Cerro Pacific Wealth Advisors LLC

Position in ADP — Automatic Data Processing Inc

CIK 1842669 San Luis Obispo, CA

Position in ADP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$306,587

-$83,315 QoQ

Shares Held

1,369

-28.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,747

of 2,277 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $1,794,694 across 4 Software - Application names. ADP ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	10,172	$1,000,212
2	ADP	Automatic Data Processing Inc This page	1,369	$306,587
3	INTU	Intuit Inc.	1,008	$263,088
4	CRM	Salesforce, Inc.	1,435	$224,807

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,587	1,369	-28.7%	Shares	Sole	2026-07-15
2026-03-31	$389,902	1,919	-22.4%	Shares	Sole	2026-04-13
2025-12-31	$635,872	2,472	-8.8%	Shares	Sole	2026-02-02
2025-09-30	$795,972	2,712	-10.6%	Shares	Sole	2025-10-28
2025-06-30	$935,994	3,035	-8.7%	Shares	Sole	2025-07-25
2025-03-31	$1,015,581	3,324	-0.2%	Shares	Sole	2025-04-08
2024-12-31	$975,083	3,331	-1.9%	Shares	Sole	2025-01-17
2024-09-30	$939,221	3,394	0.0%	Shares	Sole	2024-10-09
2024-06-30	$810,113	3,394	-25.3%	Shares	Sole	2024-08-09
2023-03-31	$1,011,853	4,545	-28.6%	Shares	Sole	2023-05-10
2022-12-31	$1,521,538	6,370	+0.2%	Shares	Other	2023-01-19
2022-09-30	$1,437,663	6,356	-4.6%	Shares	Other	2022-10-12
2022-06-30	$1,399,076	6,661	-24.3%	Shares	Other	2022-07-18
2022-03-31	$2,002,124	8,799	+1.1%	Shares	Other	2022-04-13
2021-12-31	$2,146,972	8,707	+2.0%	Shares	Other	2022-01-19
2021-09-30	$1,705,917	8,533	+9.1%	Shares	Other	2021-11-09
2021-06-30	$1,553,208	7,820	+6.9%	Shares	Other	2021-08-16
2020-12-31	$1,289,079	7,316	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.