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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 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VST VISTRA CORP Utilities 14,347.0 $2.3M 0.39% NEW $158.63 -14.1%
2 ENTG ENTEGRIS INC Technology 9,980.0 $1.8M 0.31% NEW $179.86 -20.1%
3 HONEYWELL INTL INC 2,948.0 $660K 0.11% NEW $223.90
4 HONEYWELL AEROSPACE INC 2,948.0 $652K 0.11% NEW $221.08
5 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,617.0 $599K 0.10% NEW $370.59 -3.8%
6 DUPONT DE NEMOURS INC 3,307.0 $449K 0.08% NEW $135.64
7 LUNR INTUITIVE MACHINES INC Industrials 20,700.0 $443K 0.08% NEW $21.39 -14.4%
8 MRVL MARVELL TECHNOLOGY INC Technology 1,427.0 $425K 0.07% NEW $297.91 -20.4%
9 XLP SELECT SECTOR SPDR TR 4,915.0 $408K 0.07% NEW $83.06 +3.5%
10 ARMH PRECIDIAN ETFS TR 2,688.0 $407K 0.07% NEW $151.38 -93.3%
11 NKTR NEKTAR THERAPEUTICS Healthcare 5,400.0 $377K 0.07% NEW $69.81 +6.0%
12 BBCQ BLEICHROEDER ACQUISITI CORP Financial Services 35,000.0 $361K 0.06% NEW $10.32 -5.9%
13 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 366.0 $354K 0.06% NEW $966.04 -12.0%
14 ATI ATI INC Industrials 1,758.0 $347K 0.06% NEW $197.10 +5.0%
15 IVES WEDBUSH SER TR 9,005.0 $343K 0.06% NEW $38.10 +1.6%
16 IONQ IONQ INC Technology 6,075.0 $324K 0.06% NEW $53.26 -15.8%
17 MILLER INVT TR 10,657.0 $302K 0.05% NEW $28.38
18 NET CLOUDFLARE INC Technology 1,229.0 $301K 0.05% NEW $245.19 +19.5%
19 SYK STRYKER CORPORATION Healthcare 946.0 $299K 0.05% NEW $315.72 +4.3%
20 DGII DIGI INTL INC Technology 3,680.0 $276K 0.05% NEW $74.95 -0.1%
Page 1 of 3  ·  44 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%