Position in ADP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$367,054
+$38,309 QoQ
Shares Held
1,639
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,638
of 2,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $1,422,334 across 54 Software - Application names. ADP ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
1,639 | $367,054 | |
| 2 | INTU |
Intuit Inc.
|
812 | $211,932 | |
| 3 | ROP |
Roper Technologies Inc
|
468 | $158,366 | |
| 4 | IDCC |
InterDigital, Inc.
|
456 | $129,107 | |
| 5 | DDOG |
Datadog, Inc.
|
369 | $96,072 | |
| 6 | CRM |
Salesforce, Inc.
|
590 | $92,429 | |
| 7 | SHOP |
Shopify Inc.
|
605 | $69,078 | |
| 8 | UBER |
Uber Technologies, Inc
|
832 | $60,037 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,054 | 1,639 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $328,745 | 1,618 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $451,438 | 1,755 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $497,482 | 1,695 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $522,429 | 1,694 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $517,262 | 1,693 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $500,568 | 1,710 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $472,931 | 1,709 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $236,064 | 989 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $257,981 | 1,033 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $248,811 | 1,068 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $241,061 | 1,002 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $92,092 | 419 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $88,606 | 398 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $109,159 | 457 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $101,559 | 449 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $82,335 | 392 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $93,518 | 411 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $90,248 | 366 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $22,590 | 113 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $22,444 | 113 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $21,297 | 113 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $15,505 | 88 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $12,275 | 88 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $13,102 | 88 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $12,027 | 88 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||