Intellectus Partners, LLC
Top Portfolio Positions
232 positions ·
$392,958,587 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
67,668 | $25,155,579 | 6.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
91,138 | $18,981,311 | 4.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
24,330 | $13,919,922 | 3.54% | |
| NVDA |
Nvidia Corp
Technology
|
72,784 | $12,693,529 | 3.23% | |
| MU |
Micron Technology Inc
Technology
|
36,291 | $12,260,551 | 3.12% | |
| CCJ |
Cameco Corp
Energy
|
82,350 | $8,944,033 | 2.28% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
56,645 | $8,286,030 | 2.11% | |
| MSFT |
Microsoft Corp
Technology
|
20,981 | $7,766,536 | 1.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,116 | $7,222,356 | 1.84% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
8,275 | $7,000,567 | 1.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TREE
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,406,464 | 32,800 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,751,970 | 33,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,055,177 | 31,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,251,112 | 33,750 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,545,802 | 30,750 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,005,562 | 25,950 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,124,331 | 19,375 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $509,477 | 12,250 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $635,100 | 15,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $630,656 | 20,800 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $248,775 | 16,050 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $309,540 | 14,000 | Shares | Sole | 2023-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||