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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 2 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLE SELECT SECTOR SPDR TR 66,650.0 $4.1M 0.83% +2K +2.3% $61.26 -0.0%
22 LMT LOCKHEED MARTIN CORP Industrials 6,750.0 $4.1M 0.83% -283.0 -4.0% $604.35 -12.9%
23 RKLB ROCKET LAB CORP Industrials 63,485.0 $4.1M 0.83% -10K -13.7% $64.22 +98.2%
24 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 76,470.0 $4.0M 0.82% $52.76 +13.0%
25 BCX BLACKROCK RES & COMMODITIES Financial Services 323,238.0 $3.9M 0.80% -41K -11.3% $12.05 +0.0%
26 ISRG INTUITIVE SURGICAL INC Healthcare 8,269.0 $3.8M 0.78% +161.0 +2.0% $460.99 -4.2%
27 DAL DELTA AIR LINES INC Industrials 50,843.0 $3.4M 0.69% +543.0 +1.1% $66.48 +1.9%
28 AVAV AEROVIRONMENT INC Industrials 18,307.0 $3.4M 0.68% +2K +10.3% $183.05 -12.5%
29 RSP INVESCO EXCHANGE TRADED FD T 17,370.0 $3.3M 0.68% +2K +9.6% $191.92 +5.1%
30 AMD ADVANCED MICRO DEVICES INC Technology 16,158.0 $3.3M 0.67% +4K +28.5% $203.43 +103.5%
31 VYM VANGUARD WHITEHALL FDS 21,350.0 $3.2M 0.65% $148.10 +5.3%
32 ARCC ARES CAPITAL CORP Financial Services 171,972.0 $3.1M 0.63% +22K +14.3% $18.02 +3.1%
33 BERKSHIRE HATHAWAY INC DEL 6,201.0 $3.0M 0.61% -312.0 -4.8% $479.20
34 V VISA INC Financial Services 9,799.0 $3.0M 0.60% +466.0 +5.0% $302.24 +9.2%
35 SHOP SHOPIFY INC Technology 24,811.0 $2.9M 0.60% +2K +7.9% $118.62 -14.8%
36 ACHR ARCHER AVIATION INC Industrials 539,296.0 $2.8M 0.57% +29K +5.6% $5.17 +14.3%
37 NFLX NETFLIX INC. Communication Services 28,820.0 $2.8M 0.57% +10K +50.0% $96.15 -7.1%
38 SNOW SNOWFLAKE INC Technology 18,177.0 $2.7M 0.56% $150.82 +12.4%
39 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 21,357.0 $2.7M 0.55% -1K -4.8% $125.46 +8.1%
40 ZTS ZOETIS INC Healthcare 22,608.0 $2.7M 0.55% +1K +6.3% $118.21 -33.2%
Page 2 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%