Fund HoldingsArcus Capital Partners, LLC

Total Portfolio Value
$278.25M
Total Bought
$66.58M
Total Sold
$74.44M
Net Transaction
-$7.86M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EA SERIES TRUST
RELA SEN TAC ETF
0710,128+710,128029,12010.47%+29,120
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
40,053265,538+225,4852,02613,4394.83%+11,413
BLUE OWL CAPITAL INC(OBDC)0675,547+675,54706,1682.22%+6,168
WORLD GOLD TR(GLDM)055,607+55,60705,1541.85%+5,154
COCA COLA CO(KO)625,077619,696-5,38143,69947,12816.94%+3,429
ISHARES TR11,49419,520+8,0264,4467,2362.60%+2,789
EA SERIES TRUST
ALPHA ARCH 1-3
020,600+20,60002,3960.86%+2,396
SPDR GOLD TR(GLD)4,4378,442+4,0051,7583,6331.31%+1,874
UNITEDHEALTH GROUP INC(UNH)02,607+2,60707050.25%+705
TIDAL TRUST I688,208742,739+54,53117,04017,7296.37%+689
EXXON MOBIL CORP13,88113,875-61,6702,3540.85%+684
CENCORA INC02,158+2,15806780.24%+678
KEURIG DR PEPPER INC(KDP)025,654+25,65406750.24%+675
ARCH CAP GROUP LTD
ORD
02,722+2,72202610.09%+261
NOKIA CORP(NOK)032,294+32,29402600.09%+260
JAZZ PHARMACEUTICALS PLC(JAZZ)01,358+1,35802570.09%+257
HOWMET AEROSPACE INC(HWM)01,104+1,10402540.09%+254
PRIMORIS SVCS CORP(PRIM)01,761+1,76102520.09%+252
INVESCO EXCH TRADED FD TR II
SR LN ETF
012,100+12,10002470.09%+247
FIRST NORTHWEST BANCORP26,44456,987+30,5432484950.18%+247
LUMENTUM HLDGS INC(LITE)0343+34302410.09%+241
APPLIED MATLS INC0697+69702380.09%+238
BROADCOM INC(AVGO)1,4242,348+9244937270.26%+234
ABRDN SILVER ETF TRUST58,06458,078+143,9274,1591.49%+232
CONOCOPHILLIPS(COP)01,614+1,61402130.08%+213
OFG BANCORP(OFG)05,100+5,10002060.07%+206
ISHARES BITCOIN TRUST ETF(IBIT)6,27913,389+7,1103125140.18%+203
AMERICAN COASTAL INS CORP16,44031,635+15,1952083560.13%+148
ISHARES TR08,792+8,79205060.18%+506
ACCELERANT HOLDINGS(ARX)010,100+10,10001350.05%+135
SPROTT INC(SII)2,8002,80002744000.14%+126
CATERPILLAR INC(CAT)892886-65116280.23%+117
BANCORP INC DEL(TBBK)13,04417,981+4,9378819660.35%+85
BLUE RIDGE BANKSHARES INC VA20,88040,809+19,929891710.06%+82
CUSTOMERS BANCORP INC(CUBB)7,9279,377+1,4505806510.23%+71
SR BANCORP INC40,43541,920+1,4856367080.25%+71
JOHNSON JOHNSON(JNJ)2,5622,453-1095306000.22%+69
NORTHEAST BK PORTLAND ME
COM
4,7694,868+994965470.20%+51
ISHARES TR16,71916,886+1679159590.34%+44
ISHARES TR
MSCI EAFE MIN VL
9,1649,134-307908350.30%+44
PALOMAR HLDGS INC(PLMR)1,5512,100+5492092510.09%+42
CAPITAL BANCORP INC MD021,007+21,00706250.22%+625
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
012,519+12,51907100.26%+710
ESQUIRE FINL HLDGS INC(ESQ)03,955+3,95504250.15%+425
FINWISE BANCORP10,17413,074+2,9001832070.07%+25
ISHARES GOLD TR(IAU)3,0023,00202442650.10%+21
CAPITAL CITY BANK(CCBG)23,02123,000-219801,0000.36%+20
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,8254,913+889249430.34%+19
ISHARES TR4,7334,759+261,1651,1800.42%+15
SERVISFIRST BANCSHARES INC(SFBS)09,171+9,17106680.24%+668
ELUTIA INC030,050+30,0500320.01%+32
ISHARES TR9,3479,34708989080.33%+10
VANGUARD TAX MANAGED FDS016,122+16,12201,0330.37%+1,033
ALPHABET INC(GOOG)1,6411,825+1845155230.19%+9
POPULAR INC(BPOP)02,000+2,00002680.10%+268
ISHARES TR87,81286,196-1,6165,8955,9022.12%+7
ISHARES INC06,494+6,49404200.15%+420
ENVOY MEDICAL INC0187,573+187,57301250.04%+125
WHEELS UP EXPERIENCE INC017,508+17,508090.00%+9
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
016,867+16,86709870.35%+987
AXOS FINANCIAL INC(AX)2,6602,636-242292240.08%-5
WALMART INC(WMT)5,7635,127-6366426370.23%-5
FIFTH DIST BANCORP INC36,41236,504+925465410.19%-5
KAYNE ANDERSON BDC INC(KBDC)012,375+12,37501700.06%+170
READY CAPITAL CORP014,167+14,1670230.01%+23
MANAGED PORTFOLIO SERIES
LEUTH CORE ETF
010,175+10,17503790.14%+379
FIDELITY COVINGTON TRUST05,531+5,53102770.10%+277
FIGURE TECHNOLOGY SOLUTIO(FGRS)6,8597,400+5412802510.09%-29
VANGUARD WORLD FD
INF TECH ETF
0627+62704370.16%+437
VANGUARD INDEX FDS0558+55802440.09%+244
CENTERPOINT ENERGY INC(CNP)015,458+15,45806670.24%+667
VANGUARD SPECIALIZED FUNDS3,7563,506-2508267540.27%-72
ISHARES INC017,822+17,82202,1300.77%+2,130
EXELIXIS INC(EXEL)7,5335,876-1,6573302520.09%-78
ISHARES TR
MSCI USA MIN ETF
020,665+20,66501,9170.69%+1,917
COMFORT SYS USA INC(FIX)368185-1833432550.09%-88
MASTERCARD INCORPORATED(MA)01,782+1,78208910.32%+891
ADVANCED MICRO DEVICES INC(AMD)3,6643,326-3387856770.24%-108
GOLDMAN SACHS GROUP INC(GS)2,9862,973-132,6242,5150.90%-109
NISOURCE INC(NI)20,21715,725-4,4928447340.26%-111
PTC INC(PTC)04,674+4,67406660.24%+666
BANK AMERICA CORP8,8217,607-1,2144853710.13%-114
STEEL DYNAMICS INC(STLD)2,3281,485-8433942670.10%-127
COUPANG INC(CPNG)027,401+27,40105170.19%+517
COASTAL FINL CORP WA(CCB)12,86517,636+4,7711,4741,3420.48%-132
META PLATFORMS INC(META)02,174+2,17401,2440.45%+1,244
VANGUARD INDEX FDS10,21410,224+103,4253,2801.18%-145
BAYFIRST FINANCIAL CORP19,3000-19,3001520-152
Q2 HLDGS INC(QTWO)6,3346,328-64572990.11%-158
ALLISON TRANSMISSION HLDGS I(ALSN)4,1442,085-2,0594062440.09%-162
TRUIST FINL CORP(TFC)37,63936,603-1,0361,8521,6830.60%-170
KINSALE CAP GROUP INC(KNSL)02,614+2,61408930.32%+893
GENERAL DYNAMICS CORP(GD)1,372767-6054622630.09%-199
DISNEY WALT CO(DIS)1,7890-1,7892040-204
MARTIN MARIETTA MATLS INC(MLM)3280-3282040-204
CHEVRON CORPORATION(CVX)2,7711,052-1,7194222180.08%-205
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,3800-1,3802140-214
ISHARES TR1,0000-1,0002150-215
PNC FINL SVCS GROUP INC(PNC)1,0620-1,0622220-222
WASTE MGMT INC DEL(WM)1,0120-1,0122220-222
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