LRPA
L. Roy Papp & Associates Portfolio holdings
AUM
$890M
1-Year Est. Return
12.79%
1 Year Est. Return
+12.79%
AUM
$842M
AUM Growth
+$26.7M
(+3.3%)
Holding
181
Top Buys
| 1 | +$1.24M | |
| 2 | +$935K | |
| 3 | +$857K | |
| 4 |
ResMed
RMD
|
+$823K |
| 5 |
Marvell Technology
MRVL
|
+$730K |
Top Sells
| 1 | +$3.86M | |
| 2 | +$2.88M | |
| 3 | +$1.17M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$725K |
| 5 |
Costco
COST
|
+$718K |
Sector Composition
| 1 | Technology | 26.05% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 10.83% |
| 4 | Industrials | 9.9% |
| 5 | Consumer Discretionary | 7.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Eaton
ETN
$149B
| $209K | 0.02% |
+585
|
|
||
177
Air Products & Chemicals
APD
$57.3B
| $208K | 0.02% |
739
|
|
||
178
Advanced Micro Devices
AMD
$387B
| $203K | 0.02% |
+1,429
|
|
||
179
Capital One
COF
$138B
| $203K | 0.02% |
+952
|
|
||
180
Odyssey Marine Exploration
OMEX
$188M
| $180K | 0.02% |
152,461
|
|
||
181
Omnicom Group
OMC
$15.4B
| – | – |
-2,415
|
|