Papp L Roy & Associates Portfolio Holdings
Papp L Roy & Associates
- $851 Million
- Q4 2025
Papp L Roy & Associates has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $851 Million distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62.6M, Microsoft Corp with a value of $59.5M, Alphabet Inc. with a value of $48M, O Reilly Automotive Inc with a value of $33.8M, and Visa Inc. with a value of $33M.
Examining the 13F form we can see an increase of $9.08M in the current position value, from $842M to 851M.
Below you can find more details about Papp L Roy & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$851 Million
Technology: $210 Million
Healthcare: $108 Million
ETFs: $100 Million
Industrials: $90.6 Million
Communication Services: $79 Million
Financial Services: $77.7 Million
Consumer Cyclical: $68.3 Million
Consumer Defensive: $52.6 Million
Other: $64.7 Million