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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $1.2B AUM 846 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 452 New 209 Added 62 Reduced 37 Exited
Page 11 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HLN Haleon PLC Spon ADS Healthcare 820.0 $8K 0.00% +420.0 +105.0% $9.33 +4.2%
202 TEL TE Connectivity Plc Technology 37.0 $7K 0.00% +10.0 +37.0% $201.62 +1.7%
203 MLM Martin Marietta Materials, Inc Basic Materials 12.0 $7K 0.00% +5.0 +71.4% $576.67 -9.3%
204 FIS Fidelity National Information Services Inc Technology 161.0 $6K 0.00% +110.0 +215.7% $38.88 +5.3%
205 BTC Grayscale Bitcoin Mini TR ETF NEW Financial Services 180.0 $5K +140.0 +350.0% $25.95 +10.1%
206 SOLS Solstice Advanced Matls Inc Basic Materials 44.0 $4K +3.0 +7.3% $88.59 -32.2%
207 ARES Ares Management Corp Class A Financial Services 29.0 $3K +5.0 +20.8% $111.31 +26.1%
208 COIN Coinbase Global Inc Financial Services 19.0 $3K +16.0 +533.3% $146.21 +0.0%
209 CLF Cleveland-Cliffs Inc Basic Materials 185.0 $2K +35.0 +23.3% $9.39 +26.5%
Page 11 of 11  ·  209 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 32.6%
Technology 29.2%
Consumer Cyclical 9.2%
Communication Services 8.8%
Healthcare 5.1%
Industrials 4.6%
Energy 3.3%
Consumer Defensive 3.0%
Basic Materials 2.3%
Utilities 1.4%