Stock Taper 
ARCUS CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 174 | $344.86K |
 GE Vernova Inc. | GEV | 300 | $352.48K |
 Deere & Company | DE | 318 | $201.72K |
 Lumentum Holdings Inc. | LITE | 328 | $281.44K |
 Applied Materials, Inc. | AMAT | 697 | $503.93K |
 GE Aerospace | GE | 699 | $261.09K |
 Tesla, Inc. | TSLA | 746 | $313.71K |
 General Dynamics Corporation | GD | 767 | $271.7K |
 Alphabet Inc. | GOOG | 896 | $316.59K |
 Howmet Aerospace Inc. | HWM | 1.06K | $284.45K |
 JPMorgan Chase & Co. | JPM | 1.26K | $412.79K |
 Jazz Pharmaceuticals plc | JAZZ | 1.3K | $313.74K |
 Steel Dynamics, Inc. | STLD | 1.41K | $324K |
 Merck & Co., Inc. | MRK | 1.61K | $207.53K |
 Caterpillar Inc. | CAT | 1.69K | $1.8M |
 Mastercard Incorporated | MA | 1.69K | $866.96K |
 Allison Transmission Holdings, Inc. | ALSN | 1.99K | $224.01K |
 Meta Platforms, Inc. | META | 2.02K | $1.13M |
 Cencora, Inc. | COR | 2.08K | $590.01K |
 Broadcom Inc. | AVGO | 2.12K | $801.59K |