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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 13 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JPMorgan US Quality Factor ETF 839.0 $61K 0.01% NEW $72.28
242 RBC RBC Bearings Inc Industrials 94.0 $61K 0.01% NEW $644.06 -19.2%
243 APH Amphenol Corporation Technology 343.0 $60K 0.01% +258.0 +303.5% $176.32 -11.5%
244 MS Morgan Stanley Financial Services 286.0 $60K 0.01% +186.0 +186.0% $209.04 +2.5%
245 ZTS Zoetis Inc Common Healthcare 830.0 $60K 0.01% +330.0 +66.0% $71.86 +6.7%
246 PWR Quanta Services Inc Industrials 82.0 $59K 0.01% NEW $720.04 -5.9%
247 MGY Magnolia Oil & Gas Corp Energy 2,288.0 $59K 0.01% $25.58 +7.5%
248 AOR iShares Core 60/40 Balanced Allocation ETF 837.0 $58K 0.01% NEW $69.50 +0.6%
249 WST West Pharmaceutical Services Inc Healthcare 162.0 $58K 0.01% NEW $359.00 -1.7%
250 CMCSA Comcast Corp Class A Communication Services 2,290.0 $56K 0.01% +74.0 +3.3% $24.55 +8.3%
251 CNH Industrial NV 5,000.0 $56K 0.01% $11.23
252 BBEU JP Morgan Betabuilders Europe ETF 720.0 $56K 0.01% NEW $77.77 +3.6%
253 DFIV Dimensional International Value ETF 1,010.0 $55K 0.01% NEW $54.02 +7.0%
254 PSBD Palmer Square Capital BDC Inc Financial Services 5,198.0 $54K 0.01% $10.42 -1.0%
255 NDAQ Nasdaq Inc Financial Services 679.0 $54K 0.01% NEW $78.82 +22.2%
256 ADBE Adobe Systems Incorporated Technology 261.0 $54K 0.01% +57.0 +27.9% $205.02 +32.9%
257 BNDX Vanguard Total International Bond Index ETF 1,104.0 $53K 0.01% NEW $48.43 -1.4%
258 JEPI J P Morgan Equity Premium Inc ETF 946.0 $53K 0.01% NEW $56.48 +2.6%
259 DFSD Dimensional Short Duration Fixed Income ETF 1,111.0 $53K 0.00% NEW $47.75 -0.8%
260 IUSV iShares Russell 3000 Value (MKT) 480.0 $53K 0.00% -20.0 -4.0% $110.15 +4.9%
Page 13 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%