13F Insight
DOSSIER · 13F-HR · Q2 2026

L. Roy Papp & Associates, LLP

$951M in tracked AUM across 193 positions as of Q2 2026.

LR
CIK 0000809339 · last filed Jun 30, 2026
Total AUM
$951M
as of Q2 2026
Holdings
193
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

L. Roy Papp & Associates, LLP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$65M226K6.9%02
GOOG
ALPHABET INC
$53M150K5.6%03
MSFT
MICROSOFT CORP
$45M121K4.7%04
V
VISA INC
$35M103K3.7%05
BLK
BLACKROCK INC
$35M37K3.7%06
GOOGL
ALPHABET INC
$34M94K3.5%07
MRVL
MARVELL TECHNOLOGY INC
$33M112K3.5%08
ORLY
OREILLY AUTOMOTIVE INC
$31M332K3.2%09
JNJ
JOHNSON & JOHNSON
$30M119K3.2%10
EXPD
EXPEDITORS INTL WASH INC
$26M160K2.7%

Filing history

2026Q2Jun 30
$951M▲ 9.7%
193 positionsView →2026Q1Mar 31
$867M▼ 4.1%
184 positionsView →2025Q4Dec 31
$905M▲ 1.7%
185 positionsView →2025Q3Sep 30
$890M▲ 5.7%
182 positionsView →2025Q2Jun 30
$842M▲ 3.3%
180 positionsLocked2025Q1Mar 31
$815M▼ 4.8%
174 positionsLocked2024Q4Dec 31
$857M▲ 3.7%
178 positionsLocked2024Q3Sep 30
$826M▲ 0.1%
177 positionsLocked2024Q2Jun 30
$825M▼ 1.8%
172 positionsLocked2024Q1Mar 31
$840M▲ 4.3%
176 positionsLocked2023Q4Dec 31
$806M▲ 9.2%
174 positionsLocked2023Q3Sep 30
$738M▼ 5.2%
165 positionsLocked
Showing 12 of 100