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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 13 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NVS Novartis Ag Adr Healthcare 179.0 $25K 0.00% NEW $137.87 +10.1%
242 IFF International Flavors & Fragrances Basic Materials 355.0 $24K 0.00% $67.39 +11.7%
243 NEM Newmont Mining Corp Basic Materials 235.0 $23K 0.00% NEW $99.85 +8.5%
244 XLI SPDR Industrial Select Sector 150.0 $23K 0.00% -7K -97.9% $155.12 +9.9%
245 VB Vanguard Small-Cap Index Fund ETF 90.0 $23K 0.00% $257.96 +11.0%
246 FCX Freeport-Mcmoran Copper & Gold Basic Materials 450.0 $23K 0.00% -1K -71.9% $50.79 +22.7%
247 IBM International Business Machines Technology 75.0 $22K 0.00% -603.0 -88.9% $296.21 -14.6%
248 SEIC SEI Investments Company Financial Services 248.0 $20K 0.00% $82.02 +10.7%
249 TBBK Bancorp Inc Financial Services 300.0 $20K 0.00% $67.52 -18.7%
250 LVS Las Vegas Sands Corp. Consumer Cyclical 310.0 $20K 0.00% +190.0 +158.3% $65.09 -24.0%
251 DIS Disney Walt Co Communication Services 177.0 $20K 0.00% -1K -86.3% $113.77 -9.0%
252 MCD McDonalds Corp Consumer Cyclical 63.0 $19K 0.00% -2K -96.1% $305.63 -7.0%
253 C Citigroup Inc Financial Services 165.0 $19K 0.00% -85.0 -34.0% $116.69 +7.3%
254 HUBB Hubbell Inc Industrials 43.0 $19K 0.00% NEW $444.12 +3.8%
255 GEV GE Vernova Inc. Com Utilities 29.0 $19K 0.00% -1K -97.6% $653.59 +59.7%
256 ETB Eaton Vance Tax Managed Buy Wrt Inc Fund Financial Services 1,239.0 $19K 0.00% NEW $15.27 +0.5%
257 TSCO Tractor Supply Co Consumer Cyclical 375.0 $19K 0.00% -16K -97.7% $50.01 -36.6%
258 CRH Plc Ord 148.0 $18K 0.00% +98.0 +196.0% $124.80
259 NFLX Netflix Inc Communication Services 195.0 $18K 0.00% -1K -84.9% $93.76 -4.8%
260 IZRL Ark Israel Innovative Tech ETF 595.0 $18K 0.00% $29.89 +2.7%
Page 13 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%