Arcus Capital Partners, LLC — 13F Holdings & Portfolio

CIK 1651960 · latest 13F-HR filed 2026-05-06

Arcus Capital Partners, LLC manages $278.2M in 13F-reported U.S. long-equity assets across 121 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KO (16.94%), MOOD (10.47%), DVY (7.74%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 40, added to 26, and trimmed 55.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$278.2M

Long-equity book

Holdings

121

Distinct positions

Period

2026-03-31

Filed 2026-05-06

Q/Q Activity

+17 / −40 / ↑26 / ↓55

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • J P MORGAN EXCHANGE TRADED F$11.4M +563.2%
  • COCA COLA CO$3.4M +7.8%
  • ISHARES TR$2.8M +62.7%
  • SPDR GOLD TR$1.9M +106.6%
  • EXXON MOBIL CORP$683.6K +40.9%
Show all 26

Top Trims

  • DREAM FINDERS HOMES INC-$8.3M -55.7%
  • INVESCO QQQ TR-$5.2M -41.8%
  • ISHARES TR-$4.3M -55.1%
  • T ROWE PRICE ETF INC-$3.9M -20.5%
  • ISHARES TR-$2.3M -9.6%
Show all 55

New Positions

  • EA SERIES TRUST$29.1M
  • BLUE OWL CAPITAL INC$6.2M
  • WORLD GOLD TR$5.2M
  • UNITEDHEALTH GROUP INC$705.4K
  • CENCORA INC$677.9K
Show all 17

Exited Positions

  • WORLD GOLD TR$4.5M
  • ISHARES TR$2.6M
  • SELECT SECTOR SPDR TR$1.4M
  • SELECT SECTOR SPDR TR$941.8K
  • ABBOTT LABS$926.3K
Show all 40
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 COCA COLA CO KO 191216100 $47.1M 16.94% 619,696 SH
2 EA SERIES TRUST MOOD 02072L813 $29.1M 10.47% 710,128 SH
3 ISHARES TR DVY 464287168 $21.5M 7.74% 142,176 SH
4 TIDAL TRUST I GRNY 886364231 $17.7M 6.37% 742,739 SH
5 T ROWE PRICE ETF INC TCAF 87283Q867 $15.0M 5.40% 421,883 SH
6 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $13.4M 4.83% 265,538 SH
7 ISHARES TR IWV 464287689 $7.2M 2.60% 19,520 SH
8 INVESCO QQQ TR QQQ 46090E103 $7.2M 2.59% 12,467 SH
9 ISHARES TR IJH 464287507 $6.8M 2.43% 100,141 SH
10 DREAM FINDERS HOMES INC DFH 26154D100 $6.6M 2.38% 475,282 SH
11 BLUE OWL CAPITAL INC OWL 09581B103 $6.2M 2.22% 675,547 SH
12 ISHARES TR ACWX 464288240 $5.9M 2.12% 86,196 SH
13 WORLD GOLD TR GLDM 98149E303 $5.2M 1.85% 55,607 SH
14 ABRDN SILVER ETF TRUST SIVR 003264108 $4.2M 1.49% 58,078 SH
15 APPLE INC AAPL 037833100 $3.8M 1.36% 14,891 SH
16 STATE STR SPDR S P 500 ETF T SPY 78462F103 $3.7M 1.34% 5,749 SH
17 SPDR GOLD TR GLD 78463V107 $3.6M 1.31% 8,442 SH
18 ISHARES TR IVV 464287200 $3.5M 1.27% 5,396 SH
19 VANGUARD INDEX FDS VTI 922908769 $3.3M 1.18% 10,224 SH
20 GOLDMAN SACHS GROUP INC GS 38141G104 $2.5M 0.90% 2,973 SH
21 EA SERIES TRUST BOXX 02072L565 $2.4M 0.86% 20,600 SH
22 EXXON MOBIL CORP XOM 30231G102 $2.4M 0.85% 13,875 SH
23 ISHARES INC ACWV 464286525 $2.1M 0.77% 17,822 SH
24 ISHARES TR USMV 46429B697 $1.9M 0.69% 20,665 SH
25 ISHARES TR ACWI 464288257 $1.9M 0.68% 13,673 SH
26 TRUIST FINL CORP TFC 89832Q109 $1.7M 0.60% 36,603 SH
27 WORKDAY INC WDAY 98138H101 $1.6M 0.59% 12,633 SH
28 MICROSOFT CORP MSFT 594918104 $1.4M 0.50% 3,793 SH
29 COASTAL FINL CORP WA CCB 19046P209 $1.3M 0.48% 17,636 SH
30 ALPHABET INC GOOGL 02079K305 $1.3M 0.46% 4,424 SH
31 META PLATFORMS INC META 30303M102 $1.2M 0.45% 2,174 SH
32 ISHARES TR IWM 464287655 $1.2M 0.42% 4,759 SH
33 AMAZON COM INC AMZN 023135106 $1.1M 0.41% 5,412 SH
34 VANGUARD TAX MANAGED FDS VEA 921943858 $1.0M 0.37% 16,122 SH
35 CAPITAL CITY BANK CCBG 139674105 $999.6K 0.36% 23,000 SH
36 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $987.4K 0.35% 16,867 SH
37 NVIDIA CORPORATION NVDA 67066G104 $966.4K 0.35% 5,541 SH
38 BANCORP INC DEL TBBK 05969A105 $966.1K 0.35% 17,981 SH
39 ISHARES TR EEM 464287234 $959.0K 0.34% 16,886 SH
40 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $943.0K 0.34% 4,913 SH
41 ISHARES INC IEMG 46434G103 $925.9K 0.33% 13,274 SH
42 ISHARES TR EFA 464287465 $907.9K 0.33% 9,347 SH
43 KINSALE CAP GROUP INC KNSL 49714P108 $893.0K 0.32% 2,614 SH
44 ISHARES TR IJR 464287804 $892.9K 0.32% 7,183 SH
45 MASTERCARD INCORPORATED MA 57636Q104 $890.5K 0.32% 1,782 SH
46 ISHARES TR EFAV 46429B689 $834.5K 0.30% 9,134 SH
47 HOME DEPOT INC HD 437076102 $804.3K 0.29% 2,445 SH
48 VANGUARD SPECIALIZED FUNDS VIG 921908844 $754.0K 0.27% 3,506 SH
49 ACUITY INC AYI 00508Y102 $740.9K 0.27% 2,644 SH
50 NISOURCE INC NI 65473P105 $733.7K 0.26% 15,725 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-06 $278.2M 121 0001651960-26-000003
2025-12-31 2026-05-06 $278.6M 144 0001651960-26-000002