Fund Holdings

Arcus Capital Partners, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EA SERIES TRUST0710,128+710,128029,119,73910.47%+29,119,739
J P MORGAN EXCHANGE TRADED F0265,538+265,538013,438,8624.83%+13,438,862
BLUE OWL CAPITAL INC(OBDC)0675,547+675,54706,167,7472.22%+6,167,747
WORLD GOLD TR(GLDM)055,607+55,60705,154,2261.85%+5,154,226
COCA COLA CO(KO)0619,696+619,696047,127,91416.94%+47,127,914
ISHARES TR019,520+19,52007,235,6742.60%+7,235,674
EA SERIES TRUST020,600+20,60002,395,5740.86%+2,395,574
SPDR GOLD TR(GLD)08,442+8,44203,632,5091.31%+3,632,509
UNITEDHEALTH GROUP INC(UNH)02,607+2,6070705,4290.25%+705,429
TIDAL TRUST I0742,739+742,739017,729,1766.37%+17,729,176
EXXON MOBIL CORP(XOM)013,875+13,87502,354,0300.85%+2,354,030
CENCORA INC02,158+2,1580677,9150.24%+677,915
KEURIG DR PEPPER INC(KDP)025,654+25,6540675,4700.24%+675,470
ARCH CAP GROUP LTD02,722+2,7220261,2850.09%+261,285
NOKIA CORP(NOK)032,294+32,2940259,6440.09%+259,644
JAZZ PHARMACEUTICALS PLC(JAZZ)01,358+1,3580256,7300.09%+256,730
HOWMET AEROSPACE INC(HWM)01,104+1,1040254,4280.09%+254,428
PRIMORIS SVCS CORP(PRIM)01,761+1,7610251,8940.09%+251,894
INVESCO EXCH TRADED FD TR II012,100+12,1000246,9610.09%+246,961
FIRST NORTHWEST BANCORP056,987+56,9870494,6480.18%+494,648
LUMENTUM HLDGS INC(LITE)0343+3430241,0470.09%+241,047
APPLIED MATLS INC0697+6970238,2280.09%+238,228
BROADCOM INC(AVGO)02,348+2,3480726,7300.26%+726,730
ABRDN SILVER ETF TRUST058,078+58,07804,158,9551.49%+4,158,955
CONOCOPHILLIPS(COP)01,614+1,6140213,0480.08%+213,048
OFG BANCORP(OFG)05,100+5,1000206,3460.07%+206,346
ISHARES BITCOIN TRUST ETF(IBIT)013,389+13,3890514,4090.18%+514,409
AMERICAN COASTAL INS CORP031,635+31,6350355,8940.13%+355,894
ISHARES TR08,792+8,7920506,4980.18%+506,498
ACCELERANT HOLDINGS(ARX)010,100+10,1000134,9360.05%+134,936
SPROTT INC(SII)02,800+2,8000400,1200.14%+400,120
CATERPILLAR INC(CAT)0886+8860627,9120.23%+627,912
BANCORP INC DEL(TBBK)017,981+17,9810966,1200.35%+966,120
BLUE RIDGE BANKSHARES INC VA040,809+40,8090171,3980.06%+171,398
CUSTOMERS BANCORP INC(CUBB)09,377+9,3770650,8580.23%+650,858
SR BANCORP INC041,920+41,9200707,6100.25%+707,610
JOHNSON JOHNSON(JNJ)02,453+2,4530599,6120.22%+599,612
NORTHEAST BK PORTLAND ME04,868+4,8680547,0180.20%+547,018
ISHARES TR016,886+16,8860958,9640.34%+958,964
ISHARES TR09,134+9,1340834,5400.30%+834,540
PALOMAR HLDGS INC(PLMR)02,100+2,1000250,9500.09%+250,950
CAPITAL BANCORP INC MD021,007+21,0070624,7490.22%+624,749
J P MORGAN EXCHANGE TRADED F012,519+12,5190709,5720.26%+709,572
ESQUIRE FINL HLDGS INC(ESQ)03,955+3,9550425,1630.15%+425,163
FINWISE BANCORP013,074+13,0740207,3540.07%+207,354
ISHARES GOLD TR(IAU)03,002+3,0020264,6570.10%+264,657
CAPITAL CITY BANK023,000+23,0000999,5800.36%+999,580
INVESCO EXCHANGE TRADED FD T04,913+4,9130942,9770.34%+942,977
ISHARES TR04,759+4,75901,180,1710.42%+1,180,171
SERVISFIRST BANCSHARES INC(SFBS)09,171+9,1710667,9580.24%+667,958
ELUTIA INC030,050+30,050031,5530.01%+31,553
ISHARES TR09,347+9,3470907,8600.33%+907,860
VANGUARD TAX MANAGED FDS016,122+16,12201,033,1150.37%+1,033,115
ALPHABET INC(GOOG)01,825+1,8250523,4650.19%+523,465
POPULAR INC(BPOP)02,000+2,0000268,3400.10%+268,340
ISHARES TR086,196+86,19605,901,8742.12%+5,901,874
ISHARES INC06,494+6,4940420,3620.15%+420,362
ENVOY MEDICAL INC0187,573+187,5730124,7550.04%+124,755
WHEELS UP EXPERIENCE INC017,508+17,50809,0430.00%+9,043
VANGUARD SCOTTSDALE FDS016,867+16,8670987,3950.35%+987,395
AXOS FINANCIAL INC(AX)02,636+2,6360224,2980.08%+224,298
WALMART INC(WMT)05,127+5,1270637,1890.23%+637,189
FIFTH DIST BANCORP INC036,504+36,5040540,9900.19%+540,990
KAYNE ANDERSON BDC INC(KBDC)012,375+12,3750169,7850.06%+169,785
READY CAPITAL CORP014,167+14,167022,9510.01%+22,951
MANAGED PORTFOLIO SERIES010,175+10,1750379,1960.14%+379,196
FIDELITY COVINGTON TRUST05,531+5,5310277,2140.10%+277,214
FIGURE TECHNOLOGY SOLUTIO(FGRS)07,400+7,4000251,2300.09%+251,230
VANGUARD WORLD FD0627+6270437,4710.16%+437,471
VANGUARD INDEX FDS0558+5580243,7290.09%+243,729
CENTERPOINT ENERGY INC(CNP)015,458+15,4580667,1680.24%+667,168
VANGUARD SPECIALIZED FUNDS03,506+3,5060753,9850.27%+753,985
ISHARES INC017,822+17,82202,129,9220.77%+2,129,922
EXELIXIS INC(EXEL)05,876+5,8760252,0220.09%+252,022
ISHARES TR020,665+20,66501,916,5070.69%+1,916,507
COMFORT SYS USA INC(FIX)0185+1850255,1140.09%+255,114
MASTERCARD INCORPORATED(MA)01,782+1,7820890,5160.32%+890,516
ADVANCED MICRO DEVICES INC(AMD)03,326+3,3260676,6090.24%+676,609
GOLDMAN SACHS GROUP INC(GS)02,973+2,97302,515,1220.90%+2,515,122
NISOURCE INC(NI)015,725+15,7250733,7290.26%+733,729
PTC INC(PTC)04,674+4,6740665,9990.24%+665,999
BANK AMERICA CORP07,607+7,6070370,8240.13%+370,824
STEEL DYNAMICS INC(STLD)01,485+1,4850267,2800.10%+267,280
COUPANG INC(CPNG)027,401+27,4010517,3310.19%+517,331
COASTAL FINL CORP WA(CCB)017,636+17,63601,342,1000.48%+1,342,100
META PLATFORMS INC(META)02,174+2,17401,243,6290.45%+1,243,629
VANGUARD INDEX FDS010,224+10,22403,279,8181.18%+3,279,818
BAYFIRST FINANCIAL CORP000000
Q2 HLDGS INC(QTWO)06,328+6,3280299,3150.11%+299,315
ALLISON TRANSMISSION HLDGS I(ALSN)02,085+2,0850244,0710.09%+244,071
TRUIST FINL CORP(TFC)036,603+36,60301,682,6400.60%+1,682,640
KINSALE CAP GROUP INC(KNSL)02,614+2,6140893,0470.32%+893,047
GENERAL DYNAMICS CORP(GD)0767+7670263,2500.09%+263,250
DISNEY WALT CO(DIS)000000
MARTIN MARIETTA MATLS INC(MLM)000000
CHEVRON CORPORATION(CVX)01,052+1,0520217,6740.08%+217,674
SELECT SECTOR SPDR TR000000
ISHARES TR000000
PNC FINL SVCS GROUP INC(PNC)000000
WASTE MGMT INC DEL(WM)000000
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