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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 4 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EWJ iShares MSCI Japan ETF 483.0 $45K 0.00% NEW $93.27 +2.3%
62 IWO iShares Russell 2000 Growth ETF 112.0 $44K 0.00% NEW $393.96 -0.7%
63 SGOV iShares 0-3 Treasury BD 427.0 $43K 0.00% NEW $100.67 -0.1%
64 AESI Atlas Energy Solutions Inc. Energy 2,458.0 $41K 0.00% NEW $16.61 -23.7%
65 Heico Corp Class A 154.0 $40K 0.00% NEW $257.91
66 BOTZ Global X Rbtcs Artfl Intelligence ETF 1,000.0 $38K 0.00% NEW $37.94 -4.0%
67 VTIP Vanguard Short-Term Inflation Protected Securities Index Fund ETF 710.0 $36K 0.00% NEW $50.23 -0.9%
68 ACN Accenture Plc Technology 284.0 $35K 0.00% NEW $124.44 +43.0%
69 BMY Bristol-Myers Squibb Co Healthcare 610.0 $35K 0.00% NEW $57.62 +18.1%
70 SPG Simon Property Group Real Estate 154.0 $34K 0.00% NEW $223.65 -0.5%
71 LIN Linde PLC Basic Materials 66.0 $34K 0.00% NEW $518.94 -7.4%
72 JPIE JP Morgan Income ETF 738.0 $34K 0.00% NEW $46.05 -0.3%
73 DFCF Dimensional Core Fixed Income ETF 795.0 $34K 0.00% NEW $42.21 -1.4%
74 CDNS Cadence Design Systems, Inc. Technology 89.0 $33K 0.00% NEW $375.31 -16.1%
75 EQIX Equinix Inc. Real Estate 32.0 $33K 0.00% NEW $1042.38 +3.2%
76 UFPI UFP Industries, Inc. Basic Materials 363.0 $33K 0.00% NEW $90.74 -1.0%
77 CB Chubb Limited Financial Services 96.0 $33K 0.00% NEW $340.74 +1.7%
78 Honeywell International Inc 146.0 $33K 0.00% NEW $223.90
79 Space Exploration Technologies 190.0 $32K 0.00% NEW $170.86
80 Honeywell Aerospace Inc 146.0 $32K 0.00% NEW $221.08
Page 4 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%