Connecticut Wealth Management, LLC

Position in FICO — Fair Isaac Corp

CIK 1689829 FARMINGTON, CT

Position in FICO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$412,199

+$41,763 QoQ

Shares Held

345

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#552

of 840 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $3,841,990 across 6 Software - Application names. FICO ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	7,816	$1,750,393
2	NOW	ServiceNow, Inc.	8,186	$812,706
3	FICO	Fair Isaac Corp This page	345	$412,199
4	CRM	Salesforce, Inc.	2,252	$352,798
5	CDNS	Cadence Design Systems Inc	751	$281,865
6	INTU	Intuit Inc.	889	$232,029

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,199	345	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$370,436	347	-8.0%	Shares	Sole	2026-05-01
2025-12-31	$637,363	377	-4.3%	Shares	Sole	2026-02-12
2025-09-30	$589,632	394	0.0%	Shares	Sole	2025-11-13
2025-06-30	$720,216	394	-17.2%	Shares	Sole	2025-08-14
2025-03-31	$877,820	476	-0.6%	Shares	Sole	2025-05-15
2024-12-31	$953,655	479	+3.7%	Shares	Sole	2025-02-18
2024-09-30	$897,906	462	-10.1%	Shares	Sole	2024-11-13
2024-06-30	$765,171	514	-15.3%	Shares	Sole	2024-08-13
2024-03-31	$758,513	607	0.0%	Shares	Sole	2024-05-01
2023-12-31	$706,554	607	-5.7%	Shares	Sole	2024-02-06
2023-09-30	$559,333	644	0.0%	Shares	Sole	2023-10-19
2023-06-30	$521,131	644	0.0%	Shares	Sole	2023-07-25
2023-03-31	$452,532	644	0.0%	Shares	Sole	2023-04-18
2022-12-31	$385,485	644	0.0%	Shares	Sole	2023-01-17
2022-09-30	$265,334	644	+62.2%	Shares	Sole	2022-11-02
2021-06-30	$199,563	397	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.