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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 13 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EMR EMERSON ELEC CO Industrials 2,419.0 $346K 0.06% +183.0 +8.2% $143.15 +9.8%
242 LNC LINCOLN NATL CORP IND Financial Services 9,785.0 $346K 0.06% $35.35 +19.2%
243 IOT SAMSARA INC Technology 10,649.0 $345K 0.06% +560.0 +5.5% $32.43 +23.2%
244 UHAL U HAUL HOLDING COMPANY 5,263.0 $344K 0.06% $65.44
245 IVES WEDBUSH SER TR 9,005.0 $343K 0.06% NEW $38.10 +1.6%
246 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,950.0 $337K 0.06% -20.0 -0.7% $114.18 +6.0%
247 LAB STANDARD BIOTOOLS INC Healthcare 404,702.0 $333K 0.06% $0.82 -18.7%
248 CRSP CRISPR THERAPEUTICS AG Healthcare 6,057.0 $330K 0.06% +212.0 +3.6% $54.54 +9.1%
249 PCQ PIMCO CALIF MUN INCOME FD Financial Services 36,072.0 $325K 0.06% $9.01 -3.1%
250 DASH DOORDASH INC Communication Services 1,760.0 $325K 0.06% +150.0 +9.3% $184.53 +21.1%
251 IONQ IONQ INC Technology 6,075.0 $324K 0.06% NEW $53.26 -15.8%
252 TSN TYSON FOODS INC Consumer Defensive 5,630.0 $322K 0.06% $57.25 +2.1%
253 EPD ENTERPRISE PRODS PARTNERS L 8,750.0 $322K 0.06% $36.76
254 IJH ISHARES TR 4,167.0 $321K 0.06% $77.11 -0.4%
255 BIL SPDR SERIES TRUST 3,501.0 $321K 0.06% -9K -70.8% $91.65 -0.1%
256 IVV ISHARES TR 414.0 $310K 0.05% $749.52 +2.6%
257 NVS NOVARTIS AG Healthcare 1,962.0 $307K 0.05% -937.0 -32.3% $156.72 +1.4%
258 NAC NUVEEN CA DIVI ADV MUN Financial Services 25,000.0 $305K 0.05% $12.19 -4.0%
259 SPLV INVESCO EXCH TRADED FD TR II 4,061.0 $304K 0.05% $74.90 +0.6%
260 T AT&T INC Communication Services 14,684.0 $304K 0.05% -953.0 -6.1% $20.70 +22.3%
Page 13 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%