Monte Financial Group, LLC

Position in INTU — Intuit Inc.

CIK 1755651 GUILFORD, CT

Position in INTU

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

Position Value

$4,169,736

+$2,916,267 QoQ

Shares Held

15,976

+451.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#521

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

Monte Financial Group, LLC holds $13,662,979 across 4 Software - Application names. INTU ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	34,271	$7,674,990
2	INTU	Intuit Inc. This page	15,976	$4,169,736
3	CDNS	Cadence Design Systems Inc	4,212	$1,580,847
4	UBER	Uber Technologies, Inc	3,290	$237,406

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,169,736	15,976	+451.1%	Shares	Sole	2026-08-07
2026-03-31	$1,253,469	2,899	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.