L. Roy Papp & Associates, LLP Diversified Active

CIK: 0000809339 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 6, 2017

Total Value ($000): $462,543 (100.0% shares, 0.0% debt)

Holdings (129)

ACCENTURE PLC IRELAND 5.0%
Value ($000) $23,355 Shares 172,913 Est. Cost $73.81 Unrealized
BLACKROCK INC 4.8%
Value ($000) $22,031 Shares 49,276 Est. Cost $259.42 Unrealized
VISA INC 4.4%
Value ($000) $20,265 Shares 192,562 Est. Cost $96.79 Unrealized
CNI CANADIAN NATL RY CO 4.3%
Value ($000) $19,908 Shares 240,289 Est. Cost $42.72 Unrealized +62.4%
3M CO 3.9%
Value ($000) $18,243 Shares 86,914 Est. Cost $109.92 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $17,333 Shares 112,465 Est. Cost $22.93 Unrealized +57.7%
ALPHABET INC 3.5%
Value ($000) $16,356 Shares 17,053 Est. Cost $759.65 Unrealized
SPDR SERIES TRUST 3.5%
Value ($000) $16,102 Shares 186,005 Est. Cost $76.55 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $14,839 Shares 199,212 Est. Cost $29.48 Unrealized +126.2%
TROW PRICE T ROWE GROUP INC 2.7%
Value ($000) $12,398 Shares 136,767 Est. Cost $47.83 Unrealized +26.4%
TMO THERMO FISHER SCIENTIFIC INC 2.5%
Value ($000) $11,426 Shares 60,391 Est. Cost $136.26 Unrealized +29.9%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $11,330 Shares 87,150 Est. Cost $70.88 Unrealized +48.1%
CVX CHEVRON CORP NEW 2.2%
Value ($000) $10,239 Shares 87,139 Est. Cost $71.30 Unrealized +6.9%
ORLY O REILLY AUTOMOTIVE INC NEW 2.2%
Value ($000) $10,226 Shares 47,482 Est. Cost $7.19 Unrealized +83.5%
ALPHABET INC 2.1%
Value ($000) $9,638 Shares 9,898 Est. Cost $777.98 Unrealized
BARD C R INC 2.0%
Value ($000) $9,371 Shares 29,240 Est. Cost $113.58 Unrealized
DIS DISNEY WALT CO 2.0%
Value ($000) $9,352 Shares 94,880 Est. Cost $93.13 Unrealized +4.1%
MTD METTLER TOLEDO INTERNATIONAL 1.9%
Value ($000) $8,683 Shares 13,867 Est. Cost $231.73 Unrealized +159.1%
EXPD EXPEDITORS INTL WASH INC 1.6%
Value ($000) $7,404 Shares 123,689 Est. Cost $33.91 Unrealized +52.4%
COSTCO WHSL CORP NEW 1.6%
Value ($000) $7,380 Shares 44,923 Est. Cost $149.81 Unrealized
EMR EMERSON ELEC CO 1.6%
Value ($000) $7,331 Shares 116,667 Est. Cost $40.37 Unrealized +22.0%
UPS UNITED PARCEL SERVICE INC 1.5%
Value ($000) $6,992 Shares 58,222 Est. Cost $55.38 Unrealized +49.6%
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $6,802 Shares 74,760 Est. Cost $56.03 Unrealized +30.3%
PIONEER NAT RES CO 1.5%
Value ($000) $6,726 Shares 45,588 Est. Cost $154.76 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $6,597 Shares 59,206 Est. Cost $56.42 Unrealized +58.5%
SYK STRYKER CORP 1.4%
Value ($000) $6,400 Shares 45,063 Est. Cost $116.06 Unrealized +12.7%
EXXON MOBIL CORP 1.3%
Value ($000) $6,214 Shares 75,794 Est. Cost $89.55 Unrealized
CLX CLOROX CO DEL 1.3%
Value ($000) $5,918 Shares 44,864 Est. Cost $93.27 Unrealized +13.2%
FDS FACTSET RESH SYS INC 1.2%
Value ($000) $5,741 Shares 31,876 Est. Cost $84.26 Unrealized +78.1%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $4,235 Shares 36,480 Est. Cost $94.09 Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $4,047 Shares 28,658 Est. Cost $71.23 Unrealized +77.4%
FISV FISERV INC 0.8%
Value ($000) $3,749 Shares 29,074 Est. Cost $24.47 Unrealized +153.9%
NKE NIKE INC 0.8%
Value ($000) $3,694 Shares 71,236 Est. Cost $44.08 Unrealized +14.3%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $3,604 Shares 37,731 Est. Cost $45.30 Unrealized +62.6%
ECL ECOLAB INC 0.8%
Value ($000) $3,557 Shares 27,657 Est. Cost $79.75 Unrealized +50.6%
QCOM QUALCOMM INC 0.8%
Value ($000) $3,476 Shares 67,045 Est. Cost $45.38 Unrealized -6.8%
NXPI NXP SEMICONDUCTORS N V 0.7%
Value ($000) $3,404 Shares 30,100 Est. Cost $71.85 Unrealized +38.0%
PRA HEALTH SCIENCES INC 0.7%
Value ($000) $3,264 Shares 42,854 Est. Cost $66.89 Unrealized
TRMB TRIMBLE INC 0.7%
Value ($000) $3,238 Shares 82,488 Est. Cost $28.24 Unrealized +34.7%
VARIAN MED SYS INC 0.7%
Value ($000) $3,129 Shares 31,275 Est. Cost $69.53 Unrealized
STT STATE STR CORP 0.7%
Value ($000) $3,102 Shares 32,473 Est. Cost $44.55 Unrealized +62.0%
MKC MCCORMICK & CO INC 0.6%
Value ($000) $2,994 Shares 29,172 Est. Cost $31.58 Unrealized +30.1%
MCHP MICROCHIP TECHNOLOGY INC 0.6%
Value ($000) $2,987 Shares 33,265 Est. Cost $13.83 Unrealized +159.6%
AME AMETEK INC NEW 0.6%
Value ($000) $2,815 Shares 42,621 Est. Cost $38.45 Unrealized +55.4%
WAB WABTEC CORP 0.6%
Value ($000) $2,778 Shares 36,677 Est. Cost $79.87 Unrealized -8.3%
ADI ANALOG DEVICES INC 0.6%
Value ($000) $2,657 Shares 30,835 Est. Cost $67.50 Unrealized +2.1%
IEX IDEX CORP 0.6%
Value ($000) $2,580 Shares 21,241 Est. Cost $45.08 Unrealized +134.1%
INTC INTEL CORP 0.6%
Value ($000) $2,570 Shares 67,502 Est. Cost $17.64 Unrealized +67.7%
ADBE ADOBE SYS INC 0.5%
Value ($000) $2,141 Shares 14,350 Est. Cost $44.30 Unrealized +236.9%
PEGA PEGASYSTEMS INC 0.5%
Value ($000) $2,103 Shares 36,487 Est. Cost $11.90 Unrealized +143.1%
SYY SYSCO CORP 0.4%
Value ($000) $2,022 Shares 37,486 Est. Cost $24.40 Unrealized +71.4%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $2,004 Shares 27,508 Est. Cost $46.76 Unrealized +26.6%
SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,899 Shares 32,125 Est. Cost $32.59 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,880 Shares 5,250 Est. Cost $53.48 Unrealized +99.1%
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $1,865 Shares 14,954 Est. Cost $61.72 Unrealized +55.6%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,863 Shares 12,845 Est. Cost $115.74 Unrealized -16.3%
ANSYS INC 0.4%
Value ($000) $1,703 Shares 13,873 Est. Cost $90.39 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $1,637 Shares 8,780 Est. Cost $92.52 Unrealized +48.6%
HD HOME DEPOT INC 0.3%
Value ($000) $1,606 Shares 9,818 Est. Cost $61.25 Unrealized +104.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,488 Shares 9,499 Est. Cost $72.03 Unrealized +78.6%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $1,461 Shares 18,924 Est. Cost $76.70 Unrealized
EXPRESS SCRIPTS HLDG CO 0.3%
Value ($000) $1,416 Shares 22,365 Est. Cost $61.74 Unrealized
SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,410 Shares 20,587 Est. Cost $75.97 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,301 Shares 11,900 Est. Cost $47.68 Unrealized +87.9%
CHD CHURCH & DWIGHT INC 0.3%
Value ($000) $1,262 Shares 26,042 Est. Cost $37.26 Unrealized +22.5%
SEIC SEI INVESTMENTS CO 0.3%
Value ($000) $1,249 Shares 20,461 Est. Cost $46.13 Unrealized +10.6%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,241 Shares 36,901 Est. Cost $16.93 Unrealized +46.0%
GIS GENERAL MLS INC 0.3%
Value ($000) $1,240 Shares 23,962 Est. Cost $32.72 Unrealized +24.4%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $1,199 Shares 4,469 Est. Cost $11.32 Unrealized +145.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,164 Shares 6,351 Est. Cost $137.86 Unrealized +28.2%
ORCL ORACLE CORP 0.2%
Value ($000) $1,132 Shares 23,422 Est. Cost $28.92 Unrealized +51.9%
SCHW SCHWAB CHARLES CORP NEW 0.2%
Value ($000) $1,128 Shares 25,782 Est. Cost $36.84 Unrealized +0.9%
VANTIV INC 0.2%
Value ($000) $1,079 Shares 15,307 Est. Cost $65.59 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,020 Shares 4,011 Est. Cost $88.00 Unrealized +150.5%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $986 Shares 10,730 Est. Cost $41.78 Unrealized +70.0%
SMG SCOTTS MIRACLE GRO CO 0.2%
Value ($000) $959 Shares 9,851 Est. Cost $68.28 Unrealized +4.0%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $938 Shares 13,414 Est. Cost $47.87 Unrealized +30.3%
WMT WAL-MART STORES INC 0.2%
Value ($000) $927 Shares 11,867 Est. Cost $19.99 Unrealized +14.6%
EOG EOG RES INC 0.2%
Value ($000) $913 Shares 9,439 Est. Cost $71.77 Unrealized -6.0%
TECH BIO TECHNE CORP 0.2%
Value ($000) $852 Shares 7,045 Est. Cost $21.67 Unrealized +31.0%
SLAB SILICON LABORATORIES INC 0.2%
Value ($000) $844 Shares 10,564 Est. Cost $41.29 Unrealized +80.3%
KO COCA COLA CO 0.2%
Value ($000) $826 Shares 18,348 Est. Cost $27.98 Unrealized +24.9%
ABBV ABBVIE INC 0.2%
Value ($000) $802 Shares 9,023 Est. Cost $29.83 Unrealized +79.8%
PFE PFIZER INC 0.2%
Value ($000) $783 Shares 21,939 Est. Cost $18.14 Unrealized +22.7%
GWW GRAINGER W W INC 0.2%
Value ($000) $765 Shares 4,255 Est. Cost $201.89 Unrealized -25.9%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $764 Shares 10,957 Est. Cost $54.09 Unrealized -4.1%
GENERAL ELECTRIC CO 0.2%
Value ($000) $745 Shares 30,806 Est. Cost $24.13 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $711 Shares 11,106 Est. Cost $31.38 Unrealized +48.8%
RMD RESMED INC 0.2%
Value ($000) $709 Shares 9,210 Est. Cost $40.11 Unrealized +75.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $639 Shares 7,064 Est. Cost $60.26 Unrealized +27.2%
PAREXEL INTL CORP 0.1%
Value ($000) $612 Shares 6,950 Est. Cost $47.22 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $609 Shares 7,786 Est. Cost $39.72 Unrealized +65.3%
META FACEBOOK INC 0.1%
Value ($000) $551 Shares 3,224 Est. Cost $72.90 Unrealized +127.3%
FUL FULLER H B CO 0.1%
Value ($000) $550 Shares 9,480 Est. Cost $33.69 Unrealized +39.4%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $537 Shares 3,535 Est. Cost $74.12 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $507 Shares 4,368 Est. Cost $68.24 Unrealized +30.6%
EGP EASTGROUP PPTY INC 0.1%
Value ($000) $498 Shares 5,652 Est. Cost $63.34 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $492 Shares 9,216 Est. Cost $30.94 Unrealized +40.1%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $467 Shares 3,972 Est. Cost $70.21 Unrealized +29.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $442 Shares 5,686 Est. Cost $57.11 Unrealized +17.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $440 Shares 6,909 Est. Cost $44.55 Unrealized -3.2%
TREEHOUSE FOODS INC 0.1%
Value ($000) $419 Shares 6,189 Est. Cost $85.58 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $378 Shares 6,849 Est. Cost $29.95 Unrealized +40.7%
COACH INC 0.1%
Value ($000) $347 Shares 8,614 Est. Cost $57.09 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $345 Shares 6,976 Est. Cost $27.38 Unrealized +10.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $340 Shares 4,179 Est. Cost $72.97 Unrealized -16.7%
STERICYCLE INC 0.1%
Value ($000) $326 Shares 4,550 Est. Cost $121.80 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $325 Shares 2,458 Est. Cost $69.12 Unrealized +48.6%
CRTO CRITEO S A 0.1%
Value ($000) $324 Shares 7,800 Est. Cost $43.47 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $317 Shares 4,579 Est. Cost $69.23 Unrealized
PRAXAIR INC 0.1%
Value ($000) $300 Shares 2,149 Est. Cost $115.24 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $299 Shares 311 Est. Cost $41.82 Unrealized +17.5%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $275 Shares 4,539 Est. Cost $66.23 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $261 Shares 1,842 Est. Cost $76.80 Unrealized +35.9%
ROST ROSS STORES INC 0.1%
Value ($000) $258 Shares 4,000 Est. Cost $46.25 Unrealized +14.4%
DELL TECHNOLOGIES INC 0.1%
Value ($000) $253 Shares 3,271 Est. Cost $64.23 Unrealized
BB&T CORP 0.1%
Value ($000) $251 Shares 5,358 Est. Cost $37.71 Unrealized
VREX VAREX IMAGING CORP 0.1%
Value ($000) $246 Shares 7,262 Est. Cost $31.14 Unrealized +0.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $245 Shares 2,915 Est. Cost $50.96 Unrealized +19.3%
ENERGEN CORP 0.1%
Value ($000) $235 Shares 4,300 Est. Cost $36.55 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $231 Shares 3,115 Est. Cost $49.25 Unrealized +15.9%
CENTRAL FD CDA LTD 0.0%
Value ($000) $223 Shares 17,600 Est. Cost $11.99 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $219 Shares 3,466 Est. Cost $55.56 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $215 Shares 1,770 Est. Cost $118.69 Unrealized
TBT PROSHARES TR 0.0%
Value ($000) $213 Shares 6,000 Est. Cost $40.83 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $212 Shares 2,481 Est. Cost $69.54 Unrealized +3.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $211 Shares 3,362 Est. Cost $49.09 Unrealized +9.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $210 Shares 5,715 Est. Cost $22.96 Unrealized 0.0%
CELGENE CORP 0.0%
Value ($000) $204 Shares 1,400 Est. Cost $145.71 Unrealized