Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,009,961
+$227,691 QoQ
Shares Held
7,701
+86.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#674
of 1,740 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Capital Asset Advisory Services LLC holds $4,375,639 across 9 Software - Application names. INTU ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
7,701 | $2,009,961 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,901 | $425,728 | |
| 3 | SHOP |
Shopify Inc.
|
3,591 | $410,020 | |
| 4 | ADBE |
Adobe Inc.
|
1,784 | $365,755 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,575 | $354,926 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,842 | $277,238 | |
| 7 | TEAM |
Atlassian Corp
|
3,229 | $251,183 | |
| 8 | PAYX |
Paychex Inc
|
2,456 | $241,498 |
All Filings in INTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,009,961 | 7,701 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,782,270 | 4,122 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,292,889 | 4,971 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,010,267 | 4,408 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $3,626,248 | 4,604 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,941,012 | 4,790 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,307,167 | 5,262 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,111,210 | 5,010 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,079,028 | 4,685 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,137,850 | 3,289 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,102,600 | 3,364 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,700,919 | 3,329 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,298,968 | 2,835 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,115,466 | 2,502 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $864,068 | 2,220 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $878,441 | 2,268 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $767,411 | 1,991 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $704,911 | 1,466 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $668,948 | 1,040 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $651,188 | 1,207 | Shares | Sole | 2021-10-14 | |
| 2020-12-31 | $129,149 | 340 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||