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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 7 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CL COLGATE PALMOLIVE CO Consumer Defensive 13,886.0 $1.1M 0.21% NEW $79.02 +13.2%
122 CORT CORCEPT THERAPEUTICS INC Healthcare 31,000.0 $1.1M 0.21% NEW $34.80 +68.4%
123 PAYX PAYCHEX INC Industrials 9,505.0 $1.1M 0.21% NEW $112.18 -17.0%
124 MRK MERCK & CO INC Healthcare 10,021.0 $1.1M 0.20% NEW $106.11 +5.8%
125 QQQ INVESCO QQQ TR Financial Services 1,725.0 $1.1M 0.20% NEW $614.34 +15.5%
126 NOW SERVICENOW INC Technology 6,890.0 $1.1M 0.20% NEW $153.19 -35.4%
127 EBAY EBAY INC. Consumer Cyclical 12,071.0 $1.1M 0.20% NEW $87.10 +33.6%
128 EOG EOG RES INC Energy 9,902.0 $1.0M 0.20% NEW $105.01 +35.6%
129 PYPL PAYPAL HLDGS INC Financial Services 17,665.0 $1.0M 0.20% NEW $58.38 -24.7%
130 AON AON PLC Financial Services 2,919.0 $1.0M 0.20% NEW $352.85 -10.1%
131 DHI D R HORTON INC Consumer Cyclical 7,125.0 $1.0M 0.20% NEW $144.03 -3.9%
132 C CITIGROUP INC Financial Services 8,711.0 $1.0M 0.20% NEW $116.69 +6.3%
133 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,788.0 $1.0M 0.20% NEW $53.94 +7.5%
134 FOUR SHIFT4 PMTS INC Technology 16,015.0 $1.0M 0.20% NEW $62.97 -34.7%
135 SBUX STARBUCKS CORP Consumer Cyclical 11,926.0 $1.0M 0.19% NEW $84.21 +24.9%
136 IGV ISHARES TR 9,404.0 $994K 0.19% NEW $105.69 -12.8%
137 MCD MCDONALDS CORP Consumer Cyclical 3,240.0 $990K 0.19% NEW $305.62 -8.2%
138 TJX TJX COS INC NEW Consumer Cyclical 6,299.0 $968K 0.19% NEW $153.61 +3.3%
139 ASML ASML HOLDING N V Technology 891.0 $953K 0.18% NEW $1069.94 +46.0%
140 IWM ISHARES TR 3,838.0 $945K 0.18% NEW $246.19 +12.7%
Page 7 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%