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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 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 3,312.0 $1.7M 0.29% +416.0 +14.4% $513.58 +13.1%
42 NOC NORTHROP GRUMMAN CORP Industrials 3,309.0 $1.7M 0.29% +87.0 +2.7% $509.36 +8.2%
43 NUVB NUVATION BIO INC Healthcare 293,417.0 $1.7M 0.29% +3K +1.0% $5.68 +22.0%
44 NVO NOVO-NORDISK A S Healthcare 33,631.0 $1.6M 0.28% +9K +39.0% $47.94 -2.5%
45 VUG VANGUARD INDEX FDS 18,002.0 $1.6M 0.27% +15K +502.1% $86.14 +1.6%
46 RTX RTX CORPORATION Industrials 7,761.0 $1.5M 0.26% +145.0 +1.9% $189.72 +10.6%
47 QQQ INVESCO QQQ TR Financial Services 1,970.0 $1.5M 0.25% +68.0 +3.6% $737.30 -3.2%
48 UNH UNITEDHEALTH GROUP INC Healthcare 3,453.0 $1.4M 0.25% +86.0 +2.5% $415.69 -6.2%
49 HD HOME DEPOT INC Consumer Cyclical 3,898.0 $1.4M 0.24% +46.0 +1.2% $352.65 -4.8%
50 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,730.0 $1.4M 0.24% +169.0 +3.7% $290.59 -8.2%
51 ANNALY CAPITAL MANAGEMENT IN 59,266.0 $1.4M 0.24% +6K +11.8% $23.11
52 PAYX PAYCHEX INC Industrials 13,473.0 $1.3M 0.23% +603.0 +4.7% $98.33 +26.6%
53 GBIL GOLDMAN SACHS ETF TR 12,968.0 $1.3M 0.23% +3K +24.0% $100.16 -0.0%
54 BLDR BUILDERS FIRSTSOURCE INC Industrials 14,450.0 $1.3M 0.22% +6K +80.1% $89.48 -21.5%
55 CIBR FIRST TR EXCHANGE-TRADED FD 14,373.0 $1.3M 0.22% +5K +57.0% $89.85 +5.6%
56 NU NU HLDGS LTD Financial Services 88,387.0 $1.2M 0.20% +1K +1.3% $13.36 +9.1%
57 GE GE AEROSPACE Industrials 3,028.0 $1.1M 0.20% +1K +70.3% $373.73 -6.8%
58 NUE NUCOR CORP Basic Materials 4,964.0 $1.1M 0.19% +74.0 +1.5% $223.31 +9.1%
59 GRID FIRST TR EXCHANGE-TRADED FD 5,705.0 $1.1M 0.19% +718.0 +14.4% $191.73 -5.6%
60 IWO ISHARES TR 2,735.0 $1.1M 0.19% +407.0 +17.5% $393.98 -1.7%
Page 3 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%