Intellectus Partners, LLC

CIK: 0001677253SEC EDGAR →

Portfolio Value

$517.0M

Holdings

286

As of

Q4 2025

New Positions

21

Closed Positions

21

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TESLA INC

67,362$30.0M
5.80%
2

AMAZON COM INC

94,285$21.0M
4.06%
3

ALPHABET INC

65,280$20.0M
3.87%
4

META PLATFORMS INC

23,252$15.0M
2.90%
5

MICRON TECHNOLOGY INC

52,427$14.0M
2.71%
6

NVIDIA CORPORATION

66,795$12.0M
2.32%
7

ADVISORS SER TR

222,719$12.0M
2.32%
8

PALANTIR TECHNOLOGIES INC

56,731$10.0M
1.93%
9

FIRST TR EXCHANGE-TRADED FD

609,957$10.0M
1.93%
10

MICROSOFT CORP

19,345$9.0M
1.74%

Quarterly Changes

Top Buys

VTINEW
$2.0M
HIMS↑ Increased
$1.9M
NFLX↑ Increased
$1.8M
6RJ0↑ Increased
$1.8M
DSL↑ Increased
$1.3M

Top Sells

MU↓ Decreased
$3.2M
HTD↓ Decreased
$2.5M
GOOG↓ Decreased
$2.3M
LRCX↓ Decreased
$2.1M
ACHR↓ Decreased
$2.1M

New Positions (29)

$2.0M · 7K shares
$1.0M · 10K shares
$1.0M · 26K shares
$1.0M · 2K shares
$1.0M · 7K shares
$0 · 5K shares
$0 · 671 shares
$0 · 4K shares
$0 · 4K shares
$0 · 1K shares
$0 · 2K shares
$0 · 274 shares
$0 · 6K shares
$0 · 8K shares
$0 · 5K shares
$0 · 3K shares
$0 · 1K shares
$0 · 14K shares
$0 · 14K shares
$0 · 20K shares
$0 · 7K shares
$0 · 35K shares
$0 · 1K shares
$0 · 53K shares
$0 · 2K shares
$0 · 2K shares
$0 · 5K shares
$0 · 2K shares
$0 · 6K shares

Closed Positions (22)

$1.6M · 26K shares
$1.4M · 7K shares
$1.1M · 16K shares
$1.1M · 3K shares
$972K · 8K shares
$892K · 10K shares
$875K · 3K shares
$788K · 10K shares
$535K · 4K shares
$450K · 13K shares
$412K · 5K shares
$380K · 25K shares
$339K · 11K shares
$294K · 10K shares
$288K · 6K shares
$256K · 3K shares
$229K · 2K shares
$226K · 2K shares
$205K · 1K shares
$204K · 970 shares
$202K · 13K shares
$162K · 13K shares

Sector Breakdown

Sector# HoldingsValue%
Technology66$105.0M26.7%
Financial Services75$79.0M20.1%
Consumer Cyclical16$59.0M15.0%
Communication Services16$52.0M13.2%
Unknown21$34.0M8.7%
Healthcare35$25.0M6.4%
Industrials27$23.0M5.9%
Consumer Defensive9$7.0M1.8%
Basic Materials7$5.0M1.3%
Energy11$3.0M0.8%
Real Estate2$1.0M0.3%
Utilities1$00.0%