L. ROY PAPP & ASSOCIATES, LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORLY | 342K | $31.22M |
 | WY | 273K | $6.47M |
 | AAPL | 234K | $63.60M |
 | EOG | 183K | $19.20M |
 | GOOG | 168K | $52.77M |
 | EXPD | 163K | $24.29M |
 | OMEX | 152K | $298.82K |
 | CNI | 132K | $13.02M |
 | MRVL | 121K | $10.27M |
 | JNJ | 118K | $24.49M |
 | MSFT | 117K | $56.72M |
 | ACN | 113K | $30.19M |
 | GOOGL | 107K | $33.34M |
 | V | 101K | $35.57M |
 | PR | 96K | $1.35M |
 | XOM | 90K | $10.83M |
 | TRMB | 78K | $6.10M |
 | TROW | 68K | $6.99M |
 | PG | 66K | $9.49M |
 | SYK | 65K | $22.73M |
O'Reilly Automotive, Inc.
ORLY
Shares Held
342K
Value
$31.22M
Weyerhaeuser Company
WY
Shares Held
273K
Value
$6.47M
Apple Inc.
AAPL
Shares Held
234K
Value
$63.60M
EOG Resources, Inc.
EOG
Shares Held
183K
Value
$19.20M
Alphabet Inc.
GOOG
Shares Held
168K
Value
$52.77M
Expeditors International of Washington, Inc.
EXPD
Shares Held
163K
Value
$24.29M
Odyssey Marine Exploration, Inc.
OMEX
Shares Held
152K
Value
$298.82K
Canadian National Railway Company
CNI
Shares Held
132K
Value
$13.02M
Marvell Technology, Inc.
MRVL
Shares Held
121K
Value
$10.27M
Johnson & Johnson
JNJ
Shares Held
118K
Value
$24.49M
Microsoft Corporation
MSFT
Shares Held
117K
Value
$56.72M
Accenture plc
ACN
Shares Held
113K
Value
$30.19M
Alphabet Inc.
GOOGL
Shares Held
107K
Value
$33.34M
Visa Inc.
V
Shares Held
101K
Value
$35.57M
Permian Resources Corporation
PR
Shares Held
96K
Value
$1.35M
Exxon Mobil Corporation
XOM
Shares Held
90K
Value
$10.83M
Trimble Inc.
TRMB
Shares Held
78K
Value
$6.10M
T. Rowe Price Group, Inc.
TROW
Shares Held
68K
Value
$6.99M
The Procter & Gamble Company
PG
Shares Held
66K
Value
$9.49M
Stryker Corporation
SYK
Shares Held
65K
Value
$22.73M