1y return+10.0%S&P 500 +20.9%
3y return+31.4%S&P 500 +68.5%
5y return+32.6%S&P 500 +74.5%
10y return+934.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $1,035 against $357 in the S&P 500.2
Arcus Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MOODEa Series Trust | $38.7M | 16.0% | +25.1% |
| GRNYTidal Trust I | $30.0M | 12.4% | +46.0% |
| DVYIshares Tr | $19.7M | 8.2% | −11.2% |
| TCAFT Rowe Price Exchange-traded | $15.9M | 6.6% | −8.1% |
| ACWXIshares Tr | $10.0M | 4.2% | +53.0% |
| IWVIshares Tr | $9.9M | 4.1% | +18.8% |
| QQQInvesco Qqq Tr | $8.4M | 3.5% | −8.4% |
| IJHIshares Tr | $7.9M | 3.3% | +2.0% |
| OWLBlue Owl Capital Inc | $6.0M | 2.5% | +2.1% |
| SPYState Str Spdr S&p 500 Etf T | $4.9M | 2.0% | +13.7% |
| DFHDream Finders Homes Inc | $4.8M | 2.0% | −41.9% |
| KOCoca Cola Co | $4.4M | 1.8% | −91.3% |
| BOXXEa Series Trust | $4.2M | 1.7% | +72.8% |
| GRNJTidal Trust III | $3.9M | 1.6% | New |
| ACWIIshares Tr | $3.9M | 1.6% | +79.9% |
| VTIVanguard Index Fds | $3.8M | 1.6% | |
| IVVIshares Tr | $3.0M | 1.2% | −25.5% |
| GSGoldman Sachs Group Inc | $3.0M | 1.2% | |
| ACWVIshares Inc | $2.1M | 0.9% | |
| AAPLApple Inc | $2.0M | 0.8% | −53.1% |
| USMVIshares Tr | $2.0M | 0.8% | |
| CCBCoastal Finl Corp Wa | $1.9M | 0.8% | +37.1% |
| CATCaterpillar Inc | $1.8M | 0.7% | +90.4% |
| AMDAdvanced Micro Devices Inc | $1.8M | 0.7% | −7.8% |
| GOOGLAlphabet Inc | $1.5M | 0.6% | −7.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $1.8M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $1.1M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $1.5M |
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $1.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.0M |
| AYIAcuity Inc | December 31, 2020 | +211.1% | $996K |
| GSGoldman Sachs Group Inc | March 31, 2022 | +206.4% | $3.0M |
| IJHIshares Tr | June 30, 2020 | +116.8% | $7.9M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2020 | +99.7% | $4.9M |
| IVVIshares Tr | December 31, 2020 | +99.5% | $3.0M |
Sold off last quarter
- SIVRAbrdn Silver Etf Trust was $4.2M
- WDAYWorkday Inc was $1.6M
- CCBGCapital City Bank was $1,000K
- VGSHVanguard Scottsdale Fds was $987K
- WMTWalmart Inc was $637K
- XLESelect Sector Spdr Tr was $534K
- IXCIshares Tr was $506K
- XLFSelect Sector Spdr Tr was $384K
- ACICAmerican Coastal Ins Corp was $356K
- RTXRtx Corporation was $350K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | −1.3% | +2.4% |
| September 30, 2025 | +4.2% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | +0.6% | −4.6% |
| December 31, 2024 | −10.8% | +2.1% |
| September 30, 2024 | +11.8% | +5.4% |
| June 30, 2024 | −12.7% | +4.0% |
| March 31, 2024 | +14.4% | +10.0% |
| December 31, 2023 | +16.4% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +16.4% | +8.3% |
| March 31, 2023 | +6.9% | +7.0% |
| December 31, 2022 | +3.9% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −16.3% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arcus Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1651960&type=13F-HR&dateb=&owner=include&count=40CIK 1651960
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1651960/000165196026000004/Filed August 14, 2026 · accession 0001651960-26-000004