account_balance
Investment manager · 13F filer · SEC CIK 809339
L. Roy Papp & Associates, LLP
Reported value$981Mas of Sep 30, 2026
Positions193 7 new, 7 sold out
Top 10 weight42.6%AAPL alone is 8%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.5%
MSFTMicrosoft Corp
6.3%
GOOGAlphabet Inc.
5.2%
BLKBlackRock, Inc.
3.9%
VVisa Inc.
3.8%
TMOThermo Fisher Scientific Inc.
3.6%
GOOGLAlphabet Inc.
3.3%
JNJJohnson & Johnson
3.2%
EXPDExpeditors International of Washington Inc
3.0%
ORLYO'Reilly Automotive Inc
2.9%
MRVLMarvell Technology, Inc.
2.9%−4%
EOGEOG Resources Inc
2.5%
AAPLApple Inc.
7.5%
MSFTMicrosoft Corp
6.3%
GOOGAlphabet Inc.
5.2%
BLKBlackRock, Inc.
3.9%
VVisa Inc.
3.8%
TMOThermo Fisher Scientific Inc.
3.6%
GOOGLAlphabet Inc.
3.3%
JNJJohnson & Johnson
3.2%
EXPDExpeditors International of Washington Inc
3.0%
ORLY2.9%MRVL2.9%EOG2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.5% HeldMSFT Microsoft Corp 6.3% HeldGOOG Alphabet Inc. 5.2% HeldBLK BlackRock, Inc. 3.9% HeldV Visa Inc. 3.8% HeldTMO Thermo Fisher Scientific Inc. 3.6% HeldGOOGL Alphabet Inc. 3.3% HeldJNJ Johnson & Johnson 3.2% HeldEXPD Expeditors International of Washington Inc 3.0% HeldORLY O'Reilly Automotive Inc 2.9% HeldMRVL Marvell Technology, Inc. 2.9% Trimmed −4%EOG EOG Resources Inc 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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