L. Roy Papp & Associates, LLP

CIK
809339
City
Phoenix
State / Country
AZ

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

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $26,016,961 179,961