&PARTNERS ADP — AUTOMATIC DATA PROCESSING IN

Ownership history in &PARTNERS  ·  29 quarters on record

AI Ownership Summary

&PARTNERS reported AUTOMATIC DATA PROCESSING IN (ADP) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.61% in 2024 Q4. The latest visible filing shows ADP at 0.38% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS'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
2025 Q4

ADP was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 284,299 +20,423 +7.7% 0.38% $73.0M 2026-02-14 (Est.) $210.37
2025 Q3 ADDED — — — 263,876 +16,799 +6.8% 0.50% $77.5M 2025-11-14 $249.40
2025 Q2 ADDED — — — 247,077 +64,728 +35.5% 0.58% $76.2M 2025-08-14 $295.75
2025 Q1 ADDED — — — 182,349 +7,457 +4.3% 0.58% $54.9M 2025-05-15 $308.10
2024 Q4 ADDED — — — 174,892 +74,590 +74.4% 0.61% $51.0M 2025-02-14 $299.00
2024 Q3 ADDED — — — 100,302 +54,377 +118.4% 0.54% $27.8M 2024-11-14 $291.51
2024 Q2 ADDED — — — 45,925 +39,746 +643.2% 0.48% $11.0M 2024-07-24 $237.33
2024 Q1 ADDED — — — 6,179 +3,496 +130.3% 0.21% $1.6M 2024-04-11 $233.41
2023 Q4 ADDED — — — 2,683 +351 +15.1% 0.15% $625K 2024-01-09 $223.33
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ADP

As of 2026 Q1 — sorted by position size

BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 8.15% Tactive Advisors, LLC 5.13% ABSHER WEALTH MANAGEMENT, LLC 3Y 4.94% COERENTE CAPITAL MANAGEMENT 3Y 4.63% Clark & Stuart, Inc 4.49% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.04% NICHOLS & PRATT ADVISERS LLP /MA 3Y 7Y 3.93% SAYBROOK CAPITAL /NC 3Y 7Y 3.83% WENDELL DAVID ASSOCIATES INC 3Y 7Y 3.82% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 3.61%

FAQ About &PARTNERS and ADP

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

How long has &PARTNERS reported owning ADP?

&PARTNERS reported ADP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ADP position in &PARTNERS's portfolio?

The largest reported portfolio weight for ADP was 0.61% in 2024 Q4.

What is the latest reported ADP position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 284,299 shares, equal to 0.38% of portfolio, with an estimated market value of $73.0M.

What does the chart on this ADP ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their ADP position?

Based on 13F filing dates vs. subsequent ADP price moves, &PARTNERS correctly timed 10 out of 13 reported position changes (77%). The annualised alpha on ADP relative to SPY over the holding period was -6.8%.

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