M.E. ALLISON & CO., INC.

Position in INTU — Intuit Inc.

CIK 1619532 SAN ANTONIO, TX

Position in INTU

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$278,226

-$83,243 QoQ

Shares Held

1,066

+27.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,246

of 1,740 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

M.E. ALLISON & CO., INC. holds $1,417,393 across 5 Software - Application names. INTU ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	4,000	$456,720
2	ADP	Automatic Data Processing Inc	1,429	$320,024
3	INTU	Intuit Inc. This page	1,066	$278,226
4	ALRM	Alarm.com Holdings, Inc.	5,140	$240,140
5	SOUN	Soundhound Ai, Inc.	18,900	$122,283

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,226	1,066	+27.5%	Shares	Sole	2026-07-07
2026-03-31	$361,469	836	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.