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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 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCK MCKESSON CORP Healthcare 1,021.0 $884K 0.18% -44.0 -4.1% $866.18 -10.7%
42 FGD FIRST TR EXCHANGE-TRADED FD 27,002.0 $862K 0.18% -2K -8.1% $31.93 +5.2%
43 IWM ISHARES TR 3,291.0 $816K 0.17% -547.0 -14.2% $247.97 +10.5%
44 INTC INTEL CORP Technology 18,193.0 $803K 0.16% -800.0 -4.2% $44.13 +149.7%
45 ABNB AIRBNB INC Consumer Cyclical 6,357.0 $803K 0.16% -99.0 -1.5% $126.28 +3.5%
46 MSCI MSCI INC Financial Services 1,468.0 $791K 0.16% -49.0 -3.2% $539.16 +9.5%
47 MO ALTRIA GROUP INC Consumer Defensive 11,702.0 $785K 0.16% -200.0 -1.7% $67.07 +10.7%
48 VLO VALERO ENERGY CORP Energy 3,168.0 $783K 0.16% -65.0 -2.0% $247.05 +5.6%
49 SNPS SYNOPSYS INC Technology 1,860.0 $737K 0.15% -102.0 -5.2% $396.48 +25.1%
50 IDXX IDEXX LABS INC Healthcare 1,219.0 $685K 0.14% -34.0 -2.7% $561.89 -2.3%
51 CSX CSX CORP Industrials 16,105.0 $661K 0.14% -32K -66.2% $41.05 +13.2%
52 JNJ JOHNSON & JOHNSON Healthcare 2,690.0 $657K 0.13% -7K -72.7% $244.41 -6.0%
53 STRATA CRITICAL MEDICAL INC 144,050.0 $602K 0.12% -4K -2.4% $4.18
54 MDB MONGODB INC Technology 2,219.0 $543K 0.11% -550.0 -19.9% $244.77 +36.2%
55 TBLA TABOOLA.COM LTD Communication Services 173,168.0 $537K 0.11% -6K -3.4% $3.10 +64.9%
56 NEBIUS GROUP N.V. 5,100.0 $529K 0.11% -500.0 -8.9% $103.76
57 PAGS PAGSEGURO DIGITAL LTD Technology 52,705.0 $528K 0.11% -2K -3.5% $10.02 -9.4%
58 GVIP GOLDMAN SACHS ETF TR 3,546.0 $517K 0.10% -200.0 -5.3% $145.71 +15.8%
59 HSY HERSHEY CO Consumer Defensive 2,475.0 $515K 0.10% -54.0 -2.1% $207.88 -6.8%
60 BN BROOKFIELD CORP Financial Services 12,321.0 $499K 0.10% -1K -10.3% $40.47 +11.7%
Page 3 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%