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 Market Cap. of $10 Billions to $200 Billions
