BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 20 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BGC BGC Group Inc Financial Services 60.0 $641.0 NEW $10.68 +3.4%
382 YUM YUM Brands Inc Consumer Cyclical 4.0 $639.0 NEW $159.75 -8.3%
383 AAL American Airlines Group Inc Industrials 35.0 $632.0 NEW $18.06 -22.7%
384 LAMR Lamar Advertising Co Real Estate 4.0 $624.0 NEW $156.00 -2.5%
385 PUK Prudential PLC ADR Financial Services 23.0 $617.0 NEW $26.83 +3.9%
386 FNF Fidelity National Fin Inc Financial Services 13.0 $613.0 NEW $47.15 +3.7%
387 Liberty Media Corp Del Com Lbty One S A 7.0 $613.0 NEW $87.57
388 ADM Archer Daniels Consumer Defensive 8.0 $611.0 NEW $76.38 +6.8%
389 MCBS Metrocity Bankshares Inc Financial Services 17.0 $610.0 NEW $35.88 -0.3%
390 RJF Raymond James Financial Inc Financial Services 4.0 $608.0 NEW $152.00 +18.3%
391 OLED Universal Display Corporation Technology 7.0 $606.0 NEW $86.57 +0.3%
392 NAT Nordic American Tankers LTD Industrials 104.0 $576.0 NEW $5.54 +26.8%
393 LULU Lulu Lemon Athletica Inc Consumer Cyclical 5.0 $571.0 NEW $114.20 +5.1%
394 Liberty Media Corp Del Com Lbty One S C 6.0 $571.0 NEW $95.17
395 ERIC Ericsson ADR Technology 51.0 $569.0 NEW $11.16 -8.7%
396 BALL Ball Corporation Consumer Cyclical 9.0 $562.0 NEW $62.44 -0.2%
397 HII Huntington Ingalls Industries Industrials 2.0 $560.0 NEW $280.00 +11.2%
398 TS Tenaris SA Sponsored ADR Energy 10.0 $555.0 NEW $55.50 -4.5%
399 FBIN Fortune Brands Home & Security Inc Industrials 10.0 $549.0 NEW $54.90 -15.5%
400 BFH Alliance Data Systems Corp Common Financial Services 5.0 $542.0 NEW $108.40 +2.7%
Page 20 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%