Everhart Financial Group, Inc.
Position in ADP — Automatic Data Processing Inc
CIK 1852858
Dublin, OH
Position in ADP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$577,343
+$17,176 QoQ
Shares Held
2,578
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,414
of 2,277 holders
Holding Since
Jun 2022
17 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, 2026Everhart Financial Group, Inc. holds $9,639,486 across 16 Software - Application names. ADP ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,083 | $2,283,071 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,317 | $1,033,114 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,504 | $943,557 | |
| 4 | SHOP |
Shopify Inc.
|
7,313 | $834,998 | |
| 5 | CRM |
Salesforce, Inc.
|
4,379 | $686,014 | |
| 6 | ADP |
Automatic Data Processing Inc
This page
|
2,578 | $577,343 | |
| 7 | ZM |
Zoom Communications, Inc.
|
6,601 | $569,732 | |
| 8 | SNOW |
Snowflake Inc.
|
2,173 | $553,028 |
All Filings in ADP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,343 | 2,578 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $560,167 | 2,757 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $783,265 | 3,045 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,035,761 | 3,529 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $875,856 | 2,840 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $985,334 | 3,225 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $888,435 | 3,035 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $786,189 | 2,841 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $443,247 | 1,857 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $408,075 | 1,634 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $311,014 | 1,335 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $381,078 | 1,584 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $289,903 | 1,319 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $266,265 | 1,196 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $291,170 | 1,219 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $398,999 | 1,764 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $330,813 | 1,575 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||