L. Roy Papp & Associates, LLP filed a Form 13F-HR with the Securities and Exchange Commission on October 21, 2026, disclosing equity securities held as of the close of business on September 30, 2026. The firm reported ownership of 193 separate equity positions.
The filing details a portfolio that includes large-cap technology and healthcare names, as well as significant exposure to energy and industrial sectors. The firm holds a position in Apple Inc., with 73,796,909 shares. Microsoft Corporation is also held, with 61,695,111 shares. Other notable holdings include Alphabet Inc. Class A (31,910,324 shares), Amazon.com Inc. (3,213,786 shares), and Visa Inc. Class A (36,924,012 shares).
Within the healthcare sector, the firm holds shares of Eli Lilly & Co. (2,185,725 shares) and Merck & Co. Inc. (1,233,761 shares). The energy sector is represented by holdings in Chevron Corporation (7,340,208 shares), ExxonMobil Holdings Corp. (13,685,811 shares), and Kinder Morgan Inc. (1,178,644 shares).
The filing also lists a variety of exchange-traded funds and other equities, including holdings in Procter & Gamble Co., Johnson & Johnson, JPMorgan Chase & Co., and Costco Wholesale Corporation. The firm lists Harry Papp as the Managing Partner responsible for the filing.
