L. Roy Papp & Associates, LLP
CIK 809339
13F filing for Q2 2026・No. 2,666
- Holdings
- US$951.38M
- Quarter change
- +US$83.97M
- Entries
- 193
- Net bought (estimate)
- +US$1.71M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 8
- Cut 66
- Added 54
- Corporate actions 2
- Unchanged 56
Largest holdings
193 stocks worth US$951.38M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 226,042 | US$65.41M | 6.88% |
| GOOGALPHABET INCCAP STK CL C | Cut | 149,783 | US$52.92M | 5.56% |
| MSFTMicrosoftCOM | Added | 120,590 | US$44.98M | 4.73% |
| VVISA INCCOM CL A | Added | 103,237 | US$35.42M | 3.72% |
| BLKBLACKROCK INCCOM | Added | 36,515 | US$35.11M | 3.69% |
| GOOGLAlphabetCAP STK CL A | Cut | 94,355 | US$33.72M | 3.54% |
| MRVLMARVELL TECHNOLOGY INCCOM | Cut | 111,672 | US$33.27M | 3.50% |
| ORLYOREILLY AUTOMOTIVE INCCOM | Cut | 332,328 | US$30.6M | 3.22% |
| JNJJOHNSON & JOHNSONCOM | Added | 118,647 | US$30.13M | 3.17% |
| EXPDEXPEDITORS INTL WASH INCCOM | Cut | 159,685 | US$26.03M | 2.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.