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Papp Investment Trust

CIK: 0001477597 Equity
Report date: 2026-04-27
AUM $46M
Expense Ratio —
Category Equity
State OH
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-27

About this Fund

Papp Investment Trust is a leading mutual fund company dedicated to providing a comprehensive range of investment solutions to individual and institutional investors, leveraging its expertise in asset management to help them achieve their long-term financial goals. With a strong focus on wealth management, the company offers a diverse portfolio of mutual funds, encompassing equity, debt, hybrid, and money market funds, each carefully designed to cater to distinct investor needs and risk profiles. By adopting a disciplined investment approach, Papp Investment Trust aims to deliver consistent returns and foster a culture of transparency, accountability, and trust among its investors. The company's investment philosophy is centered around a thorough research-based process, where experienced fund managers employ a combination of qualitative and quantitative analysis to identify attractive investment opportunities, thereby enabling investors to create a well-diversified portfolio. Papp Investment Trust also recognizes the importance of systematic investment plans, or SIPs, as a strategic tool for investors to invest a fixed amount of money at regular intervals, reducing the impact of market volatility and promoting a disciplined investment habit. Through its robust distribution network and user-friendly online platform, the company provides easy access to its mutual fund schemes, facilitating investors to monitor and manage their investments efficiently. As a trusted partner in the investment journey, Papp Investment Trust prioritizes investor education and awareness, offering timely market insights, research reports, and expert advice to empower investors in making informed decisions. With its unwavering commitment to excellence, integrity, and customer satisfaction, Papp Investment Trust has established itself as a reputable player in the asset management industry, earning the trust of a large and loyal investor base, who appreciate the company's dedication to delivering superior investment experiences and helping them build lasting wealth. By staying attuned to the evolving needs of the investment landscape, Papp Investment Trust continues to innovate and expand its product offerings, ensuring that investors have access to a broad spectrum of investment opportunities, from low-risk debt funds to high-growth equity funds, and hybrid funds that balance risk and returns, thereby providing a one-stop solution for all their investment requirements.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

18 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 EXPD Expeditors International Of Washington Inc. Since 2026-05-10 302130109 Equity (Common)
6.98%
 $3.21 22,100
2 VMI Valmont Industries, Inc. Since 2026-05-10 920253101 Equity (Common)
3.01%
 $1.38 3,000
3 ORLY O'Reilly Automotive Inc. Since 2026-05-10 67103H107 Equity (Common)
7.88%
 $3.62 38,550
4 IEX Idex Corporation Since 2026-05-10 45167R104 Equity (Common)
5.02%
 $2.30 11,000
5 AME Ametek, Inc. Since 2026-05-10 031100100 Equity (Common)
8.29%
 $3.80 15,900
6 CLX The Clorox Company Since 2026-05-10 189054109 Equity (Common)
0.97%
 $0.45 3,500
7 RMD ResMed Inc. Since 2026-05-10 761152107 Equity (Common)
2.96%
 $1.36 5,300
8 ECL Ecolab Inc. Since 2026-05-10 278865100 Equity (Common)
6.72%
 $3.08 10,000
9 DT Dynatrace Inc Since 2026-05-10 268150109 Equity (Common)
1.88%
 $0.86 24,000
10 SNPS Synopsys Inc Since 2026-05-10 871607107 Equity (Common)
2.09%
 $0.96 2,318
11 CSGP Costar Group Inc Since 2026-05-10 22160N109 Equity (Common)
2.55%
 $1.17 26,250
12 CHD Church & Dwight Co Inc. Since 2026-05-10 171340102 Equity (Common)
3.88%
 $1.78 17,000
13 MTD Mettler-Toledo International Inc Since 2026-05-10 592688105 Equity (Common)
5.61%
 $2.58 1,885
14 SLAB Silicon Laboratories, Inc. Since 2026-05-10 826919102 Equity (Common)
3.16%
 $1.45 7,100
15 PEGA Pegasystems Inc Since 2026-05-10 705573103 Equity (Common)
3.26%
 $1.50 34,260
16 TRMB Trimble Inc Since 2026-05-10 896239100 Equity (Common)
3.71%
 $1.71 25,500
17 MKC-V McCormick & Company, Incorporated Since 2026-05-10 579780206 Equity (Common)
2.69%
 $1.24 17,400
18 VVV Valvoline Inc Since 2026-05-10 92047W101 Equity (Common)
1.96%
 $0.90 23,750
Frequently Asked Questions — Papp Investment Trust
What type of mutual fund is Papp Investment Trust?
Papp Investment Trust is a SEC-registered Equity fund, with $46M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Papp Investment Trust holds 18 portfolio positions, all detailed in the holdings table on this page.
What are Papp Investment Trust's assets under management (AUM)?
Papp Investment Trust has $46M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Papp Investment Trust's top holdings?
According to Papp Investment Trust's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Expeditors International Of Washington Inc., Valmont Industries, Inc., O'Reilly Automotive Inc. , among others. The complete list of all 18 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Papp Investment Trust's expense ratio?
Expense ratio data for Papp Investment Trust is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Papp Investment Trust's SEC filings?
Papp Investment Trust is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001477597. You can access all of Papp Investment Trust's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001477597). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Papp Investment Trust's holdings data on StockSifting?
Holdings data for Papp Investment Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.