L. Roy Papp & Associates, LLP
•CIK: 809339•Filing: Q4 2025
**L. Roy Papp & Associates, LLP** manages $905M across a diversified portfolio of 185 positions. The firm maintains significant exposure to mega-cap technology leaders, notably holding $63.6M in AAPL and $56.7M in MSFT. Key allocations also include substantial positions in GOOG ($52.8M), BLK ($39.0M), and V ($35.6M). This concentration suggests a core strategy focused on established, market-leading growth and stability plays.
Total AUM
$904.5M
QoQ Performance
+1.7%
Positions
158
Top 10 Concentration
43.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
GOOGL
AAPL7.0%
MSFT6.3%
GOOGL5.8%
BLK4.3%
V3.9%
GOOGL3.7%
ORLY3.5%
ACN3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.7%
Technology29.1%
Financial11.1%
Healthcare7.4%
Consumer6.0%
Energy3.9%
Materials1.5%
Consumer Staples1.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑54 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022