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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 12 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GDXJ Vaneck Vectors ETF TR Gold Miners 765.0 $75K 0.01% $98.25 +28.8%
222 NOW ServiceNow Inc Technology 745.0 $74K 0.01% +305.0 +69.3% $99.28 +28.1%
223 NXPI NXP Semiconductors NV Technology 260.0 $73K 0.01% NEW $281.03 -19.6%
224 iShares MSCI Intl Quality ETF 1,450.0 $72K 0.01% $49.55
225 LRCX Lam Research Corp Technology 165.0 $71K 0.01% +80.0 +94.1% $433.33 -29.1%
226 DFAU Dimensional Core Equity Mkt ETF 1,376.0 $71K 0.01% $51.69 +3.1%
227 FANG Diamondback Energy Inc Energy 391.0 $69K 0.01% +132.0 +51.0% $175.78 +18.6%
228 SBUX Starbucks Corp Consumer Cyclical 672.0 $69K 0.01% +194.0 +40.6% $102.19 +2.7%
229 EHC Encompass Health Corp Healthcare 671.0 $68K 0.01% $101.08 +20.4%
230 EQNR Equinor ASA ADR Energy 2,136.0 $67K 0.01% NEW $31.40 +33.9%
231 XLI SPDR Industrial Select Sector 356.0 $66K 0.01% +206.0 +137.3% $185.23 -1.8%
232 STX Seagate Technology Holdings PLC Technology 68.0 $66K 0.01% +45.0 +195.7% $965.00 -13.7%
233 FEPI REX Fang Innovation Equity Premium Income ETF 1,500.0 $65K 0.01% NEW $43.12 -3.5%
234 SPYI Neos S&P 500 High Income ETF 1,200.0 $64K 0.01% NEW $53.09 +1.0%
235 MCK Mckesson Corp Healthcare 84.0 $63K 0.01% NEW $755.60 +13.0%
236 BUD Anheuser-Busch Inbev Nv Adr Consumer Defensive 766.0 $63K 0.01% NEW $82.40 -5.2%
237 EOG EOG Resources Inc Energy 482.0 $63K 0.01% NEW $129.73 +15.2%
238 HWM Howmet Aerospace Inc Industrials 230.0 $62K 0.01% +150.0 +187.5% $268.86 +5.4%
239 QUAL iShares MSCI USA Quality Factor ETF 280.0 $61K 0.01% -261.0 -48.2% $219.43 +2.2%
240 XLK Technology Select Sector 320.0 $61K 0.01% +220.0 +220.0% $190.52 -3.6%
Page 12 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%