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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 19,398.0 $185K 0.11% NEW $9.53 -1.8%
102 GCV GABELLI CONV & INC SECS FD I Financial Services 42,226.0 $175K 0.11% NEW $4.15 +9.9%
103 BLACKROCK LONG-TERM MUN ADVA 18,667.0 $173K 0.11% NEW $9.28
104 MCN XAI MADISON EQUITY PREMIUM I Financial Services 24,830.0 $149K 0.09% NEW $6.00 -2.8%
105 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 29,972.0 $149K 0.09% NEW $4.97 +6.0%
106 ECC EAGLE POINT CREDIT COMPANY I Financial Services 10,360.0 $60K 0.04% NEW $5.76 -29.9%
107 RYDE GROUP LTD 20,790.0 $5K 0.00% NEW $0.26
Page 6 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%