | Add |
| 37 | NKE | Nike Inc -cl B | -0.1% | -32.19% | Trim |
| 38 | PG | Procter & Gamble Co/the | -0.1% | +1.07% | Add |
| 39 | WY | Weyerhaeuser Co | -0.2% | — | Unchanged |
| 40 | EXPD | Expeditors Intl Wash Inc | -0.2% | +1.00% | Add |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -1.23% | Trim |
| 42 | FISV | Fiserv Inc | -0.3% | +11.95% | Add |
| 43 | EOG | Eog Resources Inc | -0.3% | +0.91% | Add |
| 44 | ACN | Accenture plc | -0.3% | +0.89% | Add |
| 45 | JNJ | Johnson & Johnson | -0.3% | -0.82% | Trim |
| 46 | TROW | T Rowe Price Group Inc | -0.4% | -24.14% | Trim |
| 47 | ORLY | O'reilly Automotive Inc | -0.5% | +1367.05% | Add |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.5% | +3.37% | Add |
| 49 | BDX | Becton Dickinson And Co | -0.6% | -58.50% | Trim |
| 50 | AAPL | Apple Inc | -0.7% | -0.68% | Trim |
According to official SEC Form 13F filings, L. Roy Papp & Associates, LLP reported a total U.S. public equity portfolio value of $951.4M across 180 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BLK) accounted for 22.9% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $53.9M
During Q2 2025, L. Roy Papp & Associates, LLP's top holdings by market value included MSFT (7.1%)、AAPL (5.9%)、BLK (4.7%). The largest single position, MSFT, represented 7.1% of total portfolio value.
In Q2 2025, L. Roy Papp & Associates, LLP made 47 total portfolio adjustments, initiating 0 new buys, adding to 31 positions, trimming 16 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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