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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $578M AUM 317 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 97 Added 89 Reduced 17 Exited
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC INTEL CORP Technology 15,293.0 $2.1M 0.37% -3K -15.9% $139.63 -35.5%
22 VRT VERTIV HOLDINGS CO Industrials 6,273.0 $2.1M 0.36% -2K -20.9% $334.82 -21.8%
23 NFLX NETFLIX INC. Communication Services 28,271.0 $2.0M 0.35% -549.0 -1.9% $71.40 +11.5%
24 UNP UNION PAC CORP Industrials 7,322.0 $2.0M 0.34% -92.0 -1.2% $272.01 +13.3%
25 TOTALENERGIES SE 25,103.0 $2.0M 0.34% -452.0 -1.8% $77.76
26 NEM NEWMONT CORP Basic Materials 20,563.0 $1.9M 0.33% -1K -5.9% $93.40 +40.9%
27 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 17,756.0 $1.7M 0.30% -4K -16.9% $97.03 +23.0%
28 BLUE OWL CAPITAL CORPORATION 152,486.0 $1.7M 0.29% -41K -21.1% $11.18
29 REGN REGENERON PHARMACEUTICALS Healthcare 2,696.0 $1.7M 0.29% -19.0 -0.7% $623.63 +33.7%
30 ADBE ADOBE INC Technology 7,527.0 $1.5M 0.27% -494.0 -6.2% $205.02 +34.3%
31 LRCX LAM RESEARCH CORP Technology 3,557.0 $1.5M 0.27% -146.0 -3.9% $433.64 -27.6%
32 ILMN ILLUMINA INC Healthcare 8,515.0 $1.5M 0.26% -810.0 -8.7% $175.83 +24.8%
33 XBI SPDR SERIES TRUST 9,189.0 $1.5M 0.25% -900.0 -8.9% $158.25 +4.7%
34 UPS UNITED PARCEL SVCS INC Industrials 13,273.0 $1.4M 0.25% -256.0 -1.9% $107.50 -5.1%
35 MMM 3M CO Industrials 8,719.0 $1.4M 0.24% -144.0 -1.6% $161.91 +10.5%
36 BIDU BAIDU INC Communication Services 12,086.0 $1.4M 0.24% -450.0 -3.6% $114.29 -18.4%
37 EOG EOG RES INC Energy 10,472.0 $1.4M 0.23% -240.0 -2.2% $129.73 +18.0%
38 UBER UBER TECHNOLOGIES INC Technology 18,761.0 $1.4M 0.23% -5K -21.1% $72.16 +9.2%
39 EBAY EBAY INC. Consumer Cyclical 12,055.0 $1.3M 0.23% -225.0 -1.8% $111.75 -6.8%
40 TREE LENDINGTREE INC Financial Services 30,150.0 $1.3M 0.23% -3K -8.1% $44.29 -30.4%
Page 2 of 5  ·  89 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 31.4%
Financial Services 17.8%
Consumer Cyclical 15.5%
Healthcare 9.7%
Industrials 9.6%
Communication Services 7.0%
Energy 3.6%
Consumer Defensive 2.5%
Basic Materials 2.1%
Utilities 0.7%