Valeo Financial Advisors, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1722641
CARMEL, IN
Position in ADP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,467,096
+$364,642 QoQ
Shares Held
6,551
+20.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,001
of 2,272 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, 2026Valeo Financial Advisors, LLC holds $16,781,757 across 17 Software - Application names. ADP ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
19,443 | $3,045,940 | |
| 2 | SHOP |
Shopify Inc.
|
19,821 | $2,263,161 | |
| 3 | SNOW |
Snowflake Inc.
|
8,567 | $2,180,301 | |
| 4 | UBER |
Uber Technologies, Inc
|
24,089 | $1,738,262 | |
| 5 | DDOG |
Datadog, Inc.
|
5,785 | $1,506,182 | |
| 6 | ADP |
Automatic Data Processing Inc
This page
|
6,551 | $1,467,096 | |
| 7 | NOW |
ServiceNow, Inc.
|
13,703 | $1,360,433 | |
| 8 | SAP |
Sap SE
|
3,173 | $488,991 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,096 | 6,551 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,102,454 | 5,426 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,915,591 | 7,447 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,249,677 | 7,665 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,510,376 | 8,140 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $2,390,161 | 7,823 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,263,095 | 7,731 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,071,600 | 7,486 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,900,688 | 7,963 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,973,445 | 7,902 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,697,419 | 7,286 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,726,642 | 7,177 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,545,783 | 7,033 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,585,348 | 7,121 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,554,739 | 6,509 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,263,949 | 5,588 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,045,369 | 4,977 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,278,774 | 5,620 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,187,036 | 4,814 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $949,620 | 4,750 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $787,329 | 3,964 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $771,219 | 4,092 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $720,129 | 4,087 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $625,891 | 4,487 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $747,427 | 5,020 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $666,315 | 4,875 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||