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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 19 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 USSG XTrackers MSCI USA Selection Equity ETF 800.0 $49K 0.01% NEW $61.34 +12.3%
362 SLB Schlumberger Limited Energy 1,416.0 $49K 0.01% NEW $34.37 +66.7%
363 ADI Analog Devices Inc Technology 196.0 $48K 0.01% NEW $245.70 +56.4%
364 MNDY Monday.com Technology 247.0 $48K 0.01% NEW $193.69 -60.6%
365 PPLT Aberdeen Platinum ETF Trust Physical Platinum Shares ETF Financial Services 332.0 $47K 0.01% NEW $142.88 -87.5%
366 OKE ONEOK Inc Energy 645.0 $47K 0.01% NEW $72.97 +26.9%
367 BA Boeing Company Industrials 212.0 $46K 0.01% NEW $215.83 +1.8%
368 MSTR MicroStrategy Incorporated Technology 141.0 $45K 0.01% NEW $322.21 -48.8%
369 MSCI MSCI Inc Financial Services 80.0 $45K 0.01% NEW $567.41 +2.6%
370 AFL Aflac Inc Financial Services 400.0 $45K 0.01% NEW $111.70 +5.5%
371 RF Regions Financial Corp Financial Services 1,663.0 $44K 0.01% NEW $26.37 +4.4%
372 AVB AvalonBay Communities Inc Real Estate 227.0 $44K 0.01% NEW $193.17 -4.7%
373 SPG Simon Property Group Real Estate 233.0 $44K 0.01% NEW $187.67 +8.8%
374 PSX Phillips 66 Energy 316.0 $43K 0.01% NEW $136.02 +31.8%
375 TRV Travelers Companies Inc Financial Services 152.0 $42K 0.01% NEW $279.22 +9.9%
376 IUSG iShares Russell 3000 Growth (MKT) 250.0 $41K 0.01% NEW $164.54 +13.4%
377 CSQ Calamos Strat Ttl Return Fund Financial Services 2,128.0 $41K 0.01% NEW $19.29 +4.7%
378 PAVE Global X US Infrastructure Dev ETF 850.0 $40K 0.01% NEW $47.63 +14.5%
379 SPHQ Invesco S&P 500 Quality ETF 550.0 $40K 0.01% NEW $73.29 +14.2%
380 IEMG iShares Core MSCI EM ETF 608.0 $40K 0.01% NEW $65.92 +22.2%
Page 19 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%