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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 5 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HIMS HIMS & HERS HEALTH INC Healthcare 75,963.0 $1.6M 0.32% +4K +5.3% $20.76 +8.7%
82 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,561.0 $1.6M 0.32% $345.15 -11.2%
83 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,385.0 $1.6M 0.32% +20.0 +0.8% $652.15 +13.3%
84 EOG EOG RES INC Energy 10,712.0 $1.5M 0.32% +810.0 +8.2% $144.57 -2.2%
85 RTX RTX CORPORATION Industrials 7,616.0 $1.5M 0.30% $192.89 -9.4%
86 MA MASTERCARD INCORPORATED Financial Services 2,896.0 $1.4M 0.29% +264.0 +10.0% $499.68 -1.2%
87 TREE LENDINGTREE INC Financial Services 32,800.0 $1.4M 0.29% -200.0 -0.6% $42.88 -13.2%
88 BIDU BAIDU INC Communication Services 12,536.0 $1.4M 0.28% -1K -7.4% $111.42 +21.1%
89 PG PROCTER & GAMBLE CO Consumer Defensive 9,645.0 $1.4M 0.28% +1K +12.9% $144.44 -1.1%
90 OXY OCCIDENTAL PETE CORP Energy 21,041.0 $1.4M 0.28% +3K +16.6% $65.26 -8.9%
91 PFE PFIZER INC Healthcare 48,605.0 $1.4M 0.28% $28.08 -8.2%
92 HON HONEYWELL INTL INC Industrials 5,966.0 $1.3M 0.28% -6K -49.8% $226.03 -3.8%
93 NOW SERVICENOW INC Technology 12,876.0 $1.3M 0.28% +6K +86.9% $104.55 -2.6%
94 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 121,927.0 $1.3M 0.28% NEW $11.04 +0.7%
95 FSK FS KKR CAP CORP Financial Services 123,702.0 $1.3M 0.27% -13K -9.3% $10.83 +1.3%
96 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,685.0 $1.3M 0.27% +200.0 +3.1% $199.54 +9.5%
97 UPS UNITED PARCEL SVCS INC Industrials 13,529.0 $1.3M 0.27% +380.0 +2.9% $98.38 +0.0%
98 VUG VANGUARD INDEX FDS 2,990.0 $1.3M 0.27% +260.0 +9.5% $436.78 -80.1%
99 IGV ISHARES TR 16,129.0 $1.3M 0.26% +7K +71.5% $80.05 +15.4%
100 XBI SPDR SERIES TRUST 10,089.0 $1.3M 0.26% -200.0 -1.9% $127.73 +2.9%
Page 5 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%