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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $490M AUM 290 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 116 Added 73 Reduced 22 Exited
Page 14 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LIBERTY MEDIA CORP DEL 2,825.0 $240K 0.05% NEW $85.02
262 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 699.0 $237K 0.05% +28.0 +4.2% $338.72 +15.9%
263 CNC CENTENE CORP DEL Healthcare 7,087.0 $232K 0.05% -2K -19.4% $32.74 +77.9%
264 DOCU DOCUSIGN INC Technology 4,889.0 $232K 0.05% +72.0 +1.5% $47.41 +3.4%
265 RBC RBC BEARINGS INC Industrials 425.0 $231K 0.05% -105.0 -19.8% $543.12 +4.1%
266 TMO THERMO FISHER SCIENTIFIC INC Healthcare 463.0 $228K 0.05% +6.0 +1.3% $492.24 -9.0%
267 EDIV SPDR INDEX SHS FDS 5,742.0 $227K 0.05% $39.48 +3.2%
268 CWST CASELLA WASTE SYS INC Industrials 2,810.0 $223K 0.05% +415.0 +17.3% $79.34 +7.4%
269 LMAT LEMAITRE VASCULAR INC Healthcare 2,040.0 $223K 0.04% NEW $109.17 -7.2%
270 PSQ PROSHARES TR 6,881.0 $222K 0.04% $32.19 -17.4%
271 ESE ESCO TECHNOLOGIES INC Technology 785.0 $221K 0.04% NEW $281.37 +3.7%
272 IYF ISHARES TR 1,870.0 $220K 0.04% $117.66 +3.3%
273 SLB SLB LIMITED Energy 4,200.0 $217K 0.04% NEW $51.69 +9.8%
274 BCPC BALCHEM CORP Basic Materials 1,245.0 $211K 0.04% NEW $169.48 -6.1%
275 COP CONOCOPHILLIPS Energy 1,555.0 $205K 0.04% NEW $132.00 -5.7%
276 VWO VANGUARD INTL EQUITY INDEX F 3,796.0 $205K 0.04% $54.05 +7.1%
277 IEMG ISHARES INC 2,918.0 $204K 0.04% NEW $69.75 +12.6%
278 MBB ISHARES TR 2,134.0 $203K 0.04% NEW $94.97 -2.0%
279 MOS MOSAIC CO Basic Materials 7,900.0 $201K 0.04% NEW $25.50 -16.1%
280 LIN LINDE PLC Basic Materials 404.0 $200K 0.04% NEW $495.76 +2.1%
Page 14 of 15  ·  290 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 23.9%
Financial Services 19.2%
Consumer Cyclical 15.4%
Communication Services 12.1%
Industrials 9.8%
Healthcare 9.2%
Energy 4.6%
Consumer Defensive 3.0%
Basic Materials 2.6%
Real Estate 0.2%