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CIK: 0001677253
Total reported value
$578.0M
$578.0M
279 檔
14.1%
During the Q2 2025 filing period, Intellectus Partners, LLC (CIK: 0001677253) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $578.0M across 279 reported positions.
During Q2 2025, Intellectus Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.84% | +0.09% | -1.19% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.75% | -0.17% | -5.11% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.90% | -0.44% | +0.06% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.83% | +0.17% | +1.99% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.35% | +0.19% | +2.61% | |
| 6 | FDD | First Trust Stoxx Europe | ETF-Other | 2.12% | -0.28% | +2.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.17% | +0.43% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 1.88% | +2.07% | +0.73% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.84% | -0.48% | -8.09% | |
| 10 | CCJ | Cameco CORP | Stock-Energy | 1.52% | -0.35% | -1.78% | |
| 11 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 1.43% | -0.13% | -13.21% | |
| 12 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.40% | -0.22% | -0.73% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.33% | +0.02% | -2.14% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.05% | +0.15% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.17% | -0.07% | +0.25% | |
| 16 | DSL | Doubleline Income Solutions | Stock-Other | 1.17% | -0.21% | -1.27% | |
| 17 | VRNS | Varonis Systems Inc | Stock-Tech | 1.10% | +0.28% | -5.63% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.11% | -1.72% | |
| 19 | DBL | Doubleline Opport Credit | Stock-Other | 0.93% | -0.11% | +9.46% | |
| 20 | AVAV | Aerovironment Inc | Stock-Industrials | 0.90% | -0.14% | -6.48% | |
| 21 | SNOW | Snowflake Inc | Stock-Tech | 0.89% | +0.23% | — | |
| 22 | KLAC | Kla CORP | Stock-Tech | 0.86% | +0.96% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.02% | -0.65% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.80% | -0.11% | -8.79% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.22% | +1.51% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.74% | -0.24% | -2.22% | |
| 27 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.71% | +0.02% | -2.22% | |
| 28 | BCX | Blackrock Resources & Commod | Stock-Other | 0.71% | -0.20% | +23.17% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.07% | -0.58% | |
| 30 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.70% | -0.07% | +2.98% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.03% | +4.26% | |
| 32 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 0.67% | +0.16% | +0.48% | |
| 33 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.67% | +0.05% | — | |
| 34 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.66% | +0.13% | — | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | -0.03% | -1.14% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.07% | -1.86% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.08% | +4.73% | |
| 38 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.63% | — | +0.97% | |
| 39 | HUBS | Hubspot Inc | Stock-Tech | 0.63% | -0.09% | -2.76% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.63% | -0.25% | -15.33% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | -0.07% | — | |
| 42 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.61% | -0.06% | -11.73% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.59% | -0.06% | +0.03% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.03% | +10.08% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.14% | -5.49% | |
| 46 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.57% | +0.14% | -2.25% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.56% | -0.12% | -15.04% | |
| 48 | ARCC | Ares Capital CORP | Stock-Financials | 0.55% | -0.01% | +22.70% | |
| 49 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.55% | -0.16% | -2.70% | |
| 50 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.54% | -0.01% | -5.08% |
According to official SEC Form 13F filings, Intellectus Partners, LLC reported a total U.S. public equity portfolio value of $578.0M across 279 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, TSLA, META) accounted for 14.1% of total reported equity market value during Q2 2025.
During Q2 2025, Intellectus Partners, LLC's top holdings by market value included AMZN (4.8%)、TSLA (4.8%)、META (2.9%). The largest single position, AMZN, represented 4.8% of total portfolio value.
In Q2 2025, Intellectus Partners, LLC made 0 total portfolio adjustments, initiating 0 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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