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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 15 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TXN Texas Instruments Inc Technology 81.0 $14K 0.00% -3K -97.3% $173.49 +75.7%
282 TT Trane Technologies PLC Industrials 36.0 $14K 0.00% -407.0 -91.9% $389.19 +16.1%
283 AIZ Assurant Financial Services 57.0 $14K 0.00% NEW $240.84 +6.2%
284 GBTC Grayscale Bitcoin Trust Financial Services 200.0 $14K 0.00% $68.36 -11.8%
285 D Dominion Resources Inc Va Utilities 230.0 $13K 0.00% +160.0 +228.6% $58.59 +16.6%
286 FDN First Trust Dow Jones Internet Index 50.0 $13K 0.00% $269.18 +0.9%
287 SPHD Invesco S&P 500 High Div Low Vol ETF 280.0 $13K 0.00% $48.00 +4.5%
288 CEG Constellation Energy Corp Utilities 37.0 $13K 0.00% -175.0 -82.5% $353.27 -19.1%
289 CHWY Chewy, Inc. Consumer Cyclical 390.0 $13K 0.00% +240.0 +160.0% $33.05 -39.7%
290 AME Ametek Inc Industrials 62.0 $13K 0.00% NEW $205.31 +8.7%
291 GILD Gilead Sciences Inc Healthcare 101.0 $12K 0.00% NEW $122.74 +6.3%
292 PAVE Global X US Infrastructure Dev ETF 250.0 $12K 0.00% -600.0 -70.6% $47.79 +14.1%
293 XLV SPDR Health Care Select Sector 75.0 $12K 0.00% -6K -98.7% $154.80 -4.3%
294 BA Boeing Company Industrials 53.0 $12K 0.00% -159.0 -75.0% $217.11 +1.1%
295 CNP CenterPoint Energy Inc Utilities 300.0 $12K 0.00% $38.34 +10.8%
296 APH Amphenol Corporation Technology 85.0 $11K 0.00% -2K -95.0% $135.14 -7.6%
297 Hut 8 Corp 250.0 $11K 0.00% $45.94
298 EQT EQT Corporation Energy 210.0 $11K 0.00% -3K -93.4% $53.60 +7.7%
299 IWM Ishares Russell 2000 ETF 45.0 $11K 0.00% -166.0 -78.7% $246.16 +14.8%
300 PKG Packaging Corp of America Consumer Cyclical 53.0 $11K 0.00% NEW $206.23 +3.4%
Page 15 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%