Intellectus Partners, LLC
Annual return '25
+22.2%
SPY '25
+17.7%
Alpha
+4.5ptsvs SPY
Invested
$979.8M
Holdings
289
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSLA
TESLA INC
Q1 2026: Sold 0.7% (82.9k → 82.3k shares)
5.2%
02
$AMZN
AMAZON COM INC
Q1 2026: Increased +2.2% (400.8k → 409.6k shares)
3.9%
03
$GOOG
ALPHABET INC
Q4 2025: New position (353.2k shares)
3.8%
04
$META
META PLATFORMS INC
Q1 2026: Increased +2.8% (76.7k → 78.8k shares)
2.9%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1.1% (1.11M → 1.12M shares)
2.6%
06
$MU
MICRON TECHNOLOGY INC
Q1 2026: Increased +26.7% (14.9k → 18.9k shares)
2.5%
07
$KAT
ADVISORS SER TR
Held since at least Q1 2024
2.4%
08
$FDD
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
2.0%
09
$CCJ
CAMECO CORP
Q1 2026: Increased +2.7% (9.9k → 10.2k shares)
1.9%
10
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: Increased +1.3% (200.8k → 203.4k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:09 UTC.