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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 8 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RL Ralph Lauren Corp Consumer Cyclical 24.0 $10K 0.00% NEW $401.42 -5.8%
142 XT iShares Exponential Tech ETF 115.0 $10K 0.00% NEW $82.63 +0.5%
143 NVO Novo Nordisk A/S Spons Adr Healthcare 197.0 $9K 0.00% NEW $47.94 -3.0%
144 SR Spire Inc Utilities 118.0 $9K 0.00% NEW $78.09 +6.9%
145 POWI Power Integrations Inc Technology 107.0 $9K 0.00% NEW $83.76 -33.4%
146 UBS UBS Group Financial Services 180.0 $9K 0.00% NEW $49.56 +7.2%
147 OKE ONEOK Inc Energy 102.0 $9K 0.00% NEW $86.94 +10.4%
148 EPAM EPAM Systems Inc Technology 108.0 $9K 0.00% NEW $79.35 +35.3%
149 ING ING Groep NV ADR Financial Services 270.0 $8K 0.00% NEW $31.38 +10.5%
150 J Jacobs Solutions Inc Industrials 67.0 $8K 0.00% NEW $126.00 +17.0%
151 BCS Barclays PLC ADR Financial Services 312.0 $8K 0.00% NEW $26.86 +0.0%
152 BCPC Balchem Corporation Basic Materials 49.0 $8K 0.00% NEW $168.96 +6.6%
153 CASY Casey's General Stores, Inc. Consumer Cyclical 10.0 $8K 0.00% NEW $794.80 +5.2%
154 BSV Vanguard Short-Term Bond Fund ETF 102.0 $8K 0.00% NEW $77.91 -0.3%
155 MDLZ Mondelez Intl Inc Com Cl A Consumer Defensive 137.0 $8K 0.00% NEW $57.84 +10.9%
156 ORI Old Republic International Corp Financial Services 190.0 $8K 0.00% NEW $40.92 +2.3%
157 CNS Cohen & Steers Inc Financial Services 101.0 $8K 0.00% NEW $76.14 +6.6%
158 Fortinet Inc. 50.0 $8K 0.00% NEW $153.62
159 MTD Mettler-Toledo International Inc. Healthcare 6.0 $8K 0.00% NEW $1277.50 +11.6%
160 Entergy Corporation 66.0 $8K 0.00% NEW $114.86
Page 8 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%