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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 10 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ET Energy Transfer Equity LP Energy 5,435.0 $104K 0.01% -4K -39.2% $19.12 +11.1%
182 IYF iShares U.S. Financials ETF 800.0 $102K 0.01% -25.0 -3.0% $127.51 +6.2%
183 BLK Blackrock Inc Financial Services 106.0 $102K 0.01% +23.0 +27.7% $961.56 +19.3%
184 AVDV Avantis Intl Small Cap Value ETF 980.0 $101K 0.01% NEW $103.05 +7.3%
185 BKIE BNY Mellon International Equity ETF 1,000.0 $101K 0.01% NEW $33.53 +3.0%
186 VXF Vanguard Extended Market Index ETF (MKT) 400.0 $98K 0.01% $246.21 -1.1%
187 DIHP Dimensional International High Profitability ETF 2,871.0 $98K 0.01% NEW $34.12 +3.8%
188 PEP Pepsico Inc Consumer Defensive 722.0 $98K 0.01% +157.0 +27.8% $135.40 +5.3%
189 SCHD Schwab US Dividend Equity ETF 3,000.0 $95K 0.01% $31.71 +10.2%
190 INTC Intel Corp Technology 678.0 $95K 0.01% +388.0 +133.8% $139.63 -34.0%
191 AOS A. O. Smith Corp Industrials 1,507.0 $95K 0.01% $62.72 -0.3%
192 AMGN Amgen Inc Healthcare 254.0 $92K 0.01% +84.0 +49.4% $362.12 +19.7%
193 URI United Rentals Inc Industrials 80.0 $91K 0.01% NEW $1132.89 -2.9%
194 KLAC KLA-Tencor Corp Technology 300.0 $91K 0.01% +292.0 +3650.0% $301.71 -38.6%
195 MDT Medtronic PLC Healthcare 1,157.0 $91K 0.01% +120.0 +11.6% $78.23 +18.6%
196 UBER Uber Technologies, Inc. Technology 1,248.0 $90K 0.01% -7.0 -0.6% $72.16 +9.0%
197 DIS Disney Walt Co Communication Services 917.0 $88K 0.01% +740.0 +418.1% $96.25 +11.7%
198 MGK Vanguard Mega Cap Growth ETF 1,000.0 $88K 0.01% +800.0 +400.0% $87.91 +0.8%
199 BSM Black Stone Minerals LP Common Stock Unit Energy 6,250.0 $87K 0.01% $13.97 +5.7%
200 GD General Dynamics Corp Industrials 244.0 $86K 0.01% NEW $354.24 +9.3%
Page 10 of 43  ·  846 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%