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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 9 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SNPS SYNOPSYS INC Technology 1,860.0 $737K 0.15% -102.0 -5.2% $396.48 +25.7%
162 FNV FRANCO NEV CORP Basic Materials 2,968.0 $733K 0.15% $247.07 -8.8%
163 IWO ISHARES TR 2,328.0 $731K 0.15% NEW $313.81 +12.6%
164 FOUR SHIFT4 PMTS INC Technology 16,292.0 $712K 0.14% +277.0 +1.7% $43.73 -2.8%
165 FSLR FIRST SOLAR INC Energy 3,550.0 $700K 0.14% $197.23 +18.5%
166 UPST UPSTART HLDGS INC Financial Services 27,250.0 $699K 0.14% +550.0 +2.1% $25.65 +8.9%
167 NTLA INTELLIA THERAPEUTICS INC Healthcare 54,475.0 $698K 0.14% +3K +6.5% $12.82 -1.0%
168 BITB BITWISE BITCOIN ETF TR Financial Services 18,750.0 $690K 0.14% +400.0 +2.2% $36.81 +13.2%
169 IDXX IDEXX LABS INC Healthcare 1,219.0 $685K 0.14% -34.0 -2.7% $561.89 -2.9%
170 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,301.0 $674K 0.14% $292.73 +34.6%
171 CSX CSX CORP Industrials 16,105.0 $661K 0.14% -32K -66.2% $41.05 +12.5%
172 BLDR BUILDERS FIRSTSOURCE INC Industrials 8,025.0 $661K 0.14% +2K +40.8% $82.33 -19.4%
173 CART MAPLEBEAR INC Consumer Cyclical 17,552.0 $657K 0.13% $37.46 +9.4%
174 JNJ JOHNSON & JOHNSON Healthcare 2,690.0 $657K 0.13% -7K -72.7% $244.41 -6.3%
175 WDAY WORKDAY INC Technology 4,858.0 $631K 0.13% +1K +42.0% $129.92 -0.8%
176 EEM ISHARES TR 10,986.0 $624K 0.13% +1K +11.6% $56.79 +13.2%
177 BLOCK INC 10,354.0 $623K 0.13% +171.0 +1.7% $60.18
178 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 20,718.0 $621K 0.13% +644.0 +3.2% $29.99 +13.2%
179 STRATA CRITICAL MEDICAL INC 144,050.0 $602K 0.12% -4K -2.4% $4.18
180 Q QNITY ELECTRONICS INC Technology 5,169.0 $596K 0.12% $115.38 +29.2%
Page 9 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%