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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 11 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VOOG Vanguard S&P 500 Growth Index ETF 102.0 $45K 0.01% -41.0 -28.7% $444.59 -81.5%
202 WBD Warner Bros Discovery Inc Ser A Communication Services 1,572.0 $45K 0.01% -160.0 -9.2% $28.82 -4.9%
203 Fidelity Health Care ETF 600.0 $45K 0.01% -800.0 -57.1% $74.28
204 Mach Natural Resources LP Com Unit LTD Par 4,000.0 $44K 0.01% $11.04
205 AFL Aflac Inc Financial Services 400.0 $44K 0.00% $110.27 +6.8%
206 ICE Intercontinental Exchange Group Financial Services 269.0 $44K 0.00% -811.0 -75.1% $161.96 -6.5%
207 XLF Financial Select Sector SPDR (Mkt) 790.0 $43K 0.00% -8K -91.2% $54.77 -5.5%
208 AMLP ALPS Alerian MLP ETF 910.0 $43K 0.00% -2K -71.6% $47.02 +15.2%
209 ED Consolidated Edison, Inc. Utilities 429.0 $43K 0.00% -583.0 -57.6% $99.32 +8.1%
210 IBIT iShares Bitcoin Trust Financial Services 850.0 $42K 0.00% $49.65 -11.4%
211 IUSG iShares Russell 3000 Growth (MKT) 250.0 $42K 0.00% $167.94 +11.1%
212 ETN Eaton Corp PLC Industrials 131.0 $42K 0.00% -113.0 -46.3% $318.51 +19.8%
213 IEMG iShares Core MSCI EM ETF 608.0 $41K 0.00% $67.22 +19.9%
214 SBUX Starbucks Corp Consumer Cyclical 478.0 $40K 0.00% -1K -69.5% $84.21 +26.5%
215 FBRT Franklin BSP Realty Trust Inc Real Estate 4,000.0 $40K 0.00% NEW $10.03 -13.0%
216 FANG Diamondback Energy Inc Energy 259.0 $39K 0.00% -2K -86.4% $150.33 +33.7%
217 GPN Global Payments Inc Industrials 500.0 $39K 0.00% -278.0 -35.7% $77.40 -6.2%
218 PLD Prologis, Inc. Real Estate 300.0 $38K 0.00% -2K -86.5% $127.66 +13.3%
219 IHE iShares US Pharmaceuticals ETF 450.0 $38K 0.00% $84.83 +6.6%
220 USHY iShares Broad USD High Yield Corp Bd ETF 1,000.0 $37K 0.00% $37.40 -1.1%
Page 11 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%