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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 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AQE Core ETF 22,546,249.0 $583.3M 59.47% NEW $25.87
2 TLTD Flexshares M Star Dev Mkt ETF 17,206.0 $1.6M 0.16% NEW $92.73 +8.6%
3 EEM iShares MSCI Emerging Markets ETF 10,571.0 $578K 0.06% NEW $54.71 +20.7%
4 IGEB iShares Investment Grade Systematic Bond ETF 8,231.0 $376K 0.04% NEW $45.66 -1.9%
5 IWR iShares Russell Mid Cap ETF 1,234.0 $119K 0.01% NEW $96.27 +9.1%
6 NRP Natural Resource Partners LP Energy 1,000.0 $104K 0.01% NEW $104.40 -1.6%
7 Bluerock Private Real Estate Fund 6,464.0 $97K 0.01% NEW $15.00
8 FBRT Franklin BSP Realty Trust Inc Real Estate 4,000.0 $40K 0.00% NEW $10.03 -13.0%
9 NVS Novartis Ag Adr Healthcare 179.0 $25K 0.00% NEW $137.87 +10.1%
10 NEM Newmont Mining Corp Basic Materials 235.0 $23K 0.00% NEW $99.85 +8.5%
11 HUBB Hubbell Inc Industrials 43.0 $19K 0.00% NEW $444.12 +3.8%
12 ETB Eaton Vance Tax Managed Buy Wrt Inc Fund Financial Services 1,239.0 $19K 0.00% NEW $15.27 +0.5%
13 ARGX argenx SE - ADR Healthcare 21.0 $18K 0.00% NEW $840.95 -2.9%
14 USIG iShares USD Inv Grade ETF 320.0 $17K 0.00% NEW $51.77 -1.6%
15 BTI British American Tobacco ADR Consumer Defensive 279.0 $16K 0.00% NEW $56.62 +16.1%
16 EFA iShares MSCI EAFE 148.0 $14K 0.00% NEW $96.03 +8.5%
17 AIZ Assurant Financial Services 57.0 $14K 0.00% NEW $240.84 +6.2%
18 AME Ametek Inc Industrials 62.0 $13K 0.00% NEW $205.31 +8.7%
19 GILD Gilead Sciences Inc Healthcare 101.0 $12K 0.00% NEW $122.74 +6.3%
20 PKG Packaging Corp of America Consumer Cyclical 53.0 $11K 0.00% NEW $206.23 +3.4%
Page 1 of 3  ·  60 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%