PS

Papp Small & Mid-Cap Growth Fund | PAPPX

Mutual Fund
Papp Investment Trust
Last update 2024-10-22 27 Stocks (0 new)
Value $42.00 Mil Turnover 0 %
Countries:
Top Holdings: ORLY(7.21%)AME(6.83%)EXPD(6.52%)MTD(6.48%)ECL(6.05%)
Summary Stock Picks Current Portfolio
Papp Small & Mid-Cap Growth Fu... Top Holdings of 2024-08-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ORLY 		O'Reilly Automotive Inc
2,670
3,017.0
0%
7.210
0%
0.000
+13.85%
+33.33%
73,260.8
Retail - Cyclical
AME 		AMETEK Inc
16,700
2,856.5
0%
6.830
0%
0.010
+14.63%
+15.25%
43,638.5
Industrial Products
EXPD 		Expeditors International of Washington Inc
22,100
2,727.4
0%
6.520
0%
0.020
-1.30%
-4.08%
16,853.1
Transportation
MTD 		Mettler-Toledo International Inc
1,885
2,712.7
0%
6.480
0%
0.010
-8.34%
+4.93%
26,813.7
Medical Diagnostics & Research
ECL 		Ecolab Inc
10,000
2,531.8
0%
6.050
0%
0.000
-1.09%
+24.98%
69,504.9
Chemicals
RBC 		RBC Bearings Inc
8,350
2,487.1
0%
5.950
0%
0.030
+18.27%
+17.87%
10,535.3
Industrial Products
IEX 		IDEX Corp
11,000
2,271.3
0%
5.430
0%
0.010
+16.23%
+6.55%
17,277.8
Industrial Products
ANSS 		Ansys Inc
6,820
2,192.1
0%
5.240
0%
0.010
+8.24%
-5.31%
30,082.8
Software
FDS 		FactSet Research Systems Inc
5,100
2,156.5
0%
5.160
0%
0.010
+12.07%
+3.52%
18,616.1
Capital Markets
CSGP 		CoStar Group Inc
26,250
2,029.1
0%
4.850
0%
0.010
-2.49%
-11.17%
31,804.7
Real Estate

Papp Small & Mid-Cap Growth Fund's Historical Top Holdings Breakdowns

Papp Small & Mid-Cap Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
INFA 		Informatica Inc2023-05-31Sold Out
-2.71%
●
14.09 ($15.9) 17.66
$26.70
67.92%
Sold Out
0
-60,600
TFX 		Teleflex Inc2023-11-30Sold Out
-1.93%
●
179.39 ($202.57) 225.69
$183.62
-9.35%
Sold Out
0
-3,600
INFA 		Informatica Inc2023-08-31New Buy
+1.85%
●
17.5 ($18.98) 21.75
$26.70
40.67%
New holding
35,000
35,000
POOL 		Pool Corp2024-08-31Sold Out
-1.49%
●
296.17 ($339.26) 374.04
$375.66
10.73%
Sold Out
0
-1,700
VVV 		Valvoline Inc2023-11-30New Buy
+1.33%
●
29.34 ($32.31) 35.12
$39.66
22.75%
New holding
14,750
14,750
POOL 		Pool Corp2023-08-31New Buy
+1.29%
●
313.02 ($362.69) 388.37
$375.66
3.58%
New holding
1,400
1,400
ORLY 		O'Reilly Automotive Inc2023-08-31Reduce
-1.22%
●
883.11 ($935.68) 969.23
$1,269.01
35.62%
Reduce -14.29%
3,000
-500
PXD Unlock Delisted Pioneer Natural Resources Co2024-05-31Sold Out
-1.16%
●
234.7 ($261.4) 275.52
$269.62
3.14%
Sold Out
0
-2,100
TECH 		Bio-Techne Corp2023-11-30New Buy
+1.11%
●
52.83 ($65.7) 78.76
$76.81
16.91%
New holding
6,700
6,700
XBI 		SPDR Biotech ETF2023-11-30Reduce
-1.00%
●
64.12 ($72.04) 81.13
$96.97
34.61%
Reduce -37.59%
8,300
-5,000

Papp Small & Mid-Cap Growth Fund Total Holding History ($B)

To

Papp Small & Mid-Cap Growth Fund's Asset Allocation

To

Papp Small & Mid-Cap Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Papp Small & Mid-Cap Growth Fund's Hypothetical Growth since 2024-08-31

Papp Small & Mid-Cap Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Papp Small & Mid-Cap Growth Fund's Holdings Heat Map

Size field:

Papp Small & Mid-Cap Growth Fund's Holdings Bubble Chart

Papp Small & Mid-Cap Growth Fund News

  • 1

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