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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $518M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 286 New
Page 4 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 197,482.0 $2.3M 0.44% NEW $11.63 -4.4%
62 IBB ISHARES TR 13,148.0 $2.2M 0.43% NEW $168.77 -0.5%
63 SLV ISHARES SILVER TR Financial Services 32,785.0 $2.1M 0.41% NEW $64.42 +6.7%
64 REGN REGENERON PHARMACEUTICALS Healthcare 2,715.0 $2.1M 0.41% NEW $771.77 -18.3%
65 PEP PEPSICO INC Consumer Defensive 14,313.0 $2.1M 0.40% NEW $144.93 +3.8%
66 JNJ JOHNSON & JOHNSON Healthcare 9,835.0 $2.0M 0.39% NEW $206.95 +11.1%
67 FSK FS KKR CAP CORP Financial Services 136,434.0 $2.0M 0.39% NEW $14.81 -28.5%
68 PANW PALO ALTO NETWORKS INC Technology 10,704.0 $2.0M 0.38% NEW $184.21 +30.4%
69 UBER UBER TECHNOLOGIES INC Technology 23,603.0 $1.9M 0.37% NEW $81.71 -9.3%
70 XLF SELECT SECTOR SPDR TR 34,793.0 $1.9M 0.37% NEW $54.77 -5.7%
71 ET ENERGY TRANSFER L P Energy 114,320.0 $1.9M 0.36% NEW $16.49 +23.7%
72 NOC NORTHROP GRUMMAN CORP Industrials 3,285.0 $1.9M 0.36% NEW $570.25 -2.4%
73 HUBS HUBSPOT INC Technology 4,577.0 $1.8M 0.35% NEW $401.33 -48.1%
74 NFLX NETFLIX INC Communication Services 19,220.0 $1.8M 0.35% NEW $93.76 -4.7%
75 ABCL ABCELLERA BIOLOGICS INC Healthcare 523,383.0 $1.8M 0.35% NEW $3.42 +33.6%
76 BIDU BAIDU INC Communication Services 13,536.0 $1.8M 0.34% NEW $130.66 +3.5%
77 ABT ABBOTT LABS Healthcare 14,049.0 $1.8M 0.34% NEW $125.29 -29.5%
78 TREE LENDINGTREE INC NEW Financial Services 33,000.0 $1.8M 0.34% NEW $53.09 -33.1%
79 CSX CSX CORP Industrials 47,617.0 $1.7M 0.33% NEW $36.25 +27.1%
80 TOTALENERGIES SE 26,195.0 $1.7M 0.33% NEW $65.42
Page 4 of 15  ·  286 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 24.7%
Financial Services 19.9%
Consumer Cyclical 16.0%
Communication Services 12.2%
Industrials 9.9%
Healthcare 9.5%
Energy 3.5%
Consumer Defensive 2.3%
Basic Materials 1.9%
Real Estate 0.1%