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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 7 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MELI MERCADOLIBRE INC Consumer Cyclical 650.0 $1.1M 0.23% +376.0 +137.2% $1729.64 -8.3%
122 EBAY EBAY INC. Consumer Cyclical 12,280.0 $1.1M 0.23% +209.0 +1.7% $91.02 +25.7%
123 HUBS HUBSPOT INC Technology 4,542.0 $1.1M 0.23% -35.0 -0.8% $244.09 -14.6%
124 BIL SPDR SERIES TRUST 12,007.0 $1.1M 0.23% NEW $91.64 -0.1%
125 QQQ INVESCO QQQ TR Financial Services 1,902.0 $1.1M 0.22% +177.0 +10.3% $577.33 +21.5%
126 C CITIGROUP INC Financial Services 9,511.0 $1.1M 0.22% +800.0 +9.2% $113.41 +5.8%
127 SBUX STARBUCKS CORP Consumer Cyclical 11,829.0 $1.1M 0.22% -97.0 -0.8% $89.59 +19.0%
128 GBIL GOLDMAN SACHS ETF TR 10,460.0 $1.0M 0.21% -2K -16.6% $100.19 -0.1%
129 MCD MCDONALDS CORP Consumer Cyclical 3,314.0 $1.0M 0.21% +74.0 +2.3% $310.81 -9.1%
130 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 59,853.0 $1.0M 0.21% $17.07 +0.2%
131 EXPAND ENERGY CORPORATION 9,296.0 $1.0M 0.21% +4K +83.0% $109.78
132 TJX TJX COS INC NEW Consumer Cyclical 6,299.0 $1.0M 0.20% $159.70 -5.9%
133 HTFL HEARTFLOW INC Healthcare 41,159.0 $1.0M 0.20% NEW $24.33 +5.4%
134 AON AON PLC Financial Services 3,063.0 $989K 0.20% +144.0 +4.9% $322.78 +0.3%
135 ENPH ENPHASE ENERGY INC Energy 25,682.0 $971K 0.20% +400.0 +1.6% $37.81 +31.4%
136 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 135,540.0 $931K 0.19% -6K -3.9% $6.87 +36.0%
137 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 33,775.0 $923K 0.19% -2K -6.3% $27.32 +3.5%
138 NVO NOVO-NORDISK A S Healthcare 24,189.0 $918K 0.19% +2K +10.4% $37.95 +16.7%
139 UNH UNITEDHEALTH GROUP INC Healthcare 3,367.0 $911K 0.19% $270.59 +44.5%
140 ENVX ENOVIX CORPORATION Industrials 173,608.0 $899K 0.18% +5K +2.7% $5.18 +14.5%
Page 7 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%