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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $489.9B AUM 290 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 116 Added 73 Reduced 22 Exited
Page 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK AMERICA CORP Financial Services 44,930.0 $2.2M 0.45% -506.0 -1.1% $48.75 +4.8%
22 BX BLACKSTONE INC Financial Services 17,469.0 $2.0M 0.41% -300.0 -1.7% $114.99 +0.5%
23 VRT VERTIV HOLDINGS CO Industrials 7,925.0 $2.0M 0.41% -350.0 -4.2% $250.58 +30.9%
24 CAT CATERPILLAR INC Industrials 2,602.0 $1.8M 0.38% -15.0 -0.6% $708.46 +22.0%
25 ORCL ORACLE CORP Technology 11,760.0 $1.7M 0.35% -939.0 -7.4% $147.11 +24.5%
26 TREE LENDINGTREE INC Financial Services 32,800.0 $1.4M 0.29% -200.0 -0.6% $42.88 -17.2%
27 BIDU BAIDU INC Communication Services 12,536.0 $1.4M 0.28% -1K -7.4% $111.42 +24.8%
28 HON HONEYWELL INTL INC Industrials 5,966.0 $1.3M 0.28% -6K -49.8% $226.03 -3.6%
29 FSK FS KKR CAP CORP Financial Services 123,702.0 $1.3M 0.27% -13K -9.3% $10.83 -1.2%
30 XBI SPDR SERIES TRUST 10,089.0 $1.3M 0.26% -200.0 -1.9% $127.73 -0.3%
31 ABT ABBOTT LABORATORIES Healthcare 12,299.0 $1.3M 0.26% -2K -12.5% $102.67 -13.7%
32 CSCO CISCO SYS INC Technology 16,112.0 $1.3M 0.26% -179.0 -1.1% $77.59 +50.2%
33 GILD GILEAD SCIENCES INC Healthcare 8,947.0 $1.2M 0.26% -2K -16.0% $139.37 -5.7%
34 MRK MERCK & CO INC Healthcare 9,629.0 $1.2M 0.24% -392.0 -3.9% $121.14 -5.5%
35 ILMN ILLUMINA INC Healthcare 9,325.0 $1.1M 0.23% -305.0 -3.2% $123.26 +13.8%
36 HUBS HUBSPOT INC Technology 4,542.0 $1.1M 0.23% -35.0 -0.8% $244.09 -15.2%
37 SBUX STARBUCKS CORP Consumer Cyclical 11,829.0 $1.1M 0.22% -97.0 -0.8% $89.59 +20.0%
38 GBIL GOLDMAN SACHS ETF TR 10,460.0 $1.0M 0.21% -2K -16.6% $100.19 -0.1%
39 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 135,540.0 $931K 0.19% -6K -3.9% $6.87 +37.9%
40 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 33,775.0 $923K 0.19% -2K -6.3% $27.32 +3.6%
Page 2 of 4  ·  73 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 23.9%
Financial Services 19.2%
Consumer Cyclical 15.4%
Communication Services 12.1%
Industrials 9.8%
Healthcare 9.2%
Energy 4.6%
Consumer Defensive 3.0%
Basic Materials 2.6%
Real Estate 0.2%