L. Roy Papp & Associates, LLP

CIK 0000809339 · PHOENIX, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

L. Roy Papp & Associates, LLP reported 193 positions worth $951.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: AAPL (6.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$951.4M
2026 Q2
Positions
193
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.7%
Est. Net Flow (Q)
2026 Q2
10 / 193 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$65.4M6.88%226,042
2GOOGALPHABET INCSH$52.9M5.56%149,783
3MSFTMICROSOFT CORPSH$45.0M4.73%120,590
4VVISA INCSH$35.4M3.72%103,237
5BLKBLACKROCK INCSH$35.1M3.69%36,515
6GOOGLALPHABET INCSH$33.7M3.54%94,355
7MRVLMARVELL TECHNOLOGY INCSH$33.3M3.50%111,672
8ORLYOREILLY AUTOMOTIVE INCSH$30.6M3.22%332,328
9JNJJOHNSON & JOHNSONSH$30.1M3.17%118,647
10EXPDEXPEDITORS INTL WASH INCSH$26.0M2.74%159,685

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does L. Roy Papp & Associates, LLP hold as of Q2 2026?

L. Roy Papp & Associates, LLP reported 193 positions worth $951.4M in its Q2 2026 13F filing. Largest positions: AAPL (6.9%), GOOG (5.6%), MSFT (4.7%), V (3.7%) and BLK (3.7%).

What did L. Roy Papp & Associates, LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did L. Roy Papp & Associates, LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.