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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 8 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PYPL PAYPAL HLDGS INC Financial Services 19,754.0 $893K 0.18% +2K +11.8% $45.23 -1.9%
142 MCK MCKESSON CORP Healthcare 1,021.0 $884K 0.18% -44.0 -4.1% $866.18 -10.4%
143 CSGP COSTAR GROUP INC Real Estate 21,796.0 $879K 0.18% +15K +242.8% $40.34 -17.7%
144 KO COCA COLA CO Consumer Defensive 11,475.0 $879K 0.18% NEW $76.57 +6.0%
145 VNQ VANGUARD INDEX FDS 9,725.0 $863K 0.18% $88.70 +7.4%
146 FGD FIRST TR EXCHANGE-TRADED FD 27,002.0 $862K 0.18% -2K -8.1% $31.93 +5.0%
147 NUE NUCOR CORP Basic Materials 4,890.0 $830K 0.17% NEW $169.67 +33.5%
148 IWM ISHARES TR 3,291.0 $816K 0.17% -547.0 -14.2% $247.97 +10.1%
149 GRID FIRST TR EXCHANGE-TRADED FD 4,987.0 $816K 0.17% +101.0 +2.1% $163.57 +13.1%
150 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,980.0 $815K 0.17% NEW $204.69 +7.7%
151 INTC INTEL CORP Technology 18,193.0 $803K 0.16% -800.0 -4.2% $44.13 +145.1%
152 ABNB AIRBNB INC Consumer Cyclical 6,357.0 $803K 0.16% -99.0 -1.5% $126.28 +3.9%
153 MCHI ISHARES TR 14,183.0 $797K 0.16% $56.18 +0.7%
154 LRCX LAM RESEARCH CORP Technology 3,703.0 $792K 0.16% +2K +78.5% $213.93 +29.9%
155 MSCI MSCI INC Financial Services 1,468.0 $791K 0.16% -49.0 -3.2% $539.16 +4.2%
156 AR ANTERO RESOURCES CORP Energy 18,550.0 $787K 0.16% $42.44 -8.2%
157 MO ALTRIA GROUP INC Consumer Defensive 11,702.0 $785K 0.16% -200.0 -1.7% $67.07 +9.9%
158 VLO VALERO ENERGY CORP Energy 3,168.0 $783K 0.16% -65.0 -2.0% $247.05 +4.6%
159 LOW LOWES COS INC Consumer Cyclical 3,260.0 $770K 0.16% +256.0 +8.5% $236.31 -7.7%
160 PCOR PROCORE TECHNOLOGIES INC Technology 13,055.0 $744K 0.15% +350.0 +2.8% $57.00 -16.0%
Page 8 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%