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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 13 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 A AGILENT TECHNOLOGIES INC Healthcare 2,127.0 $289K 0.06% NEW $136.09 -19.9%
242 SPLV INVESCO EXCH TRADED FD TR II 4,050.0 $289K 0.06% NEW $71.42 +2.8%
243 CALL LIBERTY MEDIA CORP DEL 2,825.0 $278K 0.05% NEW $98.51
244 EMR EMERSON ELEC CO Industrials 2,082.0 $276K 0.05% NEW $132.72 -1.9%
245 IJH ISHARES TR 4,167.0 $275K 0.05% NEW $66.00 +8.1%
246 TLT ISHARES TR 3,051.0 $266K 0.05% NEW $87.16 -4.6%
247 TMO THERMO FISHER SCIENTIFIC INC Healthcare 457.0 $265K 0.05% NEW $580.04 -23.9%
248 UHAL U HAUL HOLDING COMPANY Industrials 5,237.0 $264K 0.05% NEW $50.41 -3.9%
249 VSAT VIASAT INC Technology 7,600.0 $262K 0.05% NEW $34.46 +108.6%
250 FPE FIRST TR EXCH TRADED FD III 14,228.0 $259K 0.05% NEW $18.22 -1.6%
251 SPYV SPDR SERIES TRUST 4,500.0 $256K 0.05% NEW $56.81 +5.7%
252 ZM ZOOM COMMUNICATIONS INC Technology 2,910.0 $251K 0.05% NEW $86.30 +11.5%
253 FDX FEDEX CORP Industrials 860.0 $250K 0.05% NEW $290.31 +30.3%
254 MRSH MARSH & MCLENNAN COS INC Financial Services 1,313.0 $244K 0.05% NEW $185.52 -12.4%
255 IYF ISHARES TR 1,870.0 $241K 0.05% NEW $128.93 -5.6%
256 RBC RBC BEARINGS INC Industrials 530.0 $238K 0.05% NEW $448.43 +27.3%
257 CWST CASELLA WASTE SYS INC Industrials 2,395.0 $235K 0.04% NEW $97.94 -12.8%
258 AMLP ALPS ETF TR 4,962.0 $233K 0.04% NEW $47.02 +17.4%
259 TXG 10X GENOMICS INC Healthcare 14,250.0 $232K 0.04% NEW $16.31 +36.6%
260 SNN SMITH & NEPHEW PLC Healthcare 6,969.0 $229K 0.04% NEW $32.81 -6.3%
Page 13 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%