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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 8 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DGRO iShares Core Dividend Growth ETF 370.0 $26K 0.00% -3K -89.2% $69.42 +6.8%
142 VGK Vanguard FTSE Europe ETF 300.0 $25K 0.00% -2K -88.5% $83.61 +6.2%
143 XLI SPDR Industrial Select Sector 150.0 $23K 0.00% -7K -97.9% $155.12 +9.9%
144 FCX Freeport-Mcmoran Copper & Gold Basic Materials 450.0 $23K 0.00% -1K -71.9% $50.79 +22.7%
145 IBM International Business Machines Technology 75.0 $22K 0.00% -603.0 -88.9% $296.21 -14.6%
146 DIS Disney Walt Co Communication Services 177.0 $20K 0.00% -1K -86.3% $113.77 -9.0%
147 MCD McDonalds Corp Consumer Cyclical 63.0 $19K 0.00% -2K -96.1% $305.63 -7.0%
148 C Citigroup Inc Financial Services 165.0 $19K 0.00% -85.0 -34.0% $116.69 +7.3%
149 GEV GE Vernova Inc. Com Utilities 29.0 $19K 0.00% -1K -97.6% $653.59 +59.7%
150 TSCO Tractor Supply Co Consumer Cyclical 375.0 $19K 0.00% -16K -97.7% $50.01 -36.6%
151 NFLX Netflix Inc Communication Services 195.0 $18K 0.00% -1K -84.9% $93.76 -4.8%
152 MS Morgan Stanley Financial Services 100.0 $18K 0.00% -48.0 -32.4% $177.53 +12.9%
153 MRVL Marvell Technology Group Ltd. Technology 200.0 $17K 0.00% -872.0 -81.3% $84.98 +124.4%
154 LHX L3Harris Technologies Inc Industrials 57.0 $17K 0.00% -2K -96.4% $293.56 +4.3%
155 EFG iShares MSCI EAFE Growth ETF 145.0 $17K 0.00% -745.0 -83.7% $113.92 +6.6%
156 MSTR MicroStrategy Incorporated Technology 101.0 $15K 0.00% -40.0 -28.4% $151.95 +8.5%
157 CME CME Group Inc Financial Services 56.0 $15K 0.00% -491.0 -89.8% $273.07 +5.9%
158 AMT American Tower REIT Real Estate 84.0 $15K 0.00% -768.0 -90.1% $175.57 +4.7%
159 RSG Republic Services Inc Industrials 69.0 $15K 0.00% -2K -95.9% $211.93 +0.1%
160 LRCX Lam Research Corp Technology 85.0 $15K 0.00% -1K -93.8% $171.18 +76.6%
Page 8 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%