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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 14 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ZS ZSCALER INC Technology 1,011.0 $227K 0.04% NEW $224.87 -24.7%
262 EDIV SPDR INDEX SHS FDS 5,728.0 $224K 0.04% NEW $39.15 +4.3%
263 EFA ISHARES TR 2,330.0 $224K 0.04% NEW $96.05 +6.4%
264 AFRM AFFIRM HLDGS INC Technology 2,986.0 $222K 0.04% NEW $74.43 -14.3%
265 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,533.0 $220K 0.04% NEW $48.58 +69.8%
266 RGEN REPLIGEN CORP Healthcare 1,330.0 $218K 0.04% NEW $163.86 -34.6%
267 GRAL GRAIL INC Healthcare 2,515.0 $215K 0.04% NEW $85.59 -25.9%
268 AEM AGNICO EAGLE MINES LTD Basic Materials 1,269.0 $215K 0.04% NEW $169.53 +2.7%
269 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,241.0 $211K 0.04% NEW $49.65 -12.0%
270 PSQ PROSHARES TR 6,881.0 $208K 0.04% NEW $30.20 -12.6%
271 Z ZILLOW GROUP INC Communication Services 3,023.0 $206K 0.04% NEW $68.21 -48.3%
272 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 671.0 $204K 0.04% NEW $304.50 +30.8%
273 VWO VANGUARD INTL EQUITY INDEX F 3,796.0 $204K 0.04% NEW $53.76 +8.1%
274 DSGX DESCARTES SYS GROUP INC Technology 2,315.0 $203K 0.04% NEW $87.66 -20.4%
275 XOM EXXON MOBIL CORP Energy 1,676.0 $202K 0.04% NEW $120.34 +35.7%
276 BA BOEING CO Industrials 927.0 $201K 0.04% NEW $217.12 +0.4%
277 QUINCE THERAPEUTICS INC 53,312.0 $179K 0.04% NEW $3.35
278 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 13,250.0 $164K 0.03% NEW $12.38 +18.0%
279 STNE STONECO LTD Technology 10,050.0 $149K 0.03% NEW $14.79 -28.6%
280 CCC CCC INTELLIGENT SOLUTIONS HL Technology 12,400.0 $99K 0.02% NEW $7.95 -44.8%
Page 14 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%