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Portfolio (Quarterly) Guide ↗

Arlington Capital Management, Inc.

· CIK 0001606507
13F Portfolio $163M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New
Page 1 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 197,853.0 $16.1M 9.87% NEW $81.17 +4.5%
2 NVDA NVIDIA CORPORATION Technology 69,552.0 $13.0M 7.97% NEW $186.50 +15.5%
3 TLT ISHARES TR 98,831.0 $8.6M 5.29% NEW $87.16 -2.8%
4 GDX VANECK ETF TRUST 70,027.0 $6.0M 3.69% NEW $85.77 -0.9%
5 EPOL ISHARES TR 156,608.0 $5.5M 3.39% NEW $35.19 +13.5%
6 EWO ISHARES INC 153,235.0 $5.4M 3.34% NEW $35.47 +12.6%
7 EWP ISHARES INC 99,419.0 $5.4M 3.29% NEW $53.91 +4.8%
8 FGM FIRST TR EXCH TRD ALPHDX FD 84,859.0 $5.3M 3.25% NEW $62.36 +3.8%
9 GREK GLOBAL X FDS 77,903.0 $5.1M 3.16% NEW $65.91 +7.0%
10 EUFN ISHARES TR 125,717.0 $4.7M 2.87% NEW $37.09 +2.9%
11 NEW GOLD INC CDA 521,905.0 $4.5M 2.79% NEW $8.71
12 ANGLOGOLD ASHANTI PLC 47,476.0 $4.0M 2.49% NEW $85.28
13 SAN BANCO SANTANDER SA Financial Services 340,204.0 $4.0M 2.45% NEW $11.73 +2.6%
14 SBSW SIBANYE STILLWATER LTD Basic Materials 275,386.0 $3.9M 2.41% NEW $14.25 -19.7%
15 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 161,776.0 $3.8M 2.32% NEW $23.31 -4.0%
16 EFNL ISHARES TR 70,726.0 $3.4M 2.08% NEW $47.82 +18.7%
17 DB DEUTSCHE BANK A G Financial Services 86,583.0 $3.3M 2.05% NEW $38.56 -15.9%
18 EWI ISHARES INC 60,524.0 $3.3M 2.02% NEW $54.33 +7.8%
19 ZROZ PIMCO ETF TR 50,675.0 $3.3M 2.00% NEW $64.25 -4.5%
20 SIL GLOBAL X FDS 37,175.0 $3.1M 1.91% NEW $83.52 +5.5%
Page 1 of 6  ·  107 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 55.0%
Technology 28.3%
Basic Materials 5.6%
Communication Services 4.2%
Healthcare 2.8%
Industrials 2.3%
Consumer Cyclical 1.5%
Consumer Defensive 0.4%