Position in ADP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,302,975
+$405,170 QoQ
Shares Held
19,214
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#602
of 2,282 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, 2026Avior Wealth Management, LLC holds $13,021,409 across 13 Software - Application names. ADP ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
19,214 | $4,302,975 | |
| 2 | CRM |
Salesforce, Inc.
|
18,465 | $2,892,726 | |
| 3 | SHOP |
Shopify Inc.
|
12,476 | $1,424,509 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,587 | $891,804 | |
| 5 | MSTR |
Strategy Inc
|
8,764 | $761,854 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,503 | $757,896 | |
| 7 | DT |
Dynatrace, Inc.
|
9,517 | $417,891 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,811 | $378,356 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,302,975 | 19,214 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,897,805 | 19,184 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,109,910 | 12,090 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $3,498,520 | 11,920 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,674,894 | 11,916 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,659,943 | 11,979 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,561,645 | 12,167 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,005,113 | 14,473 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,526,406 | 14,774 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,063,269 | 16,270 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,366,416 | 14,450 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,592,340 | 14,932 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,326,741 | 15,136 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,910,219 | 13,072 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,151,996 | 13,196 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,021,446 | 13,358 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,850,032 | 13,569 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,176,913 | 13,962 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,731,001 | 15,131 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $3,062,374 | 15,318 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $3,106,019 | 15,638 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $3,002,891 | 15,933 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $2,806,512 | 15,928 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $2,231,839 | 16,000 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $2,022,521 | 13,584 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $1,858,437 | 13,597 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||