Position in INTU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,406,007
-$649,095 QoQ
Shares Held
5,387
+13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#757
of 1,740 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fiduciary Alliance LLC holds $9,318,703 across 9 Software - Application names. INTU ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
16,223 | $2,500,126 | |
| 2 | WDAY |
Workday, Inc.
|
19,040 | $2,330,876 | |
| 3 | INTU |
Intuit Inc.
This page
|
5,387 | $1,406,007 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
2,571 | $964,947 | |
| 5 | UBER |
Uber Technologies, Inc
|
11,056 | $797,800 | |
| 6 | MSTR |
Strategy Inc
|
6,421 | $558,177 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,300 | $327,624 | |
| 8 | ADBE |
Adobe Inc.
|
1,155 | $236,798 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,406,007 | 5,387 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,055,102 | 4,753 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,746,801 | 2,637 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,211,482 | 1,774 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,398,830 | 1,776 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $954,754 | 1,555 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $340,018 | 541 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $258,336 | 416 | Shares | Sole | 2024-10-11 | |
| 2023-06-30 | $80,183 | 175 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $59,161 | 152 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||