Arcus Capital Partners, LLC Top Holdings and 13F Report (2025) About Arcus Capital Partners, LLCInvestment ActivityArcus Capital Partners, LLC has $249.11 million in total holdings as of March 31, 2025.Arcus Capital Partners, LLC owns shares of 118 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 15.34% of the portfolio was purchased this quarter.About 29.10% of the portfolio was sold this quarter.This quarter, Arcus Capital Partners, LLC has purchased 110 new stocks and bought additional shares in 37 stocks.Arcus Capital Partners, LLC sold shares of 37 stocks and completely divested from 25 stocks this quarter.Largest Holdings Coca-Cola $44,958,298Dream Finders Homes $27,778,219iShares Select Dividend ETF $21,876,046T. Rowe Price Capital Appreciation Equity ETF $13,953,256JPMorgan Ultra-Short Income ETF $11,385,782 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury Index ETF $2,240,139 Holding56167R606 - MANAGED PORTFOLIO SERIES $1,919,585 Holding31423L404 - FEDERATED HERMES ETF TRUST $1,219,409 Holding19046P209 - Coastal Financial $1,140,884 Holding776696106 - Roper Technologies $935,944 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 79,797 shares (about $4.04M)T. Rowe Price Capital Appreciation Equity ETF 119,160 shares (about $3.85M)iShares Select Dividend ETF 27,707 shares (about $3.72M)SPDR Gold Shares 8,804 shares (about $2.54M)Vanguard Short-Term Treasury Index ETF 38,169 shares (about $2.24M) Largest Sales this Quarter Dream Finders Homes 830,037 shares (about $18.73M)iShares Core S&P 500 ETF 7,751 shares (about $4.36M)Goldman Sachs BDC 331,255 shares (about $3.85M)SPDR S&P 500 ETF Trust 5,181 shares (about $2.90M)Invesco QQQ 3,323 shares (about $1.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArcus Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKOCoca-Cola$44,958,298$412,889 ▼-0.9%627,73418.0%Consumer StaplesDFHDream Finders Homes$27,778,219$18,725,635 ▼-40.3%1,231,30411.2%ConstructionDVYiShares Select Dividend ETF$21,876,046$3,720,762 ▲20.5%162,9028.8%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$13,953,256$3,846,485 ▲38.1%432,2575.6%ETFJPSTJPMorgan Ultra-Short Income ETF$11,385,782$4,040,124 ▲55.0%224,8824.6%ETFIJHiShares Core S&P Mid-Cap ETF$10,067,081$1,267,831 ▼-11.2%172,5294.0%ETFQQQInvesco QQQ$6,755,939$1,558,269 ▼-18.7%14,4072.7%FinanceVEAVanguard FTSE Developed Markets ETF$6,309,067$147,458 ▼-2.3%124,1212.5%ETFIVViShares Core S&P 500 ETF$5,689,669$4,355,187 ▼-43.4%10,1262.3%ETFSPYSPDR S&P 500 ETF Trust$4,622,994$2,898,322 ▼-38.5%8,2641.9%FinanceGLDSPDR Gold Shares$3,975,468$2,536,785 ▲176.3%13,7971.6%FinanceAAPLApple$3,351,348$68,640 ▼-2.0%15,0871.3%Computer and TechnologyWDAYWorkday$3,260,546$718,105 ▲28.2%13,9621.3%Computer and TechnologyAXPAmerican Express$3,127,169$10,762 ▲0.3%11,6231.3%FinanceVTIVanguard Total Stock Market ETF$2,803,064$17,315 ▲0.6%10,1991.1%ETFMSMorgan Stanley$2,746,1790.0%23,5381.1%FinanceVWOVanguard FTSE Emerging Markets ETF$2,504,718$34,578 ▲1.4%55,3411.0%ETFGSThe Goldman Sachs Group$2,483,693$321,252 ▼-11.5%4,5461.0%FinanceGEGE Aerospace$2,308,361$75,458 ▼-3.2%11,5330.9%IndustrialsACWIiShares MSCI ACWI ETF$2,256,820$470,569 ▼-17.3%19,3900.9%ManufacturingVGSHVanguard Short-Term Treasury Index ETF$2,240,139$2,240,139 ▲New Holding38,1690.9%ETFACWViShares MSCI Global Min Vol Factor ETF$2,195,616$292,780 ▼-11.8%18,8680.9%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$2,000,924$301,561 ▲17.7%26,1560.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,968,024$250,920 ▼-11.3%21,0120.8%ETFIJRiShares Core S&P Small-Cap ETF$1,947,697$171,179 ▼-8.1%18,6260.8%ETFMANAGED PORTFOLIO SERIES$1,919,585$1,919,585 ▲New Holding56,0200.8%LEUTHOLD CORE ETKNSLKinsale Capital Group$1,851,424$45,750 ▼-2.4%3,8040.7%FinanceXOMExxon Mobil$1,596,565$112,511 ▲7.6%13,4240.6%EnergyTFCTruist Financial$1,511,111$49,215 ▲3.4%36,7220.6%FinanceMSFTMicrosoft$1,436,731$30,784 ▲2.2%3,8270.6%Computer and TechnologyMETAMeta Platforms$1,265,677$267,429 ▼-17.4%2,1960.5%Computer and TechnologyAMZNAmazon.com$1,234,407$334,477 ▼-21.3%6,4880.5%Retail/WholesaleFEDERATED HERMES ETF TRUST$1,219,409$1,219,409 ▲New Holding48,6790.5%HERMES TOTAL RETRTXRTX$1,176,584$881,080 ▲298.2%8,8830.5%AerospaceGOOGLAlphabet$1,143,052$15,463 ▲1.4%7,3920.5%Computer and TechnologyCCBCoastal Financial$1,140,884$1,140,884 ▲New Holding12,6190.5%FinanceAEEAmeren$1,010,464$12,651 ▼-1.2%10,0640.4%UtilitiesAYIAcuity Brands$1,004,204$307,872 ▲44.2%3,8130.4%ConstructionROPRoper Technologies$935,944$935,944 ▲New Holding1,5870.4%Computer and TechnologyHDHome Depot$881,948$367 ▲0.0%2,4060.4%Retail/WholesaleGE VERNOVA INC$879,207$879,207 ▲New Holding2,8800.4%COMTSLATesla$869,223$13,476 ▼-1.5%3,3540.3%Auto/Tires/TrucksUNHUnitedHealth Group$866,967$147,725 ▲20.5%1,6550.3%MedicalVOOVanguard S&P 500 ETF$865,118$865,118 ▲New Holding1,6830.3%ETFNURENuveen Short-Term REIT ETF$861,126$158,760 ▲22.6%27,5380.3%ETFRSPInvesco S&P 500 Equal Weight ETF$845,953$1,288,766 ▼-60.4%4,8830.3%ETFRVTYRevvity$843,855$843,855 ▲New Holding7,9760.3%MedicalSGOViShares 0-3 Month Treasury Bond ETF$842,608$842,608 ▲New Holding8,3700.3%ETFIWMiShares Russell 2000 ETF$839,326$489,790 ▼-36.9%4,2070.3%FinanceCCBGCapital City Bank Group$827,0800.0%23,0000.3%FinanceBDXBecton, Dickinson and Company$824,693$148,216 ▲21.9%3,6000.3%MedicalFTVFortive$815,804$172,703 ▲26.9%11,1480.3%Computer and TechnologyGSBDGoldman Sachs BDC$815,427$3,852,501 ▼-82.5%70,1140.3%FinanceBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.3%FinanceVIGVanguard Dividend Appreciation ETF$793,090$33,951 ▲4.5%4,0880.3%ETFNVDANVIDIA$791,772$635,065 ▲405.3%7,3060.3%Computer and TechnologyPTCPTC$761,890$761,890 ▲New Holding4,9170.3%Computer and TechnologySERVISFIRST BANCSHARES INC$743,997$12,886 ▲1.8%9,0070.3%COMTMOThermo Fisher Scientific$723,037$723,037 ▲New Holding1,4530.3%MedicalEFAViShares MSCI EAFE Min Vol Factor ETF$690,634$107,378 ▼-13.5%8,8630.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$685,197$34,513 ▲5.3%7,5640.3%ETFBXBlackstone$682,024$18,033 ▲2.7%4,8790.3%FinanceGBDCGolub Capital BDC$665,721$665,721 ▲New Holding43,9710.3%FinanceJEPIJPMorgan Equity Premium Income ETF$658,252$318,898 ▲94.0%11,5200.3%ETFDSLDoubleLine Income Solutions Fund$656,180$545,589 ▼-45.4%52,0360.3%Financial ServicesEFAiShares MSCI EAFE ETF$651,631$63,667 ▼-8.9%7,9730.3%FinanceEEMiShares MSCI Emerging Markets ETF$636,849$148,538 ▼-18.9%14,5730.3%FinanceELFe.l.f. Beauty$627,9000.0%10,0000.3%Consumer StaplesCPNGCoupang$600,9040.0%27,4010.2%Retail/WholesaleMAMastercard$596,355$54,812 ▼-8.4%1,0880.2%Business ServicesSFBCSound Financial Bancorp$558,320$558,320 ▲New Holding11,1330.2%FinanceSOSouthern$551,038$41,468 ▲8.1%5,9930.2%UtilitiesLOBLive Oak Bancshares$533,2000.0%20,0000.2%FinancePDIPIMCO Dynamic Income Fund$531,807$565,427 ▼-51.5%26,8590.2%Financial ServicesQTWOQ2$506,3040.0%6,3280.2%Computer and TechnologySR BANCORP INC$483,022$483,022 ▲New Holding40,4880.2%COMCBNKCapital Bancorp$480,676$480,676 ▲New Holding16,9670.2%FinanceTBBKBancorp$474,768$126,024 ▲36.1%8,9850.2%FinanceJNJJohnson & Johnson$401,167$663 ▲0.2%2,4190.2%MedicalXLEEnergy Select Sector SPDR Fund$385,406$12,056 ▲3.2%4,1240.2%ETFWMTWalmart$384,549$20,193 ▲5.5%4,3800.2%Retail/WholesaleEEMViShares MSCI Emerging Markets Min Vol Factor ETF$375,151$12,544 ▼-3.2%6,4300.2%ETFVGTVanguard Information Technology ETF$345,497$345,497 ▲New Holding6370.1%ETFIXCiShares Global Energy ETF$345,082$15,102 ▲4.6%8,2030.1%ETFCHKChesapeake Energy$339,004$339,004 ▲New Holding3,0450.1%EnergyJPMJPMorgan Chase & Co.$333,110$52,248 ▼-13.6%1,3580.1%FinanceHRBH&R Block$332,481$332,481 ▲New Holding6,0550.1%Consumer DiscretionaryGEHCGE HealthCare Technologies$322,039$9,928 ▼-3.0%3,9900.1%MedicalCATCaterpillar$315,664$68,278 ▲27.6%9570.1%IndustrialsRFRegions Financial$314,9120.0%14,4920.1%FinanceBACBank of America$314,440$42,523 ▲15.6%7,5350.1%FinanceEMEEMCOR Group$314,342$81,729 ▼-20.6%8500.1%ConstructionESQEsquire Financial$313,958$313,958 ▲New Holding4,1650.1%FinanceSTLDSteel Dynamics$311,853$43,907 ▲16.4%2,4930.1%Basic MaterialsMUSAMurphy USA$309,209$309,209 ▲New Holding6580.1%Retail/WholesaleCUBICustomers Bancorp$305,066$305,066 ▲New Holding6,0770.1%FinanceSIISprott$292,688$292,688 ▲New Holding6,5230.1%FinanceURIUnited Rentals$291,309$6,265 ▲2.2%4650.1%ConstructionTRMBTrimble$282,230$282,230 ▲New Holding4,2990.1%IndustrialsXLFFinancial Select Sector SPDR Fund$281,092$4,284 ▲1.5%5,6430.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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