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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $981M AUM 431 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 60 New 36 Added 205 Reduced 214 Exited
Page 2 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO Broadcom Inc. Technology 4,389.0 $1.5M 0.15% -12K -72.5% $346.10 +19.8%
22 AMZN Amazon.com Inc Consumer Cyclical 6,537.0 $1.5M 0.15% -21K -76.5% $230.82 +16.3%
23 V Visa Inc Class A Shares Financial Services 3,688.0 $1.3M 0.13% -8K -67.1% $350.71 -5.7%
24 VT Vanguard Total World Stock Index ETF 8,535.0 $1.2M 0.12% -73.0 -0.8% $141.06 +10.0%
25 META Meta Platforms Inc Communication Services 1,771.0 $1.2M 0.12% -529.0 -23.0% $660.09 -8.0%
26 SPYG SPdr Prtflo SP 500 GW 10,166.0 $1.1M 0.11% -25K -71.4% $106.70 +10.9%
27 JPM JP Morgan Chase & Co Financial Services 2,854.0 $920K 0.09% -11K -78.7% $322.22 -6.0%
28 SPYM SPDR Portfolio S&P 500 9,245.0 $742K 0.08% -950.0 -9.3% $80.22 +9.0%
29 SPTM SPDR Portfolio S&P 1500 8,431.0 $696K 0.07% -2K -18.8% $82.50 +9.1%
30 ITOT iShares Core S&P Total US Stock Market 3,776.0 $561K 0.06% -400.0 -9.6% $148.69 +9.1%
31 CVX Chevron Corp Energy 3,459.0 $527K 0.05% -5K -57.0% $152.41 +25.3%
32 WMT Wal-Mart Stores Inc Consumer Defensive 4,678.0 $521K 0.05% -20K -80.9% $111.41 +17.4%
33 IWD iShares Russell 1000 Value 2,450.0 $515K 0.05% -240.0 -8.9% $210.34 +11.6%
34 SIVR Abrdn Silver ETF Trust Physical Silver Shares ETF Financial Services 7,500.0 $507K 0.05% -2K -21.1% $67.64 +7.9%
35 IWF iShares Russell 1000 Growth 1,030.0 $487K 0.05% -120.0 -10.4% $473.30 -73.7%
36 COST Costco Wholesale Corp Consumer Defensive 520.0 $448K 0.05% -2K -81.8% $862.34 +21.8%
37 CSCO Cisco Systems Inc Technology 5,775.0 $445K 0.04% -12K -67.5% $77.03 +53.4%
38 SCHB Schwab US Broad Market ETF 16,907.0 $443K 0.04% -2K -9.5% $26.23 +9.0%
39 RTX Raytheon Technologies Corp Industrials 2,189.0 $401K 0.04% -5K -69.1% $183.40 -4.7%
40 HCA HCA Healthcare Inc Healthcare 750.0 $350K 0.04% -2K -67.2% $466.86 -15.9%
Page 2 of 11  ·  205 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 36.8%
Technology 29.0%
Communication Services 9.5%
Consumer Cyclical 9.2%
Healthcare 4.5%
Energy 3.2%
Industrials 2.8%
Consumer Defensive 2.5%
Basic Materials 1.2%
Utilities 0.9%