MondegarAI
Arcus Capital Partners, LLC

Q1 2025 · 13F-HR

Arcus Capital Partners, LLCholdings as filed

Filed 2025-04-30 · accession 0001893403-25-000005

$249.1M
Reported value
118
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
191216100KOCOCA COLA CO$45.0M18.0%627,734CommonNONE
26154D100DFHDREAM FINDERS HOMES INC$27.8M11.2%1,231,304CommonNONE
464287168DVYISHARES TR$21.9M8.78%162,902CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$14.0M5.60%432,257CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$11.4M4.57%224,882CommonNONE
464287507IJHISHARES TR$10.1M4.04%172,529CommonNONE
46090E103QQQINVESCO QQQ TR$6.8M2.71%14,407CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$6.3M2.53%124,121CommonNONE
464287200IVVISHARES TR$5.7M2.28%10,126CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.6M1.86%8,264CommonNONE
78463V107GLDSPDR GOLD TR$4.0M1.60%13,797CommonNONE
037833100AAPLAPPLE INC$3.4M1.35%15,087CommonNONE
98138H101WDAYWORKDAY INC$3.3M1.31%13,962CommonNONE
025816109AXPAMERICAN EXPRESS CO$3.1M1.26%11,623CommonNONE
922908769VTIVANGUARD INDEX FDS$2.8M1.13%10,199CommonNONE
617446448MSMORGAN STANLEY$2.7M1.10%23,538CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.5M1.01%55,341CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.5M1.00%4,546CommonNONE
369604301GEGE AEROSPACE$2.3M0.93%11,533CommonNONE
464288257ACWIISHARES TR$2.3M0.91%19,390CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2.2M0.90%38,169CommonNONE
464286525ACWVISHARES INC$2.2M0.88%18,868CommonNONE
464289859AOAISHARES TR$2.0M0.80%26,156CommonNONE
46429B697USMVISHARES TR$2.0M0.79%21,012CommonNONE
464287804IJRISHARES TR$1.9M0.78%18,626CommonNONE
56167R606LCRMANAGED PORTFOLIO SERIES$1.9M0.77%56,020CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$1.9M0.74%3,804CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.64%13,424CommonNONE
89832Q109TFCTRUIST FINL CORP$1.5M0.61%36,722CommonNONE
594918104MSFTMICROSOFT CORP$1.4M0.58%3,827CommonNONE
30303M102METAMETA PLATFORMS INC$1.3M0.51%2,196CommonNONE
023135106AMZNAMAZON COM INC$1.2M0.50%6,488CommonNONE
31423L404FTRBFEDERATED HERMES ETF TRUST$1.2M0.49%48,679CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.47%8,883CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.46%7,392CommonNONE
19046P209CCBCOASTAL FINL CORP WA$1.1M0.46%12,619CommonNONE
023608102AEEAMEREN CORP$1.0M0.41%10,064CommonNONE
00508Y102AYIACUITY INC$1.0M0.40%3,813CommonNONE
776696106ROPROPER TECHNOLOGIES INC$935,9440.38%1,587CommonNONE
437076102HDHOME DEPOT INC$881,9480.35%2,406CommonNONE
36828A101GEVGE VERNOVA INC$879,2070.35%2,880CommonNONE
88160R101TSLATESLA INC$869,2230.35%3,354CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$866,9670.35%1,655CommonNONE
922908363VOOVANGUARD INDEX FDS$865,1180.35%1,683CommonNONE
67092P706NURENUSHARES ETF TR$861,1260.35%27,538CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$845,9530.34%4,883CommonNONE
714046109RVTYREVVITY INC$843,8550.34%7,976CommonNONE
46436E718SGOVISHARES TR$842,6080.34%8,370CommonNONE
464287655IWMISHARES TR$839,3260.34%4,207CommonNONE
139674105CCBGCAPITAL CITY BK GROUP INC$827,0800.33%23,000CommonNONE
075887109BDXBECTON DICKINSON & CO$824,6930.33%3,600CommonNONE
34959J108FTVFORTIVE CORP$815,8040.33%11,148CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$815,4270.33%70,114CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$798,4420.32%1CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$793,0900.32%4,088CommonNONE
67066G104NVDANVIDIA CORPORATION$791,7720.32%7,306CommonNONE
69370C100PTCPTC INC$761,8900.31%4,917CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$743,9970.30%9,007CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$723,0370.29%1,453CommonNONE
46429B689EFAVISHARES TR$690,6340.28%8,863CommonNONE
464288281EMBISHARES TR$685,1970.28%7,564CommonNONE
09260D107BXBLACKSTONE INC$682,0240.27%4,879CommonNONE
38173M102GBDCGOLUB CAP BDC INC$665,7210.27%43,971CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$658,2520.26%11,520CommonNONE
258622109DSLDOUBLELINE INCOME SOLUTIONS$656,1800.26%52,036CommonNONE
464287465EFAISHARES TR$651,6310.26%7,973CommonNONE
464287234EEMISHARES TR$636,8490.26%14,573CommonNONE
26856L103ELFE L F BEAUTY INC$627,9000.25%10,000CommonNONE
22266T109CPNGCOUPANG INC$600,9040.24%27,401CommonNONE
57636Q104MAMASTERCARD INCORPORATED$596,3550.24%1,088CommonNONE
83607A100SFBCSOUND FINL BANCORP INC$558,3200.22%11,133CommonNONE
842587107SOSOUTHERN CO$551,0380.22%5,993CommonNONE
53803X105LOBLIVE OAK BANCSHARES INC$533,2000.21%20,000CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$531,8070.21%26,859CommonNONE
74736L109QTWOQ2 HLDGS INC$506,3040.20%6,328CommonNONE
85227J106SRBKSR BANCORP INC$483,0220.19%40,488CommonNONE
139737100CBNKCAPITAL BANCORP INC MD$480,6760.19%16,967CommonNONE
05969A105TBBKBANCORP INC DEL$474,7680.19%8,985CommonNONE
478160104JNJJOHNSON & JOHNSON$401,1670.16%2,419CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$385,4060.15%4,124CommonNONE
931142103WMTWALMART INC$384,5490.15%4,380CommonNONE
464286533EEMVISHARES INC$375,1510.15%6,430CommonNONE
92204A702VGTVANGUARD WORLD FD$345,4970.14%637CommonNONE
464287341IXCISHARES TR$345,0820.14%8,203CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$339,0040.14%3,045CommonNONE
46625H100JPMJPMORGAN CHASE & CO$333,1100.13%1,358CommonNONE
093671105HRBBLOCK H & R INC$332,4810.13%6,055CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$322,0390.13%3,990CommonNONE
149123101CATCATERPILLAR INC$315,6640.13%957CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$314,9120.13%14,492CommonNONE
060505104BACBANK AMERICA CORP$314,4400.13%7,535CommonNONE
29084Q100EMEEMCOR GROUP INC$314,3420.13%850CommonNONE
29667J101ESQESQUIRE FINL HLDGS INC$313,9580.13%4,165CommonNONE
858119100STLDSTEEL DYNAMICS INC$311,8530.13%2,493CommonNONE
626755102MUSAMURPHY USA INC$309,2090.12%658CommonNONE
23204G100CUBICUSTOMERS BANCORP INC$305,0660.12%6,077CommonNONE
852066208SIISPROTT INC$292,6880.12%6,523CommonNONE
911363109URIUNITED RENTALS INC$291,3090.12%465CommonNONE
896239100TRMBTRIMBLE INC$282,2300.11%4,299CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$281,0920.11%5,643CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$262,4260.11%841CommonNONE
02072L565BOXXEA SERIES TRUST$256,4270.10%2,300CommonNONE
29415V109COCHENVOY MEDICAL INC$243,8450.10%187,573CommonNONE
03831W108APPAPPLOVIN CORP$243,7730.10%920CommonNONE
580135101MCDMCDONALDS CORP$239,0540.10%765CommonNONE
02079K107GOOGALPHABET INC$238,5790.10%1,527CommonNONE
20030N101CMCSACOMCAST CORP NEW$233,4300.09%6,326CommonNONE
199908104FIXCOMFORT SYS USA INC$230,4790.09%715CommonNONE
62482R10707WAMR COOPER GROUP INC$221,2600.09%1,850CommonNONE
369550108GDGENERAL DYNAMICS CORP$209,0690.08%767CommonNONE
62944T105NVRNVR INC$202,8430.08%28CommonNONE
959802109WUWESTERN UN CO$158,7000.06%15,000CommonNONE
316926104FDSBFIFTH DIST BANCORP INC$148,2910.06%12,155CommonNONE
75574U101RCREADY CAPITAL CORP$64,9320.03%12,757CommonNONE
477143101JBLUJETBLUE AWYS CORP$53,0200.02%11,000CommonNONE
05479K106ELUTELUTIA INC$50,6000.02%20,000CommonNONE
095825105BRBSBLUE RIDGE BANKSHARES INC VA$46,8400.02%14,368CommonNONE
96328L2052CHWHEELS UP EXPERIENCE INC$17,6840.01%17,508CommonNONE

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.