BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRK MERCK & CO INC Healthcare 9,435.0 $1.2M 0.21% -194.0 -2.0% $129.34 +17.9%
122 HTFL HEARTFLOW INC Healthcare 41,159.0 $1.2M 0.21% $29.34 +69.6%
123 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 123,540.0 $1.2M 0.21% -12K -8.8% $9.68 -6.7%
124 NU NU HLDGS LTD Financial Services 88,387.0 $1.2M 0.20% +1K +1.3% $13.36 +9.1%
125 ARM ARM HOLDINGS PLC Technology 3,319.0 $1.2M 0.20% -312.0 -8.6% $354.52 -31.4%
126 PFE PFIZER INC Healthcare 48,637.0 $1.2M 0.20% $24.08 +16.6%
127 GE GE AEROSPACE Industrials 3,028.0 $1.1M 0.20% +1K +70.3% $373.73 -6.8%
128 GILD GILEAD SCIENCES INC Healthcare 8,947.0 $1.1M 0.20% $126.34 +15.7%
129 SBUX STARBUCKS CORP Consumer Cyclical 10,915.0 $1.1M 0.19% -914.0 -7.7% $102.19 +4.8%
130 FSK FS KKR CAP CORP Financial Services 101,751.0 $1.1M 0.19% -22K -17.8% $10.93 +8.9%
131 NUE NUCOR CORP Basic Materials 4,964.0 $1.1M 0.19% +74.0 +1.5% $223.31 +9.1%
132 GRID FIRST TR EXCHANGE-TRADED FD 5,705.0 $1.1M 0.19% +718.0 +14.4% $191.73 -5.6%
133 ABT ABBOTT LABORATORIES Healthcare 12,022.0 $1.1M 0.19% -277.0 -2.2% $90.74 +28.5%
134 ENPH ENPHASE ENERGY INC Energy 21,932.0 $1.1M 0.19% -4K -14.6% $49.24 -21.6%
135 IWO ISHARES TR 2,735.0 $1.1M 0.19% +407.0 +17.5% $393.98 -1.7%
136 CRWD CROWDSTRIKE HLDGS INC Technology 1,398.0 $1.1M 0.18% +57.0 +4.2% $190.80 +0.6%
137 ENVX ENOVIX CORPORATION Industrials 175,608.0 $1.1M 0.18% +2K +1.1% $6.07 -44.3%
138 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,683.0 $1.1M 0.18% +703.0 +17.7% $225.69 +24.4%
139 GEV GE VERNOVA INC Utilities 884.0 $1.0M 0.18% +386.0 +77.5% $1175.25 -18.6%
140 COIN COINBASE GLOBAL INC Financial Services 7,051.0 $1.0M 0.18% +210.0 +3.1% $146.20 +27.6%
Page 7 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%