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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $489.9B AUM 290 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 116 Added 73 Reduced 22 Exited
Page 2 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 8,069.0 $2.6M 0.53% +915.0 +12.8% $320.82 +12.6%
22 VBR VANGUARD INDEX FDS 10,948.0 $2.4M 0.49% +4K +59.1% $217.25 +4.5%
23 AVGO BROADCOM INC Technology 7,624.0 $2.4M 0.48% +193.0 +2.6% $309.51 +33.4%
24 ABBV ABBVIE INC Healthcare 10,784.0 $2.3M 0.48% +4K +66.6% $217.50 -1.3%
25 PEP PEPSICO INC Consumer Defensive 14,962.0 $2.3M 0.47% +649.0 +4.5% $155.29 -3.3%
26 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 203,623.0 $2.3M 0.47% +6K +3.1% $11.30 -1.5%
27 BLUE OWL CAPITAL CORPORATION 193,394.0 $2.2M 0.45% +13K +7.4% $11.43
28 PANW PALO ALTO NETWORKS INC Technology 13,416.0 $2.2M 0.44% +3K +25.3% $160.32 +51.2%
29 AXP AMERICAN EXPRESS CO Financial Services 7,028.0 $2.1M 0.43% +93.0 +1.3% $302.48 +2.5%
30 ADBE ADOBE INC Technology 8,021.0 $1.9M 0.40% +946.0 +13.4% $243.07 +4.4%
31 ABCL ABCELLERA BIOLOGICS INC Healthcare 546,083.0 $1.9M 0.39% +23K +4.3% $3.49 +15.0%
32 VOO VANGUARD INDEX FDS 3,071.0 $1.8M 0.38% +765.0 +33.2% $597.63 +13.2%
33 XLF SELECT SECTOR SPDR TR 36,326.0 $1.8M 0.37% +2K +4.4% $49.37 +4.3%
34 XLV SELECT SECTOR SPDR TR 12,002.0 $1.8M 0.36% +2K +22.8% $146.61 +0.5%
35 UBER UBER TECHNOLOGIES INC Technology 23,793.0 $1.7M 0.35% +190.0 +0.8% $71.93 +3.0%
36 ACN ACCENTURE PLC IRELAND Technology 8,319.0 $1.6M 0.34% +2K +30.4% $198.30 -10.2%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 6,635.0 $1.6M 0.33% +4K +114.9% $242.41 -8.2%
38 LLY ELI LILLY & CO Healthcare 1,726.0 $1.6M 0.32% +141.0 +8.9% $919.89 +10.1%
39 HIMS HIMS & HERS HEALTH INC Healthcare 75,963.0 $1.6M 0.32% +4K +5.3% $20.76 +7.4%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,385.0 $1.6M 0.32% +20.0 +0.8% $652.15 +12.9%
Page 2 of 6  ·  116 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.9%
Financial Services 19.2%
Consumer Cyclical 15.4%
Communication Services 12.1%
Industrials 9.8%
Healthcare 9.2%
Energy 4.6%
Consumer Defensive 3.0%
Basic Materials 2.6%
Real Estate 0.2%