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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AON AON PLC Financial Services 1,109.0 $368K 0.06% -2K -63.8% $331.83 +7.0%
82 CRM SALESFORCE INC Technology 2,207.0 $347K 0.06% -229.0 -9.4% $157.21 +33.0%
83 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,950.0 $337K 0.06% -20.0 -0.7% $114.18 +6.0%
84 BIL SPDR SERIES TRUST 3,501.0 $321K 0.06% -9K -70.8% $91.65 -0.1%
85 NVS NOVARTIS AG Healthcare 1,962.0 $307K 0.05% -937.0 -32.3% $156.72 +1.4%
86 T AT&T INC Communication Services 14,684.0 $304K 0.05% -953.0 -6.1% $20.70 +22.3%
87 ESE ESCO TECHNOLOGIES INC Technology 760.0 $266K 0.05% -25.0 -3.2% $350.04 -17.9%
88 ROL ROLLINS INC Consumer Cyclical 5,790.0 $242K 0.04% -595.0 -9.3% $41.74 -11.6%
89 DOCU DOCUSIGN INC Technology 4,618.0 $205K 0.04% -271.0 -5.5% $44.42 +39.6%
Page 5 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%