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CIK: 0000809339
Total reported value
$951.4M
$951.4M
182 檔
25.8%
According to the latest 13F quarterly dataset, L. Roy Papp & Associates, LLP managed an equity portfolio of $951.4M at the end of Q3 2025, spanning 182 distinct U.S. exchange-listed positions.
L. Roy Papp & Associates, LLP executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.93% | -0.27% | -0.98% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.82% | +0.23% | -1.13% | |
| 3 | BLK | Blackrock Inc | Stock-Financials | 4.83% | -0.30% | -1.47% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.76% | +0.39% | -0.58% | |
| 5 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 4.24% | -0.32% | -2.34% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.93% | +0.19% | +0.82% | |
| 7 | ACN | Accenture plc | Stock-Tech | 3.14% | -1.14% | +2.13% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.03% | +0.29% | -0.70% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.81% | -0.17% | +2.83% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.78% | -0.05% | +1.20% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.72% | -0.40% | -0.93% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 2.66% | -0.21% | +1.73% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.47% | -0.13% | +1.08% | |
| 14 | EOG | Eog Resources Inc | Stock-Energy | 2.35% | -0.56% | -1.41% | |
| 15 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.27% | +0.09% | -0.01% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.62% | -0.09% | -0.22% | |
| 17 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.56% | +0.26% | -3.25% | |
| 18 | MTD | Mettler-toledo International | Stock-Healthcare | 1.48% | -0.13% | +4.95% | |
| 19 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.43% | +0.11% | -2.61% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.33% | +0.07% | -3.62% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.22% | -0.03% | EXIT | |
| 22 | MRVL | Marvell Technology Inc | Stock-Tech | 1.15% | +2.10% | +1.81% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -0.55% | -3.93% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.07% | +1.95% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 1.12% | -0.03% | +0.81% | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 1.07% | +0.22% | +1.06% | |
| 27 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.05% | -0.25% | -27.82% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.98% | +0.13% | +2.58% | |
| 29 | AME | Ametek Inc | Stock-Industrials | 0.92% | +0.05% | +17.74% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.34% | — | |
| 31 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.87% | +0.26% | +5.72% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.81% | — | -0.15% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.81% | -0.06% | -4.14% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | -0.16% | +2.49% | |
| 35 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.76% | -0.08% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.03% | +0.46% | |
| 37 | TRMB | Trimble Inc | Stock-Tech | 0.71% | -0.18% | -0.47% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.25% | -2.05% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | -1.80% | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.61% | -0.17% | +5.15% | |
| 41 | VMI | Valmont Industries | Stock-Industrials | 0.61% | +0.21% | +0.46% | |
| 42 | FDS | Factset Research Systems Inc | Stock-Financials | 0.58% | -0.02% | -4.73% | |
| 43 | WCN | Waste Connections Inc | Stock-Industrials | 0.54% | -0.03% | — | |
| 44 | RBC | RBC Bearings Inc | Stock-Industrials | 0.53% | +0.02% | -1.42% | |
| 45 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.52% | +0.15% | -3.77% | |
| 46 | RMD | Resmed Inc | Stock-Healthcare | 0.42% | -0.13% | +25.99% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.42% | +0.02% | -0.98% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | -0.01% | -3.58% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.02% | -1.72% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.37% | +0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.5% | -0.58% | Add |
| 2 | MSFT | Microsoft CORP | +1.4% | -0.98% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.70% | Trim |
| 4 | BLK | Blackrock Inc | +0.5% | -1.47% | Trim |
| 5 | MRVL | Marvell Technology Inc | +0.3% | +1.81% | Add |
| 6 | ROK | Rockwell Automation Inc | +0.3% | +5.72% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | +0.46% | Add |
| 8 | AME | Ametek Inc | +0.3% | +17.74% | Add |
| 9 | XLK | Ss Technology Select Sector | +0.2% | +2.58% | Add |
| 10 | AAPL | Apple Inc | +0.2% | -1.13% | Trim |
| 11 | RMD | Resmed Inc | +0.2% | +25.99% | Add |
| 12 | ADI | Analog Devices Inc | +0.1% | +1.06% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 14 | ORCL | Oracle CORP | +0.1% | -1.58% | Add |
| 15 | VMI | Valmont Industries | +0.1% | +0.46% | Add |
| 16 | HD | Home Depot Inc | +0.1% | +1.20% | Add |
| 17 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -3.25% | Trim |
| 18 | PEGA | Pegasystems Inc | +0.1% | -2.49% | Add |
| 19 | TRMB | Trimble Inc | +0.1% | -0.47% | Add |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | — | Unchanged |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.13% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 23 | JNJ | Johnson & Johnson | +0.1% | +1.08% | Add |
| 24 | RBC | RBC Bearings Inc | +0.1% | -1.42% | Add |
| 25 | MTD | Mettler-toledo International | +0.1% | +4.95% | Add |
| 26 | VUG | Vanguard Growth ETF | +0.1% | -1.72% | Trim |
| 27 | NXPI | NXP Semiconductors N.V. | 0% | -3.77% | Trim |
| 28 | INTU | Intuit Inc | 0% | +5.15% | Add |
| 29 | ECL | Ecolab Inc | 0% | +0.81% | Add |
| 30 | EMR | Emerson Electric Co | 0% | -0.15% | Trim |
| 31 | RSP | Invesco S&p 500 Equal Weight | 0% | -3.62% | Trim |
| 32 | ORLY | O'reilly Automotive Inc | -0.1% | -2.34% | Add |
| 33 | ICLR | ICON Public Limited Company | -0.1% | -17.64% | Trim |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -39.97% | Trim |
| 35 | TMO | Thermo Fisher Scientific Inc | -0.2% | +2.83% | Add |
| 36 | NKE | Nike Inc -cl B | -0.2% | -11.13% | Trim |
| 37 | PG | Procter & Gamble Co/the | -0.2% | +1.95% | Add |
| 38 | CNI | Canadian Natl Railway Co | -0.2% | -2.61% | Trim |
| 39 | WY | Weyerhaeuser Co | -0.2% | — | Unchanged |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -3.93% | Trim |
| 41 | FISV | Fiserv Inc | -0.4% | +25.67% | Add |
| 42 | COST | Costco Wholesale CORP | -0.4% | -0.93% | Trim |
| 43 | FDS | Factset Research Systems Inc | -0.4% | -4.73% | Trim |
| 44 | V | Visa Inc-class A Shares | -0.5% | +0.82% | Trim |
| 45 | EOG | Eog Resources Inc | -0.6% | -1.41% | Trim |
| 46 | BDX | Becton Dickinson And Co | -0.7% | -59.05% | Trim |
| 47 | TROW | T Rowe Price Group Inc | -0.8% | -27.82% | Trim |
| 48 | ACN | Accenture plc | -1.1% | +2.13% | Add |
| 49 | AKX | Ansys Inc | — | EXIT | Sold out |
| 50 | SNPS | Synopsys Inc | — | NEW | New buy |
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 182 disclosed positions in Q3 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 25.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SNPS
市值: $1.4M
Top Position Liquidated / Trimmed
AKX
前期市值: $2.8M
During Q3 2025, L. Roy Papp & Associates, LLP's top holdings by market value included MSFT (6.9%)、AAPL (6.8%)、BLK (4.8%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q3 2025, L. Roy Papp & Associates, LLP made 46 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 20 holdings, and fully liquidating 1 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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