L. Roy Papp & Associates, LLP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), L. Roy Papp & Associates, LLP reported 178 stock positions worth $856.6 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Microsoft (MSFT, 6.0%) and BlackRock (BLK, 4.6%). Compared with Q3 2024, it opened 6 new positions, sold out of 5, added to 40 and reduced 70. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Mettler-Toledo International (MTD, shares −1%).

Most Recent 13F
Q2 2026
Location
Phoenix, AZ
CIK
0000809339
Portfolio Value
$856.6M (Q4 2024)
SEC Filing
0001667731-25-000155 ↗ filed Jan 29, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $840.1M Q1 2024 Q2 2024: $825.2M Q2 2024 Q3 2024: $826.2M Q3 2024 Q4 2024: $856.6M $856.6M Q4 2024 Q1 2025: $815.2M Q1 2025 Q2 2025: $841.8M Q2 2025 Q3 2025: $889.6M Q3 2025 Q4 2025: $904.5M Q4 2025 Q1 2026: $867.4M Q1 2026 Q2 2026: $951.4M Q2 2026

Holdings 178 stocks · $856.6M
AAPL Apple Inc. 7.39% 252,681 $63.3M Reduce -1.1%
MSFT Microsoft Corp. 5.99% 121,684 $51.3M Reduce -0.4%
BLK BlackRock Inc. 4.62% 38,626 $39.6M New
ACN Accenture PLC Class A 4.56% 111,011 $39.1M Reduce -0.9%
V Visa Inc. Class A 3.87% 104,975 $33.2M Reduce -0.7%
GOOG Alphabet Inc. Class C 3.86% 173,812 $33.1M Reduce -0.8%
ORLY O'reilly Automotive Inc. 3.53% 25,494 $30.2M Reduce -2.5%
COST Costco Wholesale Corp. 3.05% 28,526 $26.1M Reduce -3.1%
TMO Thermo Fisher Scientific Inc. 2.97% 48,916 $25.4M Add +0.4%
HD Home Depot Inc. 2.69% 59,205 $23.0M Add +0.2%
EOG EOG Resources Inc. 2.67% 186,806 $22.9M Reduce -3.2%
SYK Stryker Corp. 2.62% 62,282 $22.4M Reduce -1.1%
GOOGL Alphabet Inc. Class A 2.47% 111,943 $21.2M Reduce -0.3%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 2.26% 171,442 $19.4M Reduce -0.6%
EXPD Expeditors Intl Wash Inc. 2.12% 164,305 $18.2M Add +0.2%
JNJ Johnson & Johnson 2.00% 118,361 $17.1M Add +0.1%
CNI Canadian Natl Railway Co. 1.65% 139,282 $14.1M Reduce -1.1%
XBI SS SPDR S&P Biotech ETF 1.59% 151,007 $13.6M Reduce -2.3%
MA Mastercard Inc. Class A 1.59% 25,804 $13.6M No change
FISV Fiserv Inc. 1.46% 60,842 $12.5M Add +0.5%
MTD Mettler-Toledo International 1.46% 10,193 $12.5M Reduce -0.9%
MRVL Marvell Technology Inc. 1.39% 107,895 $11.9M Add +0.3%
RSP Invesco S&P 500 Equal Weight 1.34% 65,304 $11.4M Add +1.4%
PG The Procter & Gamble Co. 1.26% 64,426 $10.8M Reduce -1.1%
XOM Exxon Mobil Corp. 1.21% 96,486 $10.4M Reduce -0.2%
FDS Factset Research Systems Inc. 1.06% 18,853 $9.1M Reduce -1.1%
ECL Ecolab Inc. 0.98% 35,777 $8.4M Add +0.3%
ADI Analog Devices Inc. 0.91% 36,805 $7.8M Add +1.3%
WY Weyerhaeuser Co. 0.90% 272,920 $7.7M No change
EMR Emerson Electric Co. 0.85% 58,820 $7.3M Reduce -1.9%
USMV iShares MSCI USA Min Vol Fac 0.83% 80,264 $7.1M Add +5.7%
XLK SS Technology Select Sector 0.82% 30,227 $7.0M Add +0.9%
PEP Pepsico Inc. 0.82% 46,196 $7.0M Add +0.3%
BDX Becton Dickinson and Co. 0.79% 29,775 $6.8M Reduce -7.5%
JPM JPMorgan Chase & Co. 0.72% 25,642 $6.1M Reduce -0.0%
AME Ametek Inc. 0.71% 33,517 $6.0M Reduce -5.6%
TRMB Trimble Inc. 0.65% 79,072 $5.6M Reduce -1.5%
CVX Chevron Corp. 0.62% 36,535 $5.3M Add +1.4%
WCN Waste Connections Inc. 0.60% 30,178 $5.2M No change
ROK Rockwell Automation Inc. 0.60% 18,006 $5.1M Add +3.5%
INTU Intuit Inc. 0.57% 7,802 $4.9M Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.53% 9,940 $4.5M No change
NXPI NXP Semiconductors NV 0.51% 20,868 $4.3M Reduce -3.4%
NKE Nike Inc. Class B 0.50% 56,974 $4.3M Reduce -4.9%
VMI Valmont Industries 0.50% 13,921 $4.3M Reduce -0.3%
RBC RBC Bearings Inc. 0.43% 12,248 $3.7M Reduce -2.6%
ADBE Adobe Inc. 0.41% 7,873 $3.5M No change
SCHB Schwab US Broad Market ETF 0.39% 147,672 $3.4M Add +4.9%
VIG Vanguard Dividend Apprec ETF 0.36% 15,925 $3.1M Add +1.2%
ANSS Ansys Inc. 0.36% 9,206 $3.1M Reduce -4.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.35% 7,369 $3.0M Add +1.7%
AMZN Amazon.com Inc. 0.35% 13,534 $3.0M Add +0.8%
IEX Idex Corp. 0.35% 14,165 $3.0M Reduce -3.6%
MKC McCormick & Co.-Non VTG SHRS 0.34% 38,626 $2.9M Reduce -0.5%
ADP Automatic Data Processing 0.33% 9,602 $2.8M No change
CLX Clorox Company 0.30% 15,770 $2.6M Reduce -0.6%
SHW The Sherwin-Williams Co. 0.30% 7,460 $2.5M Reduce -14.3%
CSGP Costar Group Inc. 0.29% 34,740 $2.5M Reduce -1.8%
WM Waste Management Inc. 0.28% 11,847 $2.4M No change
VGT Vanguard Info Tech ETF 0.28% 3,835 $2.4M No change
MCD McDonald's Corp. 0.28% 8,204 $2.4M Reduce -0.8%
CHD Church & Dwight Co. Inc. 0.27% 21,885 $2.3M Reduce -2.1%
UPS United Parcel Service Class B 0.26% 17,551 $2.2M Reduce -2.2%
PEGA Pegasystems Inc. 0.25% 23,400 $2.2M Reduce -2.9%
CL Colgate-Palmolive Co. 0.23% 21,398 $1.9M No change
VTI VG Morningstar TS MKT ETF-US 0.22% 6,584 $1.9M Reduce -0.6%
SYY Sysco Corp. 0.22% 24,842 $1.9M Reduce -0.4%
CSCO Cisco Systems Inc. 0.22% 31,995 $1.9M No change
RMD Resmed Inc. 0.21% 7,975 $1.8M Reduce -2.0%
CAT Caterpillar Inc. 0.21% 4,982 $1.8M No change
KO The Coca-Cola Co. 0.21% 28,817 $1.8M Add +0.1%
ICLR Icon PLC 0.21% 8,483 $1.8M Reduce -42.0%
MCHP Microchip Technology Inc. 0.21% 30,881 $1.8M Reduce -0.5%
LLY Eli Lilly & Co. 0.20% 2,207 $1.7M Reduce -0.4%
VTIP Vanguard Short-Term Tips 0.20% 34,902 $1.7M Reduce -4.0%
AMGN Amgen Inc. 0.20% 6,458 $1.7M No change
RTX RTX Corp. 0.19% 14,241 $1.6M Add +0.5%
TECH Bio-Techne Corp. 0.19% 22,707 $1.6M Reduce -10.2%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.19% 41,720 $1.6M Reduce -5.0%
WMT Walmart Inc. 0.18% 17,007 $1.5M Reduce -5.5%
ORCL Oracle Corp. 0.18% 9,173 $1.5M Add +0.0%
EPD Enterprise Products Partners 0.16% 44,606 $1.4M Reduce -0.8%
ABBV Abbvie Inc. 0.16% 7,692 $1.4M Reduce -1.9%
AXP American Express Co. 0.16% 4,500 $1.3M Reduce -4.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 5,917 $1.3M Reduce -4.2%
INFA Informatica Inc. Class A 0.15% 49,960 $1.3M Reduce -9.7%
STT State Street Corp. 0.15% 12,976 $1.3M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 2,144 $1.3M Add +2.4%
META Meta Platforms Inc. Class A 0.15% 2,145 $1.3M Add +3.6%
SLAB Silicon Laboratories Inc. 0.13% 9,140 $1.1M Reduce -0.6%
XLE SS Energy Select Sector 0.13% 12,917 $1.1M Add +0.2%
EGP Eastgroup Properties Inc. 0.12% 6,358 $1.0M No change
TSLA Tesla Inc. 0.12% 2,464 $995K Reduce -6.2%
VCSH Vanguard S/T Corp. Bond ETF 0.11% 12,560 $980K Reduce -1.4%
ABT Abbott Laboratories 0.11% 8,478 $959K No change
LIN Linde PLC 0.11% 2,289 $958K No change
STIP iShares 0-5 Year Tips Bond E 0.11% 9,400 $946K No change
IQV Iqvia Holdings Inc. 0.11% 4,804 $944K No change
FHN First Horizon Corp. 0.11% 44,913 $905K New
MRK Merck & Co. Inc. 0.10% 9,017 $897K Add +0.0%
PR Permian Resources Corp. Class A 0.09% 56,540 $813K Add +55.5%
WFC Wells Fargo & Co. 0.09% 10,637 $747K Reduce -28.7%
DT Dynatrace Inc. 0.08% 12,870 $699K New
KMI Kinder Morgan Inc. 0.08% 25,118 $688K Add +0.2%
VVV Valvoline Inc. 0.08% 19,000 $687K Reduce -1.9%
SCHG Schwab US Large-Cap Growth 0.08% 24,421 $681K Reduce -0.6%
SCHX Schwab US Large-Cap ETF 0.08% 29,211 $677K Reduce -4.0%
VXF Vanguard Extended Market ETF 0.08% 3,561 $677K Reduce -1.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 2,541 $671K Add +14.6%
HON Honeywell International Inc. 0.08% 2,934 $663K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.08% 624 $658K No change
POOL Pool Corp. 0.08% 1,915 $653K New
IWP iShares Russell Mid-Cap Grow 0.07% 4,939 $626K Add +11.3%
WAB Wabtec Corp. 0.07% 3,226 $612K No change
ROST Ross Stores Inc. 0.07% 4,000 $605K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 3,567 $604K Add +3.8%
KR Kroger Co. 0.07% 9,819 $600K No change
GMF State Street SPDR S&P Emergi 0.07% 5,150 $595K No change
NSC Norfolk Southern Corp. 0.07% 2,494 $585K No change
BMY Bristol-Myers Squibb Co. 0.07% 10,084 $570K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 5,046 $562K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.06% 2,191 $556K No change
IVV iShares Core S&P 500 ETF 0.06% 944 $556K No change
FANG Diamondback Energy Inc. 0.06% 3,327 $545K No change
SBUX Starbucks Corp. 0.06% 5,751 $525K Reduce -11.9%
SLV iShares Silver Trust 0.06% 19,000 $500K No change
GLD SPDR Gold Shares 0.06% 2,038 $493K No change
DVN Devon Energy Corp. 0.06% 14,882 $487K Reduce -4.4%
NVDA Nvidia Corp. 0.05% 3,471 $466K No change
SUB iShares Short-Term National 0.05% 4,350 $459K No change
UMBF Umb Financial Corp. 0.05% 4,030 $455K No change
PFE Pfizer Inc. 0.05% 16,972 $450K Reduce -4.4%
VT Vanguard Tot World STK ETF 0.05% 3,764 $442K Add +0.1%
QUAL iShares MSCI USA Quality Fac 0.05% 2,477 $441K No change
SCHD Schwab US DVD Equity ETF 0.05% 16,086 $439K Reduce -2.0%
VYM Vanguard High DVD Yield ETF 0.05% 3,213 $410K No change
MDT Medtronic PLC 0.05% 4,961 $396K Reduce -18.5%
MTUM iShares MSCI USA Momentum Fa 0.04% 1,845 $382K No change
ITOT iShares Core S&P Total U.S. 0.04% 2,828 $364K Reduce -3.4%
ZTS Zoetis Inc. 0.04% 2,221 $362K No change
VOO Vanguard S&P 500 ETF 0.04% 669 $361K Add +45.1%
FAD First Trust Multi Cap Growth 0.04% 2,596 $359K No change
ANET Arista Networks Inc. 0.04% 3,200 $354K No change
VB Vanguard Most SM-Cap ETF-Usd 0.04% 1,456 $350K Add +0.1%
DGRO iShares Core Dividend Growth 0.04% 5,508 $338K Add +1.7%
INTC Intel Corp. 0.04% 16,383 $328K Reduce -26.3%
FSLR First Solar Inc. 0.04% 1,786 $315K Add +11.3%
LOW Lowe's Cos Inc. 0.04% 1,269 $313K No change
UNP Union Pacific Corp. 0.04% 1,350 $308K No change
GE General Electric filed as GE AEROSPACE 0.03% 1,772 $296K Reduce -2.5%
ZBRA Zebra Technologies Corp. Class A 0.03% 752 $290K No change
FTCS First Trust Capital Strength 0.03% 3,260 $286K No change
FXL First Trust Technology Alpha 0.03% 1,843 $274K No change
SCHO Schwab Short-Term US Treas 0.03% 11,363 $273K Add +1.8%
BBSI Barrett Business SVCS Inc. 0.03% 6,280 $273K No change
KMB Kimberly-Clark Corp. 0.03% 1,974 $259K No change
CRH CRH PLC 0.03% 2,781 $257K No change
IDXX Idexx Laboratories Inc. 0.03% 620 $256K Add +31.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 2,105 $254K No change
FUL H.B. Fuller Co. filed as FULLER H B CO 0.03% 3,740 $252K Reduce -6.5%
DUK Duke Energy Corp. 0.03% 2,266 $244K No change
CINF Cincinnati Financial Corp. 0.03% 1,688 $243K No change
SKYY First Trust Cloud Computing 0.03% 2,004 $239K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 1,200 $238K Add +0.5%
EWJ iShares MSCI Japan ETF 0.03% 3,542 $238K No change
IEV iShares Europe ETF 0.03% 4,500 $234K No change
CSX CSX Corp. 0.03% 7,200 $232K No change
DECK Deckers Outdoor Corp. 0.03% 1,140 $232K New
IWM iShares Russell 2000 ETF 0.03% 1,046 $231K No change
NEE Nextera Energy Inc. 0.03% 3,221 $231K No change
AZO AutoZone Inc. 0.03% 70 $224K No change
AMAT Applied Materials Inc. 0.03% 1,370 $223K Reduce -9.6%
VXUS Vanguard Total Intl Stock 0.03% 3,675 $217K Add +0.3%
APD Air Products & Chemicals Inc. 0.03% 739 $214K No change
OMC Omnicom Group 0.02% 2,415 $208K No change
QQQ Invesco QQQ Trust Series 1 0.02% 402 $206K Reduce -16.6%
TGT Target Corp. 0.02% 1,490 $201K No change
CRM Salesforce Inc. 0.02% 601 $201K New

Portfolio Sells Q3 2024 → Q4 2024
MTD Mettler-Toledo International Reduce -0.9% 1.46% −0.41
MSFT Microsoft Corp. Reduce -0.4% 5.99% −0.38
CNI Canadian Natl Railway Co. Reduce -1.1% 1.65% −0.35
ICLR Icon PLC Reduce -42.0% 0.21% −0.30
XBI SS SPDR S&P Biotech ETF Reduce -2.3% 1.59% −0.26
ACN Accenture PLC Class A Reduce -0.9% 4.56% −0.23
EOG EOG Resources Inc. Reduce -3.2% 2.67% −0.20
XOM Exxon Mobil Corp. Reduce -0.2% 1.21% −0.16
BDX Becton Dickinson and Co. Reduce -7.5% 0.79% −0.15
NKE Nike Inc. Class B Reduce -4.9% 0.50% −0.14
SYK Stryker Corp. Reduce -1.1% 2.62% −0.13
NXPI NXP Semiconductors NV Reduce -3.4% 0.51% −0.12
ORLY O'reilly Automotive Inc. Reduce -2.5% 3.53% −0.12
COST Costco Wholesale Corp. Reduce -3.1% 3.05% −0.11
SHW The Sherwin-Williams Co. Reduce -14.3% 0.30% −0.11
PG The Procter & Gamble Co. Reduce -1.1% 1.26% −0.11
MCHP Microchip Technology Inc. Reduce -0.5% 0.21% −0.10
TECH Bio-Techne Corp. Reduce -10.2% 0.19% −0.05
MKC McCormick & Co.-Non VTG SHRS Reduce -0.5% 0.34% −0.04
LLY Eli Lilly & Co. Reduce -0.4% 0.20% −0.04
UPS United Parcel Service Class B Reduce -2.2% 0.26% −0.04
IEX Idex Corp. Reduce -3.6% 0.35% −0.04
AME Ametek Inc. Reduce -5.6% 0.71% −0.03
CSGP Costar Group Inc. Reduce -1.8% 0.29% −0.03
YETI Yeti Holdings Inc. Reduce -5.0% 0.19% −0.03
AMD Advanced Micro Devices Sold out 0.00% −0.03
RBC RBC Bearings Inc. Reduce -2.6% 0.43% −0.03
ABBV Abbvie Inc. Reduce -1.9% 0.16% −0.03
RMD Resmed Inc. Reduce -2.0% 0.21% −0.03
MCD McDonald's Corp. Reduce -0.8% 0.28% −0.03
ITW Illinois Tool Works Sold out 0.00% −0.03
DHR Danaher Corp. Sold out 0.00% −0.03
CARR Carrier Global Corp. Sold out 0.00% −0.03
INTC Intel Corp. Reduce -26.3% 0.04% −0.02
MELI MercadoLibre Inc. Sold out 0.00% −0.02
MDT Medtronic PLC Reduce -18.5% 0.05% −0.02
VTIP Vanguard Short-Term Tips Reduce -4.0% 0.20% −0.02
INFA Informatica Inc. Class A Reduce -9.7% 0.15% −0.02
VVV Valvoline Inc. Reduce -1.9% 0.08% −0.02
DVN Devon Energy Corp. Reduce -4.4% 0.06% −0.02
CHD Church & Dwight Co. Inc. Reduce -2.1% 0.27% −0.02
SBUX Starbucks Corp. Reduce -11.9% 0.06% −0.02
WFC Wells Fargo & Co. Reduce -28.7% 0.09% −0.01
CLX Clorox Company Reduce -0.6% 0.30% −0.01
SYY Sysco Corp. Reduce -0.4% 0.22% −0.01
IBM Intl Business Machines Corp. Reduce -4.2% 0.15% −0.01
AMAT Applied Materials Inc. Reduce -9.6% 0.03% −0.01
TROW T Rowe Price Group Inc. Reduce -0.6% 2.26% −0.01
PFE Pfizer Inc. Reduce -4.4% 0.05% −0.01
FUL H.B. Fuller Co. Reduce -6.5% 0.03% −0.01

Portfolio Buys Q3 2024 → Q4 2024
BLK BlackRock Inc. New 4.62% +4.62
MRVL Marvell Technology Inc. Add +0.3% 1.39% +0.45
FISV Fiserv Inc. Add +0.5% 1.46% +0.14
FHN First Horizon Corp. New 0.11% +0.11
DT Dynatrace Inc. New 0.08% +0.08
POOL Pool Corp. New 0.08% +0.08
AMZN Amazon.com Inc. Add +0.8% 0.35% +0.04
ROK Rockwell Automation Inc. Add +3.5% 0.60% +0.04
PR Permian Resources Corp. Class A Add +55.5% 0.09% +0.04
DECK Deckers Outdoor Corp. New 0.03% +0.03
CRM Salesforce Inc. New 0.02% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +1.7% 0.35% +0.02
SCHB Schwab US Broad Market ETF Add +4.9% 0.39% +0.01
KMI Kinder Morgan Inc. Add +0.2% 0.08% +0.01
VOO Vanguard S&P 500 ETF Add +45.1% 0.04% +0.01
IWP iShares Russell Mid-Cap Grow Add +11.3% 0.07% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +14.6% 0.08% +0.01
META Meta Platforms Inc. Class A Add +3.6% 0.15% +0.00
XLK SS Technology Select Sector Add +0.9% 0.82% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +2.4% 0.15% +0.00
IDXX Idexx Laboratories Inc. Add +31.9% 0.03% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +0.1% 0.04% −0.00
SCHO Schwab Short-Term US Treas Add +1.8% 0.03% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.5% 0.03% −0.00
DGRO iShares Core Dividend Growth Add +1.7% 0.04% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +3.8% 0.07% −0.00
VT Vanguard Tot World STK ETF Add +0.1% 0.05% −0.00
VXUS Vanguard Total Intl Stock Add +0.3% 0.03% −0.00
USMV iShares MSCI USA Min Vol Fac Add +5.7% 0.83% −0.01
XLE SS Energy Select Sector Add +0.2% 0.13% −0.01
ORCL Oracle Corp. Add +0.0% 0.18% −0.01
INTU Intuit Inc. Add +0.5% 0.57% −0.01
FSLR First Solar Inc. Add +11.3% 0.04% −0.01
VIG Vanguard Dividend Apprec ETF Add +1.2% 0.36% −0.01
RTX RTX Corp. Add +0.5% 0.19% −0.02
MRK Merck & Co. Inc. Add +0.0% 0.10% −0.02
CVX Chevron Corp. Add +1.4% 0.62% −0.02
KO The Coca-Cola Co. Add +0.1% 0.21% −0.04
RSP Invesco S&P 500 Equal Weight Add +1.4% 1.34% −0.06
ADI Analog Devices Inc. Add +1.3% 0.91% −0.10
ECL Ecolab Inc. Add +0.3% 0.98% −0.12
PEP Pepsico Inc. Add +0.3% 0.82% −0.13
HD Home Depot Inc. Add +0.2% 2.69% −0.21
JNJ Johnson & Johnson Add +0.1% 2.00% −0.32
EXPD Expeditors Intl Wash Inc. Add +0.2% 2.12% −0.48
TMO Thermo Fisher Scientific Inc. Add +0.4% 2.97% −0.68

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 193$951.4MAAPL, GOOG, MSFT, V, BLK
Q1 2026 184$867.4MAAPL, GOOG, MSFT, BLK, ORLY
Q4 2025 185$904.5MAAPL, MSFT, GOOG, BLK, V
Q3 2025 182$889.6MMSFT, AAPL, BLK, GOOG, ORLY
Q2 2025 180$841.8MMSFT, AAPL, BLK, V, ACN
Q1 2025 174$815.2MAAPL, MSFT, V, BLK, ORLY
Q4 2024 178$856.6MAAPL, MSFT, BLK, ACN, V
Q3 2024 177$826.2MAAPL, MSFT, ACN, TMO, ORLY
Q2 2024 172$825.2MAAPL, MSFT, ACN, GOOG, BLK
Q1 2024 176$840.1MMSFT, AAPL, ACN, BLK, ORLY