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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 14 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FITB Fifth Third Bancorp Financial Services 933.0 $53K 0.00% +781.0 +513.8% $56.37 -3.3%
262 UNP Union Pacific Corp Industrials 193.0 $52K 0.00% +169.0 +704.2% $272.00 +11.8%
263 SYY Sysco Corp Consumer Defensive 626.0 $52K 0.00% $83.58 -0.6%
264 PLD Prologis, Inc. Real Estate 385.0 $52K 0.00% +85.0 +28.3% $135.47 +3.8%
265 WFC Wells Fargo & Company Financial Services 631.0 $52K 0.00% NEW $82.64 +1.3%
266 DG Dollar General Corp Consumer Defensive 449.0 $52K 0.00% +40.0 +9.8% $115.11 +4.8%
267 COF Capital One Financial Corp Financial Services 253.0 $51K 0.00% +215.0 +565.8% $200.62 +5.9%
268 VOOG Vanguard S&P 500 Growth Index ETF 612.0 $51K 0.00% +510.0 +500.0% $82.62 +0.7%
269 IEMG iShares Core MSCI EM ETF 608.0 $50K 0.00% $82.84 -2.2%
270 ED Consolidated Edison, Inc. Utilities 447.0 $49K 0.00% +18.0 +4.2% $110.63 -2.1%
271 EMR Emerson Electric Co Industrials 344.0 $49K 0.00% NEW $143.15 +8.1%
272 WDC Western Digital Corp Technology 76.0 $49K 0.00% +26.0 +52.0% $638.72 -26.6%
273 VRTX Vertex Pharmaceuticals Inc Healthcare 97.0 $48K 0.00% +85.0 +708.3% $496.73 +8.8%
274 GRID First Trust NASDAQ Cln Eedge SGIIF ETF 250.0 $48K 0.00% NEW $191.75 -5.5%
275 AFL Aflac Inc Financial Services 405.0 $47K 0.00% +5.0 +1.2% $117.25 -0.9%
276 C Citigroup Inc Financial Services 339.0 $47K 0.00% +174.0 +105.5% $139.96 -7.4%
277 HSY Hershey Co Consumer Defensive 269.0 $47K 0.00% NEW $175.45 +7.3%
278 AMLP ALPS Alerian MLP ETF 910.0 $47K 0.00% $51.85 +5.9%
279 IUSG iShares Russell 3000 Growth (MKT) 250.0 $47K 0.00% $188.09 +0.6%
280 PPLT Aberdeen Platinum ETF Trust Physical Platinum Shares ETF Financial Services 3,320.0 $47K 0.00% +3K +900.0% $14.13 +18.0%
Page 14 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%