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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 3 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCK Mckesson Corp Healthcare 84.0 $63K 0.01% NEW $755.60 +15.0%
42 BUD Anheuser-Busch Inbev Nv Adr Consumer Defensive 766.0 $63K 0.01% NEW $82.40 -6.0%
43 EOG EOG Resources Inc Energy 482.0 $63K 0.01% NEW $129.73 +14.6%
44 JPMorgan US Quality Factor ETF 839.0 $61K 0.01% NEW $72.28
45 RBC RBC Bearings Inc Industrials 94.0 $61K 0.01% NEW $644.06 -15.3%
46 PWR Quanta Services Inc Industrials 82.0 $59K 0.01% NEW $720.04 -3.3%
47 AOR iShares Core 60/40 Balanced Allocation ETF 837.0 $58K 0.01% NEW $69.50 +0.2%
48 WST West Pharmaceutical Services Inc Healthcare 162.0 $58K 0.01% NEW $359.00 -3.5%
49 BBEU JP Morgan Betabuilders Europe ETF 720.0 $56K 0.01% NEW $77.77 +2.8%
50 DFIV Dimensional International Value ETF 1,010.0 $55K 0.01% NEW $54.02 +6.8%
51 NDAQ Nasdaq Inc Financial Services 679.0 $54K 0.01% NEW $78.82 +22.7%
52 BNDX Vanguard Total International Bond Index ETF 1,104.0 $53K 0.01% NEW $48.43 -1.7%
53 JEPI J P Morgan Equity Premium Inc ETF 946.0 $53K 0.01% NEW $56.48 +2.4%
54 DFSD Dimensional Short Duration Fixed Income ETF 1,111.0 $53K 0.00% NEW $47.75 -0.9%
55 WFC Wells Fargo & Company Financial Services 631.0 $52K 0.00% NEW $82.64 +5.8%
56 EMR Emerson Electric Co Industrials 344.0 $49K 0.00% NEW $143.15 +10.2%
57 GRID First Trust NASDAQ Cln Eedge SGIIF ETF 250.0 $48K 0.00% NEW $191.75 -4.2%
58 HSY Hershey Co Consumer Defensive 269.0 $47K 0.00% NEW $175.45 +4.6%
59 WSM Williams Sonoma Consumer Cyclical 200.0 $47K 0.00% NEW $233.10 +3.6%
60 TXRH Texas Roadhouse Inc Consumer Cyclical 241.0 $47K 0.00% NEW $193.23 +5.3%
Page 3 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%