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Portfolio (Quarterly) Guide ↗

Intellectus Partners, LLC

· CIK 0001677253
13F Portfolio $518M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 286 New
Page 1 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC Consumer Cyclical 67,362.0 $30.3M 5.85% NEW $449.72 -8.8%
2 AMZN AMAZON COM INC Consumer Cyclical 94,285.0 $21.8M 4.21% NEW $230.82 +12.4%
3 GOOG ALPHABET INC Communication Services 65,280.0 $20.5M 3.96% NEW $313.80 +25.3%
4 META META PLATFORMS INC Communication Services 23,252.0 $15.3M 2.96% NEW $660.09 -7.4%
5 MU MICRON TECHNOLOGY INC Technology 52,427.0 $15.0M 2.89% NEW $285.53 +138.7%
6 NVDA NVIDIA CORPORATION Technology 66,795.0 $12.5M 2.41% NEW $186.50 +19.2%
7 KAT ADVISORS SER TR 222,719.0 $12.2M 2.37% NEW $55.00 +0.1%
8 FDD FIRST TR EXCHANGE-TRADED FD 609,957.0 $10.7M 2.06% NEW $17.50 +10.6%
9 PLTR PALANTIR TECHNOLOGIES INC Technology 56,731.0 $10.1M 1.95% NEW $177.75 -24.0%
10 MSFT MICROSOFT CORP Technology 19,345.0 $9.4M 1.81% NEW $483.62 -12.4%
11 CCJ CAMECO CORP Energy 85,600.0 $7.8M 1.51% NEW $91.49 +13.1%
12 GOOGL ALPHABET INC Communication Services 24,864.0 $7.8M 1.50% NEW $313.00 +26.8%
13 GS GOLDMAN SACHS GROUP INC Financial Services 8,470.0 $7.4M 1.44% NEW $878.95 +7.7%
14 JPM JPMORGAN CHASE & CO. Financial Services 19,649.0 $6.3M 1.22% NEW $322.22 -6.7%
15 VTV VANGUARD INDEX FDS 30,025.0 $5.7M 1.11% NEW $190.99 +8.4%
16 KLAC KLA CORP Technology 4,357.0 $5.3M 1.02% NEW $1215.08 +44.6%
17 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 76,266.0 $5.2M 1.01% NEW $68.36 -12.8%
18 RKLB ROCKET LAB CORP Industrials 73,550.0 $5.1M 0.99% NEW $69.76 +88.0%
19 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 437,984.0 $4.9M 0.95% NEW $11.27 -5.0%
20 ISRG INTUITIVE SURGICAL INC Healthcare 8,108.0 $4.6M 0.89% NEW $566.36 -22.3%
Page 1 of 15  ·  286 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 24.7%
Financial Services 19.9%
Consumer Cyclical 16.0%
Communication Services 12.2%
Industrials 9.9%
Healthcare 9.5%
Energy 3.5%
Consumer Defensive 2.3%
Basic Materials 1.9%
Real Estate 0.1%