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apricus wealth, LLC

Location
BEAUFORT, SC
Portfolio Value
Small $206,603,570
Diversification
Diversified
Filing Date
Global Rank
#6,298 / 8,811 ▼ 650
Top Industry
Drug Manufacturers - General 12.7%
Period ended 4 months ago
Filed Jul 22, 2026 · 3mo
19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Diversified active
Top 10 weight 25.7%, 59.6 effective positions, active share 79.6% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
21.3% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 14.3 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 79.6%; sector active share 43.2% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

129 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
3.2%
−0.4 pts
Top 5
14.1%
−0.1 pts
Top 10
25.7%
−0.1 pts
HHI
168
Sep 2023 → Jun 2026 · range 168 – 224
Diversified−7

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Healthcare 17.8% $36,704,630
Energy 17.0% $35,084,670
Consumer Defensive 15.5% $32,046,016
Financial Services 13.7% $28,336,933
Technology 6.8% $14,052,094
Industrials 6.0% $12,471,344
Utilities 6.0% $12,451,241
Basic Materials 5.7% $11,763,521
Communication Services 5.1% $10,591,433
Consumer Cyclical 4.1% $8,427,731
Unclassified 2.3% $4,673,957

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
11 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open
— 121,230 $0

Portfolio Positions

Export CSV View 13F filing
129 tracked positions · $206,603,570 total · filing declares 129 positions · $209,500,807 · as of Jun 30, 2026
Showing 1–50 of 129 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History

Showing the top 50 of 129 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.