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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 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NAPR INNOVATOR ETFS TRUST 7,847.0 $429K 0.24% -11K -59.3% $54.62 +8.5%
62 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,222.0 $413K 0.23% +92.0 +8.1% $337.92 +22.0%
63 EJUL INNOVATOR ETFS TRUST 13,703.0 $410K 0.23% NEW $29.89 +3.8%
64 CIEN CIENA CORP Technology 1,043.0 $405K 0.23% NEW $388.23 +55.2%
65 DELL DELL TECHNOLOGIES INC Technology 2,394.0 $393K 0.22% -325.0 -11.9% $164.13 +85.9%
66 ANET ARISTA NETWORKS INC Technology 3,119.0 $383K 0.22% -268.0 -7.9% $122.78 +28.7%
67 BNTX BIONTECH SE Healthcare 4,100.0 $364K 0.21% +2K +57.7% $88.88 +3.8%
68 VRTX VERTEX PHARMACEUTICALS INC Healthcare 800.0 $357K 0.20% $446.54 -2.4%
69 EOCT INNOVATOR ETFS TRUST 10,896.0 $348K 0.20% NEW $31.95 +6.3%
70 PCM PCM FD INC Financial Services 57,488.0 $328K 0.18% NEW $5.71 -1.1%
71 EJAN INNOVATOR ETFS TRUST 9,432.0 $320K 0.18% NEW $33.93 +5.8%
72 EAPR INNOVATOR ETFS TRUST 10,690.0 $319K 0.18% +3K +32.9% $29.88 +10.4%
73 SMCI SUPER MICRO COMPUTER INC Technology 13,883.0 $316K 0.18% -930.0 -6.3% $22.77 +62.9%
74 ABBV ABBVIE INC Healthcare 1,380.0 $300K 0.17% $217.50 -2.0%
75 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 35,843.0 $293K 0.17% +2K +5.1% $8.17 +2.8%
76 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,980.0 $288K 0.16% +178.0 +4.7% $72.46 +20.6%
77 PML PIMCO MUN INCOME FD II Financial Services 37,383.0 $283K 0.16% NEW $7.57 -1.8%
78 LYG LLOYDS BANKING GROUP PLC Financial Services 56,043.0 $282K 0.16% +3K +4.7% $5.03 +9.3%
79 NJAN INNOVATOR ETFS TRUST 5,280.0 $282K 0.16% +226.0 +4.5% $53.37 +10.0%
80 FIRST TR EXCHNG TRADED FD VI 7,773.0 $281K 0.16% +497.0 +6.8% $36.13
Page 4 of 6  ·  111 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 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%