← Top Holdings

ADPAUTOMATIC DATA PROCESSING IN

CUSIP: 053015103

7

Guru Owners

$1.28B

Total Value Held

5.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Terry Smith	Fundsmith	4177969	$1.07B	6.28%	$257.23	Q4 2025
Jensen Investment Management	Jensen Investment Management	633763	$163.0M	2.56%	$257.23	Q4 2025
Mairs & Power	Mairs & Power	110781	$28.5M	0.27%	$257.23	Q4 2025
Ray Dalio	Bridgewater Associates	52121	$13.4M	0.05%	$257.23	Q4 2025
FPA Queens Road	Bragg Financial Advisors	4604	$1.2M	0.04%	$257.23	Q4 2025
Polen Capital	Polen Capital Management	1976	$508K	0.00%	$257.28	Q4 2025
Bill Nygren	Harris Associates	805	$207K	0.00%	$257.23	Q4 2025

$1.07B

6.28%

Jensen Investment Management

$163.0M

2.56%

$28.5M

0.27%

$13.4M

0.05%

FPA Queens Road

$1.2M

0.04%

$508K

0.00%

$207K

0.00%

📊 Fundamentals

Market Cap$81.9B

P/E Ratio19.5x

Near market avg

Forward P/E16.9x

P/FCF23.7x

EPS (TTM)$10.40

Revenue (TTM)$21.2B

Profit Margin19.96%

Div Yield3.36%

Beta0.86

52-Week Range

$188.16

$329.93

Current: $202.39

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.5x trailing earnings → 16.9x forward · 20.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '257 owners · $1.28B

REDUCEDTerry Smith$1.07B

REDUCEDJensen Investment Management$163.0M

INCREASEDMairs & Power$28.5M

INCREASEDRay Dalio$13.4M

REDUCEDFPA Queens Road$1.2M

REDUCEDPolen Capital$508K

Q3 '257 owners · $1.58B

REDUCEDTerry Smith$1.27B

REDUCEDJensen Investment Management$271.3M

NEWMairs & Power$30.8M

NEWRay Dalio$12.1M

REDUCEDFPA Queens Road$1.4M

REDUCEDPolen Capital$722K

INCREASEDBill Nygren$236K

Q2 '255 owners · $1.67B

REDUCEDTerry Smith$1.35B

INCREASEDJensen Investment Management$290.1M

INCREASEDPolen Capital$29.2M

REDUCEDFPA Queens Road$1.5M

INCREASEDBill Nygren$495K

Q1 '255 owners · $1.82B

REDUCEDTerry Smith$1.38B

NEWJensen Investment Management$392.2M

NEWPolen Capital$50.9M

NEWFPA Queens Road$1.5M

Q4 '243 owners · $1.47B

REDUCEDTerry Smith$1.47B

NEWBill Nygren$397K

NEWDavid Katz$319K

Q3 '241 owners · $1.54B

REDUCEDTerry Smith$1.54B

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 5.7%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

16.3%current: 16.3%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ADP: Held by 7 superinvestors · 20 congress member trades

BUYMarjorie Taylor GreeneR

$15,001 - $50,0002025-11-12

$1,001 - $15,0002025-11-10

BUYRich McCormickR

$1,001 - $15,0002025-11-05

$15,001 - $50,0002025-11-03

$1,001 - $15,0002025-10-30

$1,001 - $15,0002025-10-07

BUYDan NewhouseR

$1,001 - $15,0002025-08-18

SELLLisa McClainR

$1,001 - $15,0002025-07-16

BUYLisa McClainR

$1,001 - $15,0002025-07-10

$1,001 - $15,0002025-07-01

SELLJefferson ShreveR

$50,001 - $100,0002025-05-12

$1,001 - $15,0002025-04-23

$15,001 - $50,0002025-04-15

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-02-25

$15,001 - $50,0002025-01-22

$1,001 - $15,0002025-01-17

$1,001 - $15,0002024-11-12

$1,001 - $15,0002024-10-11

BUYRich McCormickR

$1,001 - $15,0002023-03-15

ADP Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker