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L. Roy Papp & Associates, LLP

CIK:0000809339
Investment Adviser
$1B AUM
182 holdings
Phoenix, AZ, US
Founded:1978
10 employees
Latest filing:Sep 30, 2025

L. Roy Papp & Associates, LLP is a Phoenix, Arizona-based SEC-registered investment adviser, founded in 1978. The firm specializes in providing comprehensive, customized wealth management services to high net worth individuals, pension and profit sharing plans, charities, corporations, endowments, and other not-for-profits. With a focus on stable, conservative investment management, the firm employs a team including 11 partners, 8 CFA charterholders, and 1 CPA, with approximately 10-11 employees in total. L. Roy Papp & Associates is known for a fee-based advisory approach and a high level of professional expertise.

Investment Strategy

L. Roy Papp & Associates, LLP focuses on conservative, stable investment management structured around each client’s distinct financial needs and long-term goals. The firm emphasizes comprehensive wealth management, with a particular specialization in small and mid-cap growth companies, as reflected in their advisory to mutual funds such as the Papp Small & Mid-Cap Growth Fund. Their philosophy includes individualized portfolio construction, risk management, and a collaborative research-driven investment process, led predominantly by professionals holding CFA charters. They manage portfolios for high net worth individuals, institutions, and nonprofit entities utilizing a disciplined, long-term investment approach.

Top Buys
G
GOOGALPHABET INC
+$11.3M
A
AAPLAPPLE INC
+$11.2M
G
GOOGLALPHABET INC
+$7.3M
O
ORLYOREILLY AUTOMOTIVE INC
+$5.4M
T
TMOTHERMO FISHER SCIENTIFIC INC
+$4.7M
Top Sells
A
ACNACCENTURE PLC IRELAND
-$5.2M
F
FDSFACTSET RESH SYS INC
-$3.3M
A
ANSSANSYS INC
-$3.1M
T
TROWPRICE T ROWE GROUP INC
-$2.8M
C
COSTCOSTCO WHSL CORP NEW
-$1.9M

Top Holdings

M
MSFTMICROSOFT CORP
+6.9%$61.7M
A
AAPLAPPLE INC
+6.8%$60.6M
B
BLKBLACKROCK INC
+4.8%$42.9M
G
GOOGALPHABET INC
+4.8%$42.3M
O
ORLYOREILLY AUTOMOTIVE INC
+4.2%$37.7M

Equity Positions (182)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP6.93%$61.7M119,084$64.72$517.95+$1.9M
A
AAPL
APPLE INC6.82%$60.6M238,148$31.89$254.63+$11.2M
B
BLK
BLACKROCK INC4.83%$42.9M36,829$1025.18$1165.87+$3.7M
G
GOOG
ALPHABET INC4.76%$42.3M173,835$59.93$243.55+$11.3M
O
ORLY
OREILLY AUTOMOTIVE INC4.24%$37.7M349,792$92.88$107.81+$5.4M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.3%
SERVICES-BUSINESS SERVICES, NEC
+10.3%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+9.7%
SERVICES-PREPACKAGED SOFTWARE
+8.6%
ELECTRONIC COMPUTERS
+6.8%