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Portfolio (Quarterly) Guide ↗

Arcus Capital Partners, LLC

· CIK 0001651960
13F Portfolio $279M AUM 144 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New
Page 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWM ISHARES TR 4,733.0 $1.2M 0.42% NEW $246.17 +20.3%
42 XLF SELECT SECTOR SPDR TR 20,583.0 $1.1M 0.41% NEW $54.77 -1.9%
43 KNSL KINSALE CAP GROUP INC Financial Services 2,777.0 $1.1M 0.39% NEW $391.19 -19.8%
44 VEA VANGUARD TAX-MANAGED FDS 16,401.0 $1.0M 0.37% NEW $62.47 +12.0%
45 MA MASTERCARD INCORPORATED Financial Services 1,737.0 $992K 0.36% NEW $570.88 -13.5%
46 VGSH VANGUARD SCOTTSDALE FDS 16,867.0 $991K 0.36% NEW $58.73 -1.0%
47 CCBG CAPITAL CITY BK GROUP INC Financial Services 23,021.0 $980K 0.35% NEW $42.57 +14.2%
48 AYI ACUITY INC Industrials 2,701.0 $972K 0.35% NEW $360.04 -14.3%
49 XLC SELECT SECTOR SPDR TR 8,000.0 $942K 0.34% NEW $117.72 -9.3%
50 ABT ABBOTT LABS Healthcare 7,393.0 $926K 0.33% NEW $125.29 -27.5%
51 RSP INVESCO EXCHANGE TRADED FD T 4,825.0 $924K 0.33% NEW $191.56 +9.5%
52 BX BLACKSTONE INC Financial Services 5,995.0 $924K 0.33% NEW $154.14 -25.4%
53 EEM ISHARES TR 16,719.0 $915K 0.33% NEW $54.71 +21.9%
54 EFA ISHARES TR 9,347.0 $898K 0.32% NEW $96.03 +6.2%
55 RVTY REVVITY INC Healthcare 9,131.0 $883K 0.32% NEW $96.75 +9.3%
56 TBBK BANCORP INC DEL Financial Services 13,044.0 $881K 0.32% NEW $67.52 -10.4%
57 BDX BECTON DICKINSON CO Healthcare 4,512.0 $876K 0.31% NEW $194.05 -24.1%
58 AEE AMEREN CORP Utilities 8,489.0 $848K 0.30% NEW $99.86 +12.6%
59 ROP ROPER TECHNOLOGIES INC Industrials 1,899.0 $845K 0.30% NEW $445.12 -25.3%
60 NI NISOURCE INC Utilities 20,217.0 $844K 0.30% NEW $41.76 +13.2%
Page 3 of 8  ·  144 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 30.5%
Financial Services 29.3%
Consumer Cyclical 14.6%
Technology 10.0%
Industrials 5.1%
Healthcare 3.1%
Communication Services 2.9%
Utilities 2.4%
Energy 1.6%
Basic Materials 0.4%