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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 8,622 $234K 0.14% SOLD
22 ABT ABBOTT LABS Healthcare 1,841 $231K 0.14% SOLD
23 PODD INSULET CORP Healthcare 758 $215K 0.13% SOLD
24 GCV GABELLI CONV & INC SECS FD I Financial Services 42,226 $175K 0.11% SOLD
25 BLACKROCK LONG-TERM MUN ADVA 18,667 $173K 0.11% SOLD
26 ECC EAGLE POINT CREDIT COMPANY I Financial Services 10,360 $60K 0.04% SOLD
Page 2 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%