§ 13F · FUND PROFILE
L. Roy Papp & Associates, LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $841.8T (13F)Positions · 180Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 234K | $63.6T | 7.0% | −2% |
| 2 | MSFT | MICROSOFT CORP | 117K | $56.7T | 6.3% | −2% |
| 3 | GOOG | ALPHABET INC | 168K | $52.8T | 5.8% | −3% |
| 4 | BLK | BLACKROCK INC | 36K | $39.0T | 4.3% | −1% |
| 5 | V | VISA INC | 101K | $35.6T | 3.9% | −1% |
| 6 | GOOGL | ALPHABET INC | 107K | $33.3T | 3.7% | −4% |
| 7 | ORLY | OREILLY AUTOMOTIVE INC | 342K | $31.2T | 3.5% | −2% |
| 8 | ACN | ACCENTURE PLC IRELAND | 113K | $30.2T | 3.3% | −1% |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 52K | $29.9T | 3.3% | ±0% |
| 10 | JNJ | JOHNSON & JOHNSON | 118K | $24.5T | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE L. SIGNAL
AC read
L. Roy Papp & Associates, LLP is a Other fund managing $841849.6 trillion in assets. The fund runs a portfolio of 180 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed