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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $490M AUM 290 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 116 Added 73 Reduced 22 Exited
Page 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OTIS OTIS WORLDWIDE CORP Industrials 5,618.0 $433K 0.09% +1K +22.1% $77.09 -7.7%
102 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 421.0 $419K 0.09% +33.0 +8.5% $995.53 +5.4%
103 INDA ISHARES TR 8,150.0 $382K 0.08% +1K +18.6% $46.84 +0.9%
104 AMGN AMGEN INC Healthcare 1,059.0 $373K 0.08% +121.0 +12.9% $351.84 -6.0%
105 A AGILENT TECHNOLOGIES INC Healthcare 3,252.0 $371K 0.08% +1K +52.9% $114.22 -3.2%
106 TLT ISHARES TR 4,013.0 $348K 0.07% +962.0 +31.5% $86.69 -4.2%
107 CB CHUBB LTD SWITZ Financial Services 1,045.0 $342K 0.07% +71.0 +7.3% $326.92 +1.0%
108 IOT SAMSARA INC Technology 10,089.0 $320K 0.07% +200.0 +2.0% $31.69 -3.4%
109 EMR EMERSON ELEC CO Industrials 2,236.0 $293K 0.06% +154.0 +7.4% $131.02 +0.9%
110 MRSH MARSH & MCLENNAN COS INC Financial Services 1,588.0 $275K 0.06% +275.0 +20.9% $173.40 -4.3%
111 ZS ZSCALER INC Technology 1,887.0 $265K 0.05% +876.0 +86.7% $140.30 +24.5%
112 AMLP ALPS ETF TR 5,014.0 $264K 0.05% +52.0 +1.1% $52.64 +4.2%
113 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 699.0 $237K 0.05% +28.0 +4.2% $338.72 +16.9%
114 DOCU DOCUSIGN INC Technology 4,889.0 $232K 0.05% +72.0 +1.5% $47.41 +3.4%
115 TMO THERMO FISHER SCIENTIFIC INC Healthcare 463.0 $228K 0.05% +6.0 +1.3% $492.24 -10.2%
116 CWST CASELLA WASTE SYS INC Industrials 2,810.0 $223K 0.05% +415.0 +17.3% $79.34 +7.4%
Page 6 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%