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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 12 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CRM SALESFORCE INC Technology 1,300.0 $345K 0.07% NEW $265.24 -32.9%
222 NXPI NXP SEMICONDUCTORS N V Technology 1,538.0 $335K 0.07% NEW $218.11 +39.8%
223 COST COSTCO WHSL CORP NEW Consumer Defensive 388.0 $334K 0.07% NEW $861.38 +25.8%
224 CONFLUENT INC 11,000.0 $333K 0.06% NEW $30.24
225 T AT&T INC Communication Services 13,347.0 $332K 0.06% NEW $24.84 +0.5%
226 DOCU DOCUSIGN INC Technology 4,817.0 $330K 0.06% NEW $68.40 -28.0%
227 TSN TYSON FOODS INC Consumer Defensive 5,616.0 $329K 0.06% NEW $58.62 +13.2%
228 RH RH Consumer Cyclical 1,825.0 $327K 0.06% NEW $179.15 -27.7%
229 GEV GE VERNOVA INC Utilities 498.0 $325K 0.06% NEW $653.57 +58.4%
230 APA APA CORPORATION Energy 13,300.0 $325K 0.06% NEW $24.46 +62.3%
231 DBC INVESCO DB COMMDY INDX TRCK Financial Services 14,450.0 $323K 0.06% NEW $22.36 +37.7%
232 VDE VANGUARD WORLD FD 2,540.0 $320K 0.06% NEW $125.91 +35.2%
233 IVV ISHARES TR 463.0 $317K 0.06% NEW $685.46 +8.3%
234 PCQ PIMCO CALIF MUN INCOME FD Financial Services 36,072.0 $316K 0.06% NEW $8.77 -1.3%
235 AMGN AMGEN INC Healthcare 938.0 $307K 0.06% NEW $327.29 +1.1%
236 CRSP CRISPR THERAPEUTICS AG Healthcare 5,845.0 $307K 0.06% NEW $52.44 -6.8%
237 CB CHUBB LIMITED Financial Services 974.0 $305K 0.06% NEW $313.09 +4.8%
238 JOBY JOBY AVIATION INC Industrials 22,450.0 $296K 0.06% NEW $13.20 -21.8%
239 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 25,000.0 $295K 0.06% NEW $11.81 -0.5%
240 BLUE OWL TECHNOLOGY FIN CORP 19,724.0 $295K 0.06% NEW $14.94
Page 12 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%