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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ESQ ESQUIRE FINL HLDGS INC Financial Services 3,955.0 $425K 0.15% +88.0 +2.3% $107.50 +7.4%
22 AMERICAN COASTAL INS CORP 31,635.0 $356K 0.13% +15K +92.4% $11.25
23 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 7,400.0 $251K 0.09% +541.0 +7.9% $33.95 -17.6%
24 PLMR PALOMAR HLDGS INC Financial Services 2,100.0 $251K 0.09% +549.0 +35.4% $119.50 -2.9%
25 FINW FINWISE BANCORP Financial Services 13,074.0 $207K 0.07% +3K +28.5% $15.86 -8.7%
26 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 40,809.0 $171K 0.06% +20K +95.5% $4.20 -16.7%
Page 2 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%