Holdings
L. Roy Papp & Associates, LLP
As of Jun 30, 2026, L. Roy Papp & Associates, LLP reported 129 positions worth US$808M. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 242K | US$86.6M | −11,515 | Jun 30, 2026 |
| Apple Inc | 226K | US$65.4M | −1,082 | Jun 30, 2026 |
| Microsoft Corp. | 121K | US$45M | +3,369 | Jun 30, 2026 |
| Visa Inc. | 103K | US$35.4M | +2,069 | Jun 30, 2026 |
| Blackrock, Inc. | 36,515 | US$35.1M | +498 | Jun 30, 2026 |
| Marvell Technology, Inc. | 112K | US$33.3M | −11,141 | Jun 30, 2026 |
| O'reilly Automotive, Inc. | 332K | US$30.6M | −537 | Jun 30, 2026 |
| Johnson & Johnson | 119K | US$30.1M | +1,444 | Jun 30, 2026 |
| Expeditors International Of Washington, Inc. | 160K | US$26M | −1,080 | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 51,509 | US$25.8M | +707 | Jun 30, 2026 |