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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 16 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BCPC BALCHEM CORP Basic Materials 1,245.0 $210K 0.04% $168.95 +7.3%
302 FSV FIRSTSERVICE CORP NEW Real Estate 1,475.0 $210K 0.04% NEW $142.41 +1.5%
303 DROPBOX INC 208.0 $210K 0.04% NEW $1009.50
304 IWD ISHARES TR 859.0 $208K 0.04% NEW $242.43 +6.1%
305 JHSC JOHN HANCOCK EXCHANGE TRADED 4,227.0 $205K 0.04% NEW $48.56 +0.9%
306 DOCU DOCUSIGN INC Technology 4,618.0 $205K 0.04% -271.0 -5.5% $44.42 +39.6%
307 CALL MICRON TECHNOLOGY INC 700.0 $203K 0.04% NEW $290.05
308 MBB ISHARES TR 2,134.0 $202K 0.04% $94.54 -1.5%
309 FORTINET INC 1,307.0 $201K 0.04% NEW $153.62
310 BA BOEING CO Industrials 927.0 $201K 0.04% NEW $216.47 -1.0%
311 JOBY JOBY AVIATION INC Industrials 22,450.0 $200K 0.04% $8.92 -15.6%
312 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 13,250.0 $183K 0.03% $13.83 +5.6%
313 STNE STONECO LTD Technology 10,050.0 $109K 0.02% $10.84 -13.7%
314 TEI TEMPLETON EMERGING MKTS INCO Financial Services 12,816.0 $86K 0.01% +709.0 +5.9% $6.74 +1.6%
315 PLUG PLUG PWR INC Industrials 13,900.0 $38K 0.01% $2.71 -16.2%
316 BLACKSKY TECHNOLOGY INC 35,994.0
317 MOMENTUS INC 33,255.0
Page 16 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%