Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Intellectus Partners, LLC

Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0001951757-24-000429

Total Value
$380.3M
Positions
263
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMAZON COM INCAMZN109,967$19.8M5.22%
2TESLA INCTSLA70,472$12.4M3.26%
3ALPHABET INCGOOG75,922$11.6M3.04%
4META PLATFORMS INCMETA22,108$10.7M2.82%
5MICROSOFT CORPMSFT20,206$8.5M2.24%
6MICRON TECHNOLOGY INCMU71,433$8.4M2.22%
7NVIDIA CORPORATIONNVDA7,756$7.0M1.84%
8FIRST TR STOXX EUROPEAN SELE33735T109501,839$5.9M1.56%
9LOCKHEED MARTIN CORPLMT12,669$5.8M1.52%
10GRAYSCALE BITCOIN TR BTCGBTC79,669$5.0M1.32%
11VARONIS SYS INCVRNS106,576$5.0M1.32%
12SPDR GOLD TRGLD24,357$5.0M1.32%
13DOUBLELINE INCOME SOLUTIONSDSL369,095$4.7M1.23%
14KLA CORPKLAC6,675$4.7M1.23%
15ALPHABET INCGOOG29,944$4.5M1.19%
16BLACKROCK MUNICIPAL INCOMEBLK357,116$4.3M1.14%
17JPMORGAN CHASE & COVYLD21,510$4.3M1.13%
18VANGUARD INDEX FDS92290874426,419$4.3M1.13%
19GOLDMAN SACHS GROUP INCGSCE9,836$4.1M1.08%
20APPLE INCAAPL22,069$3.8M1.00%
21CAMECO CORPCCJ85,007$3.7M0.97%
22FREEPORT-MCMORAN INCFCX76,273$3.6M0.94%
23UBER TECHNOLOGIES INCUBER42,550$3.3M0.86%
24VISA INCV11,578$3.2M0.85%
25BERKSHIRE HATHAWAY INC DELBRK-A7,575$3.2M0.84%
26MOBILEYE GLOBAL INCMBLY97,960$3.1M0.83%
27PAYPAL HLDGS INCPYPL45,968$3.1M0.81%
28DISNEY WALT CO25468710624,804$3.0M0.80%
29QUALCOMM INCQCOM17,912$3.0M0.80%
30NETFLIX INCNFLX4,705$2.9M0.75%
31BLACKROCK TAX MUNICPAL BD TRBLK172,434$2.8M0.74%
32DOUBLELINE OPPORTUNISTIC CRDBL182,149$2.8M0.74%
33HUBSPOT INCHUBS4,475$2.8M0.74%
34GILEAD SCIENCES INCGILD37,038$2.7M0.71%
35VANGUARD WHITEHALL FDS92194640621,700$2.6M0.69%
36SELECT SECTOR SPDR TR81369Y50627,290$2.6M0.68%
37PFIZER INCPFE90,194$2.5M0.66%
38NEWMONT CORPNEMCL69,376$2.5M0.65%
39DELTA AIR LINES INC DELDAL51,464$2.5M0.65%
40ABCELLERA BIOLOGICS INCABCL541,783$2.5M0.65%
41ADOBE INCADBE4,849$2.4M0.64%
42AIRBNB INCABNB14,652$2.4M0.64%
43ELEVANCE HEALTH INCELV4,566$2.4M0.62%
44BLACKSTONE INCBX17,653$2.3M0.61%
45ISHARES TR46428755616,760$2.3M0.60%
46VANGUARD INDEX FDS9229086299,098$2.3M0.60%
47CATERPILLAR INCCAT5,867$2.1M0.57%
48ISHARES TR46428765510,186$2.1M0.56%
49HONEYWELL INTL INC43851610610,277$2.1M0.55%
50ILLUMINA INCILMN15,048$2.1M0.54%
51INTUITIVE SURGICAL INCISRG5,135$2.0M0.54%
52BRISTOL-MYERS SQUIBB COCELG-RI37,588$2.0M0.54%
53BLOCK INCBSQKZ23,904$2.0M0.53%
54WORKDAY INCWDAY7,118$1.9M0.51%
55ALIBABA GROUP HLDG LTDBBAAY26,259$1.9M0.50%
56BLUE OWL CAPITAL CORPORATIONOWL120,037$1.9M0.50%
57CISCO SYS INCCSCO36,827$1.8M0.48%
58BLACKROCK RES & COMMODITIESBLK200,114$1.8M0.48%
59ISHARES SILVER TRSLV79,856$1.8M0.48%
60AMERICAN EXPRESS COAXP7,846$1.8M0.47%
61ARCHER AVIATION INCACHR-WT384,196$1.8M0.47%
62IOVANCE BIOTHERAPEUTICS INCIOVA117,929$1.7M0.46%
63TOTALENERGIES SETTE24,420$1.7M0.45%
64SALESFORCE INCCRM5,612$1.7M0.45%
65TABOOLA.COM LTDTBLAW380,668$1.7M0.44%
66BANK AMERICA CORP06050510443,715$1.7M0.44%
67ENERGY TRANSFER L PET-PI103,141$1.6M0.43%
68INFINERA CORP45667G103268,000$1.6M0.42%
69UNITEDHEALTH GROUP INCUNH3,237$1.6M0.42%
70INTELLIA THERAPEUTICS INCNTLA57,000$1.6M0.41%
71WALMART INCWMT25,165$1.5M0.40%
72BAIDU INCBAIDF14,423$1.5M0.40%
73PALANTIR TECHNOLOGIES INCPLTR65,619$1.5M0.40%
74L3HARRIS TECHNOLOGIES INCLHX6,950$1.5M0.39%
75MASTERCARD INCORPORATEDMA3,010$1.4M0.38%
76ISHARES TR4642875236,354$1.4M0.38%
77INVESCO EXCHANGE TRADED FD TIVZ8,472$1.4M0.38%
78PAGSEGURO DIGITAL LTDPAGS99,193$1.4M0.37%
79SERVICENOW INCNOW1,836$1.4M0.37%
80NORTHROP GRUMMAN CORPNOC2,859$1.4M0.36%
81PEPSICO INCPEP7,482$1.3M0.35%
82ISHARES TR46429B69715,668$1.3M0.34%
83HOME DEPOT INCHD3,377$1.3M0.34%
84THERMO FISHER SCIENTIFIC INCTMO2,217$1.3M0.34%
85PACCAR INCPCAR10,317$1.3M0.34%
86JOHNSON & JOHNSONJNJ7,959$1.3M0.33%
87BIOGEN INCBIIB5,823$1.3M0.33%
88GENERAL MLS INC37033410417,406$1.2M0.32%
89ENPHASE ENERGY INCENPH10,060$1.2M0.32%
903M COMMM11,405$1.2M0.32%
91SYSCO CORPSYY14,614$1.2M0.31%
92AMGEN INCAMGN4,153$1.2M0.31%
93SPDR S&P 500 ETF TRSPY2,234$1.2M0.31%
94LULULEMON ATHLETICA INCLULU2,995$1.2M0.31%
95CSX CORPCSX31,414$1.2M0.31%
96TYSON FOODS INCTSN19,647$1.2M0.30%
97STANDARD BIOTOOLS INCLAB423,518$1.1M0.30%
98ANTERO RESOURCES CORPAR39,400$1.1M0.30%
99ABBOTT LABSABLZF10,020$1.1M0.30%
100ISHARES TR46428828112,648$1.1M0.30%
101REGENERON PHARMACEUTICALSREGN1,155$1.1M0.29%
102NOVO-NORDISK A SNONOF8,335$1.1M0.28%
103SPDR SER TR78464A87011,221$1.1M0.28%
104ARES CAPITAL CORPARCC50,214$1.0M0.27%
105MAPLEBEAR INCCART28,000$1.0M0.27%
106ABBVIE INCABBV5,608$1.0M0.27%
107MCDONALDS CORPMCD3,585$1.0M0.27%
108UNITED PARCEL SERVICE INCUPS6,767$1.0M0.26%
109ACCENTURE PLC IRELANDACN2,882$998,9690.26%
110COINBASE GLOBAL INCCOIN3,730$988,8980.26%
111VANGUARD INDEX FDS92290855311,325$979,3860.26%
112MCKESSON CORPMCK1,821$978,7330.26%
113REMITLY GLOBAL INCRELY47,100$976,8540.26%
114NUCOR CORPNUE4,908$973,9050.26%
115SELECT SECTOR SPDR TR81369Y60522,920$965,3780.25%
116TARGET CORPTGT5,385$954,1990.25%
117RTX CORPORATIONRTX9,776$953,4360.25%
118STARBUCKS CORPSBUX10,243$936,1240.25%
119BLACKROCK MUNIHLDNGS CALI QLBLK84,631$935,8970.25%
120SPDR SER TR78468R66310,150$931,7630.25%
121LINCOLN NATL CORP IND53418710929,098$929,1110.24%
122HERSHEY COHSY4,753$924,4480.24%
123KIMBERLY-CLARK CORPKMB6,841$892,7640.23%
124ORACLE CORPORCL-PD7,065$887,4850.23%
125AUTODESK INCADSK3,357$874,2300.23%
126APA CORPORATIONAPA25,200$866,3840.23%
127PALO ALTO NETWORKS INCPANW3,025$859,4930.23%
128NUVATION BIO INCNUVB234,440$853,3620.22%
129INVESCO DB MULTI-SECTOR COMMIVZ34,462$853,2900.22%
130ZOETIS INCZTS5,020$849,3590.22%
131SHOPIFY INCSHOP10,992$848,2260.22%
132ISHARES TR4642875159,930$846,7570.22%
133STONECO LTDSTNE48,675$808,4920.21%
134COMCAST CORP NEWCCZ18,523$802,9850.21%
135ISHARES TR46429B67120,185$801,9490.21%
136FISERV INCFISV4,952$791,4290.21%
137ZOOM VIDEO COMMUNICATIONS INZM11,860$775,3170.20%
138VANGUARD INDEX FDS9229087362,240$770,9140.20%
139ISHARES TR46428723418,583$763,4080.20%
140FS KKR CAP CORPFSK38,790$762,8110.20%
141COCA COLA COKO12,201$752,1130.20%
142RHRH2,135$743,5350.20%
143GARTNER INCIT1,546$736,9320.19%
144TJX COS INC NEW8725401097,232$733,4690.19%
145CARRIER GLOBAL CORPORATIONCARR12,528$728,2530.19%
146ANNALY CAPITAL MANAGEMENT INNLY-PJ35,750$727,1550.19%
147VANGUARD INDEX FDS9229086113,766$722,7110.19%
148BLACKROCK MUNIYIELD FD INCBLK64,500$716,6510.19%
149ON SEMICONDUCTOR CORPON9,729$715,5680.19%
150CENCORA INCCOR2,923$710,3790.19%
151SELECT SECTOR SPDR TR81369Y2094,803$709,6010.19%
152BROOKFIELD CORP11271J10716,831$704,7140.19%
153CONFLUENT INC20717M10323,000$701,9600.18%
154NIKE INCNKE7,247$683,8000.18%
155INVESCO QQQ TRIVZ1,530$680,4210.18%
156UNION PAC CORPUNP2,745$675,0780.18%
157RINGCENTRAL INCRNG18,950$658,3230.17%
158CITIGROUP INCC-PR10,256$648,5890.17%
159MARKEL GROUP INCMKL426$648,1500.17%
160DUPONT DE NEMOURS INCDD8,361$641,0220.17%
161SHIFT4 PMTS INC82452J1099,650$637,5760.17%
162LENDINGTREE INC NEWTREE15,000$635,1000.17%
163CENTENE CORP DELCNC7,898$619,8350.16%
164ROKU INCROKU9,467$616,9630.16%
165LOWES COS INC5486611072,418$616,0620.16%
166BLADE AIR MOBILITY INCSRTAW215,850$615,1720.16%
167ALTRIA GROUP INCMO13,768$614,1380.16%
168CVS HEALTH CORPCVS7,497$597,9610.16%
169VALERO ENERGY CORPVLO3,482$594,4080.16%
170SNOWFLAKE INCSNOW3,657$591,0440.16%
171INTERNATIONAL BUSINESS MACHSINTR3,045$581,4730.15%
172DOCUSIGN INCDOCU9,726$579,2040.15%
173UNILEVER PLCUNLYF11,528$578,5730.15%
174RELAY THERAPEUTICS INCRLAY69,260$574,8580.15%
175VANGUARD INTL EQUITY INDEX F9220428748,500$572,3900.15%
176REALTY INCOME CORPO10,500$570,7650.15%
177FIRST SOLAR INCFSLR3,261$550,4570.14%
178CRISPR THERAPEUTICS AGCRSP8,001$545,3470.14%
179CONSTELLATION BRANDS INCSTZ1,953$530,8670.14%
180GLOBAL X FDS37954Y84819,250$528,6050.14%
181INVESCO DB COMMDY INDX TRCKIVZ22,450$515,6760.14%
182BOEING COBA-PA2,672$515,6690.14%
183SOUTHWESTERN ENERGY CO84546710966,700$505,5860.13%
184ARISTA NETWORKS INCANET1,650$478,4670.13%
185NOVARTIS AGNVSEF4,726$474,8190.12%
186ADVANCED MICRO DEVICES INCAMD2,625$473,7860.12%
187FEDEX CORPFDX1,614$469,9540.12%
188VANGUARD MALVERN FDS9220208059,730$465,9700.12%
189VANGUARD INDEX FDS9229087691,739$451,9860.12%
190VANGUARD INDEX FDS922908363939$451,5530.12%
191UIPATH INCPATH19,557$443,3630.12%
192GOLDMAN SACHS ETF TRNVGLF3,828$418,2850.11%
193JOBY AVIATION INCJOBY-WT77,100$413,2560.11%
194PIMCO ETF TR72201R7834,413$412,4950.11%
195BOOKING HOLDINGS INCBKNG111$402,6950.11%
196ALIGN TECHNOLOGY INCALGN1,175$385,3060.10%
197GREENBRIER COS INC393657AM3342$383,5720.10%
198U HAUL HOLDING COMPANYUHAL-B5,673$383,1540.10%
199AKAMAI TECHNOLOGIES INCAKAM363$382,1710.10%
200GLOBALSTAR INCGSAT255,510$375,6000.10%
201SPOTIFY TECHNOLOGY S ASPOT1,404$370,5510.10%
202VIASAT INCVSAT20,350$368,1320.10%
203ELI LILLY & COLLY456$354,9530.09%
204FORD MTR CO DEL345370CZ1341$352,4240.09%
205COSTCO WHSL CORP NEW22160K105460$336,9560.09%
206AIR PRODS & CHEMS INCAIIR1,374$335,3110.09%
207SMITH & NEPHEW PLCSNNUF12,954$328,5130.09%
208GENERAL ELECTRIC CO3696043011,796$315,2520.08%
209PLAYA HOTELS & RESORTS NVN7054410632,181$312,1520.08%
210VANGUARD BD INDEX FDS9219378274,000$306,6800.08%
211LCI INDS501812AB7292$287,9850.08%
212AT&T INCT-PC16,103$283,4170.07%
213ISHARES TR46429B5985,423$279,7800.07%
214VERIZON COMMUNICATIONS INCVZ6,661$279,4900.07%
215DRAFTKINGS INC NEWDKNG6,100$277,0010.07%
216ISHARES INC4642864008,500$275,5700.07%
217SEAGATE TECHNOLOGY HLDNGS PLSE2,926$274,3060.07%
218INVESCO EXCH TRADED FD TR IIIVZ4,117$271,1810.07%
219FIDELITY WISE ORIGIN BITCOINFBTC4,300$266,8580.07%
220FIRST TR INTER DURATN PFD &33718W10314,834$265,8230.07%
221CASELLA WASTE SYS INCCWST2,675$264,4770.07%
222SIMPSON MFG INC8290731051,275$261,6040.07%
223SPDR SER TR78468R7395,475$259,7260.07%
224ALBEMARLE CORPALB-PA1,955$258,3600.07%
225DESCARTES SYS GROUP INC2499061082,705$247,5890.07%
226GOLDMAN SACHS ETF TRNVGLF2,449$247,1220.06%
227VANGUARD WORLD FD92204A3061,875$246,8830.06%
228PIMCO CALIF MUN INCOME FD II72201C10932,316$246,2320.06%
229CHECK POINT SOFTWARE TECH LTM224651041,500$246,0150.06%
230TWILIO INCTWLO4,009$245,1550.06%
231MILLERKNOLL INCMLKN9,737$243,3900.06%
232ALPS ETF TR00162Q4525,095$241,8240.06%
233PLANET LABS PBCPL-WT93,000$237,1500.06%
234AFFIMED N VN0104520743,214$229,0340.06%
235WESTERN DIGITAL CORP.WDC3,350$228,6040.06%
236ROCKET LAB USA INCRKLB55,603$228,5270.06%
237ENTERPRISE PRODS PARTNERS L2937921077,750$226,1450.06%
238EMERSON ELEC COEMR1,982$224,7980.06%
239EXPONENT INCEXPO2,705$223,6760.06%
240AAON INCAAON2,523$222,2760.06%
241ENOVIX CORPORATIONENVX27,000$216,2700.06%
242ISHARES TR4642885882,282$210,9020.06%
243MATCH GROUP INC NEWMTCH5,808$210,7140.06%
244PROSHARES TR74347B42517,726$210,2290.06%
245STRIDE INCLRN156$206,4560.05%
246ISHARES TR4642874652,583$206,2810.05%
247DEUTSCHE BANK A GD1819089811,635$183,4840.05%
248PRINCIPAL REAL ESTATE INCOMEPGZ16,688$172,3820.05%
249GLYCOMIMETICS INC38000Q10250,720$152,1600.04%
250HECLA MNG CO42270410627,808$133,7570.04%
251PARAMOUNT GLOBAL92556H20610,000$118,2000.03%
252CARPARTS COM INCPRTS70,800$114,6960.03%
253KAYNE ANDERSON ENERGY INFRST48660610610,750$107,6080.03%
254COMPASS PATHWAYS PLCCMPS10,100$84,0320.02%
255SHARECARE INC81948W10495,425$73,2390.02%
256QUINCE THERAPEUTICS INCQNCX53,742$56,9670.01%
257PLUG POWER INCPLUG11,400$39,2160.01%
258PYXIS TANKERS INCPXS26,400$30,3600.01%
259LUMINAR TECHNOLOGIES INCLAZRQ13,220$26,0430.01%
260TABOOLA.COM LTDTBLAW19,500$8,3850.00%
261NUVATION BIO INCNUVB20,895$6,3210.00%
262BLACKSKY TECHNOLOGY INCBKSY-WT40,994$3,1160.00%
263MOMENTUS INCMNTSW42,859$2790.00%