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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 6 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MMM 3M CO Industrials 8,863.0 $1.3M 0.26% $145.22 +5.0%
102 GIS GENERAL MILLS INC Consumer Defensive 34,420.0 $1.3M 0.26% +6K +20.2% $37.22 -10.1%
103 HD HOME DEPOT INC Consumer Cyclical 3,852.0 $1.3M 0.26% $328.89 -8.8%
104 ANET ARISTA NETWORKS INC Technology 10,288.0 $1.3M 0.26% +845.0 +8.9% $122.78 +15.3%
105 ABT ABBOTT LABORATORIES Healthcare 12,299.0 $1.3M 0.26% -2K -12.5% $102.67 -13.5%
106 NU NU HLDGS LTD Financial Services 87,282.0 $1.3M 0.26% +17K +24.7% $14.37 -14.5%
107 CL COLGATE PALMOLIVE CO Consumer Defensive 14,681.0 $1.3M 0.26% +795.0 +5.7% $85.23 +5.6%
108 CSCO CISCO SYS INC Technology 16,112.0 $1.3M 0.26% -179.0 -1.1% $77.59 +53.2%
109 CORT CORCEPT THERAPEUTICS INC Healthcare 31,000.0 $1.2M 0.26% $40.31 +36.7%
110 GILD GILEAD SCIENCES INC Healthcare 8,947.0 $1.2M 0.26% -2K -16.0% $139.37 -7.0%
111 NUVB NUVATION BIO INC Healthcare 290,417.0 $1.2M 0.25% +5K +1.8% $4.29 -1.9%
112 COIN COINBASE GLOBAL INC Financial Services 6,841.0 $1.2M 0.24% +46.0 +0.7% $174.62 +8.5%
113 PAYX PAYCHEX INC Industrials 12,870.0 $1.2M 0.24% +3K +35.4% $92.12 +2.6%
114 ASML ASML HLDG NV Technology 890.0 $1.2M 0.24% $1320.99 +10.5%
115 DHI D R HORTON INC Consumer Cyclical 8,542.0 $1.2M 0.24% +1K +19.9% $137.22 +0.2%
116 MRK MERCK & CO INC Healthcare 9,629.0 $1.2M 0.24% -392.0 -3.9% $121.14 -7.1%
117 ANNALY CAPITAL MANAGEMENT IN 53,021.0 $1.2M 0.24% +926.0 +1.8% $21.85
118 BKNG BOOKING HOLDINGS INC Consumer Cyclical 275.0 $1.2M 0.24% +145.0 +111.5% $4202.97 -96.3%
119 ILMN ILLUMINA INC Healthcare 9,325.0 $1.1M 0.23% -305.0 -3.2% $123.26 +14.8%
120 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,796.0 $1.1M 0.23% $60.65 -3.9%
Page 6 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%