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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 10 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 iShares MSCI Intl Quality ETF 1,450.0 $66K 0.01% $45.45
182 GS Goldman Sachs Financial Services 74.0 $65K 0.01% -816.0 -91.7% $879.00 +12.4%
183 MRK Merck & Co Inc Healthcare 615.0 $65K 0.01% -3K -82.2% $105.26 +10.1%
184 DFAU Dimensional Core Equity Mkt ETF 1,376.0 $64K 0.01% $46.80 +9.0%
185 PSBD Palmer Square Capital BDC Inc Financial Services 5,198.0 $63K 0.01% $12.19 -12.7%
186 ZTS Zoetis Inc Common Healthcare 500.0 $63K 0.01% -606.0 -54.8% $125.82 -36.6%
187 PPLT Aberdeen Platinum ETF Trust Physical Platinum Shares ETF Financial Services 332.0 $62K 0.01% $186.43 -90.4%
188 TDG TransDigm Group Inc. Industrials 46.0 $61K 0.01% -37.0 -44.6% $1329.85 -9.9%
189 CF CF Industries Holdings Inc Basic Materials 750.0 $58K 0.01% -69.0 -8.4% $77.34 +57.3%
190 SMH Vaneck ETF Trust Semiconductor ETF 160.0 $58K 0.01% -15.0 -8.6% $360.13 +57.6%
191 AMGN Amgen Inc Healthcare 170.0 $56K 0.01% -2K -91.5% $327.31 +3.1%
192 RPV Invesco S&P 500 Pure Value ETF 530.0 $55K 0.01% $103.36 +7.9%
193 DG Dollar General Corp Consumer Defensive 409.0 $54K 0.01% +53.0 +14.9% $132.77 -20.9%
194 EMXC iShares MSCI Emrg Mkts Ex Chn ETF 744.0 $54K 0.01% +356.0 +91.8% $72.68 +31.5%
195 UNH UnitedHealth Group Inc Healthcare 163.0 $54K 0.01% -951.0 -85.4% $330.11 +16.1%
196 CL Colgate-Palmolive Co Consumer Defensive 670.0 $53K 0.01% -2K -76.1% $79.02 +14.5%
197 IUSV iShares Russell 3000 Value (MKT) 500.0 $51K 0.01% $102.54 +6.7%
198 MGY Magnolia Oil & Gas Corp Energy 2,288.0 $50K 0.01% -3K -57.0% $21.89 +33.6%
199 SYY Sysco Corp Consumer Defensive 626.0 $46K 0.01% -330.0 -34.5% $73.69 +2.4%
200 CNH Industrial NV 5,000.0 $46K 0.01% $9.22
Page 10 of 22  ·  431 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%