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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 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PSF COHEN & STEERS SELECT PFD & Financial Services 11,254.0 $218K 0.12% $19.39 +0.9%
102 OIA INVESCO MUNI INCOME OPP TRST Financial Services 34,852.0 $214K 0.12% +713.0 +2.1% $6.14 -0.8%
103 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 763.0 $210K 0.12% $275.29 -2.8%
104 LITE LUMENTUM HLDGS INC Technology 298.0 $209K 0.12% NEW $702.76 +29.6%
105 PGR PROGRESSIVE CORP Financial Services 1,040.0 $206K 0.12% +49.0 +4.9% $198.24 +0.3%
106 SERV SERVE ROBOTICS INC Industrials 23,000.0 $194K 0.11% NEW $8.44 +6.3%
107 MUA BLACKROCK MUNIASSETS FD INC Financial Services 16,795.0 $178K 0.10% NEW $10.61 +0.6%
108 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 20,051.0 $174K 0.10% +653.0 +3.4% $8.66 +9.1%
109 MCN XAI MADISON EQUITY PREMIUM I Financial Services 26,834.0 $156K 0.09% +2K +8.1% $5.83 -0.2%
110 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 32,686.0 $156K 0.09% +3K +9.1% $4.78 +10.7%
111 RYDE GROUP LTD 16,790.0 $9K 0.01% -4K -19.2% $0.55
Page 6 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%