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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 8 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5,783.0 $1.0M 0.18% +6K +2002.9% $178.25 +17.6%
142 OXY OCCIDENTAL PETE CORP Energy 20,715.0 $1.0M 0.17% -326.0 -1.6% $48.83 +25.5%
143 IWM ISHARES TR 3,281.0 $986K 0.17% $300.41 -0.1%
144 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,002.0 $980K 0.17% -2K -9.5% $57.62 +16.3%
145 UPST UPSTART HLDGS INC Financial Services 27,250.0 $965K 0.17% $35.43 -14.5%
146 TJX TJX COS INC NEW Consumer Cyclical 6,299.0 $954K 0.17% $151.50 -7.3%
147 KO COCA COLA CO Consumer Defensive 11,608.0 $950K 0.16% +133.0 +1.2% $81.80 +11.4%
148 VNQ VANGUARD INDEX FDS 9,725.0 $938K 0.16% $96.43 +2.1%
149 GIS GENERAL MILLS INC Consumer Defensive 26,931.0 $937K 0.16% -7K -21.8% $34.80 +14.9%
150 NTLA INTELLIA THERAPEUTICS INC Healthcare 54,675.0 $925K 0.16% $16.92 -24.1%
151 MCD MCDONALDS CORP Consumer Cyclical 3,398.0 $918K 0.16% +84.0 +2.5% $270.29 +0.2%
152 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,301.0 $890K 0.15% $386.72 +3.6%
153 EXPAND ENERGY CORPORATION 9,499.0 $866K 0.15% +203.0 +2.2% $91.19
154 TBLA TABOOLA.COM LTD Communication Services 172,718.0 $864K 0.15% $5.00 -25.4%
155 STUBHUB HLDGS INC 65,944.0 $849K 0.15% -8K -10.8% $12.87
156 ABNB AIRBNB INC Consumer Cyclical 5,913.0 $846K 0.15% -444.0 -7.0% $143.10 +30.9%
157 Q QNITY ELECTRONICS INC Technology 5,169.0 $844K 0.15% $163.31 -21.1%
158 RDDT REDDIT INC Communication Services 4,860.0 $844K 0.15% +845.0 +21.1% $173.58 -11.7%
159 CMPS COMPASS PATHWAYS PLC Healthcare 59,500.0 $842K 0.15% -2K -2.5% $14.15 -5.8%
160 FSLR FIRST SOLAR INC Energy 3,550.0 $838K 0.14% $235.93 -9.2%
Page 8 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%