Capstone Financial Advisors, Inc.

Position in INTU — Intuit Inc.

CIK 1599217 DOWNERS GROVE, IL

Position in INTU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$273,528

+$36,584 QoQ

Shares Held

1,048

+91.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,250

of 1,740 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Capstone Financial Advisors, Inc. holds $1,732,345 across 6 Software - Application names. INTU ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	6,107	$530,881
2	INTU	Intuit Inc. This page	1,048	$273,528
3	ESTC	Elastic N.V.	4,310	$245,756
4	ADBE	Adobe Inc.	1,169	$239,668
5	LYFT	Lyft, Inc.	16,059	$234,621
6	FICO	Fair Isaac Corp	174	$207,891

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,528	1,048	+91.2%	Shares	Sole	2026-08-14
2026-03-31	$236,944	548	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.