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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 11 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DMLP Dorchester Minerals LP Energy 3,400.0 $86K 0.01% $25.25 +11.7%
202 HEFA iShares Currency Hedge MSCI EAFE ETF 1,816.0 $85K 0.01% NEW $46.93 +0.1%
203 AMT American Tower REIT Real Estate 520.0 $85K 0.01% +436.0 +519.0% $163.57 +6.7%
204 Bluerock Private Real Estate Fund 6,464.0 $84K 0.01% $13.01
205 WMB Williams Companies Inc Energy 1,131.0 $84K 0.01% NEW $74.34 -1.5%
206 PRF Invesco FTSE Rafi US 1000 ETF 1,550.0 $84K 0.01% $54.03 +4.3%
207 DIA SPDR Dow Jones Industrial Average (MKT) Financial Services 160.0 $84K 0.01% NEW $522.39 +2.3%
208 CF CF Industries Holdings Inc Basic Materials 772.0 $84K 0.01% +22.0 +2.9% $108.26 +9.9%
209 PLTR Palantir Technologies Inc Class A Technology 713.0 $83K 0.01% -289.0 -28.8% $116.67 +50.2%
210 DHR Danaher Corp Healthcare 435.0 $83K 0.01% +119.0 +37.7% $190.48 +11.0%
211 ALC Alcon Inc Ord Healthcare 1,227.0 $82K 0.01% +145.0 +13.4% $67.10 +10.7%
212 SHW Sherwin-Williams Co Basic Materials 239.0 $82K 0.01% -215.0 -47.4% $344.32 +2.7%
213 VTWG Vanguard Russell 2000 Growth Index Fund ETF 279.0 $80K 0.01% NEW $287.68 -1.0%
214 VEU Vanguard FTSE All-World Ex-US ETF 955.0 $80K 0.01% $83.75 +1.4%
215 MRVL Marvell Technology Group Ltd. Technology 268.0 $80K 0.01% +68.0 +34.0% $297.89 -20.4%
216 COWZ Pacer US Cash Cows 100 ETF 1,280.0 $80K 0.01% $62.20 +15.2%
217 FDX FedEx Corp Industrials 254.0 $80K 0.01% +4.0 +1.6% $313.13 +4.9%
218 ESGU iShares ESG MSCI USA 480.0 $79K 0.01% $163.67 +2.9%
219 TXN Texas Instruments Inc Technology 262.0 $78K 0.01% +181.0 +223.5% $298.07 -10.3%
220 EMXC iShares MSCI Emrg Mkts Ex Chn ETF 744.0 $76K 0.01% $102.30 -6.0%
Page 11 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%