Fund Holdings

Arcus Capital Partners, LLC

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+710,128029,119,73910.47%+29,119,739
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
40,053265,538+225,4852,026,30113,438,8624.83%+11,412,561
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)625,077619,696-5,38143,699,16447,127,91416.94%+3,428,750
ISHARES TR11,49419,520+8,0264,446,4547,235,6742.60%+2,789,220
EA SERIES TRUST
ALPHA ARCH 1-3
020,600+20,60002,395,5740.86%+2,395,574
SPDR GOLD TR(GLD)4,4378,442+4,0051,758,4283,632,5091.31%+1,874,081
UNITEDHEALTH GROUP INC(UNH)02,607+2,6070705,4290.25%+705,429
TIDAL TRUST I688,208742,739+54,53117,040,02517,729,1766.37%+689,151
EXXON MOBIL CORP13,88113,875-61,670,3992,354,0300.85%+683,631
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 LTD
ORD
02,722+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 II
SR LN ETF
012,100+12,1000246,9610.09%+246,961
FIRST NORTHWEST BANCORP26,44456,987+30,543248,045494,6480.18%+246,603
LUMENTUM HLDGS INC(LITE)0343+3430241,0470.09%+241,047
APPLIED MATLS INC0697+6970238,2280.09%+238,228
BROADCOM INC(AVGO)1,4242,348+924492,847726,7300.26%+233,883
ABRDN SILVER ETF TRUST58,06458,078+143,927,4394,158,9551.49%+231,516
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)6,27913,389+7,110311,753514,4090.18%+202,656
AMERICAN COASTAL INS CORP16,44031,635+15,195207,638355,8940.13%+148,256
ISHARES TR8,7928,7920368,642506,4980.18%+137,856
ACCELERANT HOLDINGS(ARX)010,100+10,1000134,9360.05%+134,936
SPROTT INC(SII)2,8002,8000274,176400,1200.14%+125,944
CATERPILLAR INC(CAT)892886-6511,077627,9120.23%+116,835
BANCORP INC DEL(TBBK)13,04417,981+4,937880,731966,1200.35%+85,389
BLUE RIDGE BANKSHARES INC VA20,88040,809+19,92989,158171,3980.06%+82,240
CUSTOMERS BANCORP INC(CUBB)7,9279,377+1,450579,623650,8580.23%+71,235
SR BANCORP INC40,43541,920+1,485636,447707,6100.25%+71,163
JOHNSON JOHNSON(JNJ)2,5622,453-109530,206599,6120.22%+69,406
NORTHEAST BK PORTLAND ME
COM
4,7694,868+99495,643547,0180.20%+51,375
ISHARES TR16,71916,886+167914,705958,9640.34%+44,259
ISHARES TR
MSCI EAFE MIN VL
9,1649,134-30790,402834,5400.30%+44,138
PALOMAR HLDGS INC(PLMR)1,5512,100+549209,013250,9500.09%+41,937
CAPITAL BANCORP INC MD20,90921,007+98589,007624,7490.22%+35,742
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
11,86012,519+659678,849709,5720.26%+30,723
ESQUIRE FINL HLDGS INC(ESQ)3,8673,955+88394,705425,1630.15%+30,458
FINWISE BANCORP10,17413,074+2,900182,522207,3540.07%+24,832
ISHARES GOLD TR(IAU)3,0023,0020243,673264,6570.10%+20,984
CAPITAL CITY BANK(CCBG)23,02123,000-21980,004999,5800.36%+19,576
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,8254,913+88924,300942,9770.34%+18,677
ISHARES TR4,7334,759+261,165,1171,180,1710.42%+15,054
SERVISFIRST BANCSHARES INC(SFBS)9,1339,171+38655,693667,9580.24%+12,265
ELUTIA INC30,05030,050020,81631,5530.01%+10,737
ISHARES TR9,3479,3470897,578907,8600.33%+10,282
VANGUARD TAX MANAGED FDS16,40116,122-2791,024,5771,033,1150.37%+8,538
ALPHABET INC(GOOG)1,6411,825+184514,931523,4650.19%+8,534
POPULAR INC(BPOP)2,0922,000-92260,496268,3400.10%+7,844
ISHARES TR87,81286,196-1,6165,894,8365,901,8742.12%+7,038
ISHARES INC6,4946,4940415,881420,3620.15%+4,481
ENVOY MEDICAL INC187,573187,5730124,005124,7550.04%+750
WHEELS UP EXPERIENCE INC17,50817,508011,4919,0430.00%-2,448
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
16,86716,8670990,599987,3950.35%-3,204
AXOS FINANCIAL INC(AX)2,6602,636-24229,186224,2980.08%-4,888
WALMART INC(WMT)5,7635,127-636642,084637,1890.23%-4,895
FIFTH DIST BANCORP INC36,41236,504+92546,180540,9900.19%-5,190
KAYNE ANDERSON BDC INC(KBDC)12,37512,3750177,210169,7850.06%-7,425
READY CAPITAL CORP14,10014,167+6730,73822,9510.01%-7,787
MANAGED PORTFOLIO SERIES
LEUTH CORE ETF
10,62710,175-452404,770379,1960.14%-25,574
FIDELITY COVINGTON TRUST5,5315,5310303,321277,2140.10%-26,107
FIGURE TECHNOLOGY SOLUTIO(FGRS)6,8597,400+541280,122251,2300.09%-28,892
VANGUARD WORLD FD
INF TECH ETF
6276270472,621437,4710.16%-35,150
VANGUARD INDEX FDS574558-16280,032243,7290.09%-36,303
CENTERPOINT ENERGY INC(CNP)18,96015,458-3,502726,927667,1680.24%-59,759
VANGUARD SPECIALIZED FUNDS3,7563,506-250825,571753,9850.27%-71,586
ISHARES INC18,59217,822-7702,207,7902,129,9220.77%-77,868
EXELIXIS INC(EXEL)7,5335,876-1,657330,172252,0220.09%-78,150
ISHARES TR
MSCI USA MIN ETF
21,20620,665-5411,996,7471,916,5070.69%-80,240
COMFORT SYS USA INC(FIX)368185-183343,451255,1140.09%-88,337
MASTERCARD INCORPORATED(MA)1,7371,782+45991,619890,5160.32%-101,103
ADVANCED MICRO DEVICES INC(AMD)3,6643,326-338784,683676,6090.24%-108,074
GOLDMAN SACHS GROUP INC(GS)2,9862,973-132,624,2812,515,1220.90%-109,159
NISOURCE INC(NI)20,21715,725-4,492844,262733,7290.26%-110,533
PTC INC(PTC)4,4734,674+201779,242665,9990.24%-113,243
BANK AMERICA CORP8,8217,607-1,214485,155370,8240.13%-114,331
STEEL DYNAMICS INC(STLD)2,3281,485-843394,437267,2800.10%-127,157
COUPANG INC(CPNG)27,40127,4010646,390517,3310.19%-129,059
COASTAL FINL CORP WA(CCB)12,86517,636+4,7711,474,2011,342,1000.48%-132,101
META PLATFORMS INC(META)2,0882,174+861,378,2481,243,6290.45%-134,619
VANGUARD INDEX FDS10,21410,224+103,424,5373,279,8181.18%-144,719
BAYFIRST FINANCIAL CORP19,3000-19,300151,5050-151,505
Q2 HLDGS INC(QTWO)6,3346,328-6457,062299,3150.11%-157,747
ALLISON TRANSMISSION HLDGS I(ALSN)4,1442,085-2,059405,698244,0710.09%-161,627
TRUIST FINL CORP(TFC)37,63936,603-1,0361,852,2161,682,6400.60%-169,576
KINSALE CAP GROUP INC(KNSL)2,7772,614-1631,086,328893,0470.32%-193,281
GENERAL DYNAMICS CORP(GD)1,372767-605461,898263,2500.09%-198,648
DISNEY WALT CO(DIS)1,7890-1,789203,5670-203,567
MARTIN MARIETTA MATLS INC(MLM)3280-328204,2330-204,233
CHEVRON CORPORATION(CVX)2,7711,052-1,719422,404217,6740.08%-204,730
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,3800-1,380213,6240-213,624
ISHARES TR1,0000-1,000214,6900-214,690
PNC FINL SVCS GROUP INC(PNC)1,0620-1,062221,7030-221,703
WASTE MGMT INC DEL(WM)1,0120-1,012222,3470-222,347
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