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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 6 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UPS UNITED PARCEL SVCS INC Industrials 13,273.0 $1.4M 0.25% -256.0 -1.9% $107.50 -5.1%
102 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 121,927.0 $1.4M 0.25% $11.66 -5.1%
103 PG PROCTER & GAMBLE CO Consumer Defensive 9,683.0 $1.4M 0.25% $146.64 -1.3%
104 MMM 3M CO Industrials 8,719.0 $1.4M 0.24% -144.0 -1.6% $161.91 +10.5%
105 DHI D R HORTON INC Consumer Cyclical 8,502.0 $1.4M 0.24% $162.88 -8.9%
106 BIDU BAIDU INC Communication Services 12,086.0 $1.4M 0.24% -450.0 -3.6% $114.29 -18.4%
107 HD HOME DEPOT INC Consumer Cyclical 3,898.0 $1.4M 0.24% +46.0 +1.2% $352.65 -4.8%
108 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,730.0 $1.4M 0.24% +169.0 +3.7% $290.59 -8.2%
109 ANNALY CAPITAL MANAGEMENT IN 59,266.0 $1.4M 0.24% +6K +11.8% $23.11
110 EOG EOG RES INC Energy 10,472.0 $1.4M 0.23% -240.0 -2.2% $129.73 +18.0%
111 UBER UBER TECHNOLOGIES INC Technology 18,761.0 $1.4M 0.23% -5K -21.1% $72.16 +9.2%
112 EBAY EBAY INC. Consumer Cyclical 12,055.0 $1.3M 0.23% -225.0 -1.8% $111.75 -6.8%
113 TREE LENDINGTREE INC Financial Services 30,150.0 $1.3M 0.23% -3K -8.1% $44.29 -30.4%
114 C CITIGROUP INC Financial Services 9,511.0 $1.3M 0.23% $139.96 -5.9%
115 PAYX PAYCHEX INC Industrials 13,473.0 $1.3M 0.23% +603.0 +4.7% $98.33 +26.6%
116 CL COLGATE PALMOLIVE CO Consumer Defensive 14,422.0 $1.3M 0.23% -259.0 -1.8% $91.68 -0.7%
117 GBIL GOLDMAN SACHS ETF TR 12,968.0 $1.3M 0.23% +3K +24.0% $100.16 -0.0%
118 BLDR BUILDERS FIRSTSOURCE INC Industrials 14,450.0 $1.3M 0.22% +6K +80.1% $89.48 -21.5%
119 CIBR FIRST TR EXCHANGE-TRADED FD 14,373.0 $1.3M 0.22% +5K +57.0% $89.85 +5.6%
120 NEBIUS GROUP N.V. 4,550.0 $1.3M 0.22% -550.0 -10.8% $276.17
Page 6 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%