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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 9 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ZTS ZOETIS INC Healthcare 11,637.0 $836K 0.14% -11K -48.5% $71.86 +8.2%
162 MO ALTRIA GROUP INC Consumer Defensive 11,351.0 $829K 0.14% -351.0 -3.0% $73.01 -9.5%
163 FGD FIRST TR EXCHANGE-TRADED FD 25,841.0 $827K 0.14% -1K -4.3% $31.99 +11.5%
164 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 30,775.0 $821K 0.14% -3K -8.9% $26.67 +6.2%
165 FOUR SHIFT4 PMTS INC Technology 16,765.0 $815K 0.14% +473.0 +2.9% $48.64 -1.5%
166 EFA ISHARES TR 7,635.0 $793K 0.14% +3K +49.0% $103.88 +4.2%
167 HUBS HUBSPOT INC Technology 4,345.0 $793K 0.14% -197.0 -4.3% $182.52 +31.5%
168 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,632.0 $780K 0.14% +933.0 +133.5% $477.88 -12.3%
169 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 60,671.0 $774K 0.13% +818.0 +1.4% $12.76 +52.4%
170 LOW LOWES COS INC Consumer Cyclical 3,484.0 $768K 0.13% +224.0 +6.9% $220.46 -2.0%
171 PYPL PAYPAL HLDGS INC Financial Services 17,762.0 $767K 0.13% -2K -10.1% $43.18 +42.5%
172 EEM ISHARES TR 10,992.0 $752K 0.13% $68.41 -1.9%
173 BLOCK INC 9,769.0 $742K 0.13% -585.0 -5.7% $76.00
174 CSX CSX CORP Industrials 15,565.0 $740K 0.13% -540.0 -3.4% $47.53 +8.5%
175 TTAN SERVICETITAN INC Technology 10,375.0 $734K 0.13% +2K +26.3% $70.71 +34.2%
176 SPYG SPDR SERIES TRUST 6,019.0 $716K 0.12% $118.99 +1.0%
177 MCK MCKESSON CORP Healthcare 944.0 $714K 0.12% -77.0 -7.5% $756.42 +13.5%
178 JNJ JOHNSON & JOHNSON Healthcare 2,801.0 $711K 0.12% +111.0 +4.1% $253.97 +6.4%
179 MSCI MSCI INC Financial Services 1,260.0 $706K 0.12% -208.0 -14.2% $560.10 +0.6%
180 GVIP GOLDMAN SACHS ETF TR 3,696.0 $697K 0.12% +150.0 +4.2% $188.68 -8.4%
Page 9 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%