GoalVest Advisory LLC

Position in ADP — Automatic Data Processing Inc

CIK 1839307 NEW YORK, NY

Position in ADP

as of Sep 30, 2026 · filed Oct 2, 2026 Compact

Position Value

$43,096

+$5,697 QoQ

Shares Held

167

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#35

of 38 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Sep 30, 2026

GoalVest Advisory LLC holds $643,839 across 25 Software - Application names. ADP ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	816	$187,329
2	PAYX	Paychex Inc	1,116	$109,926
3	SHOP	Shopify Inc.	347	$51,460
4	SNOW	Snowflake Inc.	135	$45,840
5	ADP	Automatic Data Processing Inc This page	167	$43,096
6	NOW	ServiceNow, Inc.	290	$38,862
7	ADBE	Adobe Inc.	131	$31,432
8	SAP	Sap SE	143	$29,812

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-09-30	$43,096	167	0.0%	Shares	Sole	2026-10-02
2026-06-30	$37,399	167	-23.0%	Shares	Sole	2026-07-09
2026-03-31	$44,090	217	-21.7%	Shares	Sole	2026-04-13
2025-12-31	$71,252	277	+77.6%	Shares	Sole	2026-01-05
2025-09-30	$45,786	156	0.0%	Shares	Sole	2025-10-22
2025-06-30	$48,110	156	-0.6%	Shares	Sole	2025-08-01
2025-03-31	$47,968	157	+0.6%	Shares	Sole	2025-04-07
2024-12-31	$45,665	156	0.0%	Shares	Sole	2025-01-17
2024-09-30	$43,169	156	-39.1%	Shares	Sole	2024-11-06
2024-06-30	$61,104	256	-16.3%	Shares	Sole	2024-07-30
2024-03-31	$76,420	306	+188.7%	Shares	Sole	2024-04-15
2023-12-31	$24,694	106	-2.8%	Shares	Sole	2024-01-02
2023-09-30	$26,223	109	+2.8%	Shares	Sole	2023-10-10
2023-06-30	$23,297	106	+3433.3%	Shares	Sole	2023-07-17
2022-03-31	$682	3	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.