Arcus Capital Partners, LLC Top Holdings and 13F Report (2025) About Arcus Capital Partners, LLCInvestment ActivityArcus Capital Partners, LLC has $231.16 million in total holdings as of March 31, 2025.Arcus Capital Partners, LLC owns shares of 124 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 5.99% of the portfolio was purchased this quarter.About 20.26% of the portfolio was sold this quarter.This quarter, Arcus Capital Partners, LLC has purchased 118 new stocks and bought additional shares in 42 stocks.Arcus Capital Partners, LLC sold shares of 46 stocks and completely divested from 11 stocks this quarter.Largest Holdings CocaCola $44,412,214Dream Finders Homes $24,248,465iShares Select Dividend ETF $23,104,372T. Rowe Price Capital Appreciation Equity ETF $10,983,673Invesco QQQ $7,906,579 Largest New Holdings this Quarter 46432F842 - iShares Core MSCI EAFE ETF $2,469,589 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $1,511,496 Holding461202103 - Intuit $936,890 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $785,639 Holding15189T107 - CenterPoint Energy $704,453 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 29,583 shares (about $2.47M)iShares Core MSCI Emerging Markets ETF 25,179 shares (about $1.51M)iShares Select Dividend ETF 11,064 shares (about $1.47M)Intuit 1,190 shares (about $936.89K)iShares MSCI ACWI ex U.S. ETF 12,892 shares (about $785.64K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 185,352 shares (about $9.39M)Dream Finders Homes 266,383 shares (about $6.69M)Vanguard FTSE Developed Markets ETF 106,123 shares (about $6.05M)T. Rowe Price Capital Appreciation Equity ETF 120,928 shares (about $4.27M)iShares Core S&P Mid-Cap ETF 48,103 shares (about $2.98M) 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 PortfolioSectorKOCocaCola$44,412,2140.0%627,73419.2%Consumer StaplesDFHDream Finders Homes$24,248,465$6,694,205 ▼-21.6%964,92110.5%ConstructionDVYiShares Select Dividend ETF$23,104,372$1,469,407 ▲6.8%173,96610.0%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$10,983,673$4,266,334 ▼-28.0%311,3294.8%ETFQQQInvesco QQQ$7,906,579$40,821 ▼-0.5%14,3333.4%FinanceIJHiShares Core S&P Mid-Cap ETF$7,716,873$2,983,337 ▼-27.9%124,4263.3%ETFIVViShares Core S&P 500 ETF$7,049,690$762,464 ▲12.1%11,3543.0%ETFSPYSPDR S&P 500 ETF Trust$4,412,257$693,875 ▼-13.6%7,1411.9%FinanceAXPAmerican Express$3,707,5050.0%11,6231.6%FinanceAAPLApple$3,420,680$325,203 ▲10.5%16,6721.5%Computer and TechnologyMSMorgan Stanley$3,321,496$5,916 ▲0.2%23,5801.4%FinanceWDAYWorkday$3,240,960$109,920 ▼-3.3%13,5041.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,118,281$18,539 ▲0.6%10,2601.3%ETFGSThe Goldman Sachs Group$2,950,347$266,798 ▼-8.3%4,1691.3%FinanceACWIiShares MSCI ACWI ETF$2,577,134$83,590 ▲3.4%20,0401.1%ManufacturingIEFAiShares Core MSCI EAFE ETF$2,469,589$2,469,589 ▲New Holding29,5831.1%ETFGEGE Aerospace$2,441,420$527,151 ▼-17.8%9,4851.1%AerospaceACWViShares MSCI Global Min Vol Factor ETF$2,247,923$10,790 ▲0.5%18,9591.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,056,747$84,388 ▲4.3%21,9110.9%ETFJPSTJPMorgan Ultra-Short Income ETF$2,003,356$9,393,525 ▼-82.4%39,5300.9%ETFMSFTMicrosoft$1,919,388$15,916 ▲0.8%3,8590.8%Computer and TechnologyKNSLKinsale Capital Group$1,841,325$484 ▲0.0%3,8050.8%FinanceIJRiShares Core S&P Small-Cap ETF$1,795,048$240,542 ▼-11.8%16,4250.8%ETFMETAMeta Platforms$1,716,973$95,962 ▲5.9%2,3260.7%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$1,712,082$469,282 ▼-21.5%20,5290.7%ETFAMZNAmazon.com$1,677,895$254,492 ▲17.9%7,6480.7%Retail/WholesaleTFCTruist Financial$1,578,6790.0%36,7220.7%FinanceGLDSPDR Gold Shares$1,541,526$2,664,215 ▼-63.3%5,0570.7%FinanceGE VERNOVA INC$1,523,9520.0%2,8800.7%COMNVDANVIDIA$1,520,743$366,520 ▲31.8%9,6260.7%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,511,496$1,511,496 ▲New Holding25,1790.7%ETFXOMExxon Mobil$1,455,565$8,409 ▲0.6%13,5020.6%EnergyGOOGLAlphabet$1,333,793$31,018 ▲2.4%7,5680.6%Computer and TechnologyRTXRTX$1,250,487$46,579 ▼-3.6%8,5640.5%AerospaceELFe.l.f. Beauty$1,244,4000.0%10,0000.5%Consumer StaplesVGSHVanguard Short-Term Treasury ETF$1,238,084$1,005,491 ▼-44.8%21,0630.5%ETFCCBCoastal Financial$1,227,537$5,134 ▲0.4%12,6720.5%FinanceTSLATesla$1,215,685$150,253 ▲14.1%3,8270.5%Auto/Tires/TrucksAYIAcuity$1,121,546$16,112 ▼-1.4%3,7590.5%Business ServicesVEAVanguard FTSE Developed Markets ETF$1,026,040$6,049,919 ▼-85.5%17,9980.4%ETFINTUIntuit$936,890$936,890 ▲New Holding1,1900.4%Computer and TechnologyVOOVanguard S&P 500 ETF$917,598$38,636 ▼-4.0%1,6150.4%ETFIWMiShares Russell 2000 ETF$913,601$5,826 ▲0.6%4,2340.4%FinanceCCBGCapital City Bank Group$905,0500.0%23,0000.4%FinanceHDHome Depot$886,577$4,400 ▲0.5%2,4180.4%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$872,800$14,722 ▼-1.7%4,8020.4%ETFROPRoper Technologies$851,221$48,172 ▼-5.4%1,5020.4%Computer and TechnologyCPNGCoupang$820,9340.0%27,4010.4%Retail/WholesaleBOXXAlpha Architect 1-3 Month Box ETF$811,296$552,132 ▲213.0%7,2000.4%ETFPTCPTC$802,760$44,636 ▼-5.3%4,6580.3%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$785,639$785,639 ▲New Holding12,8920.3%ManufacturingGSBDGoldman Sachs BDC$780,458$8,325 ▼-1.1%69,3740.3%FinanceVIGVanguard Dividend Appreciation ETF$765,584$71,012 ▼-8.5%3,7410.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$761,390$16,391 ▲2.2%9,0580.3%ETFBXBlackstone$738,505$8,676 ▲1.2%4,9370.3%FinanceRVTYRevvity$732,992$38,497 ▼-5.0%7,5780.3%MedicalBRK.ABerkshire Hathaway$728,8000.0%10.3%FinanceEFAiShares MSCI EAFE ETF$724,220$11,531 ▲1.6%8,1020.3%FinanceEEMiShares MSCI Emerging Markets ETF$705,496$2,508 ▲0.4%14,6250.3%FinanceCNPCenterPoint Energy$704,453$704,453 ▲New Holding19,1740.3%UtilitiesSERVISFIRST BANCSHARES INC$701,568$3,411 ▲0.5%9,0510.3%COMMAMastercard$675,591$64,074 ▲10.5%1,2020.3%Business ServicesGBDCGolub Capital BDC$659,400$15,221 ▲2.4%45,0100.3%FinanceJEPIJPMorgan Equity Premium Income ETF$652,863$2,047 ▼-0.3%11,4840.3%ETFLOBLive Oak Bancshares$596,0000.0%20,0000.3%FinanceQTWOQ2$592,2380.0%6,3280.3%Computer and TechnologyBDXBecton, Dickinson and Company$589,989$30,145 ▼-4.9%3,4250.3%MedicalCBNKCapital Bancorp$573,110$3,358 ▲0.6%17,0670.2%FinanceUNHUnitedHealth Group$551,507$35,249 ▲6.8%1,7680.2%MedicalFTVFortive$549,576$31,592 ▼-5.4%10,5420.2%Computer and TechnologyTBBKBancorp$543,551$31,675 ▲6.2%9,5410.2%FinanceSOSouthern$538,484$11,846 ▼-2.2%5,8640.2%UtilitiesMANAGED PORTFOLIO SERIES$520,126$1,506,264 ▼-74.3%14,3790.2%LEUTHOLD CORE ETSR BANCORP INC$519,588$27,000 ▼-4.9%38,4880.2%COMDSLDoubleLine Income Solutions Fund$472,574$164,346 ▼-25.8%38,6090.2%Financial ServicesWMTWalmart$454,006$25,717 ▲6.0%4,6430.2%Retail/WholesalePDIPIMCO Dynamic Income Fund$424,851$84,663 ▼-16.6%22,3960.2%Financial ServicesEMEEMCOR Group$421,160$33,714 ▼-7.4%7870.2%ConstructionVGTVanguard Information Technology ETF$415,877$6,633 ▼-1.6%6270.2%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$402,695$1,130 ▼-0.3%6,4120.2%ETFSFBCSound Financial Bancorp$395,278$116,840 ▼-22.8%8,5930.2%FinanceSIISprott$393,813$56,861 ▼-12.6%5,7000.2%FinanceJPMJPMorgan Chase & Co.$387,794$5,797 ▼-1.5%1,3380.2%FinanceCATCaterpillar$384,256$12,809 ▲3.4%9900.2%IndustrialsALSNAllison Transmission$381,290$381,290 ▲New Holding4,0140.2%Auto/Tires/TrucksJNJJohnson & Johnson$369,5030.0%2,4190.2%MedicalESQEsquire Financial$365,861$28,398 ▼-7.2%3,8650.2%FinanceCUBICustomers Bancorp$365,774$8,811 ▲2.5%6,2270.2%FinanceFIXComfort Systems USA$364,653$18,769 ▼-4.9%6800.2%ConstructionXLEEnergy Select Sector SPDR Fund$357,587$7,803 ▲2.2%4,2160.2%ETFBACBank of America$356,592$47 ▲0.0%7,5360.2%FinanceRFRegions Financial$340,8520.0%14,4920.1%FinanceCHKChesapeake Energy$338,377$17,655 ▼-5.0%2,8940.1%EnergyIXCiShares Global Energy ETF$327,804$5,501 ▲1.7%8,3430.1%ETFTRMBTrimble$310,379$16,260 ▼-5.0%4,0850.1%IndustrialsSTLDSteel Dynamics$303,310$15,876 ▼-5.0%2,3690.1%Basic MaterialsXLFFinancial Select Sector SPDR Fund$296,529$995 ▲0.3%5,6620.1%ETFGEHCGE HealthCare Technologies$295,5460.0%3,9900.1%MedicalNFLXNetflix$278,540$278,540 ▲New Holding2080.1%Consumer DiscretionaryHRBH&R Block$273,835$58,510 ▼-17.6%4,9890.1%Consumer DiscretionaryShowing 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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