L. Roy Papp & Associates as of March 31, 2026
Portfolio Holdings for L. Roy Papp & Associates
L. Roy Papp & Associates holds 184 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.6 | $58M | 227k | 253.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $45M | 156k | 286.86 | |
| Microsoft Corporation (MSFT) | 5.0 | $43M | 117k | 370.17 | |
| Blackrock (BLK) | 4.0 | $35M | 36k | 961.71 | |
| O'reilly Automotive (ORLY) | 3.5 | $31M | 333k | 92.31 | |
| Visa Com Cl A (V) | 3.5 | $31M | 101k | 302.24 | |
| Johnson & Johnson (JNJ) | 3.3 | $29M | 117k | 244.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $28M | 98k | 287.56 | |
| EOG Resources (EOG) | 3.0 | $26M | 180k | 144.57 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $25M | 51k | 491.53 | |
| Costco Wholesale Corporation (COST) | 2.7 | $24M | 24k | 996.43 | |
| Expeditors International of Washington (EXPD) | 2.7 | $23M | 161k | 143.23 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.5 | $22M | 111k | 198.29 | |
| Stryker Corporation (SYK) | 2.5 | $22M | 66k | 328.59 | |
| Home Depot (HD) | 2.4 | $20M | 62k | 328.89 | |
| Spdr Series Trust State Street Spd (XBI) | 2.0 | $17M | 134k | 127.73 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $15M | 90k | 169.66 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.6 | $14M | 71k | 191.92 | |
| Canadian Natl Ry (CNI) | 1.6 | $14M | 132k | 102.77 | |
| Mettler-Toledo International (MTD) | 1.5 | $13M | 11k | 1261.20 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $13M | 25k | 499.66 | |
| Marvell Technology (MRVL) | 1.4 | $12M | 123k | 99.05 | |
| Analog Devices (ADI) | 1.3 | $12M | 37k | 318.14 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $12M | 473k | 24.27 | |
| Ametek (AME) | 1.2 | $10M | 47k | 214.36 | |
| Procter & Gamble Company (PG) | 1.1 | $9.6M | 66k | 144.44 | |
| Ecolab (ECL) | 1.1 | $9.4M | 35k | 266.02 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $9.1M | 31k | 294.16 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 1.0 | $8.4M | 63k | 132.90 | |
| Rockwell Automation (ROK) | 0.9 | $8.0M | 22k | 358.88 | |
| Chevron Corporation (CVX) | 0.9 | $7.7M | 37k | 206.90 | |
| Pepsi (PEP) | 0.9 | $7.6M | 49k | 155.29 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $7.3M | 79k | 92.74 | |
| Emerson Electric (EMR) | 0.8 | $7.1M | 54k | 131.02 | |
| NVIDIA Corporation (NVDA) | 0.8 | $6.7M | 39k | 174.40 | |
| Weyerhaeuser Com New (WY) | 0.8 | $6.7M | 273k | 24.43 | |
| Valmont Industries (VMI) | 0.7 | $6.0M | 15k | 399.57 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $5.7M | 11k | 543.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.5M | 12k | 479.20 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $5.3M | 100k | 52.56 | |
| Trimble Navigation (TRMB) | 0.6 | $5.1M | 78k | 65.23 | |
| T. Rowe Price (TROW) | 0.6 | $5.0M | 56k | 90.14 | |
| Waste Connections (WCN) | 0.5 | $4.4M | 27k | 162.44 | |
| ResMed (RMD) | 0.5 | $4.1M | 18k | 224.48 | |
| Linde SHS (LIN) | 0.5 | $4.0M | 8.1k | 495.76 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $3.8M | 20k | 196.86 | |
| Caterpillar (CAT) | 0.4 | $3.6M | 5.1k | 708.46 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $3.6M | 17k | 215.06 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $3.5M | 139k | 25.10 | |
| FactSet Research Systems (FDS) | 0.4 | $3.3M | 15k | 216.99 | |
| Intuit (INTU) | 0.4 | $3.3M | 7.7k | 432.40 | |
| Waste Management (WM) | 0.4 | $3.1M | 13k | 229.79 | |
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $3.1M | 4.4k | 697.72 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $3.0M | 15k | 192.90 | |
| McDonald's Corporation (MCD) | 0.3 | $2.8M | 9.1k | 310.79 | |
| Amazon (AMZN) | 0.3 | $2.7M | 13k | 208.27 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.6M | 5.9k | 436.77 | |
| IDEX Corporation (IEX) | 0.3 | $2.5M | 13k | 189.55 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.5M | 7.7k | 320.80 | |
| Cisco Systems (CSCO) | 0.3 | $2.4M | 31k | 77.59 | |
| Enterprise Products Partners (EPD) | 0.3 | $2.3M | 62k | 37.84 | |
| Coca-Cola Company (KO) | 0.3 | $2.3M | 30k | 76.05 | |
| Amgen (AMGN) | 0.3 | $2.3M | 6.5k | 351.85 | |
| Sherwin-Williams Company (SHW) | 0.2 | $2.2M | 6.7k | 320.55 | |
| Wal-Mart Stores (WMT) | 0.2 | $2.1M | 17k | 124.28 | |
| Permian Resources Corp Class A Com (PR) | 0.2 | $2.1M | 98k | 21.32 | |
| Automatic Data Processing (ADP) | 0.2 | $2.0M | 9.6k | 203.18 | |
| Yeti Hldgs (YETI) | 0.2 | $1.9M | 53k | 36.59 | |
| Church & Dwight (CHD) | 0.2 | $1.9M | 21k | 93.32 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $1.9M | 37k | 50.44 | |
| Pegasystems (PEGA) | 0.2 | $1.9M | 44k | 42.56 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.9M | 7.7k | 243.08 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $1.9M | 30k | 61.26 | |
| Microchip Technology (MCHP) | 0.2 | $1.8M | 28k | 64.61 | |
| Silicon Laboratories (SLAB) | 0.2 | $1.8M | 8.6k | 208.15 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $1.7M | 35k | 49.95 | |
| Bio-techne Corporation (TECH) | 0.2 | $1.7M | 33k | 52.26 | |
| SYSCO Corporation (SYY) | 0.2 | $1.7M | 24k | 71.33 | |
| Abbvie (ABBV) | 0.2 | $1.7M | 7.6k | 217.49 | |
| American Express Company (AXP) | 0.2 | $1.4M | 4.8k | 302.46 | |
| State Street Corporation (STT) | 0.2 | $1.4M | 11k | 126.56 | |
| Colgate-Palmolive Company (CL) | 0.2 | $1.4M | 17k | 85.23 | |
| Clorox Company (CLX) | 0.2 | $1.4M | 14k | 103.63 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.4M | 2.2k | 650.36 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.4M | 1.5k | 919.77 | |
| CoStar (CSGP) | 0.2 | $1.3M | 33k | 40.34 | |
| Nike CL B (NKE) | 0.2 | $1.3M | 25k | 52.82 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.3M | 19k | 68.14 | |
| Dynatrace Com New (DT) | 0.1 | $1.3M | 34k | 36.98 | |
| International Business Machines (IBM) | 0.1 | $1.2M | 5.1k | 242.39 | |
| Kinder Morgan (KMI) | 0.1 | $1.2M | 36k | 33.53 | |
| EastGroup Properties (EGP) | 0.1 | $1.2M | 6.4k | 185.09 | |
| Oracle Corporation (ORCL) | 0.1 | $1.2M | 7.9k | 147.11 | |
| Synopsys (SNPS) | 0.1 | $1.1M | 2.8k | 396.48 | |
| Merck & Co (MRK) | 0.1 | $1.1M | 8.8k | 120.29 | |
| Meta Platforms Cl A (META) | 0.1 | $979k | 1.7k | 572.16 | |
| Valvoline Inc Common (VVV) | 0.1 | $969k | 29k | 33.68 | |
| Tesla Motors (TSLA) | 0.1 | $910k | 2.4k | 371.75 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $884k | 2.1k | 430.29 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $870k | 11k | 79.27 | |
| Ross Stores (ROST) | 0.1 | $867k | 4.0k | 216.63 | |
| Wabtec Corporation (WAB) | 0.1 | $839k | 3.4k | 249.94 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $837k | 2.9k | 287.20 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $783k | 7.4k | 106.50 | |
| Abbott Laboratories (ABT) | 0.1 | $776k | 7.6k | 102.67 | |
| Honeywell International (HON) | 0.1 | $747k | 3.3k | 226.03 | |
| W.W. Grainger (GWW) | 0.1 | $746k | 684.00 | 1090.81 | |
| Norfolk Southern (NSC) | 0.1 | $716k | 2.5k | 287.00 | |
| Kroger (KR) | 0.1 | $710k | 9.8k | 72.36 | |
| Spdr Index Shs Fds State Street Spd (GMF) | 0.1 | $701k | 5.2k | 136.14 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $668k | 26k | 25.64 | |
| Intel Corporation (INTC) | 0.1 | $660k | 15k | 44.13 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $653k | 5.1k | 128.13 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $652k | 998.00 | 653.21 | |
| Diamondback Energy (FANG) | 0.1 | $628k | 3.2k | 197.79 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $592k | 3.0k | 196.18 | |
| Medtronic SHS (MDT) | 0.1 | $586k | 6.8k | 86.65 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $583k | 20k | 29.13 | |
| Wells Fargo & Company (WFC) | 0.1 | $582k | 7.3k | 79.61 | |
| First Solar (FSLR) | 0.1 | $575k | 2.9k | 197.26 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $567k | 832.00 | 681.90 | |
| Pool Corporation (POOL) | 0.1 | $534k | 2.6k | 202.33 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $521k | 3.8k | 138.33 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $517k | 2.5k | 205.82 | |
| Nextera Energy (NEE) | 0.1 | $515k | 5.5k | 92.88 | |
| Ge Aerospace Com New (GE) | 0.1 | $513k | 1.8k | 283.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $513k | 888.00 | 577.18 | |
| Bristol Myers Squibb (BMY) | 0.1 | $501k | 8.3k | 60.65 | |
| Vanguard Mun Bd Fds Short Tax Exempt (VSDM) | 0.1 | $497k | 6.5k | 76.29 | |
| Applied Materials (AMAT) | 0.1 | $480k | 1.4k | 341.79 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $472k | 2.5k | 191.81 | |
| CSX Corporation (CSX) | 0.1 | $468k | 11k | 41.05 | |
| Ge Vernova (GEV) | 0.1 | $464k | 531.00 | 872.90 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $463k | 3.1k | 148.12 | |
| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 0.1 | $460k | 9.3k | 49.67 | |
| Iqvia Holdings (IQV) | 0.1 | $452k | 2.7k | 170.54 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $443k | 1.8k | 239.99 | |
| Walt Disney Company (DIS) | 0.1 | $442k | 4.6k | 96.38 | |
| UMB Financial Corporation (UMBF) | 0.1 | $440k | 3.9k | 112.79 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $432k | 8.7k | 49.89 | |
| First Tr Exchange-traded A Com Shs (FAD) | 0.0 | $413k | 2.6k | 158.92 | |
| Devon Energy Corporation (DVN) | 0.0 | $409k | 8.1k | 50.32 | |
| Becton, Dickinson and (BDX) | 0.0 | $386k | 2.5k | 157.23 | |
| Pfizer (PFE) | 0.0 | $374k | 13k | 28.08 | |
| Arista Networks Com Shs (ANET) | 0.0 | $370k | 3.0k | 122.78 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $359k | 2.7k | 130.94 | |
| Spdr Series Trust State Street Spd (SHM) | 0.0 | $339k | 7.1k | 47.83 | |
| TJX Companies (TJX) | 0.0 | $336k | 2.1k | 159.70 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $329k | 1.3k | 261.83 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $325k | 543.00 | 598.10 | |
| IDEXX Laboratories (IDXX) | 0.0 | $320k | 570.00 | 561.89 | |
| Union Pacific Corporation (UNP) | 0.0 | $306k | 1.3k | 242.62 | |
| Ishares Tr Europe Etf (IEV) | 0.0 | $306k | 4.5k | 67.94 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $302k | 3.3k | 92.76 | |
| Ishares Msci Japan Etf (EWJ) | 0.0 | $300k | 3.6k | 84.44 | |
| Lowe's Companies (LOW) | 0.0 | $300k | 1.3k | 236.28 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $297k | 3.9k | 77.10 | |
| First Tr Exchange-traded Tech Alphadex (FXL) | 0.0 | $293k | 1.8k | 158.87 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $285k | 17k | 17.15 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $277k | 1.1k | 257.28 | |
| Starbucks Corporation (SBUX) | 0.0 | $268k | 3.0k | 89.59 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $268k | 1.2k | 217.33 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $266k | 1.7k | 157.35 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $264k | 8.6k | 30.68 | |
| Zoetis Cl A (ZTS) | 0.0 | $263k | 2.2k | 118.21 | |
| Phillips 66 (PSX) | 0.0 | $251k | 1.4k | 182.18 | |
| Fiserv (FISV) | 0.0 | $248k | 4.4k | 55.80 | |
| CRH Ord (CRH) | 0.0 | $242k | 2.3k | 105.12 | |
| Northern Trust Corporation (NTRS) | 0.0 | $241k | 1.7k | 139.57 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $237k | 2.5k | 93.98 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $237k | 2.0k | 118.63 | |
| AutoZone (AZO) | 0.0 | $236k | 70.00 | 3377.79 | |
| H.B. Fuller Company (FUL) | 0.0 | $231k | 3.7k | 61.68 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $230k | 600.00 | 383.40 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $227k | 917.00 | 248.00 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $220k | 2.4k | 93.29 | |
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.0 | $219k | 2.0k | 109.36 | |
| Netflix (NFLX) | 0.0 | $214k | 2.2k | 96.15 | |
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $209k | 823.00 | 253.98 | |
| Icon SHS (ICLR) | 0.0 | $206k | 1.9k | 110.66 | |
| Air Products & Chemicals (APD) | 0.0 | $205k | 706.00 | 290.49 | |
| Agnico (AEM) | 0.0 | $203k | 1.0k | 202.98 | |
| Sterling Construction Company (STRL) | 0.0 | $202k | 497.00 | 407.27 | |
| Odyssey Marine Expl Com New (OMEX) | 0.0 | $127k | 153k | 0.83 |