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Portfolio (Quarterly) Guide ↗

Arlington Capital Management, Inc.

· CIK 0001606507
13F Portfolio $177M AUM 111 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 46 Added 24 Reduced 26 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 GDX VANECK ETF TRUST 70,027 $6.0M 3.69% SOLD
2 NEW GOLD INC CDA 521,905 $4.5M 2.79% SOLD
3 ANGLOGOLD ASHANTI PLC 47,476 $4.0M 2.49% SOLD
4 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 161,776 $3.8M 2.32% SOLD
5 SIL GLOBAL X FDS 37,175 $3.1M 1.91% SOLD
6 VUG VANGUARD INDEX FDS 4,020 $2.0M 1.21% SOLD
7 OXLC OXFORD LANE CAP CORP Financial Services 70,929 $1.0M 0.64% SOLD
8 PCN PIMCO CORPORATE & INCM STRG Financial Services 68,319 $872K 0.54% SOLD
9 NJUL INNOVATOR ETFS TRUST 10,524 $764K 0.47% SOLD
10 CHY CALAMOS CONV & HIGH INCOME F Financial Services 48,774 $552K 0.34% SOLD
11 XLK SELECT SECTOR SPDR TR 3,682 $530K 0.33% SOLD
12 NOCT INNOVATOR ETFS TRUST 9,048 $524K 0.32% SOLD
13 XLF SELECT SECTOR SPDR TR 8,305 $455K 0.28% SOLD
14 XLC SELECT SECTOR SPDR TR 3,853 $454K 0.28% SOLD
15 HUBB HUBBELL INC Industrials 760 $338K 0.21% SOLD
16 ARGAN INC 940 $295K 0.18% SOLD
17 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,301 $294K 0.18% SOLD
18 NVO NOVO-NORDISK A S Healthcare 5,422 $276K 0.17% SOLD
19 RMI RIVERNORTH OPPORTUNISTIC MUN Financial Services 18,442 $264K 0.16% SOLD
20 BLACKROCK INVT QUALITY MUN T 23,344 $261K 0.16% SOLD
Page 1 of 2  ·  26 positions
Sector Allocation
Financial Services 51.1%
Technology 25.9%
Basic Materials 5.7%
Energy 4.3%
Communication Services 3.5%
Utilities 3.4%
Industrials 2.8%
Healthcare 1.8%
Consumer Cyclical 1.3%
Consumer Defensive 0.4%