SHERMAN PORFOLIOS, LLC

Position in INTU — Intuit Inc.

CIK 2096483 COEUR D'ALENE, ID

Position in INTU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,775,844

-$1,227,467 QoQ

Shares Held

6,804

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#700

of 1,740 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SHERMAN PORFOLIOS, LLC holds $9,204,106 across 3 Software - Application names. INTU ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	21,073	$4,719,298
2	CRM	Salesforce, Inc.	17,292	$2,708,964
3	INTU	Intuit Inc. This page	6,804	$1,775,844

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,775,844	6,804	-2.0%	Shares	Sole	2026-08-12
2026-03-31	$3,003,311	6,946	+61.9%	Shares	Sole	2026-05-13
2025-12-31	$2,841,119	4,289	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.