Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$851,457
-$942,465 QoQ
Shares Held
3,802
-45.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,231
of 2,277 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $4,200,580 across 34 Software - Application names. ADP ranks #1 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
3,802 | $851,457 | |
| 2 | ADSK |
Autodesk, Inc.
|
3,633 | $706,327 | |
| 3 | CRM |
Salesforce, Inc.
|
3,687 | $577,605 | |
| 4 | ADBE |
Adobe Inc.
|
1,390 | $284,977 | |
| 5 | PAYX |
Paychex Inc
|
2,893 | $284,468 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,268 | $235,818 | |
| 7 | SHOP |
Shopify Inc.
|
1,950 | $222,651 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,728 | $171,555 |
All Filings in ADP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,457 | 3,802 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,793,922 | 6,974 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,077,099 | 7,077 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,237,442 | 7,255 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,361,746 | 7,730 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,383,407 | 8,142 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,352,205 | 8,500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,831,945 | 7,675 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,771,969 | 7,606 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,873,637 | 7,788 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $823,063 | 3,697 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $870,644 | 3,645 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $950,902 | 4,204 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $799,202 | 3,805 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $842,808 | 3,704 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,008,019 | 4,088 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $858,656 | 4,295 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $855,456 | 4,307 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $874,123 | 4,638 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $709,733 | 4,028 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $601,341 | 4,311 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $642,460 | 4,315 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $647,589 | 4,738 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||