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Portfolio (Quarterly) Guide ↗

Arlington Partners LLC

· CIK 0001389848
13F Portfolio $50M AUM 62 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 2 Added
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Unilever PLC Spon ADR 3,952.0 $225K 0.45% NEW $56.97
62 ASML ASML Holding NV ADR Technology 154.0 $203K 0.41% NEW $1320.83 +11.4%
Page 4 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.1%
Healthcare 14.2%
Industrials 11.5%
Communication Services 10.4%
Consumer Defensive 10.3%
Technology 8.8%
Consumer Cyclical 6.4%
Basic Materials 1.3%