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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 2 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OLN Olin Corporation Basic Materials 7,085.0 $140K 0.01% NEW $19.82 -6.8%
22 VLO Valero Energy Corp Energy 524.0 $136K 0.01% NEW $260.44 +34.4%
23 KGC Kinross Gold Corporation Basic Materials 5,430.0 $128K 0.01% NEW $23.62 +14.8%
24 BOND PIMCO Active Bond ETF 1,381.0 $127K 0.01% NEW $92.21 -1.9%
25 AVLV Avantis U.S. Large Cap Value ETF 1,366.0 $125K 0.01% NEW $91.21 +3.4%
26 DFSV Dimensional US Small Cap Value ETF 2,813.0 $109K 0.01% NEW $38.79 +3.9%
27 WCN Waste Connections Inc Industrials 625.0 $104K 0.01% NEW $166.69 -0.7%
28 AVDV Avantis Intl Small Cap Value ETF 980.0 $101K 0.01% NEW $103.05 +6.5%
29 BKIE BNY Mellon International Equity ETF 1,000.0 $101K 0.01% NEW $33.53 +3.0%
30 DIHP Dimensional International High Profitability ETF 2,871.0 $98K 0.01% NEW $34.12 +3.0%
31 URI United Rentals Inc Industrials 80.0 $91K 0.01% NEW $1132.89 -1.5%
32 GD General Dynamics Corp Industrials 244.0 $86K 0.01% NEW $354.24 +11.1%
33 HEFA iShares Currency Hedge MSCI EAFE ETF 1,816.0 $85K 0.01% NEW $46.93 +0.6%
34 WMB Williams Companies Inc Energy 1,131.0 $84K 0.01% NEW $74.34 +1.1%
35 DIA SPDR Dow Jones Industrial Average (MKT) Financial Services 160.0 $84K 0.01% NEW $522.39 +2.0%
36 VTWG Vanguard Russell 2000 Growth Index Fund ETF 279.0 $80K 0.01% NEW $287.68 -1.5%
37 NXPI NXP Semiconductors NV Technology 260.0 $73K 0.01% NEW $281.03 -18.7%
38 EQNR Equinor ASA ADR Energy 2,136.0 $67K 0.01% NEW $31.40 +33.2%
39 FEPI REX Fang Innovation Equity Premium Income ETF 1,500.0 $65K 0.01% NEW $43.12 -3.1%
40 SPYI Neos S&P 500 High Income ETF 1,200.0 $64K 0.01% NEW $53.09 +1.8%
Page 2 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%