§ 13F · FUND PROFILE
L. Roy Papp & Associates, LLP.
AUM · $951M (13F)Positions · 193Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 226K | $65M | 6.9% | ±0% |
| 2 | GOOG | ALPHABET INC | 150K | $53M | 5.6% | −4% |
| 3 | MSFT | MICROSOFT CORP | 121K | $45M | 4.7% | +3% |
| 4 | V | VISA INC | 103K | $35M | 3.7% | +2% |
| 5 | BLK | BLACKROCK INC | 37K | $35M | 3.7% | +1% |
| 6 | GOOGL | ALPHABET INC | 94K | $34M | 3.5% | −4% |
| 7 | MRVL | MARVELL TECHNOLOGY INC | 112K | $33M | 3.5% | −9% |
| 8 | ORLY | OREILLY AUTOMOTIVE INC | 332K | $31M | 3.2% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON | 119K | $30M | 3.2% | +1% |
| 10 | EXPD | EXPEDITORS INTL WASH INC | 160K | $26M | 2.7% | −1% |
§ 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 $951 million in assets. The fund runs a portfolio of 193 positions.
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