L. Roy Papp & Associates, LLP: 13F holdings
CIK 8093392026Q2
| Positions | 193 |
|---|
| Reported value | $951.4m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 193 (+9 vs prior quarter) |
|---|
| Reported value | $951.4m (+9.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 226,042 | $65.4m | 6.9% |
| GOOG ALPHABET INC | 149,783 | $52.9m | 5.6% |
| MSFT MICROSOFT CORP | 120,590 | $45.0m | 4.7% |
| V VISA INC | 103,237 | $35.4m | 3.7% |
| BLK BLACKROCK INC | 36,515 | $35.1m | 3.7% |
| GOOGL ALPHABET INC | 94,355 | $33.7m | 3.5% |
| MRVL MARVELL TECHNOLOGY INC | 111,672 | $33.3m | 3.5% |
| ORLY OREILLY AUTOMOTIVE INC | 332,328 | $30.6m | 3.2% |
| JNJ JOHNSON & JOHNSON | 118,647 | $30.1m | 3.2% |
| EXPD EXPEDITORS INTL WASH INC | 159,685 | $26.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="809339")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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