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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 13 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EMN Eastman Chemical Co Basic Materials 46.0 $3K NEW $66.98 +9.8%
242 VRSK Verisk Analytics, Inc. Industrials 17.0 $3K NEW $179.53 +5.1%
243 DUK Duke Energy Corp Utilities 24.0 $3K NEW $126.58 -2.6%
244 ESLT Elbit Systems Ltd Industrials 4.0 $3K NEW $758.75 -1.9%
245 DVN Devon Energy Corp Energy 73.0 $3K NEW $41.32 +19.2%
246 VALE Vale Sa Sp Adr Basic Materials 200.0 $3K NEW $15.04 -5.8%
247 CCEP Coca-Cola European Partners PLC Consumer Defensive 30.0 $3K NEW $100.07 +7.2%
248 RIO Rio Tinto Plc ADR Basic Materials 31.0 $3K NEW $94.94 +7.5%
249 PNR Pentair Plc Industrials 38.0 $3K NEW $76.66 -17.2%
250 RELX Relx PLC ADR Communication Services 89.0 $3K NEW $31.67 +12.0%
251 DTM DT Midstream Inc Energy 19.0 $3K NEW $146.74 -11.5%
252 Capstone Green Energy Holdings Inc 300.0 $3K NEW $9.20
253 INFQ Infleqtion Inc Technology 200.0 $3K NEW $13.32 -6.6%
254 WDS Woodside Petroleum ADR Energy 137.0 $3K NEW $19.32 +24.9%
255 TDS Telephone & Data Systems, Inc. Communication Services 70.0 $3K NEW $37.01 -6.7%
256 KEY Keycorp Financial Services 112.0 $3K NEW $23.05 -5.2%
257 Lazard Active ETF Trust Japanese Equity ETF 70.0 $3K NEW $36.60
258 STE Steris PLC Healthcare 12.0 $3K NEW $210.58 +12.1%
259 REGN Regeneron Pharmaceuticals Healthcare 4.0 $2K NEW $623.50 +32.8%
260 DOW Dow Inc Basic Materials 91.0 $2K NEW $27.36 +20.0%
Page 13 of 23  ·  452 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%