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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 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WHEELS UP EXPERIENCE INC 17,508.0 $9K 0.00% $0.52
Page 7 of 7  ·  121 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%