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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $981M AUM 431 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 60 New 36 Added 205 Reduced 214 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI Vanguard Total Stock Market (ETF) 191,875.0 $64.3M 6.56% +2K +1.3% $335.27 +8.9%
2 RSP Invesco S&P 500 Equal Weighted ETF 123,950.0 $23.7M 2.42% +13K +11.3% $191.56 +6.9%
3 IJH iShares Core S&P MidCap 52,748.0 $3.5M 0.35% +36K +206.9% $66.00 +10.5%
4 IAU iShares Gold Trust Financial Services 36,756.0 $3.0M 0.30% +229.0 +0.6% $81.17 +5.2%
5 GLD SPDR Gold Trust Financial Services 7,201.0 $2.9M 0.29% +2K +29.2% $396.31 +5.2%
6 TSLA Tesla Motors Inc Consumer Cyclical 6,160.0 $2.8M 0.28% +5K +306.6% $449.72 -7.2%
7 IXUS iShares Core MSCI Total Intl Stock Mkt ETF 21,419.0 $1.8M 0.18% +218.0 +1.0% $84.64 +12.4%
8 IJR iShares Core S&P Small-Cap 11,014.0 $1.3M 0.14% +4K +59.7% $120.18 +13.4%
9 BIL SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF 13,580.0 $1.2M 0.13% +2K +17.9% $91.38 +0.2%
10 GOVT iShares US Treasury Bond ETF 31,802.0 $732K 0.07% +31K +7111.3% $23.02 -1.7%
11 MBB iShares MBS ETF 3,640.0 $347K 0.04% +3K +538.6% $95.22 -1.4%
12 VV Vanguard Large Cap Index Fund 900.0 $283K 0.03% +783.0 +669.2% $314.80 +8.5%
13 PLTR Palantir Technologies Inc Class A Technology 1,002.0 $178K 0.02% +152.0 +17.9% $177.75 -22.8%
14 EBAY Ebay Inc Consumer Cyclical 1,938.0 $169K 0.02% +188.0 +10.7% $87.10 +34.5%
15 IEFA iShares Core MSCI EAFE 1,502.0 $134K 0.01% +512.0 +51.7% $89.46 +8.8%
16 FNDF FDT Int LG 2,713.0 $123K 0.01% +927.0 +51.9% $45.21 +18.7%
17 TLH iShares 10-20 Year Treasury Bond (Mkt) 1,150.0 $117K 0.01% +1K +7087.5% $101.67 -3.3%
18 IJS iShares S&P Small Cap 600 Value ETF 915.0 $104K 0.01% +165.0 +22.0% $113.72 +12.8%
19 SYK Stryker Corp Healthcare 245.0 $86K 0.01% +55.0 +28.9% $351.47 -8.5%
20 ALC Alcon Inc Ord Healthcare 1,082.0 $85K 0.01% +100.0 +10.2% $78.81 -13.8%
Page 1 of 2  ·  36 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 36.8%
Technology 29.0%
Communication Services 9.5%
Consumer Cyclical 9.2%
Healthcare 4.5%
Energy 3.2%
Industrials 2.8%
Consumer Defensive 2.5%
Basic Materials 1.2%
Utilities 0.9%