Position in ADP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$792,559
+$86,509 QoQ
Shares Held
3,539
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,265
of 2,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ATWOOD & PALMER INC holds $15,899,600 across 13 Software - Application names. ADP ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
186,402 | $13,450,768 | |
| 2 | PAYX |
Paychex Inc
|
12,887 | $1,267,178 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
3,539 | $792,559 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
505 | $189,536 | |
| 5 | TYL |
Tyler Technologies Inc
|
204 | $59,661 | |
| 6 | NOW |
ServiceNow, Inc.
|
600 | $59,568 | |
| 7 | CRM |
Salesforce, Inc.
|
265 | $41,514 | |
| 8 | SHOP |
Shopify Inc.
|
122 | $13,929 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,559 | 3,539 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $706,050 | 3,475 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,009,627 | 3,925 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,225,362 | 4,175 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,364,670 | 4,425 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,367,246 | 4,475 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,314,650 | 4,491 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,238,366 | 4,475 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,068,137 | 4,475 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,130,073 | 4,525 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,077,486 | 4,625 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,112,682 | 4,625 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,016,528 | 4,625 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,057,492 | 4,750 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,194,300 | 5,000 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,130,950 | 5,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,050,200 | 5,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,251,470 | 5,500 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,306,874 | 5,300 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,059,576 | 5,300 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,112,272 | 5,600 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,055,432 | 5,600 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,004,340 | 5,700 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $809,042 | 5,800 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $863,562 | 5,800 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $792,744 | 5,800 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||