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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 5 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMP Ameriprise Financial Inc Financial Services 278.0 $128K 0.01% +95.0 +51.9% $458.76 +22.5%
82 DAL Delta Airlines Inc Industrials 1,238.0 $116K 0.01% +138.0 +12.6% $93.66 -8.5%
83 AME Ametek Inc Industrials 449.0 $109K 0.01% +387.0 +624.2% $241.94 +3.3%
84 ETN Eaton Corp PLC Industrials 254.0 $108K 0.01% +123.0 +93.9% $426.12 +1.2%
85 BLK Blackrock Inc Financial Services 106.0 $102K 0.01% +23.0 +27.7% $961.56 +20.1%
86 PEP Pepsico Inc Consumer Defensive 722.0 $98K 0.01% +157.0 +27.8% $135.40 +3.5%
87 INTC Intel Corp Technology 678.0 $95K 0.01% +388.0 +133.8% $139.63 -30.8%
88 AMGN Amgen Inc Healthcare 254.0 $92K 0.01% +84.0 +49.4% $362.12 +17.4%
89 KLAC KLA-Tencor Corp Technology 300.0 $91K 0.01% +292.0 +3650.0% $301.71 -35.4%
90 MDT Medtronic PLC Healthcare 1,157.0 $91K 0.01% +120.0 +11.6% $78.23 +17.7%
91 DIS Disney Walt Co Communication Services 917.0 $88K 0.01% +740.0 +418.1% $96.25 +8.0%
92 MGK Vanguard Mega Cap Growth ETF 1,000.0 $88K 0.01% +800.0 +400.0% $87.91 +1.5%
93 AMT American Tower REIT Real Estate 520.0 $85K 0.01% +436.0 +519.0% $163.57 +5.4%
94 CF CF Industries Holdings Inc Basic Materials 772.0 $84K 0.01% +22.0 +2.9% $108.26 +10.6%
95 DHR Danaher Corp Healthcare 435.0 $83K 0.01% +119.0 +37.7% $190.48 +4.8%
96 ALC Alcon Inc Ord Healthcare 1,227.0 $82K 0.01% +145.0 +13.4% $67.10 +9.6%
97 MRVL Marvell Technology Group Ltd. Technology 268.0 $80K 0.01% +68.0 +34.0% $297.89 -27.5%
98 FDX FedEx Corp Industrials 254.0 $80K 0.01% +4.0 +1.6% $313.13 +4.9%
99 TXN Texas Instruments Inc Technology 262.0 $78K 0.01% +181.0 +223.5% $298.07 -8.7%
100 NOW ServiceNow Inc Technology 745.0 $74K 0.01% +305.0 +69.3% $99.28 +20.4%
Page 5 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%