SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / INTU

Clifford Swan Investment Counsel LLC’s Intuit Position

Does Clifford Swan Investment Counsel LLC own Intuit (INTU)? Yes — 56.8K shares worth $25M (+0.84% of its 13F portfolio) as of Q1 2026, up from 43.0K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
56.8K
% of Portfolio
+0.84%
Quarters Held
30
currently held

Position History INTU

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $15MQ2 ’19: $15MQ3 ’19: $15MQ4 ’19: $14MQ4 ’19Q1 ’20: $13MQ2 ’20: $16MQ3 ’20: $17MQ4 ’20: $19MQ4 ’20Q1 ’21: $19MQ2 ’21: $27MQ3 ’21: $28MQ4 ’21: $29MQ4 ’21Q1 ’22: $21MQ2 ’22: $17MQ3 ’22: $18MQ4 ’22: $19MQ4 ’22Q1 ’23: $22MQ2 ’23: $23MQ3 ’23: $24MQ4 ’23: $29MQ4 ’23Q1 ’24: $29MQ2 ’24: $30MQ3 ’24: $28MQ4 ’24: $28MQ4 ’24Q1 ’25: $27MQ2 ’25: $34MQ3 ’25: $30MQ4 ’25: $29MQ4 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202656.8K$25M+0.84%
Q4 202543.0K$29M+0.95%
Q3 202543.2K$30M+0.98%
Q2 202543.6K$34M+1.21%
Q1 202543.9K$27M+1.00%
Q4 202443.8K$28M+0.99%
Q3 202444.4K$28M+0.98%
Q2 202445.0K$30M+1.11%
Q1 202445.3K$29M+1.09%
Q4 202346.0K$29M+1.12%
Q3 202346.6K$24M+1.00%
Q2 202349.2K$23M+0.91%
Q1 202349.2K$22M+0.92%
Q4 202249.5K$19M+0.84%
Q3 202246.3K$18M+0.84%
Q2 202244.6K$17M+0.74%
Q1 202244.7K$21M+0.80%
Q4 202144.9K$29M+1.01%
Q3 202146.2K$28M+1.03%
Q2 202150.2K$27M+1.02%
Q1 202150.8K$19M+0.80%
Q4 202049.3K$19M+0.82%
Q3 202052.5K$17M+0.82%
Q2 202055.6K$16M+0.85%
Q1 202055.7K$13M+0.78%
Q4 201954.9K$14M+0.70%
Q3 201955.4K$15M+0.77%
Q2 201955.8K$15M+0.77%
Q1 201956.8K$15M+0.80%
Q4 201859.2K$12M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of INTU.