§ 13F · FUND PROFILE
L. Roy Papp & Associates, LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $890M (13F)Positions · 182Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 227K | $58M | 6.6% | −3% |
| 2 | GOOG | ALPHABET INC | 156K | $45M | 5.2% | −7% |
| 3 | MSFT | MICROSOFT CORP | 117K | $43M | 5.0% | ±0% |
| 4 | BLK | BLACKROCK INC | 36K | $35M | 4.0% | −1% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 333K | $31M | 3.5% | −3% |
| 6 | V | VISA INC | 101K | $31M | 3.5% | ±0% |
| 7 | JNJ | JOHNSON & JOHNSON | 117K | $29M | 3.3% | −1% |
| 8 | GOOGL | ALPHABET INC | 98K | $28M | 3.3% | −8% |
| 9 | EOG | EOG RES INC | 180K | $26M | 3.0% | −2% |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 51K | $25M | 2.9% | −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 $890 million in assets. The fund runs a portfolio of 182 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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