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CIK: 0001677253
Total reported value
$578.0M
$578.0M
273 檔
11.9%
As reported in its official Q1 2025 Form 13F filing, Intellectus Partners, LLC's tracked investment portfolio stood at $578.0M with 273 total positions.
In Q1 2025, Intellectus Partners, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.87% | +0.09% | +1.52% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.68% | -0.17% | +2.32% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.80% | +0.17% | -4.50% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.59% | -0.44% | -58.85% | |
| 5 | FDD | First Trust Stoxx Europe | ETF-Other | 2.07% | -0.28% | +6.04% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.17% | -2.76% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | +0.19% | +2.36% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 1.51% | +2.07% | +11.52% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.42% | -0.48% | -9.04% | |
| 10 | DSL | Doubleline Income Solutions | Stock-Other | 1.40% | -0.21% | -2.50% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.30% | -0.07% | +6.75% | |
| 12 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 1.24% | -0.13% | -2.99% | |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.24% | -0.22% | -2.22% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.20% | +0.02% | -0.51% | |
| 15 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 1.19% | +0.16% | -15.66% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.05% | -1.32% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.09% | -0.11% | -20.41% | |
| 18 | VRNS | Varonis Systems Inc | Stock-Tech | 1.07% | +0.28% | — | |
| 19 | DBL | Doubleline Opport Credit | Stock-Other | 0.99% | -0.11% | +2.10% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.11% | +1.73% | |
| 21 | CCJ | Cameco CORP | Stock-Energy | 0.98% | -0.35% | +4.86% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.98% | -0.25% | +2.79% | |
| 23 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.97% | +0.01% | +101.16% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | +0.02% | -1.47% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.07% | -0.94% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | -0.24% | -12.87% | |
| 27 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.82% | -0.06% | -5.22% | |
| 28 | HUBS | Hubspot Inc | Stock-Tech | 0.76% | -0.09% | -3.14% | |
| 29 | KLAC | Kla CORP | Stock-Tech | 0.75% | +0.96% | — | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | -0.03% | +1.38% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | -0.07% | — | |
| 32 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.68% | -0.07% | +1.53% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.14% | -45.46% | |
| 34 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.67% | +0.02% | +0.29% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.07% | -2.39% | |
| 36 | SNOW | Snowflake Inc | Stock-Tech | 0.67% | +0.23% | +0.55% | |
| 37 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.66% | -0.16% | +3.99% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.66% | -0.22% | +4.70% | |
| 39 | BCX | Blackrock Resources & Commod | Stock-Other | 0.65% | -0.20% | +30.82% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.63% | -0.06% | -1.67% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.22% | -16.87% | |
| 42 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.60% | +0.14% | -1.69% | |
| 43 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.60% | — | -2.32% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.59% | -0.12% | +15.81% | |
| 45 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.59% | -0.01% | +5.52% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.58% | -0.03% | +12.03% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | -0.02% | -2.72% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.08% | +0.04% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.56% | -0.08% | -11.06% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.55% | -0.07% | +5.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 2 | TSLA | Tesla Inc | — | NEW | New buy |
| 3 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 4 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 5 | FDD | First Trust Stoxx Europe | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | MU | Micron Technology Inc | — | NEW | New buy |
| 9 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 10 | DSL | Doubleline Income Solutions | — | NEW | New buy |
| 11 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 12 | ACHR | Archer Aviation Inc-a | — | NEW | New buy |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | — | NEW | New buy |
| 14 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 15 | CORT | Corcept Therapeutics Inc | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | AAPL | Apple Inc | — | NEW | New buy |
| 18 | VRNS | Varonis Systems Inc | — | NEW | New buy |
| 19 | DBL | Doubleline Opport Credit | — | NEW | New buy |
| 20 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 21 | CCJ | Cameco CORP | — | NEW | New buy |
| 22 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 23 | GBIL | Goldman Sachs Access Treasur | — | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 26 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 27 | BBN | Blackrock Taxable Muni Bnd | — | NEW | New buy |
| 28 | HUBS | Hubspot Inc | — | NEW | New buy |
| 29 | KLAC | Kla CORP | — | NEW | New buy |
| 30 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 31 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 32 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 33 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 34 | MBLY | Mobileye Global Inc-a | — | NEW | New buy |
| 35 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 36 | SNOW | Snowflake Inc | — | NEW | New buy |
| 37 | OBDC | Blue Owl Capital CORP | — | NEW | New buy |
| 38 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 39 | BCX | Blackrock Resources & Commod | — | NEW | New buy |
| 40 | BX | Blackstone Inc | — | NEW | New buy |
| 41 | NFLX | Netflix Inc | — | NEW | New buy |
| 42 | DAL | Delta Air Lines Inc | — | NEW | New buy |
| 43 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 44 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 45 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 46 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 47 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 48 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 49 | PFE | Pfizer Inc | — | NEW | New buy |
| 50 | ET | Energy Transfer LP | — | NEW | New buy |
According to official SEC Form 13F filings, Intellectus Partners, LLC reported a total U.S. public equity portfolio value of $578.0M across 273 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, TSLA, GOOG) accounted for 11.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AMZN
市值: $19.7M
During Q1 2025, Intellectus Partners, LLC's top holdings by market value included AMZN (4.9%)、TSLA (4.7%)、GOOG (2.8%). The largest single position, AMZN, represented 4.9% of total portfolio value.
In Q1 2025, Intellectus Partners, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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