L. Roy Papp & Associates, LLP
Top Portfolio Positions
135 positions ·
$720,186,630 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
227,124 | $57,641,799 | 8.00% |
| MSFT |
Microsoft Corp
Technology
|
117,221 | $43,391,697 | 6.03% |
| BLK |
BlackRock, Inc.
Financial Services
|
36,017 | $34,637,909 | 4.81% |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
332,865 | $30,726,768 | 4.27% |
| V |
Visa Inc.
Financial Services
|
101,168 | $30,577,016 | 4.25% |
| JNJ |
Johnson & Johnson
Healthcare
|
117,203 | $28,649,101 | 3.98% |
| GOOGL |
Alphabet Inc.
Communication Services
|
98,138 | $28,220,563 | 3.92% |
| EOG |
Eog Resources Inc
Energy
|
179,961 | $26,016,961 | 3.61% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
50,802 | $24,970,707 | 3.47% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
23,840 | $23,754,891 | 3.30% |
Holdings in EOG
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,016,961 | 179,961 | Shares | Sole | 2026-04-14 | |
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