L. ROY PAPP & ASSOCIATES, LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORLY | 333K | $30.73M |
 | WY | 273K | $6.67M |
 | AAPL | 227K | $57.64M |
 | EOG | 180K | $26.02M |
 | EXPD | 161K | $23.03M |
 | GOOG | 156K | $44.81M |
 | OMEX | 152K | $127.15K |
 | CNI | 131K | $13.51M |
 | MRVL | 123K | $12.16M |
 | MSFT | 117K | $43.39M |
 | JNJ | 117K | $28.65M |
 | ACN | 111K | $22.10M |
 | V | 101K | $30.58M |
 | GOOGL | 98K | $28.22M |
 | PR | 97K | $2.08M |
 | XOM | 90K | $15.29M |
 | TRMB | 78K | $5.09M |
 | PG | 66K | $9.57M |
 | SYK | 66K | $21.54M |
 | HD | 62K | $20.44M |
O'Reilly Automotive, Inc.
ORLY
Shares Held
333K
Value
$30.73M
Weyerhaeuser Company
WY
Shares Held
273K
Value
$6.67M
Apple Inc.
AAPL
Shares Held
227K
Value
$57.64M
EOG Resources, Inc.
EOG
Shares Held
180K
Value
$26.02M
Expeditors International of Washington, Inc.
EXPD
Shares Held
161K
Value
$23.03M
Alphabet Inc.
GOOG
Shares Held
156K
Value
$44.81M
Odyssey Marine Exploration, Inc.
OMEX
Shares Held
152K
Value
$127.15K
Canadian National Railway Company
CNI
Shares Held
131K
Value
$13.51M
Marvell Technology, Inc.
MRVL
Shares Held
123K
Value
$12.16M
Microsoft Corporation
MSFT
Shares Held
117K
Value
$43.39M
Johnson & Johnson
JNJ
Shares Held
117K
Value
$28.65M
Accenture plc
ACN
Shares Held
111K
Value
$22.10M
Visa Inc.
V
Shares Held
101K
Value
$30.58M
Alphabet Inc.
GOOGL
Shares Held
98K
Value
$28.22M
Permian Resources Corporation
PR
Shares Held
97K
Value
$2.08M
Exxon Mobil Corporation
XOM
Shares Held
90K
Value
$15.29M
Trimble Inc.
TRMB
Shares Held
78K
Value
$5.09M
The Procter & Gamble Company
PG
Shares Held
66K
Value
$9.57M
Stryker Corporation
SYK
Shares Held
66K
Value
$21.54M
The Home Depot, Inc.
HD
Shares Held
62K
Value
$20.44M