LR
| |
L. Roy Papp & Associates, LLP13F | |
| L. Roy Papp & Associates, LLP | |
| Last update 2025-04-10 | 174 Stocks (1 new) |
| Value $815.00 Mil | Turnover 1 % |
L. Roy Papp & Associates, LLP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 242,528 | 53,872.7 | -4.02% | 6.610 | -0.30% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
MSFT | Microsoft Corp | 120,605 | 45,273.7 | -0.89% | 5.550 | -0.05% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
V | Visa Inc | 102,611 | 35,961.2 | -2.25% | 4.410 | -0.09% | 0.010 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
BLK | BlackRock Inc | 37,277 | 35,281.7 | -3.49% | 4.330 | -0.16% | 0.020 | +22.56% | +6.70% | 167,653.4 | Asset Management | |
ORLY | O'Reilly Automotive Inc | 366,225 | 34,976.4 | -4.23% | 4.290 | -0.15% | 0.040 | -4.99% | +15.53% | 78,072.7 | Vehicles & Parts | |
ACN | Accenture PLC | 109,770 | 34,252.6 | -1.12% | 4.200 | -0.05% | 0.020 | +1.60% | -12.56% | 189,833.0 | Software | |
GOOG | Alphabet Inc | 172,460 | 26,943.5 | -0.78% | 3.310 | -0.03% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
COST | Costco Wholesale Corp | 27,097 | 25,628.0 | -5.01% | 3.140 | -0.15% | 0.010 | +2.19% | +7.98% | 437,720.8 | Retail - Defensive | |
TMO | Thermo Fisher Scientific Inc | 48,517 | 24,142.0 | -0.82% | 2.960 | -0.02% | 0.010 | -8.56% | -17.32% | 162,069.5 | Medical Diagnostics & Research | |
EOG | EOG Resources Inc | 187,107 | 23,994.6 | +0.16% | 2.940 | 0% | 0.030 | +3.66% | +2.11% | 67,213.7 | Oil & Gas |
L. Roy Papp & Associates, LLP's Historical Top Holdings Breakdowns
L. Roy Papp & Associates, LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.43% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Add 934.92% | 35,922 | 32,451 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.30% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -4.02% | 242,528 | -10,153 | |
BLK | BlackRock Inc | 2025-03-31 | Reduce Reduce | -0.16% | 900.46 ($980.1) 1075.5 | $1,082.15 | 10.41% | Reduce -3.49% | 37,277 | -1,349 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.15% | 890.62 ($974.97) 1076.86 | $987.02 | 1.24% | Reduce -5.01% | 27,097 | -1,429 | |
ORLY | O'Reilly Automotive Inc | 2025-03-31 | Reduce Reduce | -0.15% | 79.18 ($86.99) 95.51 | $91.33 | 4.99% | Reduce -4.23% | 366,225 | -1,079 | |
UPS | United Parcel Service Inc | 2025-03-31 | Reduce Reduce | -0.10% | 109.66 ($119.57) 136.26 | $104.13 | -12.91% | Reduce -38.23% | 10,841 | -6,710 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.09% | 306.92 ($338.38) 362.71 | $358.86 | 6.05% | Reduce -2.25% | 102,611 | -2,364 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.07% | 442.66 ($486.15) 534.52 | $485.00 | -0.24% | Add 10.87% | 11,020 | 1,080 | |
TROW | T. Rowe Price Group Inc | 2025-03-31 | Reduce Reduce | -0.07% | 91.57 ($105.67) 116.92 | $100.15 | -5.22% | Reduce -3.25% | 165,873 | -5,569 | |
WCN | Waste Connections Inc | 2025-03-31 | Reduce Reduce | -0.06% | 169.89 ($185.08) 195.19 | $180.73 | -2.35% | Reduce -9.94% | 27,178 | -3,000 |
L. Roy Papp & Associates, LLP Total Holding History ($B)
L. Roy Papp & Associates, LLP's Asset Allocation
L. Roy Papp & Associates, LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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L. Roy Papp & Associates, LLP's Hypothetical Growth since 2025-03-31
L. Roy Papp & Associates, LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
L. Roy Papp & Associates, LLP's Holdings Heat Map
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L. Roy Papp & Associates, LLP's Holdings Bubble Chart
L. Roy Papp & Associates, LLP News
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