Papp L Roy & Associates has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $820 Million distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $59.5M, Microsoft Corp with a value of $52.6M, Accenture PLC with a value of $39.6M, Thermo Fisher Scientific Inc. with a value of $30.1M, and O Reilly Automotive Inc with a value of $30.1M.
Examining the 13F form we can see an decrease of $1.74M in the current position value, from $822M to 820M.
Below you can find more details about Papp L Roy & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$820 Million
Technology: $211 Million
Healthcare: $115 Million
Industrials: $86.3 Million
Financial Services: $83.2 Million
ETFs: $72.6 Million
Consumer Cyclical: $69.1 Million
Consumer Defensive: $62.1 Million
Communication Services: $49.8 Million
Other: $71.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
