Capital Advisors, Ltd. LLC
Position in ADP — Automatic Data Processing Inc
CIK 1597878
SHAKER HEIGHTS, OH
Position in ADP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$366,158
+$46,963 QoQ
Shares Held
1,635
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#263
of 399 holders
Holding Since
Mar 2020
25 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, 2026Capital Advisors, Ltd. LLC holds $1,558,536 across 44 Software - Application names. ADP ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
1,635 | $366,158 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
859 | $322,399 | |
| 3 | CRM |
Salesforce, Inc.
|
1,054 | $165,119 | |
| 4 | ADBE |
Adobe Inc.
|
706 | $144,744 | |
| 5 | PAYX |
Paychex Inc
|
1,402 | $137,858 | |
| 6 | INTU |
Intuit Inc.
|
408 | $106,488 | |
| 7 | ROP |
Roper Technologies Inc
|
296 | $100,163 | |
| 8 | UBER |
Uber Technologies, Inc
|
1,038 | $74,902 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,158 | 1,635 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $319,195 | 1,571 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $428,287 | 1,665 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $527,419 | 1,797 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $558,204 | 1,810 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $558,814 | 1,829 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $529,255 | 1,808 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $499,774 | 1,806 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $415,797 | 1,742 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $437,294 | 1,751 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $402,339 | 1,727 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $417,646 | 1,736 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $383,533 | 1,745 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $311,904 | 1,401 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $415,377 | 1,739 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $304,904 | 1,348 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $356,017 | 1,695 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $349,956 | 1,538 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $286,525 | 1,162 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $168,332 | 842 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $112,617 | 567 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $106,862 | 567 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $99,905 | 567 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $79,090 | 567 | Shares | Sole | 2020-11-03 | |
| 2020-03-31 | $77,497 | 567 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||