Fund Holdings — L. Roy Papp & Associates, LLP

Total Portfolio Value
$889.59M
Total Bought
$37.29M
Total Sold
$67.06M
Net Transaction
-$29.77M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)174,856173,835-1,02131,01842,3384.76%+11,320
APPLE INC(AAPL)240,877238,148-2,72949,42160,6406.82%+11,219
ALPHABET INC(GOOG)111,558110,779-77919,66026,9303.03%+7,271
OREILLY AUTOMOTIVE INC(ORLY)358,181349,792-8,38932,28337,7114.24%+5,428
THERMO FISHER SCIENTIFIC INC(TMO)50,15051,571+1,42120,33425,0132.81%+4,679
JOHNSON & JOHNSON(JNJ)117,348118,621+1,27317,92521,9952.47%+4,070
BLACKROCK INC(BLK)37,37936,829-55039,21942,9384.83%+3,719
HOME DEPOT INC(HD)60,28961,012+72322,10424,7212.78%+2,617
SPDR SERIES TRUST
ST STR SP BIOT
143,241138,587-4,65411,87913,8861.56%+2,007
MICROSOFT CORP(MSFT)120,264119,084-1,18059,82061,6796.93%+1,859
AMETEK INC37,10643,688+6,5826,7158,2130.92%+1,499
SYNOPSYS INC(SNPS)02,912+2,91201,4370.16%+1,437
EXPEDITORS INTL WASH INC(EXPD)164,472164,461-1118,79120,1612.27%+1,370
METTLER TOLEDO INTERNATIONAL(MTD)10,24210,749+50712,03113,1961.48%+1,164
SELECT SECTOR SPDR TR
ST STR TECHN ETF
30,17530,953+7787,6418,7250.98%+1,083
NVIDIA CORPORATION(NVDA)35,97336,140+1675,6836,7430.76%+1,060
MARVELL TECHNOLOGY INC(MRVL)119,906122,079+2,1739,28110,2631.15%+982
RESMED INC(RMD)10,83613,652+2,8162,7963,7370.42%+941
VALMONT INDS INC(VMI)13,94114,005+644,5535,4300.61%+877
ROCKWELL AUTOMATION INC(ROK)21,03022,232+1,2026,9867,7710.87%+785
JPMORGAN CHASE & CO.(JPM)25,71925,71907,4568,1130.91%+656
PEPSICO INC(PEP)48,06149,259+1,1986,3466,9180.78%+572
ORACLE CORP(ORCL)9,7259,571-1542,1262,6920.30%+565
BIO-TECHNE CORP(TECH)24,32530,630+6,3051,2521,7040.19%+452
CATERPILLAR INC(CAT)4,9824,98201,9342,3770.27%+443
DYNATRACE INC(DT)12,53523,245+10,7106921,1260.13%+434
TRIMBLE INC(TRMB)77,82777,463-3645,9136,3250.71%+412
ANALOG DEVICES INC(ADI)38,28938,693+4049,1149,5071.07%+393
VANGUARD WORLD FD
INF TECH ETF
4,3744,37402,9013,2660.37%+365
ABBVIE INC(ABBV)7,1327,219+871,3241,6710.19%+348
VALVOLINE INC(VVV)18,44029,035+10,5956981,0430.12%+344
CHEVRON CORP NEW(CVX)37,48536,718-7675,3685,7020.64%+334
RTX CORPORATION(RTX)13,68113,756+751,9982,3020.26%+304
NEXTERA ENERGY INC(NEE)03,672+3,67202770.03%+277
TESLA INC(TSLA)2,6132,458-1558301,0930.12%+263
NORTHROP GRUMMAN CORP(NOC)0432+43202630.03%+263
ISHARES TR1,1061,406+3006879410.11%+254
ECOLAB INC(ECL)36,20336,498+2959,7559,9951.12%+241
VANGUARD INDEX FDS7,2167,092-1243,1643,4020.38%+238
SCHWAB STRATEGIC TR146,061144,624-1,4373,4813,7180.42%+238
ISHARES TR0917+91702220.02%+222
BANK NEW YORK MELLON CORP02,000+2,00002180.02%+218
SPDR SERIES TRUST
ST STR SP AERO
0923+92302170.02%+217
VANGUARD INDEX FDS7,9677,977+102,4222,6180.29%+196
FIRST SOLAR INC(FSLR)2,2652,537+2723755590.06%+185
ISHARES SILVER TR(SLV)19,00019,00006238050.09%+182
SELECT SECTOR SPDR TR
ST STR ENERG ETF
12,67513,949+1,2741,0751,2460.14%+171
YETI HLDGS INC(YETI)50,44752,855+2,4081,5901,7540.20%+164
SYSCO CORP(SYY)24,57724,524-531,8612,0190.23%+158
INTEL CORP(INTC)14,95614,456-5003354850.05%+150
MASTERCARD INCORPORATED(MA)25,36325,306-5714,25214,3941.62%+142
ARISTA NETWORKS INC(ANET)3,2003,20003274660.05%+139
WALMART INC(WMT)16,82617,221+3951,6451,7750.20%+130
ODYSSEY MARINE EXPL INC(OMEX)152,461152,46101802970.03%+117
ENTERPRISE PRODS PARTNERS L(EPD)51,85655,056+3,2001,6081,7220.19%+114
NORFOLK SOUTHN CORP(NSC)2,4942,49406387490.08%+111
SPDR GOLD TR(GLD)2,0382,03806217240.08%+103
ROSS STORES INC(ROST)4,0004,00005106100.07%+99
SPDR S&P 500 ETF TR(SPY)2,1382,128-101,3211,4180.16%+97
CSX CORP(CSX)7,2009,300+2,1002353300.04%+95
MCDONALDS CORP(MCD)8,2928,276-162,4232,5150.28%+92
BERKSHIRE HATHAWAY INC DEL11,38811,183-2055,5325,6220.63%+90
PEGASYSTEMS INC(PEGA)45,57844,443-1,1352,4672,5550.29%+88
COSTAR GROUP INC(CSGP)33,84033,208-6322,7212,8020.31%+81
CRH PLC
ORD
2,7812,78102553330.04%+78
GE AEROSPACE(GE)1,7721,77204565330.06%+77
DIAMONDBACK ENERGY INC(FANG)2,7623,174+4123794540.05%+75
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
64,60062,259-2,34111,74011,8111.33%+70
SPDR INDEX SHS FDS
ST STR ASIA ETF
5,1505,15006517160.08%+65
APPLIED MATLS INC2,0322,132+1003724370.05%+65
VANGUARD WHITEHALL FDS2,8913,191+3003854500.05%+64
CLOROX CO DEL(CLX)13,98114,116+1351,6791,7410.20%+62
AMERICAN EXPRESS CO(AXP)4,5004,50001,4351,4950.17%+59
VANGUARD INDEX FDS2,7122,783+717598170.09%+59
IDEXX LABS INC(IDXX)57057003063640.04%+58
VANGUARD SPECIALIZED FUNDS16,87816,273-6053,4553,5110.39%+57
SCHWAB STRATEGIC TR28,72128,72107027570.09%+55
MEDTRONIC PLC(MDT)6,7346,73405876410.07%+54
UMB FINL CORP(UMBF)4,0304,03004244770.05%+53
EXXON MOBIL CORP94,32990,619-3,71010,16910,2171.15%+49
AMAZON COM INC(AMZN)12,53012,732+2022,7492,7960.31%+47
TJX COS INC NEW(TJX)2,1052,10502603040.03%+44
DUKE ENERGY CORP NEW(DUK)2,2402,490+2502643080.03%+44
AUTOZONE INC(AZO)757502783220.04%+43
VANGUARD INDEX FDS3,5673,589+226306690.08%+39
LOWES COS INC(LOW)1,2691,26902823190.04%+37
POOL CORP(POOL)2,1352,124-116226590.07%+36
VANGUARD INDEX FDS541561+203083440.04%+36
FIRST TR EXCHANGE-TRADED ALP
COM SHS
2,5962,59603814170.05%+36
VANGUARD INTL EQUITY INDEX F3,7653,76504845190.06%+35
GE VERNOVA INC(GEV)40640602152500.03%+35
FIRST HORIZON CORPORATION(FHN)23,34123,34104955280.06%+33
ISHARES TR2,9982,99804054370.05%+32
INVESCO QQQ TR61561503393690.04%+30
ISHARES TR
MSCI USA QLT FCT
2,4612,46104504790.05%+29
ISHARES TR
MSCI USA MMENTM
1,8521,845-74454730.05%+28
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
2,0042,00402442690.03%+26
ISHARES INC
MSCI JAPAN ETF
3,5423,602+602662890.03%+23
SHERWIN WILLIAMS CO(SHW)7,4607,46002,5612,5830.29%+22
VANGUARD INDEX FDS2,2002,20006266460.07%+21
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L. Roy Papp & Associates, LLP — 13F Holdings — Q3 2025 | TickerTrail