Papp L Roy & Associates Incresed Positions in Q4 2025

Papp L Roy & Associates

  • $851 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
31.1K
+ 100.63%
$278.39 - $304.13 $8.67M - $9.47M
62.1K $17.9M
SCHO
Schwab Short Term Us Treasury

ETFs
163K
+ 1218.7%
$24.31 - $24.46 $3.96M - $3.98M
176K $4.29M
XLE
Energy Sector Spdr

ETFs
15.9K
+ 114.27%
$85.22 - $92.02 $1.36M - $1.47M
29.9K $2.75M
ROK
Rockwell Automation, Inc

Industrials
236
+ 1.06%
$333.75 - $394.54 $78.8K - $93.1K
22.5K $8.47M
AME
Ametek Inc

Industrials
1.68K
+ 3.85%
$179.28 - $202.11 $302K - $340K
45.4K $8.77M
NVDA
Nvidia Corp

Technology
2.49K
+ 6.89%
$179.83 - $207.04 $448K - $516K
38.6K $7.21M
CAT
Caterpillar Inc

Industrials
136
+ 2.73%
$480.82 - $585.49 $65.4K - $79.6K
5.12K $2.83M
PEP
Pepsico Inc

Consumer Defensive
5
+ 0.01%
$138.84 - $153.71 $694 - $769
49.3K $7.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.62K
+ 4.21%
$185.12 - $192.11 $485K - $504K
64.9K $12.2M
VMI
Valmont Industries Inc

Industrials
501
+ 3.58%
$389.98 - $419.23 $195K - $210K
14.5K $5.77M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.74K
+ 4.96%
$92.34 - $95.43 $345K - $357K
79.1K $7.45M
EPD
Enterprise Products Partners L.P.

Energy
6.79K
+ 12.33%
$30.19 - $32.26 $205K - $219K
61.8K $2M
DT
Dynatrace, Inc.

Technology
6.39K
+ 27.49%
$46.06 - $50.95 $294K - $326K
29.6K $1.39M
TECH
Bio Techne Corp

Healthcare
2.1K
+ 6.85%
$57.41 - $66.06 $120K - $139K
32.7K $1.94M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
240
+ 0.45%
$32.11 - $38.61 $7.71K - $9.27K
53.1K $1.98M
KMI
Kinder Morgan, Inc.

Energy
8.63K
+ 32.21%
$25.84 - $28.46 $223K - $246K
35.4K $971K
PR
Permian Resources Corporation

Energy
9.16K
+ 10.53%
$12.13 - $13.63 $111K - $125K
96.2K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
19
+ 0.15%
$213.04 - $254.0 $4.05K - $4.83K
12.8K $2.99M
QQQ
Invesco Qqq Trust, Series 1

ETFs
286
+ 46.5%
$589.5 - $635.77 $169K - $182K
901 $543K
RTX
Raytheon Technologies Corp

Industrials
266
+ 1.93%
$157.0 - $179.44 $41.8K - $47.7K
14K $2.46M
FSLR
First Solar, Inc.

Technology
205
+ 8.08%
$223.36 - $277.39 $45.8K - $56.9K
2.74K $695K
AXP
American Express CO

Financial Services
279
+ 6.2%
$316.26 - $372.77 $88.2K - $104K
4.78K $1.63M
KO
Coca Cola CO

Consumer Defensive
31
+ 0.11%
$66.1 - $71.61 $2.05K - $2.22K
29K $2.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
114
+ 1.02%
$475.68 - $513.11 $54.2K - $58.5K
11.3K $5.75M
NEE
Nextera Energy Inc

Utilities
924
+ 25.16%
$78.18 - $86.03 $72.2K - $79.5K
4.6K $394K
MRK
Merck & Co., Inc.

Healthcare
428
+ 5.13%
$82.49 - $92.93 $35.3K - $39.8K
8.77K $814K
SUB
Ishares Short Term National Mu

ETFs
1K
+ 22.99%
$106.22 - $106.81 $106K - $107K
5.35K $569K
ABBV
Abb Vie Inc.

Healthcare
280
+ 3.88%
$211.96 - $244.38 $59.3K - $68.4K
7.5K $1.75M
VIG
Vanguard Dividend Appreciation

ETFs
385
+ 2.37%
N/A
16.7K $3.03M
HON
Honeywell International Inc

Industrials
385
+ 13.19%
$194.07 - $220.67 $74.7K - $85K
3.3K $647K
CVX
Chevron Corp

Energy
285
+ 0.78%
$148.9 - $157.72 $42.4K - $45K
37K $5.73M
UNP
Union Pacific Corp

Industrials
155
+ 16.32%
$216.37 - $237.41 $33.5K - $36.8K
1.11K $244K
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.21%
$321.8 - $337.95 $5.47K - $5.75K
7.99K $2.64M
VO
Vanguard Mid Cap ETF

ETFs
129
+ 4.64%
$286.27 - $296.23 $36.9K - $38.2K
2.91K $835K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
87
+ 2.31%
$72.17 - $75.74 $6.28K - $6.59K
3.85K $288K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.05%
$135.16 - $141.78 $270 - $284
3.77K $524K
VTV
Vanguard Value ETF

ETFs
3
+ 0.08%
$182.87 - $189.72 $549 - $569
3.59K $672K
ROLL
Rbc Bearings Inc

Industrials
10
+ 0.08%
N/A
12.2K $2.99M
VB
Vanguard Small Cap ETF

ETFs
27
+ 2.14%
$248.1 - $260.08 $6.7K - $7.02K
1.29K $321K
Linde PLC
130
+ 5.56%
N/A
2.47K $0
Ge Vernova Inc
125
+ 30.79%
N/A
531 $0
VBR
Vanguard Small Cap Value ETF

ETFs
11
+ 0.91%
$201.42 - $211.15 $2.22K - $2.32K
1.23K $251K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.08%
$91.91 - $97.71 $184 - $195
2.52K $231K
POOL
Pool Corp

Industrials
532
+ 25.05%
$242.32 - $312.05 $129K - $166K
2.66K $643K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.02%
$136.84 - $145.3 $137 - $145
5.09K $696K
META
Meta Platforms, Inc.

Communication Services
70
+ 4.27%
$609.01 - $751.67 $42.6K - $52.6K
1.71K $1.04M
JPM
Jpmorgan Chase & CO

Financial Services
680
+ 2.64%
$294.11 - $320.41 $200K - $218K
26.4K $7.93M
INTU
Intuit Inc

Technology
121
+ 1.51%
$641.79 - $683.39 $77.7K - $82.7K
8.12K $5.25M
TRMB
Trimble Inc.

Technology
338
+ 0.44%
$75.63 - $82.19 $25.6K - $27.8K
77.8K $6.03M
Activity Summary
Buys All Purchases 61 New Holdings 7 Increased Positions 54 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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