Accretive Wealth Partners, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1844444
PARSIPPANY, NJ
Position in ADP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,544,232
+$1,832,644 QoQ
Shares Held
15,826
+87.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#658
of 2,272 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Accretive Wealth Partners, LLC holds $9,317,315 across 7 Software - Application names. ADP ranks #1 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
15,826 | $3,544,232 | |
| 2 | FICO |
Fair Isaac Corp
|
1,422 | $1,698,977 | |
| 3 | UBER |
Uber Technologies, Inc
|
21,653 | $1,562,480 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,162 | $809,176 | |
| 5 | TYL |
Tyler Technologies Inc
|
2,590 | $757,471 | |
| 6 | INTU |
Intuit Inc.
|
2,070 | $540,270 | |
| 7 | ADBE |
Adobe Inc.
|
1,974 | $404,709 |
All Filings in ADP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,544,232 | 15,826 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,711,588 | 8,424 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,145,040 | 8,339 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,535,546 | 8,639 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,624,175 | 8,509 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,585,394 | 8,462 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,350,621 | 8,030 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,240,682 | 8,097 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,962,509 | 8,222 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,045,620 | 8,191 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,915,712 | 8,223 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,985,987 | 8,255 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,798,981 | 8,185 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,861,409 | 8,361 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,974,416 | 8,266 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,874,436 | 8,287 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,753,623 | 8,349 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,894,042 | 8,324 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,023,435 | 8,206 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,342,862 | 11,719 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,300,814 | 11,584 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,154,755 | 6,127 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,017,202 | 5,773 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||