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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $578M AUM 317 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 97 Added 89 Reduced 17 Exited
Page 2 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 11,595.0 $2.9M 0.51% +811.0 +7.5% $251.64 +5.3%
22 VO VANGUARD INDEX FDS 35,023.0 $2.8M 0.49% +26K +300.2% $80.57 +3.0%
23 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 237,833.0 $2.8M 0.49% +34K +16.8% $11.80 -4.9%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 9,810.0 $2.8M 0.48% +3K +47.9% $281.21 -16.2%
25 VBR VANGUARD INDEX FDS 11,067.0 $2.7M 0.47% +119.0 +1.1% $242.99 +2.5%
26 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 164,884.0 $2.7M 0.46% +9K +5.5% $16.17 -2.4%
27 XLV SELECT SECTOR SPDR TR 15,686.0 $2.5M 0.43% +4K +30.7% $158.66 +10.1%
28 WMT WALMART INC Consumer Defensive 21,175.0 $2.4M 0.41% +377.0 +1.8% $113.26 -8.4%
29 GLD SPDR GOLD TR Financial Services 6,278.0 $2.3M 0.40% +177.0 +2.9% $368.38 +14.9%
30 LLY ELI LILLY & CO Healthcare 1,918.0 $2.3M 0.40% +192.0 +11.1% $1199.66 +4.6%
31 NOW SERVICENOW INC Technology 22,761.0 $2.3M 0.39% +10K +76.8% $99.28 +29.4%
32 IGV ISHARES TR 24,762.0 $2.2M 0.39% +9K +53.5% $90.60 +14.1%
33 ET ENERGY TRANSFER L P Energy 115,430.0 $2.2M 0.38% +1K +0.9% $19.12 +10.8%
34 VOO VANGUARD INDEX FDS 3,134.0 $2.2M 0.37% +63.0 +2.0% $686.81 +2.5%
35 PEP PEPSICO INC Consumer Defensive 15,102.0 $2.0M 0.35% +140.0 +0.9% $135.40 +6.0%
36 CSCO CISCO SYS INC Technology 16,446.0 $1.9M 0.33% +334.0 +2.1% $117.46 -5.5%
37 MELI MERCADOLIBRE INC Consumer Cyclical 1,137.0 $1.9M 0.33% +487.0 +74.9% $1697.74 +13.3%
38 ANET ARISTA NETWORKS INC Technology 11,201.0 $1.9M 0.33% +913.0 +8.9% $169.89 +11.0%
39 ASML ASML HLDG NV Technology 919.0 $1.8M 0.32% +29.0 +3.3% $1989.83 -11.4%
40 ORCL ORACLE CORP Technology 12,474.0 $1.8M 0.32% +714.0 +6.1% $146.55 -0.1%
Page 2 of 5  ·  97 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 31.4%
Financial Services 17.8%
Consumer Cyclical 15.5%
Healthcare 9.7%
Industrials 9.6%
Communication Services 7.0%
Energy 3.6%
Consumer Defensive 2.5%
Basic Materials 2.1%
Utilities 0.7%