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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 11 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DHR DANAHER CORP DEL Healthcare 2,675.0 $511K 0.09% $190.88 +14.7%
202 CSGP COSTAR GROUP INC Real Estate 17,757.0 $503K 0.09% -4K -18.5% $28.32 +13.9%
203 WFC WELLS FARGO & CO Financial Services 5,945.0 $491K 0.09% $82.64 +1.5%
204 MCHI ISHARES TR 9,600.0 $490K 0.09% -5K -32.3% $51.02 +9.1%
205 HYS PIMCO ETF TR 5,230.0 $489K 0.09% +669.0 +14.7% $93.51 -0.7%
206 FPF FIRST TR INTER DURATN PFD & Financial Services 26,091.0 $474K 0.08% $18.17 -2.7%
207 WDAY WORKDAY INC Technology 3,826.0 $468K 0.08% -1K -21.2% $122.41 +63.4%
208 PAGS PAGSEGURO DIGITAL LTD Technology 50,566.0 $458K 0.08% -2K -4.1% $9.05 -4.8%
209 CNC CENTENE CORP DEL Healthcare 7,087.0 $455K 0.08% $64.19 +1.3%
210 DUPONT DE NEMOURS INC 3,307.0 $449K 0.08% NEW $135.64
211 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 40,614.0 $449K 0.08% $11.04 -4.3%
212 LUNR INTUITIVE MACHINES INC Industrials 20,700.0 $443K 0.08% NEW $21.39 -14.4%
213 SPOT SPOTIFY TECHNOLOGY S A Communication Services 956.0 $439K 0.08% -8.0 -0.8% $458.93 +16.3%
214 A AGILENT TECHNOLOGIES INC Healthcare 3,254.0 $433K 0.07% $133.09 +19.4%
215 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,436.0 $431K 0.07% +361.0 +4.5% $51.05 +31.3%
216 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 459.0 $429K 0.07% +38.0 +9.0% $934.81 +1.4%
217 MRVL MARVELL TECHNOLOGY INC Technology 1,427.0 $425K 0.07% NEW $297.91 -20.4%
218 AMGN AMGEN INC Healthcare 1,162.0 $421K 0.07% +103.0 +9.7% $362.11 +21.3%
219 XLP SELECT SECTOR SPDR TR 4,915.0 $408K 0.07% NEW $83.06 +3.5%
220 ARMH PRECIDIAN ETFS TR 2,688.0 $407K 0.07% NEW $151.38 -93.3%
Page 11 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%