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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $518M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 286 New
Page 11 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NTLA INTELLIA THERAPEUTICS INC Healthcare 51,125.0 $460K 0.09% NEW $8.99 +37.8%
202 LNC LINCOLN NATL CORP IND Financial Services 9,762.0 $435K 0.08% NEW $44.53 -20.3%
203 INTU INTUIT Technology 656.0 $435K 0.08% NEW $662.59 -42.0%
204 CME CME GROUP INC Financial Services 1,580.0 $432K 0.08% NEW $273.12 +6.9%
205 MUC BLACKROCK MUNIHLDNGS CALI QL Financial Services 40,614.0 $431K 0.08% NEW $10.60 -0.1%
206 CSGP COSTAR GROUP INC Real Estate 6,359.0 $428K 0.08% NEW $67.24 -49.7%
207 Q QNITY ELECTRONICS INC Technology 5,169.0 $422K 0.08% NEW $81.65 +86.8%
208 CMPS COMPASS PATHWAYS PLC Healthcare 61,000.0 $421K 0.08% NEW $6.90 +55.2%
209 OTIS OTIS WORLDWIDE CORP Industrials 4,601.0 $402K 0.08% NEW $87.35 -18.7%
210 DD DUPONT DE NEMOURS INC Basic Materials 9,939.0 $400K 0.08% NEW $40.20 +18.6%
211 SQQQ PROSHARES TR 5,500.0 $377K 0.07% NEW $68.50 -37.4%
212 RLAY RELAY THERAPEUTICS INC Healthcare 43,925.0 $372K 0.07% NEW $8.46 +55.1%
213 INDA ISHARES TR 6,872.0 $371K 0.07% NEW $54.05 -11.2%
214 DASH DOORDASH INC Communication Services 1,610.0 $365K 0.07% NEW $226.48 -30.0%
215 CNC CENTENE CORP DEL Healthcare 8,796.0 $362K 0.07% NEW $41.15 +41.1%
216 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 132,446.0 $362K 0.07% NEW $2.73 +30.4%
217 LRCX LAM RESEARCH CORP Technology 2,075.0 $356K 0.07% NEW $171.44 +69.5%
218 PAYC PAYCOM SOFTWARE INC Technology 2,228.0 $355K 0.07% NEW $159.33 -13.5%
219 IOT SAMSARA INC Technology 9,889.0 $351K 0.07% NEW $35.45 -14.6%
220 B BARRICK MNG CORP Basic Materials 8,000.0 $348K 0.07% NEW $43.55 -6.2%
Page 11 of 15  ·  286 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 24.7%
Financial Services 19.9%
Consumer Cyclical 16.0%
Communication Services 12.2%
Industrials 9.9%
Healthcare 9.5%
Energy 3.5%
Consumer Defensive 2.3%
Basic Materials 1.9%
Real Estate 0.1%