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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 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 MKL Markel Corporation Financial Services 96 $206K 0.02% SOLD
2 NRP Natural Resource Partners LP Energy 1,000 $104K 0.01% SOLD
3 XLY SPDR Consumer Discretionary Select Sector 678 $81K 0.01% SOLD
4 RPV Invesco S&P 500 Pure Value ETF 530 $55K 0.01% SOLD
5 Mach Natural Resources LP Com Unit LTD Par 4,000 $44K 0.01% SOLD
6 FBRT Franklin BSP Realty Trust Inc Real Estate 4,000 $40K 0.00% SOLD
7 HON Honeywell International Inc Industrials 172 $34K 0.00% SOLD
8 MTUM iShares Edge MSCI USA Momentum Factor 131 $33K 0.00% SOLD
9 JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 370 $30K 0.00% SOLD
10 Portman Ridge Fin Corp Com 2,468 $29K 0.00% SOLD
11 SMLF iShares MSCI USA Small Cap Multifactor ETF 378 $28K 0.00% SOLD
12 VLUE iShares MSCI USA Value Factor ETF 203 $28K 0.00% SOLD
13 EMLC Vaneck Vectors J.P. Morgan EM Local Currency Bond ETF 1,000 $26K 0.00% SOLD
14 VGK Vanguard FTSE Europe ETF 300 $25K 0.00% SOLD
15 LFT Lument Finance Trust Inc Com Real Estate 11,000 $16K 0.00% SOLD
16 IWM Ishares Russell 2000 ETF 45 $11K 0.00% SOLD
17 Comerica Inc 120 $10K 0.00% SOLD
18 Exact Sciences Corp 85 $9K 0.00% SOLD
19 HOOD RobinHood Mkts Inc Com Cl A Financial Services 74 $8K 0.00% SOLD
20 EMGF iShares MSCI Emerging Markets Multifactor ETF 135 $8K 0.00% SOLD
Page 1 of 2  ·  37 positions
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%