William Allan Corp

Position in INTU — Intuit Inc.

CIK 1910961 FORT COLLINS, CO

Position in INTU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,078,452

-$633,772 QoQ

Shares Held

4,132

+4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#835

of 1,744 holders

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

William Allan Corp holds $13,359,497 across 4 Software - Application names. INTU ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	24,852	$5,565,605
2	PAYX	Paychex Inc	48,307	$4,750,027
3	FICO	Fair Isaac Corp	1,645	$1,965,413
4	INTU	Intuit Inc. This page	4,132	$1,078,452

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,078,452	4,132	+4.3%	Shares	Sole	2026-07-28
2026-03-31	$1,712,224	3,960	-8.0%	Shares	Sole	2026-05-14
2024-12-31	$2,706,321	4,306	+3.1%	Shares	Sole	2025-01-28
2024-09-30	$2,593,917	4,177	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$2,788,542	4,243	-0.6%	Shares	Sole	2024-07-29
2024-03-31	$2,774,200	4,268	-0.5%	Shares	Sole	2024-05-08
2023-12-31	$2,680,128	4,288	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$2,220,034	4,345	+2.8%	Shares	Sole	2023-11-02
2023-06-30	$1,935,852	4,225	+368.9%	Shares	Sole	2023-07-28
2023-03-31	$401,692	901	-5.3%	Shares	Sole	2023-05-04
2022-12-31	$370,148	951	+9.7%	Shares	Sole	2023-02-01
2022-09-30	$335,806	867	—	Shares	Sole	2022-10-18
No filing history on record for this holder in this stock.