American Trust

Position in INTU — Intuit Inc.

CIK 1905128 LEXINGTON, KY

Position in INTU

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

Position Value

$295,191

-$175,670 QoQ

Shares Held

1,131

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,225

of 1,734 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

American Trust holds $2,715,101 across 5 Software - Application names. INTU ranks #5 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc.	3,831	$744,823
2	ADP	Automatic Data Processing Inc	2,865	$641,616
3	NOW	ServiceNow, Inc.	5,434	$539,487
4	SNOW	Snowflake Inc.	1,941	$493,984
5	INTU	Intuit Inc. This page	1,131	$295,191

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,191	1,131	+3.9%	Shares	Sole	2026-08-14
2026-03-31	$470,861	1,089	+1.0%	Shares	Sole	2026-05-01
2025-12-31	$714,088	1,078	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$748,469	1,096	+1.2%	Shares	Sole	2025-11-17
2025-06-30	$853,003	1,083	-12.9%	Shares	Sole	2025-09-03
2025-03-31	$763,189	1,243	-57.3%	Shares	Sole	2025-05-16
2024-12-31	$1,829,563	2,911	+60.5%	Shares	Sole	2025-02-18
2024-09-30	$1,126,494	1,814	—	Shares	Sole	2024-11-29
No filing history on record for this holder in this stock.