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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 21 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IHE iShares US Pharmaceuticals ETF 450.0 $33K 0.01% NEW $72.56 +24.6%
402 Astrazeneca Plc ADR 422.0 $32K 0.01% NEW $76.72
403 JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 370.0 $31K 0.01% NEW $83.61 +10.3%
404 TEL TE Connectivity Plc Technology 140.0 $31K 0.01% NEW $219.53 -8.3%
405 KKR KKR & Co Inc Financial Services 235.0 $31K 0.01% NEW $129.95 -27.1%
406 CMI Cummins Inc Industrials 72.0 $30K 0.01% NEW $422.38 +51.2%
407 PRU Prudential Financial Inc Financial Services 293.0 $30K 0.01% NEW $103.74 -0.5%
408 SCHW The Charles Schwab Corporation Financial Services 311.0 $30K 0.01% NEW $95.47 -5.6%
409 SPYV SPDR Prtflo SP 500 VL 535.0 $30K 0.01% NEW $55.33 +9.5%
410 SPLV Invesco S&P 500 Low Vol ETF 400.0 $29K 0.01% NEW $73.48 +0.3%
411 CBT Cabot Corp Basic Materials 386.0 $29K 0.01% NEW $76.05 +3.0%
412 CNI Canadian National Railway Co. Industrials 300.0 $28K 0.01% NEW $94.30 +21.1%
413 SMLF iShares MSCI USA Small Cap Multifactor ETF 378.0 $28K 0.01% NEW $74.35 +11.9%
414 EES Wisdomtree US SmallCap Fund ETF 500.0 $28K 0.01% NEW $55.87 +12.9%
415 CLS Celestica Inc Com Technology 113.0 $28K 0.01% NEW $246.38 +44.0%
416 MGM MGM Resorts International Consumer Cyclical 800.0 $28K 0.01% NEW $34.66 +8.7%
417 BANF BancFirst Corporation Financial Services 212.0 $27K 0.01% NEW $126.45 -12.0%
418 DEO Diageo PLC Sponsored ADR Consumer Defensive 279.0 $27K 0.01% NEW $95.43 -9.9%
419 B Barrick Mining Corporation Basic Materials 807.0 $26K 0.01% NEW $32.77 +25.9%
420 DIA SPDR Dow Jones Industrial Average (MKT) Financial Services 57.0 $26K 0.01% NEW $463.74 +8.5%
Page 21 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%