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Portfolio (Quarterly) Guide ↗

Arcus Capital Partners, LLC

· CIK 0001651960
13F Portfolio $278M AUM 121 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 26 Added 54 Reduced 40 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GRNY TIDAL TRUST I 742,739.0 $17.7M 6.37% +55K +7.9% $23.87 +13.2%
2 J P MORGAN EXCHANGE TRADED F 265,538.0 $13.4M 4.83% +225K +563.0% $50.61
3 IWV ISHARES TR 19,520.0 $7.2M 2.60% +8K +69.8% $370.68 +12.8%
4 GLD SPDR GOLD TR Financial Services 8,442.0 $3.6M 1.30% +4K +90.3% $430.29 -12.3%
5 CCB COASTAL FINL CORP WA Financial Services 17,636.0 $1.3M 0.48% +5K +37.1% $76.10 -3.3%
6 META META PLATFORMS INC Communication Services 2,174.0 $1.2M 0.45% +86.0 +4.1% $572.05 -1.7%
7 IWM ISHARES TR 4,759.0 $1.2M 0.42% +26.0 +0.6% $247.99 +19.1%
8 TBBK BANCORP INC DEL Financial Services 17,981.0 $966K 0.35% +5K +37.9% $53.73 +10.1%
9 EEM ISHARES TR 16,886.0 $959K 0.34% +167.0 +1.0% $56.79 +18.2%
10 RSP INVESCO EXCHANGE TRADED FD T 4,913.0 $943K 0.34% +88.0 +1.8% $191.94 +8.8%
11 MA MASTERCARD INCORPORATED Financial Services 1,782.0 $891K 0.32% +45.0 +2.6% $499.73 -2.3%
12 AVGO BROADCOM INC Technology 2,348.0 $727K 0.26% +924.0 +64.9% $309.51 +22.8%
13 JEPI J P MORGAN EXCHANGE TRADED F 12,519.0 $710K 0.26% +659.0 +5.6% $56.68 -1.5%
14 SRBK SR BANCORP INC Financial Services 41,920.0 $708K 0.25% +1K +3.7% $16.88 +14.5%
15 PTC PTC INC Technology 4,674.0 $666K 0.24% +201.0 +4.5% $142.49 -21.2%
16 CUBI CUSTOMERS BANCORP INC Financial Services 9,377.0 $651K 0.23% +1K +18.3% $69.41 +12.1%
17 NBN NORTHEAST BK PORTLAND ME Financial Services 4,868.0 $547K 0.20% +99.0 +2.1% $112.37 +13.9%
18 GOOG ALPHABET INC Communication Services 1,825.0 $523K 0.19% +184.0 +11.2% $286.83 +20.7%
19 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,389.0 $514K 0.18% +7K +113.2% $38.42 -8.1%
20 FNWB FIRST NORTHWEST BANCORP Financial Services 56,987.0 $495K 0.18% +31K +115.5% $8.68 +19.4%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 37.0%
Financial Services 36.8%
Technology 8.3%
Consumer Cyclical 7.6%
Industrials 2.3%
Communication Services 2.3%
Energy 2.1%
Healthcare 1.9%
Utilities 1.3%
Basic Materials 0.2%