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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $490M AUM 290 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 116 Added 73 Reduced 22 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLV ISHARES SILVER TR Financial Services 6,985.0 $476K 0.10% -26K -78.7% $68.14 -1.8%
62 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,970.0 $455K 0.09% -100.0 -3.3% $153.10 -21.5%
63 NVS NOVARTIS AG Healthcare 2,899.0 $443K 0.09% -960.0 -24.9% $152.75 -2.4%
64 HYS PIMCO ETF TR 4,561.0 $425K 0.09% -2K -34.4% $93.27 -0.6%
65 VDE VANGUARD WORLD FD 2,447.0 $423K 0.09% -93.0 -3.7% $173.02 +0.1%
66 RLAY RELAY THERAPEUTICS INC Healthcare 42,225.0 $420K 0.09% -2K -3.9% $9.95 +21.6%
67 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,508.0 $343K 0.07% -25.0 -0.6% $76.16 +7.8%
68 SQQQ PROSHARES TR 4,000.0 $322K 0.07% -2K -27.3% $80.49 -44.9%
69 TXG 10X GENOMICS INC Healthcare 13,500.0 $287K 0.06% -750.0 -5.3% $21.23 +1.0%
70 IVV ISHARES TR 414.0 $271K 0.06% -49.0 -10.6% $653.76 +12.8%
71 CNC CENTENE CORP DEL Healthcare 7,087.0 $232K 0.05% -2K -19.4% $32.74 +77.9%
72 RBC RBC BEARINGS INC Industrials 425.0 $231K 0.05% -105.0 -19.8% $543.12 +1.5%
73 MOMENTUS INC 33,255.0 $678.0 -2K -4.9% $0.02
Page 4 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%