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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 15 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AFRM AFFIRM HLDGS INC Technology 2,966.0 $242K 0.04% NEW $81.55 -5.5%
282 IEMG ISHARES INC 2,918.0 $242K 0.04% $82.84 -1.5%
283 ROL ROLLINS INC Consumer Cyclical 5,790.0 $242K 0.04% -595.0 -9.3% $41.74 -11.6%
284 IYF ISHARES TR 1,870.0 $238K 0.04% $127.51 +6.8%
285 BOX INC 242.0 $237K 0.04% NEW $980.38
286 MICROCHIP TECHNOLOGY INC. 215.0 $236K 0.04% NEW $1099.99
287 IXJ ISHARES TR 2,400.0 $236K 0.04% NEW $98.38 +8.6%
288 EDIV SPDR INDEX SHS FDS 5,763.0 $236K 0.04% $40.96 +2.9%
289 BROOKFIELD ASSET MANAGMT LTD 5,200.0 $233K 0.04% NEW $44.85
290 MRCY MERCURY SYS INC Industrials 1,895.0 $232K 0.04% NEW $122.33 -25.3%
291 BK BANK OF NY MELLON CORP Financial Services 1,602.0 $232K 0.04% NEW $144.61 -1.9%
292 GREENBRIER COS INC 199.0 $228K 0.04% NEW $1147.39
293 NOVT NOVANTA INC Technology 1,405.0 $228K 0.04% NEW $162.24 -10.5%
294 VWO VANGUARD INTL EQUITY INDEX F 3,796.0 $227K 0.04% $59.69 +1.3%
295 ADI ANALOG DEVICES INC Technology 557.0 $221K 0.04% NEW $397.17 -6.1%
296 RGEN REPLIGEN CORP Healthcare 1,585.0 $216K 0.04% NEW $136.44 +32.8%
297 LMAT LEMAITRE VASCULAR INC Healthcare 2,250.0 $216K 0.04% +210.0 +10.3% $95.96 -14.7%
298 HWM HOWMET AEROSPACE INC Industrials 795.0 $214K 0.04% NEW $268.86 +1.0%
299 PAVE GLOBAL X FDS 3,621.0 $214K 0.04% NEW $59.02 -4.5%
300 SOXL DIREXION SHARES ETF TRUST 790.0 $211K 0.04% NEW $266.71 -54.8%
Page 15 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%