Papp L Roy & Associates Portfolio Holdings

Papp L Roy & Associates

  • $842 Million
  • Q3 2025

Papp L Roy & Associates has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $842 Million distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $61.7M, Apple Inc. with a value of $60.6M, Alphabet Inc. with a value of $42.3M, O Reilly Automotive Inc with a value of $37.7M, and Visa Inc. with a value of $35M.

Examining the 13F form we can see an increase of $46.4M in the current position value, from $795M to 842M.

Below you can find more details about Papp L Roy & Associates portfolio as well as his latest detailed transactions.

Portfolio value $842 Million
Technology: $224 Million
Healthcare: $100 Million
Industrials: $87.5 Million
Financial Services: $83.1 Million
ETFs: $79.2 Million
Consumer Cyclical: $74.8 Million
Communication Services: $71 Million
Consumer Defensive: $55.5 Million
Other: $66.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.91T
$61.7 Million 7.33% of portfolio
119,084
Q3 2025 Reduced 0.98%
$4.15T
$60.6 Million 7.2% of portfolio
238,148
Q3 2025 Reduced 1.13%
$1.49T
$42.3 Million 5.03% of portfolio
173,835
Q3 2025 Reduced 0.58%
$6.33B
$37.7 Million 4.48% of portfolio
349,792
Q3 2025 Reduced 2.34%
$574B
$35 Million 4.16% of portfolio
102,526
Q3 2025 Added 0.82%
$159B
$27.9 Million 3.31% of portfolio
113,108
Q3 2025 Added 2.13%
$1.46T
$26.9 Million 3.2% of portfolio
110,779
Q3 2025 Reduced 0.7%
$210B
$25 Million 2.97% of portfolio
51,571
Q3 2025 Added 2.83%
$393B
$24.7 Million 2.94% of portfolio
61,012
Q3 2025 Added 1.2%
$405B
$24.2 Million 2.87% of portfolio
26,126
Q3 2025 Reduced 0.93%
$142B
$23.7 Million 2.81% of portfolio
63,998
Q3 2025 Added 1.73%
$496B
$22 Million 2.61% of portfolio
118,621
Q3 2025 Added 1.08%
$64.8B
$20.9 Million 2.48% of portfolio
186,140
Q3 2025 Reduced 1.41%
$19.8B
$20.2 Million 2.4% of portfolio
164,461
Q3 2025 Reduced 0.01%
$550B
$14.4 Million 1.71% of portfolio
25,306
Q3 2025 Reduced 0.22%
$29.9B
$13.2 Million 1.57% of portfolio
10,749
Q3 2025 Added 4.95%
$79.5B
$10.6 Million 1.25% of portfolio
84,362
Q3 2025 Added 25.67%
$78.9B
$10.3 Million 1.22% of portfolio
122,079
Q3 2025 Added 1.81%
$357B
$10.2 Million 1.21% of portfolio
66,298
Q3 2025 Added 1.95%
$475B
$10.2 Million 1.21% of portfolio
90,619
Q3 2025 Reduced 3.93%
$80.2B
$10 Million 1.19% of portfolio
36,498
Q3 2025 Added 0.81%
$122B
$9.51 Million 1.13% of portfolio
38,693
Q3 2025 Added 1.06%
$23.9B
$9.32 Million 1.11% of portfolio
90,822
Q3 2025 Reduced 27.82%
$42.1B
$8.21 Million 0.98% of portfolio
43,688
Q3 2025 Added 17.74%
$892B
$8.11 Million 0.96% of portfolio
25,719
Q1 2025 Added 0.3%
$40.2B
$7.77 Million 0.92% of portfolio
22,232
Q3 2025 Added 5.72%
$78.6B
$7.19 Million 0.85% of portfolio
54,777
Q3 2025 Reduced 0.15%
$191B
$6.92 Million 0.82% of portfolio
49,259
Q3 2025 Added 2.49%
$18.3B
$6.77 Million 0.8% of portfolio
272,920
Q1 2024 Reduced 0.02%
$471B
$6.74 Million 0.8% of portfolio
36,140
Q3 2025 Added 0.46%
$19.9B
$6.32 Million 0.75% of portfolio
77,463
Q3 2025 Reduced 0.47%
$301B
$5.7 Million 0.68% of portfolio
36,718
Q3 2025 Reduced 2.05%
$650B
$5.62 Million 0.67% of portfolio
11,183
Q3 2025 Reduced 1.8%
$185B
$5.47 Million 0.65% of portfolio
8,003
Q3 2025 Added 5.15%
$8.73B
$5.43 Million 0.65% of portfolio
14,005
Q3 2025 Added 0.46%
$10.7B
$5.13 Million 0.61% of portfolio
17,903
Q3 2025 Reduced 4.73%
$44.7B
$4.78 Million 0.57% of portfolio
27,178
Q1 2025 Reduced 9.94%
$59.3B
$4.67 Million 0.55% of portfolio
20,498
Q3 2025 Reduced 3.77%
$41.5B
$3.74 Million 0.44% of portfolio
13,652
Q3 2025 Added 25.99%
$7.21B
$2.99 Million 0.36% of portfolio
12,161
Q3 2025 Reduced 1.42%
$90.3B
$2.96 Million 0.35% of portfolio
13,397
Q3 2025 Added 4.24%
$162B
$2.79 Million 0.33% of portfolio
7,918
Q3 2025 Added 0.57%
$121B
$2.82 Million 0.33% of portfolio
9,602
Q3 2024 Added 0.47%
$32.1B
$2.8 Million 0.33% of portfolio
33,208
Q3 2025 Reduced 1.87%
$2.29T
$2.8 Million 0.33% of portfolio
12,732
Q3 2025 Added 1.61%
$778B
$2.69 Million 0.32% of portfolio
9,571
Q3 2025 Reduced 1.58%
$87.5B
$2.58 Million 0.31% of portfolio
7,460
Q4 2024 Reduced 14.35%
$16.5B
$2.55 Million 0.3% of portfolio
38,042
Q3 2025 Added 0.13%
$4.62B
$2.56 Million 0.3% of portfolio
44,443
Q3 2025 Reduced 2.49%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $842 Million
  • Prior Value $795 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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