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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 3 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLD SPDR GOLD TR Financial Services 6,101.0 $2.6M 0.54% -3K -30.7% $430.29 -2.8%
42 WMT WALMART INC Consumer Defensive 20,798.0 $2.6M 0.53% -405.0 -1.9% $124.53 +7.1%
43 VTI VANGUARD INDEX FDS 8,069.0 $2.6M 0.53% +915.0 +12.8% $320.82 +12.2%
44 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 156,237.0 $2.5M 0.52% -22K -12.2% $16.17 -4.0%
45 VO VANGUARD INDEX FDS 8,751.0 $2.5M 0.51% $287.19 -73.5%
46 QCOM QUALCOMM INC Technology 18,875.0 $2.4M 0.50% $128.78 +58.1%
47 SOXX ISHARES TR 7,383.0 $2.4M 0.49% -400.0 -5.1% $328.65 +51.1%
48 DB DEUTSCHE BK AG Financial Services 81,232.0 $2.4M 0.49% $29.78 +5.3%
49 VBR VANGUARD INDEX FDS 10,948.0 $2.4M 0.49% +4K +59.1% $217.25 +4.1%
50 NEM NEWMONT CORP Basic Materials 21,861.0 $2.4M 0.48% -3K -10.8% $108.25 +1.5%
51 AVGO BROADCOM INC Technology 7,624.0 $2.4M 0.48% +193.0 +2.6% $309.51 +32.8%
52 ABBV ABBVIE INC Healthcare 10,784.0 $2.3M 0.48% +4K +66.6% $217.50 -1.7%
53 TOTALENERGIES SE 25,555.0 $2.3M 0.47% -640.0 -2.4% $91.04
54 PEP PEPSICO INC Consumer Defensive 14,962.0 $2.3M 0.47% +649.0 +4.5% $155.29 -4.0%
55 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 203,623.0 $2.3M 0.47% +6K +3.1% $11.30 -1.0%
56 DIS DISNEY WALT CO Communication Services 23,259.0 $2.2M 0.46% $96.38 +7.9%
57 IBB ISHARES TR 13,100.0 $2.2M 0.45% $168.85 -2.8%
58 BLUE OWL CAPITAL CORPORATION 193,394.0 $2.2M 0.45% +13K +7.4% $11.43
59 ET ENERGY TRANSFER L P Energy 114,427.0 $2.2M 0.45% $19.30 +4.6%
60 NOC NORTHROP GRUMMAN CORP Industrials 3,222.0 $2.2M 0.45% -63.0 -1.9% $682.18 -19.4%
Page 3 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%