Papp L Roy & Associates has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $795 Million distributed in 180 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $59.8M, Apple Inc. with a value of $49.4M, Visa Inc. with a value of $36.1M, Accenture PLC with a value of $33.1M, and O Reilly Automotive Inc with a value of $32.3M.
Examining the 13F form we can see an increase of $23.8M in the current position value, from $772M to 795M.
Below you can find more details about Papp L Roy & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$795 Million
Technology: $213 Million
Healthcare: $91.1 Million
Financial Services: $89.2 Million
Industrials: $84.5 Million
ETFs: $74.1 Million
Consumer Cyclical: $66.5 Million
Consumer Defensive: $57.7 Million
Communication Services: $52.5 Million
Other: $66.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
