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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 14 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MILLER INVT TR 10,657.0 $302K 0.05% NEW $28.38
262 NET CLOUDFLARE INC Technology 1,229.0 $301K 0.05% NEW $245.19 +19.5%
263 RH RH Consumer Cyclical 1,825.0 $301K 0.05% $164.73 -7.0%
264 ZS ZSCALER INC Technology 2,120.0 $299K 0.05% +233.0 +12.3% $141.18 +28.7%
265 SYK STRYKER CORPORATION Healthcare 946.0 $299K 0.05% NEW $315.72 +4.3%
266 DGII DIGI INTL INC Technology 3,680.0 $276K 0.05% NEW $74.95 -0.1%
267 FETH FIDELITY ETHEREUM FD Financial Services 17,466.0 $275K 0.05% +2K +12.2% $15.74 +52.8%
268 RBC RBC BEARINGS INC Industrials 425.0 $274K 0.05% $644.06 -21.5%
269 SPYV SPDR SERIES TRUST 4,500.0 $274K 0.05% $60.79 +4.5%
270 CWST CASELLA WASTE SYS INC Industrials 2,810.0 $272K 0.05% $96.97 -5.1%
271 FDX FEDEX CORP Industrials 860.0 $270K 0.05% $314.35 +3.4%
272 ESE ESCO TECHNOLOGIES INC Technology 760.0 $266K 0.05% -25.0 -3.2% $350.04 -17.9%
273 MRSH MARSH & MCLENNAN COS INC Financial Services 1,591.0 $265K 0.05% $166.66 +15.2%
274 AMLP ALPS ETF TR 5,066.0 $263K 0.04% +52.0 +1.0% $51.85 +5.6%
275 TMO THERMO FISHER SCIENTIFIC INC Healthcare 519.0 $261K 0.04% +56.0 +12.1% $502.18 +25.3%
276 PSQ PROSHARES TR 10,381.0 $260K 0.04% +4K +50.9% $25.06 +3.4%
277 DDOG DATADOG INC Technology 994.0 $259K 0.04% NEW $260.25 -9.5%
278 FPE FIRST TR EXCH TRADED FD III 14,228.0 $254K 0.04% $17.88 -1.2%
279 DOORDASH INC 253.0 $249K 0.04% NEW $985.00
280 AAON AAON INC Industrials 1,941.0 $246K 0.04% NEW $126.86 -37.4%
Page 14 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%