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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $556M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 585 New
Page 15 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CWB SPDR Bloomberg Conv Sec ETF 1,000.0 $90K 0.02% NEW $90.50 +16.4%
282 MRVL Marvell Technology Group Ltd. Technology 1,072.0 $90K 0.02% NEW $84.07 +126.8%
283 SCHM Schwab US Mid Cap ETF 3,000.0 $89K 0.02% NEW $29.64 +16.6%
284 APA APA Corp Energy 3,662.0 $89K 0.02% NEW $24.28 +57.9%
285 VIOO Vanguard S&P Small-Cap 600 Index 798.0 $88K 0.02% NEW $110.47 +14.0%
286 DMLP Dorchester Minerals LP Energy 3,400.0 $88K 0.02% NEW $25.89 +6.7%
287 BGY BlackRock Enhanced Intl Div Tr Com Bene Inter Financial Services 15,273.0 $88K 0.02% NEW $5.75 -0.0%
288 Nuveen S&P 500 Buy-Write In Com 6,000.0 $87K 0.02% NEW $14.44
289 IEFA iShares Core MSCI EAFE 990.0 $86K 0.02% NEW $87.31 +11.4%
290 EHC Encompass Health Corp Healthcare 671.0 $85K 0.01% NEW $127.02 -17.8%
291 VICI VICI Properties Inc Real Estate 2,610.0 $85K 0.01% NEW $32.61 -12.9%
292 VXF Vanguard Extended Market Index ETF (MKT) 400.0 $84K 0.01% NEW $209.34 +9.2%
293 IJS iShares S&P Small Cap 600 Value ETF 750.0 $83K 0.01% NEW $110.59 +16.0%
294 COWZ Pacer US Cash Cows 100 ETF 1,430.0 $82K 0.01% NEW $57.47 +10.3%
295 BSM Black Stone Minerals LP Common Stock Unit Energy 6,250.0 $82K 0.01% NEW $13.14 +5.8%
296 SCHD Schwab US Dividend Equity ETF 3,000.0 $82K 0.01% NEW $27.30 +18.1%
297 APD Air Products & Chemicals Inc Basic Materials 300.0 $82K 0.01% NEW $272.72 +6.4%
298 FDX FedEx Corp Industrials 346.0 $82K 0.01% NEW $235.81 +64.9%
299 MGK Vanguard Mega Cap Growth ETF 200.0 $80K 0.01% NEW $402.42 -77.9%
300 KBR KBR, Inc. Industrials 1,688.0 $80K 0.01% NEW $47.29 -32.1%
Page 15 of 30  ·  585 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
Technology 34.5%
Financial Services 23.6%
Communication Services 8.8%
Consumer Cyclical 8.6%
Industrials 6.5%
Healthcare 6.3%
Consumer Defensive 4.2%
Energy 3.0%
Basic Materials 2.2%
Utilities 1.7%