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Holdings (Monthly) Guide ↗

Papp Small & Mid-Cap Growth Fund

· Papp Investment Trust
Monthly Holdings $43M AUM 30 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 2 New 4 Added 22 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 RBC BEARINGS INC 75524B104 Feb 2026 5,979 -2,371 $3.4M -28.9% 8.42% EC
2 AMETEK INC 031100100 Feb 2026 14,514 -1,386 $3.3M -13.8% 8.07% EC
3 EXPEDITORS INTERNATIONAL OF WASHINGTON INC 302130109 Feb 2026 20,173 -1,927 $3.2M -0.6% 7.84% EC
4 O'REILLY AUTOMOTIVE INC 67103H107 Feb 2026 35,188 -3,362 $3.1M -15.5% 7.52% EC
5 ECOLAB INC 278865100 Feb 2026 9,128 -872 $2.3M -24.2% 5.75% EC
6 IDEX CORP 45167R104 Feb 2026 10,041 -959 $2.1M -8.1% 5.21% EC
7 FIDELITY COLCHESTER STREET TRUST 316175108 Feb 2026 2,038,390 +1,044,299 $2.0M +105.1% 5.02% STIV
8 METTLER-TOLEDO INTERNATIONAL INC 592688105 Feb 2026 1,721 -164 $2.0M -21.1% 5.00% EC
9 DYNATRACE INC 268150109 Feb 2026 45,471 +21,471 $1.9M +124.6% 4.77% EC
10 VALMONT INDUSTRIES INC 920253101 Feb 2026 3,286 +286 $1.7M +23.8% 4.20% EC
11 CHURCH & DWIGHT CO INC 171340102 Feb 2026 15,518 -1,482 $1.5M -16.8% 3.65% EC
12 SILICON LABORATORIES INC 826919102 Feb 2026 6,481 -619 $1.4M -2.9% 3.47% EC
13 TRIMBLE INC 896239100 Feb 2026 23,276 -2,224 $1.3M -23.0% 3.23% EC
14 NXP SEMICONDUCTORS NV N6596X109 Feb 2026 4,017 -383 $1.3M +29.2% 3.18% EC
15 FACTSET RESEARCH SYSTEMS INC 303075105 Feb 2026 4,656 -444 $1.1M +3.4% 2.81% EC
16 PEGASYSTEMS INC 705573103 Feb 2026 31,272 -2,988 $1.1M -25.4% 2.75% EC
17 T. ROWE PRICE GROUP INC 74144T108 Feb 2026 10,224 -976 $1.1M +0.8% 2.63% EC
18 SPDR SERIES TRUST 78464A870 Feb 2026 7,577 -723 $1.0M -2.0% 2.55% EC
19 SYNOPSYS INC 871607107 Feb 2026 2,116 -202 $1.0M +4.9% 2.48% EC
20 RESMED INC 761152107 Feb 2026 4,838 -462 $922K -32.1% 2.27% EC
21 PERMIAN RESOURCES CORP 71424F105 Feb 2026 42,901 -4,099 $825K -4.0% 2.03% EC
22 BIO-TECHNE CORP 09073M104 Feb 2026 15,646 +5,846 $809K +39.8% 1.99% EC
23 COSTAR GROUP INC 22160N109 Feb 2026 23,961 -2,289 $772K -34.1% 1.90% EC
24 MCCORMICK & CO. INC 579780206 Feb 2026 15,883 -1,517 $752K -39.1% 1.85% EC
25 VALVOLINE INC 92047W101 Feb 2026 21,679 -2,071 $732K -18.5% 1.80% EC
26 YETI HOLDINGS INC 98585X104 Feb 2026 13,601 -1,299 $652K +0.2% 1.61% EC
27 AGILYSYS INC 00847J105 May 2026 4,500 NEW $390K 0.96% EC
28 WD-40 COMPANY 929236107 May 2026 1,800 NEW $360K 0.89% EC
The Clorox Company 189054109 3,500 SOLD $0.4M
Pool Corporation 73278L105 1,900 SOLD $0.4M