Long-term investor
L. Roy Papp & Associates, LLP @lroypappassociatesllp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000809339).
Record
- Tracked since 2025-06-30 (446 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +6.4% · 6 months n/a · 1 year +10.6% · all +10.6%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.9% · long · since 2025-06-30
- 02079K107 · 5.6% · long · since 2025-06-30
- MSFT · 4.7% · long · since 2025-06-30
- V · 3.7% · long · since 2025-06-30
- BLK · 3.7% · long · since 2025-06-30
- GOOGL · 3.5% · long · since 2025-06-30
- MRVL · 3.5% · long · since 2025-06-30
- ORLY · 3.2% · long · since 2025-06-30
- JNJ · 3.2% · long · since 2025-06-30
- 302130109 · 2.7% · long · since 2025-06-30
- TMO · 2.7% · long · since 2025-06-30
- EOG · 2.4% · long · since 2025-06-30