Position in ROP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$318,763
+$80,616 QoQ
Shares Held
942
+40.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#729
of 1,070 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Phillips Wealth Planners LLC holds $1,791,052 across 6 Software - Application names. ROP ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,449 | $383,660 | |
| 2 | PAYX |
Paychex Inc
|
3,752 | $368,934 | |
| 3 | ROP |
Roper Technologies Inc
This page
|
942 | $318,763 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,331 | $298,077 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
606 | $227,443 | |
| 6 | PAYC |
Paycom Software, Inc.
|
1,545 | $194,175 |
All Filings in ROP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,763 | 942 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $238,147 | 673 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $325,644 | 653 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||