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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 10 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VLO VALERO ENERGY CORP Energy 2,618.0 $682K 0.12% -550.0 -17.4% $260.48 +33.9%
182 HONEYWELL INTL INC 2,948.0 $660K 0.11% NEW $223.90
183 ACN ACCENTURE PLC IRELAND Technology 5,253.0 $654K 0.11% -3K -36.9% $124.45 +48.9%
184 AR ANTERO RESOURCES CORP Energy 18,550.0 $652K 0.11% $35.14 +8.0%
185 HONEYWELL AEROSPACE INC 2,948.0 $652K 0.11% NEW $221.08
186 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 151,846.0 $632K 0.11% +15K +11.3% $4.16 +99.3%
187 FNV FRANCO NEV CORP Basic Materials 2,970.0 $619K 0.11% $208.42 +27.5%
188 STRATA CRITICAL MEDICAL INC 115,450.0 $608K 0.10% -29K -19.9% $5.27
189 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,617.0 $599K 0.10% NEW $370.59 -3.8%
190 BITB BITWISE BITCOIN ETF TR Financial Services 18,750.0 $597K 0.10% $31.86 +31.3%
191 CART MAPLEBEAR INC Consumer Cyclical 12,552.0 $594K 0.10% -5K -28.5% $47.35 +5.2%
192 VGK VANGUARD INTL EQUITY INDEX F 6,640.0 $588K 0.10% $88.54 +4.7%
193 GRAB GRAB HOLDINGS LIMITED Technology 153,250.0 $578K 0.10% +17K +12.5% $3.77 -7.7%
194 XLI SELECT SECTOR SPDR TR 3,060.0 $567K 0.10% -200.0 -6.1% $185.22 -2.7%
195 IDXX IDEXX LABS INC Healthcare 1,064.0 $560K 0.10% -155.0 -12.7% $526.44 +5.8%
196 PCOR PROCORE TECHNOLOGIES INC Technology 13,425.0 $545K 0.09% +370.0 +2.8% $40.62 +56.3%
197 MKL MARKEL GROUP INC Financial Services 277.0 $541K 0.09% $1953.01 -8.1%
198 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 20,682.0 $537K 0.09% $25.95 +31.3%
199 BN BROOKFIELD CORP Financial Services 12,321.0 $525K 0.09% $42.59 -2.1%
200 EMB ISHARES TR 5,395.0 $520K 0.09% $96.44 -1.8%
Page 10 of 16  ·  317 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%