Churchill Financial Advisors, LLC

Position in INTU — Intuit Inc.

CIK 2095935 LOUISVILLE, KY

Back to INTU Full portfolio

Position in INTU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$612,306

-$423,676 QoQ

Shares Held

2,346

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#975

of 1,739 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in INTU Over Time

Shares Held

Position Value (USD)

Derivatives in INTU

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$130,500

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

Churchill Financial Advisors, LLC holds $2,939,055 across 4 Software - Application names. INTU ranks #3 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	4,760	$975,895
2	CRM	Salesforce, Inc.	6,130	$960,325
3	INTU	Intuit Inc. This page	2,346	$612,306
4	UBER	Uber Technologies, Inc	5,412	$390,529

All Filings in INTU

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$612,306	2,346	-2.1%	Shares	Sole	2026-07-15
2026-06-30	$130,500	500	—	Put	Sole	2026-07-15
2026-03-31	$1,035,982	2,396	-17.4%	Shares	Sole	2026-04-22
2025-12-31	$1,921,018	2,900	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.