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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 6 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GIS GENERAL MLS INC Consumer Defensive 28,634.0 $1.3M 0.26% NEW $46.50 -27.4%
102 HD HOME DEPOT INC Consumer Cyclical 3,851.0 $1.3M 0.26% NEW $344.12 -12.1%
103 GILD GILEAD SCIENCES INC Healthcare 10,647.0 $1.3M 0.25% NEW $122.74 +6.3%
104 UPS UNITED PARCEL SERVICE INC Industrials 13,149.0 $1.3M 0.25% NEW $99.19 -2.4%
105 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,485.0 $1.3M 0.25% NEW $197.97 +6.9%
106 ILMN ILLUMINA INC Healthcare 9,630.0 $1.3M 0.24% NEW $131.16 +8.0%
107 GBIL GOLDMAN SACHS ETF TR 12,538.0 $1.3M 0.24% NEW $100.28 -0.2%
108 CSCO CISCO SYS INC Technology 16,291.0 $1.3M 0.24% NEW $77.03 +49.8%
109 XBI SPDR SERIES TRUST 10,289.0 $1.3M 0.24% NEW $121.93 +8.0%
110 ANET ARISTA NETWORKS INC Technology 9,443.0 $1.2M 0.24% NEW $131.02 +7.2%
111 ENVX ENOVIX CORPORATION Industrials 169,058.0 $1.2M 0.24% NEW $7.31 -24.4%
112 PG PROCTER AND GAMBLE CO Consumer Defensive 8,542.0 $1.2M 0.24% NEW $143.31 -1.4%
113 PFE PFIZER INC Healthcare 48,574.0 $1.2M 0.23% NEW $24.90 +3.1%
114 ANNALY CAPITAL MANAGEMENT IN 52,095.0 $1.2M 0.23% NEW $23.06
115 PCAR PACCAR INC Industrials 10,808.0 $1.2M 0.23% NEW $110.91 -1.4%
116 NU NU HLDGS LTD Financial Services 69,990.0 $1.2M 0.23% NEW $16.74 -26.6%
117 UPST UPSTART HLDGS INC Financial Services 26,700.0 $1.2M 0.23% NEW $43.73 -35.8%
118 MDB MONGODB INC Technology 2,769.0 $1.2M 0.23% NEW $419.69 -20.3%
119 UNH UNITEDHEALTH GROUP INC Healthcare 3,381.0 $1.1M 0.22% NEW $330.12 +17.9%
120 NVO NOVO-NORDISK A S Healthcare 21,908.0 $1.1M 0.21% NEW $50.88 -13.0%
Page 6 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%