Clark & Stuart, Inc ADP — AUTOMATIC DATA PROCESSING IN

Ownership history in Clark & Stuart, Inc  ·  6 quarters on record

AI Ownership Summary

Clark & Stuart, Inc reported AUTOMATIC DATA PROCESSING IN (ADP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.49% in 2026 Q1. The latest visible filing shows ADP at 4.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ADP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark & Stuart, Inc's position in AUTOMATIC DATA PROCESSING IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ADP was reported at 4.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.49% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ADP stock page Clark & Stuart, Inc fund profile Clark & Stuart, Inc full holdings
How Clark & Stuart, Inc held ADP — position size vs. price
% of Fund (quarterly)    ADP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 32,583 +18,092 +124.8% 4.49% $6.7M 2026-04-13 $195.38
2025 Q4 ADDED — — — 14,491 +11,617 +404.2% 2.58% $3.7M 2026-01-07 $259.12
2025 Q3 UNCHANGED — — — 2,874 — 0% 0.61% $848K 2025-10-15 $280.07
2025 Q2 ADDED — — — 2,874 +1 +0.0% 0.67% $891K 2025-07-23 $298.25
2025 Q1 ADDED — — — 2,873 +1 +0.0% 0.64% $882K 2025-04-21 $277.86
2024 Q4 INITIATED — — — 2,872 — — 0.62% $845K 2025-01-13 $281.58

🏢 Other funds also holding ADP

As of 2026 Q1 — sorted by position size

Tactive Advisors, LLC 5.13% COERENTE CAPITAL MANAGEMENT 3Y 4.63% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.04% WENDELL DAVID ASSOCIATES INC 3Y 7Y 3.82% S.E.E.D. Planning Group LLC 3Y 3.13% R.H. Investment Group, LLC 2.84% Value Partners Investments Inc. 3Y 2.81% Raub Brock Capital Management LP 3Y 7Y 2.74% SPRING CAPITAL MANAGEMENT, LLC 3Y 2.37% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 2.18%

FAQ About Clark & Stuart, Inc and ADP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark & Stuart, Inc reported owning ADP?

Clark & Stuart, Inc reported ADP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ADP position in Clark & Stuart, Inc's portfolio?

The largest reported portfolio weight for ADP was 4.49% in 2026 Q1.

What is the latest reported ADP position on this page?

The most recent filing on this page is 2026 Q1, when Clark & Stuart, Inc reported 32,583 shares, equal to 4.49% of portfolio, with an estimated market value of $6.7M.

What does the chart on this ADP ownership page compare?

The chart compares Clark & Stuart, Inc's quarterly ADP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clark & Stuart, Inc time their ADP position?

Based on 13F filing dates vs. subsequent ADP price moves, Clark & Stuart, Inc correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on ADP relative to SPY over the holding period was -42.8%.

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