Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,024,060
+$239,937 QoQ
Shares Held
9,038
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#874
of 2,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Mutual Advisors, LLC holds $16,496,900 across 17 Software - Application names. ADP ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
16,930 | $3,470,988 | |
| 2 | SHOP |
Shopify Inc.
|
26,763 | $3,055,799 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
9,038 | $2,024,060 | |
| 4 | CRM |
Salesforce, Inc.
|
11,346 | $1,777,464 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,168 | $1,189,013 | |
| 6 | NOW |
ServiceNow, Inc.
|
11,360 | $1,127,820 | |
| 7 | UBER |
Uber Technologies, Inc
|
10,257 | $740,145 | |
| 8 | INTU |
Intuit Inc.
|
2,330 | $608,130 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,024,060 | 9,038 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,784,123 | 8,781 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,551,207 | 9,918 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,732,485 | 9,310 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,779,300 | 9,012 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,425,297 | 7,938 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,093,897 | 7,153 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,032,028 | 7,343 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,000,938 | 8,383 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,968,450 | 7,882 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,946,231 | 8,354 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,644,604 | 6,836 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,622,269 | 7,381 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,475,146 | 6,626 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,551,873 | 6,497 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,435,175 | 6,345 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,451,166 | 6,909 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,590,504 | 6,990 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,787,705 | 7,250 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,414,633 | 7,076 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,377,429 | 6,935 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,263,314 | 6,703 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,263,001 | 7,168 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $802,904 | 5,756 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $805,941 | 5,413 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $727,957 | 5,326 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||