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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 7 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOOG Vanguard S&P 500 Growth Index ETF 102.0 $45K 0.01% -41.0 -28.7% $444.59 -81.5%
122 WBD Warner Bros Discovery Inc Ser A Communication Services 1,572.0 $45K 0.01% -160.0 -9.2% $28.82 -4.9%
123 Fidelity Health Care ETF 600.0 $45K 0.01% -800.0 -57.1% $74.28
124 ICE Intercontinental Exchange Group Financial Services 269.0 $44K 0.00% -811.0 -75.1% $161.96 -6.5%
125 XLF Financial Select Sector SPDR (Mkt) 790.0 $43K 0.00% -8K -91.2% $54.77 -5.5%
126 AMLP ALPS Alerian MLP ETF 910.0 $43K 0.00% -2K -71.6% $47.02 +15.2%
127 ED Consolidated Edison, Inc. Utilities 429.0 $43K 0.00% -583.0 -57.6% $99.32 +8.1%
128 ETN Eaton Corp PLC Industrials 131.0 $42K 0.00% -113.0 -46.3% $318.51 +19.8%
129 SBUX Starbucks Corp Consumer Cyclical 478.0 $40K 0.00% -1K -69.5% $84.21 +26.5%
130 FANG Diamondback Energy Inc Energy 259.0 $39K 0.00% -2K -86.4% $150.33 +33.7%
131 GPN Global Payments Inc Industrials 500.0 $39K 0.00% -278.0 -35.7% $77.40 -6.2%
132 PLD Prologis, Inc. Real Estate 300.0 $38K 0.00% -2K -86.5% $127.66 +13.3%
133 SCHK Schwab 1000 Index ETF 1,100.0 $36K 0.00% -2K -64.5% $32.80 +8.8%
134 EWU iShares MSCI United Kingdom ETF 765.0 $34K 0.00% -3K -76.6% $43.98 +7.6%
135 HON Honeywell International Inc Industrials 172.0 $34K 0.00% -798.0 -82.3% $195.09 +14.7%
136 PGR Progressive Corporation Financial Services 134.0 $31K 0.00% -6K -97.9% $227.72 -11.0%
137 CVS CVS Caremark Corporation Healthcare 372.0 $30K 0.00% -964.0 -72.2% $79.36 +17.6%
138 Portman Ridge Fin Corp Com 2,468.0 $29K 0.00% -532.0 -17.7% $11.83
139 VLUE iShares MSCI USA Value Factor ETF 203.0 $28K 0.00% -300.0 -59.6% $136.73 +35.2%
140 GE General Electric Co Industrials 84.0 $26K 0.00% -5K -98.3% $308.04 -2.0%
Page 7 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%