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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 12 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PXF Invesco FTSE Rafi Dev Mkts Ex-US ETF 565.0 $37K 0.00% $65.55 +17.2%
222 GNL Global Net Lease Inc (REIT) Real Estate 4,215.0 $36K 0.00% $8.60 +9.1%
223 SCHK Schwab 1000 Index ETF 1,100.0 $36K 0.00% -2K -64.5% $32.80 +8.8%
224 MU Micron Tech Inc Technology 120.0 $34K 0.00% +25.0 +26.3% $285.41 +167.0%
225 IFRA iShares US Infrastructure ETF 648.0 $34K 0.00% $52.62 +15.0%
226 JMOM JPMorgan US Momentum Factor ETF 500.0 $34K 0.00% $68.15 +16.8%
227 EWU iShares MSCI United Kingdom ETF 765.0 $34K 0.00% -3K -76.6% $43.98 +7.6%
228 HON Honeywell International Inc Industrials 172.0 $34K 0.00% -798.0 -82.3% $195.09 +14.7%
229 MTUM iShares Edge MSCI USA Momentum Factor 131.0 $33K 0.00% $250.31 +20.7%
230 PGR Progressive Corporation Financial Services 134.0 $31K 0.00% -6K -97.9% $227.72 -11.0%
231 JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 370.0 $30K 0.00% $81.56 +13.0%
232 CVS CVS Caremark Corporation Healthcare 372.0 $30K 0.00% -964.0 -72.2% $79.36 +17.6%
233 Portman Ridge Fin Corp Com 2,468.0 $29K 0.00% -532.0 -17.7% $11.83
234 SMLF iShares MSCI USA Small Cap Multifactor ETF 378.0 $28K 0.00% $74.88 +11.1%
235 VLUE iShares MSCI USA Value Factor ETF 203.0 $28K 0.00% -300.0 -59.6% $136.73 +35.2%
236 GE General Electric Co Industrials 84.0 $26K 0.00% -5K -98.3% $308.04 -2.0%
237 EMLC Vaneck Vectors J.P. Morgan EM Local Currency Bond ETF 1,000.0 $26K 0.00% $25.82 -1.9%
238 DGRO iShares Core Dividend Growth ETF 370.0 $26K 0.00% -3K -89.2% $69.42 +6.8%
239 VGK Vanguard FTSE Europe ETF 300.0 $25K 0.00% -2K -88.5% $83.61 +6.2%
240 MMM 3M Co Industrials 155.0 $25K 0.00% $160.10 -5.3%
Page 12 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%