Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
L. Roy Papp & Associates, LLP (CIK 809339) reported $867.4M across 184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($57.6M, 6.65%), GOOG ($44.8M, 5.17%), MSFT ($43.4M, 5.00%), BLK ($34.6M, 3.99%), ORLY ($30.7M, 3.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $57.6M | 6.65% | 227,124 | Trimmed |
| 2 | GOOG | ALPHABET INC | $44.8M | 5.17% | 156,202 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $43.4M | 5.00% | 117,221 | Trimmed |
| 4 | BLK | BLACKROCK INC | $34.6M | 3.99% | 36,017 | Trimmed |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | $30.7M | 3.54% | 332,865 | Trimmed |
| 6 | V | VISA INC | $30.6M | 3.53% | 101,168 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $28.6M | 3.30% | 117,203 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $28.2M | 3.25% | 98,138 | Trimmed |
| 9 | EOG | EOG RES INC | $26.0M | 3.00% | 179,961 | Trimmed |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $25.0M | 2.88% | 50,802 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $23.8M | 2.74% | 23,840 | Trimmed |
| 12 | EXPD | EXPEDITORS INTL WASH INC | $23.0M | 2.65% | 160,765 | Trimmed |
| 13 | ACN | ACCENTURE PLC IRELAND | $22.1M | 2.55% | 111,449 | Trimmed |
| 14 | SYK | STRYKER CORPORATION | $21.5M | 2.48% | 65,547 | Added |
| 15 | HD | HOME DEPOT INC | $20.4M | 2.36% | 62,153 | Added |
| 16 | XBI | SPDR SERIES TRUST | $17.1M | 1.97% | 133,599 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $15.3M | 1.76% | 90,103 | Added |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $13.5M | 1.56% | 70,473 | Added |
| 19 | CNI | CANADIAN NATL RY CO | $13.5M | 1.56% | 131,499 | Trimmed |
| 20 | MTD | METTLER TOLEDO INTERNATIONAL | $13.2M | 1.52% | 10,450 | Trimmed |
| 21 | MA | MASTERCARD INCORPORATED | $12.6M | 1.46% | 25,291 | Trimmed |
| 22 | MRVL | MARVELL TECHNOLOGY INC | $12.2M | 1.40% | 122,813 | Added |
| 23 | ADI | ANALOG DEVICES INC | $11.7M | 1.35% | 36,789 | Trimmed |
| 24 | SCHO | SCHWAB STRATEGIC TR | $11.5M | 1.32% | 472,480 | Added |
| 25 | AME | AMETEK INC | $10.0M | 1.15% | 46,717 | Added |
Source: SEC Form 13F filings · as of 2026-03-31