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% |
Portfolio Trend
Holdings in EXPD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,026,370 | 160,765 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $24,294,739 | 163,041 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,161,273 | 164,461 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $18,790,926 | 164,472 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $19,582,472 | 162,848 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $18,200,064 | 164,305 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $21,543,292 | 163,952 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $20,531,074 | 164,525 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $19,929,942 | 163,938 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $20,851,896 | 163,930 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $18,768,026 | 163,727 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $19,897,419 | 164,265 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $17,663,578 | 160,403 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $15,142,806 | 145,716 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $12,923,815 | 146,346 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $13,431,937 | 137,820 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,510,143 | 130,963 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $18,192,400 | 135,471 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,930,063 | 133,720 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $16,856,790 | 133,150 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $13,286,576 | 123,378 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $12,645,825 | 132,960 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $11,548,360 | 127,578 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,819,955 | 115,991 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $7,838,999 | 117,491 | Shares | Sole | 2020-05-05 | |
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