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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 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYMI Vanguard International High Dividend Yield Index ETF 5,261.0 $517K 0.04% -299K -98.3% $98.20 +6.3%
22 WMT Wal-Mart Stores Inc Consumer Defensive 4,482.0 $508K 0.04% -196.0 -4.2% $113.26 +0.9%
23 IWD iShares Russell 1000 Value 1,849.0 $448K 0.04% -601.0 -24.5% $242.43 +6.7%
24 FEZ SPDR Euro Stoxx 50 5,129.0 $352K 0.03% -2K -25.5% $68.68 +4.3%
25 IXN iShares Global Tech (Mkt) 2,000.0 $289K 0.02% -930.0 -31.7% $144.48 -3.8%
26 IUSB iShares Core Total USD Bond Market ETF 6,066.0 $280K 0.02% -426.0 -6.6% $46.15 -1.1%
27 OEF iShares S&P 100 (Mkt) 750.0 $274K 0.02% -100.0 -11.8% $365.87 +3.9%
28 VV Vanguard Large Cap Index Fund 783.0 $269K 0.02% -117.0 -13.0% $343.91 +3.0%
29 GEL Genesis Energy LP Energy 15,282.0 $217K 0.02% -13K -46.4% $14.17 +13.6%
30 EBAY Ebay Inc Consumer Cyclical 1,779.0 $199K 0.02% -159.0 -8.2% $111.75 -8.2%
31 JNJ Johnson & Johnson Healthcare 771.0 $196K 0.02% -23.0 -2.9% $253.97 +7.7%
32 ORCL Oracle Corp Technology 1,122.0 $164K 0.01% -203.0 -15.3% $146.55 -1.9%
33 SONY Sony Corp ADR Technology 7,316.0 $147K 0.01% -3K -26.2% $20.06 +17.1%
34 ABT Abbott Laboratories Healthcare 1,463.0 $133K 0.01% -606.0 -29.3% $90.74 +26.1%
35 TLH iShares 10-20 Year Treasury Bond (Mkt) 1,134.0 $114K 0.01% -16.0 -1.4% $100.35 -2.7%
36 ET Energy Transfer Equity LP Energy 5,435.0 $104K 0.01% -4K -39.2% $19.12 +10.8%
37 IYF iShares U.S. Financials ETF 800.0 $102K 0.01% -25.0 -3.0% $127.51 +6.8%
38 UBER Uber Technologies, Inc. Technology 1,248.0 $90K 0.01% -7.0 -0.6% $72.16 +8.1%
39 PLTR Palantir Technologies Inc Class A Technology 713.0 $83K 0.01% -289.0 -28.8% $116.67 +50.2%
40 SHW Sherwin-Williams Co Basic Materials 239.0 $82K 0.01% -215.0 -47.4% $344.32 +2.7%
Page 2 of 4  ·  62 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%