Position in ADP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$436,030
+$51,411 QoQ
Shares Held
1,947
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,551
of 2,277 holders
Holding Since
Dec 2023
11 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, 2026FSM Wealth Advisors, LLC holds $2,378,277 across 7 Software - Application names. ADP ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,711 | $707,571 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
1,947 | $436,030 | |
| 3 | SAP |
Sap SE
|
1,820 | $280,480 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,636 | $262,373 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
671 | $251,839 | |
| 6 | CRM |
Salesforce, Inc.
|
1,472 | $230,603 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,109 | $209,381 |
All Filings in ADP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,030 | 1,947 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $384,619 | 1,893 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $427,773 | 1,663 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $574,673 | 1,958 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $524,280 | 1,700 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $402,994 | 1,319 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $336,639 | 1,150 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $414,541 | 1,498 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $241,076 | 1,010 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $253,486 | 1,015 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $211,536 | 908 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||