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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 10 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPYG SPDR SERIES TRUST 6,019.0 $589K 0.12% $97.91 +18.9%
182 CIBR FIRST TR EXCHANGE-TRADED FD 9,154.0 $574K 0.12% +936.0 +11.4% $62.68 +28.3%
183 ARM ARM HOLDINGS PLC Technology 3,631.0 $549K 0.11% NEW $151.29 +47.5%
184 VGK VANGUARD INTL EQUITY INDEX F 6,640.0 $547K 0.11% $82.43 +4.8%
185 MDB MONGODB INC Technology 2,219.0 $543K 0.11% -550.0 -19.9% $244.77 +34.8%
186 RDDT REDDIT INC Communication Services 4,015.0 $541K 0.11% +2K +77.7% $134.65 +18.2%
187 TBLA TABOOLA.COM LTD Communication Services 173,168.0 $537K 0.11% -6K -3.4% $3.10 +61.6%
188 MKL MARKEL GROUP INC Financial Services 277.0 $530K 0.11% $1914.07 -2.5%
189 NEBIUS GROUP N.V. 5,100.0 $529K 0.11% -500.0 -8.9% $103.76
190 PAGS PAGSEGURO DIGITAL LTD Technology 52,705.0 $528K 0.11% -2K -3.5% $10.02 -8.4%
191 XLI SELECT SECTOR SPDR TR 3,260.0 $527K 0.11% $161.72 +4.3%
192 CRWD CROWDSTRIKE HLDGS INC Technology 1,341.0 $524K 0.11% +28.0 +2.1% $390.44 +58.5%
193 TTAN SERVICETITAN INC Technology 8,215.0 $521K 0.11% +2K +23.7% $63.46 -1.5%
194 GVIP GOLDMAN SACHS ETF TR 3,546.0 $517K 0.10% -200.0 -5.3% $145.71 +15.8%
195 HSY HERSHEY CO Consumer Defensive 2,475.0 $515K 0.10% -54.0 -2.1% $207.88 -7.8%
196 DHR DANAHER CORP DEL Healthcare 2,675.0 $508K 0.10% $190.00 -13.8%
197 EMB ISHARES TR 5,381.0 $505K 0.10% $93.92 +0.3%
198 GE GE AEROSPACE Industrials 1,778.0 $505K 0.10% +54.0 +3.1% $284.24 +0.6%
199 GRAB GRAB HOLDINGS LIMITED Technology 136,250.0 $499K 0.10% +44K +46.9% $3.66 -3.3%
200 BN BROOKFIELD CORP Financial Services 12,321.0 $499K 0.10% -1K -10.3% $40.47 +9.4%
Page 10 of 15  ·  290 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%