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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 3 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FCX Freeport-Mcmoran Copper & Gold Basic Materials 4,744.0 $298K 0.03% +4K +954.2% $62.89 +5.5%
42 ABBV Abbvie Inc Com Healthcare 1,150.0 $289K 0.02% +620.0 +117.0% $251.64 +2.9%
43 IEFA iShares Core MSCI EAFE 2,931.0 $283K 0.02% +1K +95.1% $96.58 +3.4%
44 TRMK Trustmark Corporation Financial Services 5,950.0 $274K 0.02% +641.0 +12.1% $46.01 +3.7%
45 VUG Vanguard Growth Index Fund ETF 3,060.0 $264K 0.02% +3K +1900.0% $86.14 +2.0%
46 VGT Vanguard Information Technology ETF 2,104.0 $251K 0.02% +2K +926.3% $119.52 +0.2%
47 MA Mastercard Inc Class A Financial Services 479.0 $246K 0.02% +116.0 +32.0% $513.60 +11.8%
48 ISRG Intuitive Surgical, Inc. Healthcare 604.0 $240K 0.02% +80.0 +15.3% $397.68 -1.6%
49 BND Vanguard Total Bond Market ETF 3,270.0 $240K 0.02% +890.0 +37.4% $73.41 -1.6%
50 PANW Palo Alto Networks Inc Technology 703.0 $240K 0.02% +57.0 +8.8% $341.02 +9.7%
51 KO Coca Cola Co Consumer Defensive 2,920.0 $237K 0.02% +1K +54.7% $81.27 +9.3%
52 SPMD SPDR Portfolio S&P 400 3,499.0 $236K 0.02% +63.0 +1.8% $67.56 +0.2%
53 DE Deere & Company Industrials 366.0 $232K 0.02% +16.0 +4.6% $634.33 -7.2%
54 STLD Steel Dynamics, Inc. Basic Materials 1,007.0 $231K 0.02% +7.0 +0.7% $229.46 +8.9%
55 MRK Merck & Co Inc Healthcare 1,750.0 $225K 0.02% +1K +184.6% $128.50 +5.2%
56 QCOM Qualcomm Inc Technology 1,121.0 $207K 0.02% +621.0 +124.2% $184.79 -13.3%
57 SMH Vaneck ETF Trust Semiconductor ETF 315.0 $207K 0.02% +155.0 +96.9% $655.89 -13.1%
58 AXP American Express Co Financial Services 607.0 $205K 0.02% +73.0 +13.7% $338.25 +0.1%
59 GL Globe Life Inc Financial Services 1,143.0 $204K 0.02% +25.0 +2.2% $178.68 -0.3%
60 SYK Stryker Corp Healthcare 640.0 $201K 0.02% +395.0 +161.2% $314.84 +5.3%
Page 3 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%