← Top Holdings

ADPAUTOMATIC DATA PROCESSING IN

CUSIP: 053015103

6

Guru Owners

$918.7M

Total Value Held

4.5M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Terry Smith	Fundsmith	3855105	$783.3M	6.11%	$203.18	Q1 2026
Francois Rochon	Giverny Capital	419090	$85.2M	3.12%	$203.18	Q1 2026
Mairs & Power	Mairs & Power	124436	$25.3M	0.26%	$203.18	Q1 2026
Jensen Investment Management	Jensen Investment Management	104897	$21.3M	0.42%	$203.18	Q1 2026
David Katz	Matrix Asset Advisors	13591	$2.8M	0.25%	$203.18	Q1 2026
FPA Queens Road	Bragg Financial Advisors	4436	$901K	0.03%	$203.18	Q1 2026

$783.3M

6.11%

Francois Rochon

$85.2M

3.12%

$25.3M

0.26%

Jensen Investment Management

$21.3M

0.42%

$2.8M

0.25%

FPA Queens Road

$901K

0.03%

📊 Fundamentals

Market Cap$98.2B

P/E Ratio22.9x

Near market avg

Forward P/E20.1x

P/FCF20.7x

EPS (TTM)$10.71

Revenue (TTM)$21.6B

Profit Margin20.12%

Div Yield2.77%

Beta0.84

52-Week Range

$188.16

$315.98

Current: $245.60

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 22.9x trailing earnings → 20.1x forward · 20.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '266 owners · $918.7M

REDUCEDTerry Smith$783.3M

NEWFrancois Rochon$85.2M

INCREASEDMairs & Power$25.3M

REDUCEDJensen Investment Management$21.3M

NEWDavid Katz$2.8M

REDUCEDFPA Queens Road$901K

SOLDPolen Capital

SOLDBill Nygren

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

SOLDMairs & Power

Q1 '256 owners · $1.86B

REDUCEDTerry Smith$1.38B

NEWJensen Investment Management$392.2M

NEWPolen Capital$50.9M

REDUCEDMairs & Power$33.0M

REDUCEDFPA Queens Road$1.5M

Q4 '245 owners · $1.50B

REDUCEDTerry Smith$1.47B

REDUCEDMairs & Power$31.7M

NEWFPA Queens Road$1.4M

NEWBill Nygren$397K

NEWDavid Katz$319K

💰 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. 5.8%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

22.0%current: 22.0%

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 6 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