L. Roy Papp & Associates, LLP

All 13F Filings

Location
Phoenix, AZ
Most recent 13F
Q3 2026
Holdings value ($000)
980,967
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/21/2026 193 980,967 13F-HR L. Roy Papp & Associates, LLP
Q2 2026 7/23/2026 193 951,378 13F-HR L. Roy Papp & Associates, LLP
Q1 2026 4/14/2026 184 867,408 13F-HR L. Roy Papp & Associates, LLP
Q4 2025 1/28/2026 185 904,534 13F-HR L. Roy Papp & Associates, LLP
Q3 2025 10/9/2025 182 889,592 13F-HR L. Roy Papp & Associates, LLP
Q2 2025 7/24/2025 180 841,850 13F-HR L. Roy Papp & Associates, LLP
Q2 2014 8/1/2014 138 444,378 13F-HR PAPP L ROY & ASSOCIATES
Q1 2014 5/12/2014 133 429,099 13F-HR PAPP L ROY & ASSOCIATES
Q4 2013 2/5/2014 138 463,450 13F-HR PAPP L ROY & ASSOCIATES
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 869.7 K 88.7% 32.75 K 0 32.75 K
ETFs 110.8 K 11.3% 0 3.145 K -3.145 K
Debt 452 0.0% 0 15 -15
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Fund Snapshot

Q3 2026
Latest filed
10/21/2026
Total value ($000)
980,967
Holdings
193
QoQ value change ($000)
29,589 (3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.