L. Roy Papp & Associates, LLP holds a diversified book of 193 stocks worth $951.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Ishares 0-5 Year Tips Bond E and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show L. Roy Papp & Associates, LLP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 10.1 points over this window.
Growth of $10,000 cloning L. Roy Papp & Associates, LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $65.4M | 226.0K | 6.9% | ▼−0.5% Reduced · −1K sh | |
| 2 | Alphabet Inc CAP STK CL C | $52.9M | 149.8K | 5.6% | ▼−4.1% Reduced · −6K sh | |
| 3 | Microsoft Corp COM | $45.0M | 120.6K | 4.7% | ▲+2.9% Added · +3K sh | |
| 4 | Visa Inc COM CL A | $35.4M | 103.2K | 3.7% | ▲+2.0% Added · +2K sh | |
| 5 | BlackRock Inc COM | $35.1M | 36.5K | 3.7% | ▲+1.4% Added · +498 sh | |
| 6 | Alphabet Inc CAP STK CL A | $33.7M | 94.4K | 3.5% | ▼−3.9% Reduced · −4K sh | |
| 7 | Marvell Technology Inc COM | $33.3M | 111.7K | 3.5% | ▼−9.1% Reduced · −11K sh | |
| 8 | Oreilly Automotive Inc COM | $30.6M | 332.3K | 3.2% | ▼−0.2% Reduced · −537 sh | |
| 9 | Johnson & Johnson COM | $30.1M | 118.6K | 3.2% | ▲+1.2% Added · +1K sh | |
| 10 | Expeditors Intl Wash Inc COM | $26.0M | 159.7K | 2.7% | ▼−0.7% Reduced · −1K sh | |
| 11 | Thermo Fisher Scientific Inc COM | $25.8M | 51.5K | 2.7% | ▲+1.4% Added · +707 sh | |
| 12 | Eog Res Inc COM | $23.2M | 179.0K | 2.4% | ▼−0.5% Reduced · −944 sh | |
| 13 | Costco Wholesale Corporation COM | $22.3M | 23.8K | 2.3% | ▼−0.2% Reduced · −46 sh | |
| 14 | Home Depot Inc COM | $22.0M | 62.4K | 2.3% | ▲+0.4% Added · +258 sh | |
| 15 | Stryker Corporation COM | $21.6M | 68.6K | 2.3% | ▲+4.6% Added · +3K sh | |
| 16 | SPDR Series Trust ST STR SP BIOT | $21.2M | 134.2K | 2.2% | ▲+0.4% Added · +582 sh | |
| 17 | Canadian Natl Ry Co COM | $15.9M | 133.6K | 1.7% | ▲+1.6% Added · +2K sh | |
| 18 | Invesco Exchange Traded FD T S&P500 EQL WGT | $15.5M | 72.8K | 1.6% | ▲+3.3% Added · +2K sh | |
| 19 | Analog Devices Inc COM | $14.9M | 37.6K | 1.6% | ▲+2.2% Added · +822 sh | |
| 20 | Accenture PLC Ireland SHS CLASS A | $13.4M | 108.0K | 1.4% | ▼−3.1% Reduced · −3K sh | |
| 21 | Mettler Toledo International COM | $13.3M | 10.4K | 1.4% | ▼−0.6% Reduced · −67 sh | |
| 22 | JPMorgan Chase & Co COM | $13.2M | 40.2K | 1.4% | ▲+31% Added · +9K sh | |
| 23 | Mastercard Incorporated CL A | $13.0M | 25.3K | 1.4% | ▲+0.1% Added · +19 sh | |
| 24 | Exxon Mobil Corp COM | $11.5M | 83.9K | 1.2% | ▼−6.9% Reduced · −6K sh | |
| 25 | Ametek Inc COM | $11.5M | 47.4K | 1.2% | ▲+1.4% Added · +667 sh | |
| 26 | Rockwell Automation Inc COM | $11.3M | 22.9K | 1.2% | ▲+2.4% Added · +534 sh | |
| 27 | Schwab Strategic TR SHT TM US TRES | $11.3M | 467.3K | 1.2% | ▼−1.1% Reduced · −5K sh | |
| 28 | Select Sector SPDR TR ST STR TECHN ETF | $10.5M | 55.2K | 1.1% | ▼−13% Reduced · −8K sh | |
| 29 | Ecolab Inc COM | $10.0M | 36.0K | 1.1% | ▲+2.0% Added · +703 sh | |
| 30 | Procter & Gamble Co COM | $9.8M | 67.1K | 1.0% | ▲+1.3% Added · +837 sh | |
| 31 | Valmont Inds Inc COM | $8.5M | 14.8K | 0.9% | ▼−1.2% Reduced · −184 sh | |
| 32 | Emerson Elec Co COM | $7.8M | 54.4K | 0.8% | ▲+0.3% Added · +164 sh | |
| 33 | Nvidia Corporation COM | $7.7M | 38.6K | 0.8% | ▲+0.1% Added · +56 sh | |
| 34 | Ishares TR MSCI USA MIN ETF | $7.5M | 77.3K | 0.8% | ▼−2.1% Reduced · −2K sh | |
| 35 | Linde PLC SHS | $6.9M | 13.2K | 0.7% | ▲+63% Added · +5K sh | |
| 36 | Pepsico Inc COM | $6.7M | 49.6K | 0.7% | ▲+1.5% Added · +731 sh | |
| 37 | Weyerhaeuser Co COM NEW | $6.5M | 272.9K | 0.7% | —Held | |
| 38 | RBC Bearings Inc COM | $6.4M | 10.0K | 0.7% | ▼−4.7% Reduced · −489 sh | |
| 39 | Chevron Corporation COM | $6.1M | 36.9K | 0.6% | ▼−0.7% Reduced · −268 sh | |
| 40 | Ishares TR ISHS 1-5YR INVS | $5.9M | 111.8K | 0.6% | ▲+12% Added · +12K sh | |
| 41 | Caterpillar Inc COM | $5.7M | 5.4K | 0.6% | ▲+5.3% Added · +270 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $5.7M | 11.4K | 0.6% | ▼−1.7% Reduced · −195 sh | |
| 43 | NXP Semiconductors N V COM | $5.6M | 20.0K | 0.6% | ▲+2.6% Added · +512 sh | |
| 44 | Waste Connections Inc COM | $4.5M | 27.2K | 0.5% | —Held | |
| 45 | Waste Mgmt Inc Del COM | $4.2M | 19.0K | 0.4% | ▲+42% Added · +6K sh | |
| 46 | Vanguard World FD INF TECH ETF | $4.2M | 35.0K | 0.4% | ▲+700% Added · +31K sh | |
| 47 | McDonalds Corp COM | $4.1M | 15.1K | 0.4% | ▲+66% Added · +6K sh | |
| 48 | Schwab Strategic TR US BRD MKT ETF | $4.0M | 139.1K | 0.4% | ▲+0.1% Added · +87 sh | |
| 49 | Trimble Inc COM | $3.9M | 76.1K | 0.4% | ▼−2.5% Reduced · −2K sh | |
| 50 | Vanguard Specialized Funds DIV APP ETF | $3.9M | 16.3K | 0.4% | ▼−2.7% Reduced · −450 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 193 | $951.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 184 | $867.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 185 | $904.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 182 | $889.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 180 | $841.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 174 | $815.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 178 | $856.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 177 | $826.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.