MondegarAI
Arcus Capital Partners, LLC

Q3 2024 · 13F-HR

Arcus Capital Partners, LLCholdings as filed

Filed 2024-11-04 · accession 0001651960-24-000005

$276.2M
Reported value
113
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26154D100DFHDREAM FINDERS HOMES INC$61.6M22.3%1,701,682CommonNONE
191216100KOCOCA COLA CO$45.2M16.3%628,375CommonNONE
464287168DVYISHARES TR$20.9M7.56%154,636CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$11.4M4.12%342,150CommonNONE
464287507IJHISHARES TR$11.1M4.01%177,571CommonNONE
464287200IVVISHARES TR$7.1M2.58%12,335CommonNONE
04690E103INVESCO QQQ TR$6.9M2.49%14,089CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$6.6M2.38%124,743CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$5.5M1.99%398,411CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.0M1.80%8,679CommonNONE
037833100AAPLAPPLE INC$3.5M1.26%14,909CommonNONE
98138H101WDAYWORKDAY INC$3.1M1.14%12,887CommonNONE
025816109AXPAMERICAN EXPRESS CO$3.1M1.14%11,583CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.1M1.10%51,260CommonNONE
922908769VTIVANGUARD INDEX FDS$2.9M1.04%10,146CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.6M0.95%54,945CommonNONE
464288257ACWIISHARES TR$2.6M0.95%21,846CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.6M0.93%50,375CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.6M0.93%5,161CommonNONE
464287804IJRISHARES TR$2.5M0.91%21,605CommonNONE
617446448MSMORGAN STANLEY$2.5M0.89%23,538CommonNONE
464286525ACWVISHARES INC$2.2M0.81%19,424CommonNONE
369604301GEGE AEROSPACE$2.2M0.79%11,545CommonNONE
46429B697USMVISHARES TR$2.0M0.73%22,112CommonNONE
46432F842IEFAISHARES TR$2.0M0.73%25,855CommonNONE
464289859AOAISHARES TR$1.8M0.65%22,748CommonNONE
527289789LEUTHOLD FDS INC$1.7M0.60%46,931CommonNONE
89832Q109TFCTRUIST FINL CORP$1.6M0.57%36,722CommonNONE
46434G103IEMGISHARES INC$1.6M0.57%27,246CommonNONE
594918104MSFTMICROSOFT CORP$1.5M0.56%3,593CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$1.5M0.56%3,302CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.5M0.55%8,495CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.53%12,478CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M0.52%2,489CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.46%6,785CommonNONE
78463V107GLDSPDR GOLD TR$1.2M0.44%4,963CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.43%7,206CommonNONE
26856L103ELFE L F BEAUTY INC$1.1M0.39%10,000CommonNONE
67066G104NVDANVIDIA CORPORATION$1.1M0.39%8,856CommonNONE
00508Y102AYIACUITY BRANDS INC$1.0M0.38%3,776CommonNONE
437076102HDHOME DEPOT INC$975,1020.35%2,406CommonNONE
464287655IWMISHARES TR$960,3300.35%4,348CommonNONE
714046109RVTYREVVITY INC$958,6640.35%7,504CommonNONE
258622109DSLDOUBLELINE INCOME SOLUTIONS$947,9560.34%73,032CommonNONE
53803X105LOBLIVE OAK BANCSHARES INC$947,4000.34%20,000CommonNONE
92338C103VLTOVERALTO CORP$899,1520.33%8,038CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$899,0050.33%1,538CommonNONE
235851102DHRDANAHER CORPORATION$877,8590.32%3,158CommonNONE
94106B101WCNWASTE CONNECTIONS INC$849,7530.31%4,752CommonNONE
34959J108FTVFORTIVE CORP$848,1690.31%10,746CommonNONE
776696106ROPROPER TECHNOLOGIES INC$829,1440.30%1,490CommonNONE
139674105CCBGCAPITAL CITY BK GROUP INC$811,6700.29%23,000CommonNONE
88160R101TSLATESLA INC$809,4840.29%3,094CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$789,3200.29%38,940CommonNONE
67092P706NURENUSHARES ETF TR$787,8360.29%23,234CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$776,9460.28%3,923CommonNONE
075887109BDXBECTON DICKINSON & CO$776,1530.28%3,219CommonNONE
09260D107BXBLACKSTONE INC$736,9880.27%4,813CommonNONE
36828A101GEVGE VERNOVA INC$735,1080.27%2,883CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$718,9460.26%8,937CommonNONE
461202103INTUINTUIT$709,8030.26%1,143CommonNONE
464288281EMBISHARES TR$689,0300.25%7,363CommonNONE
22266T109CPNGCOUPANG INC$672,6950.24%27,401CommonNONE
46429B689EFAVISHARES TR$672,6820.24%8,770CommonNONE
464287234EEMISHARES TR$670,0350.24%14,610CommonNONE
464287465EFAISHARES TR$637,7140.23%7,625CommonNONE
57636Q104MAMASTERCARD INCORPORATED$561,5560.20%1,137CommonNONE
842587107SOSOUTHERN CO$506,5540.18%5,617CommonNONE
74736L109QTWOQ2 HLDGS INC$504,7850.18%6,328CommonNONE
83607A100SFBCSOUND FINL BANCORP INC$502,9000.18%9,400CommonNONE
19046P209CCBCOASTAL FINL CORP WA$480,2960.17%8,896CommonNONE
370334104GISGENERAL MLS INC$453,2180.16%6,137CommonNONE
682680103OKEONEOK INC NEW$430,5900.16%4,725CommonNONE
464286533EEMVISHARES INC$398,1620.14%6,350CommonNONE
478160104JNJJOHNSON & JOHNSON$392,0240.14%2,419CommonNONE
29084Q100EMEEMCOR GROUP INC$378,5470.14%879CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$374,8430.14%3,994CommonNONE
911363109URIUNITED RENTALS INC$370,3810.13%457CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$356,4580.13%4,060CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$338,0990.12%14,492CommonNONE
931142103WMTWALMART INC$337,2850.12%4,177CommonNONE
05969A105TBBKBANCORP INC DEL$336,2480.12%6,285CommonNONE
464287341IXCISHARES TR$324,6730.12%8,021CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$317,5050.11%4,519CommonNONE
443201108HWMHOWMET AEROSPACE INC$303,9630.11%3,032CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$297,2770.11%841CommonNONE
149123101CATCATERPILLAR INC$294,6980.11%753CommonNONE
201723103CMCCOMMERCIAL METALS CO$288,6240.10%5,252CommonNONE
858119100STLDSTEEL DYNAMICS INC$282,6790.10%2,242CommonNONE
85227J106SRBKSR BANCORP INC$276,1640.10%24,768CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$275,0690.10%1,750CommonNONE
75513E101RTXRTX CORPORATION$272,9670.10%2,253CommonNONE
20030N101CMCSACOMCAST CORP NEW$265,4490.10%6,355CommonNONE
62944T105NVRNVR INC$264,9190.10%27CommonNONE
02079K107GOOGALPHABET INC$262,6640.10%1,571CommonNONE
060505104BACBANK AMERICA CORP$259,4670.09%6,539CommonNONE
626755102MUSAMURPHY USA INC$256,3050.09%520CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$253,7890.09%5,600CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$251,5860.09%1,193CommonNONE
58844R108MBINMERCHANTS BANCORP IND$251,2820.09%5,589CommonNONE
580135101MCDMCDONALDS CORP$233,0230.08%765CommonNONE
29667J101ESQESQUIRE FINL HLDGS INC$217,4110.08%3,334CommonNONE
92204A702VGTVANGUARD WORLD FD$215,2530.08%367CommonNONE
852066208SIISPROTT INC$213,9520.08%4,940CommonNONE
733174700BPOPPOPULAR INC$200,5400.07%2,000CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$200,0370.07%886CommonNONE
959802109WUWESTERN UN CO$178,9500.06%15,000CommonNONE
75574U101RCREADY CAPITAL CORP$136,8830.05%17,940CommonNONE
92838U108VIRTUS CONVERTIBLE & INC FD$117,5270.04%37,790CommonNONE
05479K106ELUTELUTIA INC$76,2000.03%20,000CommonNONE
477143101JBLUJETBLUE AWYS CORP$72,1600.03%11,000CommonNONE
96328L2052CHWHEELS UP EXPERIENCE INC$59,2780.02%24,495CommonNONE
023111206AMARIN CORP PLC$10,0230.00%15,988CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.