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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 9 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WDAY WORKDAY INC Technology 3,421.0 $735K 0.14% NEW $214.78 -41.1%
162 LOW LOWES COS INC Consumer Cyclical 3,004.0 $725K 0.14% NEW $241.19 -9.9%
163 STRATA CRITICAL MEDICAL INC 147,550.0 $710K 0.14% NEW $4.81
164 TTAN SERVICETITAN INC Technology 6,640.0 $707K 0.14% NEW $106.50 -41.1%
165 INTC INTEL CORP Technology 18,993.0 $701K 0.14% NEW $36.90 +221.1%
166 MO ALTRIA GROUP INC Consumer Defensive 11,902.0 $699K 0.14% NEW $58.72 +25.5%
167 BKNG BOOKING HOLDINGS INC Consumer Cyclical 130.0 $696K 0.14% NEW $5355.33 -97.0%
168 HYS PIMCO ETF TR 6,952.0 $664K 0.13% NEW $95.44 -2.1%
169 BLOCK INC 10,183.0 $663K 0.13% NEW $65.09
170 SPYG SPDR SERIES TRUST 6,019.0 $642K 0.12% NEW $106.70 +10.9%
171 AR ANTERO RESOURCES CORP Energy 18,550.0 $639K 0.12% NEW $34.46 +7.5%
172 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,070.0 $638K 0.12% NEW $207.81 -39.0%
173 BN BROOKFIELD CORP Financial Services 13,739.0 $630K 0.12% NEW $45.89 -1.0%
174 CRWD CROWDSTRIKE HLDGS INC Technology 1,313.0 $615K 0.12% NEW $468.67 +38.3%
175 FNV FRANCO NEV CORP Basic Materials 2,967.0 $615K 0.12% NEW $207.28 +9.0%
176 DHR DANAHER CORPORATION Healthcare 2,675.0 $613K 0.12% NEW $229.24 -24.4%
177 MKL MARKEL GROUP INC Financial Services 276.0 $593K 0.12% NEW $2149.65 -13.8%
178 CIBR FIRST TR EXCHANGE TRADED FD 8,218.0 $587K 0.11% NEW $71.45 +15.0%
179 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,700.0 $587K 0.11% NEW $76.23 -11.4%
180 BLDR BUILDERS FIRSTSOURCE INC Industrials 5,700.0 $586K 0.11% NEW $102.89 -28.2%
Page 9 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%