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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 16 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CVS CVS Caremark Corporation Healthcare 382.0 $40K 0.00% +10.0 +2.7% $103.45 -9.1%
302 COP Conocophillips Energy 373.0 $39K 0.00% +273.0 +273.0% $103.96 +29.3%
303 BOTZ Global X Rbtcs Artfl Intelligence ETF 1,000.0 $38K 0.00% NEW $37.94 -6.0%
304 VTEB Vanguard Municipal Bond Fund ETF 750.0 $38K 0.00% -3K -77.6% $50.58 -2.0%
305 GNL Global Net Lease Inc (REIT) Real Estate 4,215.0 $38K 0.00% $8.94 +2.0%
306 USHY iShares Broad USD High Yield Corp Bd ETF 1,000.0 $37K 0.00% $37.02 -0.6%
307 VTIP Vanguard Short-Term Inflation Protected Securities Index Fund ETF 710.0 $36K 0.00% NEW $50.23 -0.8%
308 ACN Accenture Plc Technology 284.0 $35K 0.00% NEW $124.44 +48.5%
309 EWU iShares MSCI United Kingdom ETF 765.0 $35K 0.00% $46.14 +5.2%
310 BMY Bristol-Myers Squibb Co Healthcare 610.0 $35K 0.00% NEW $57.62 +14.9%
311 PGR Progressive Corporation Financial Services 160.0 $35K 0.00% +26.0 +19.4% $218.45 +1.0%
312 LOW Lowes Companies Inc Consumer Cyclical 158.0 $35K 0.00% +136.0 +618.2% $220.49 -1.8%
313 SPG Simon Property Group Real Estate 154.0 $34K 0.00% NEW $223.65 -1.3%
314 T AT&T Inc Communication Services 1,661.0 $34K 0.00% -6K -77.5% $20.70 +21.7%
315 LIN Linde PLC Basic Materials 66.0 $34K 0.00% NEW $518.94 -7.5%
316 D Dominion Resources Inc Va Utilities 500.0 $34K 0.00% +270.0 +117.4% $68.29 -0.7%
317 AIZ Assurant Financial Services 127.0 $34K 0.00% +70.0 +122.8% $268.53 +5.4%
318 JPIE JP Morgan Income ETF 738.0 $34K 0.00% NEW $46.05 -0.4%
319 USMV iShares MSCI USA Minimum Volatility 350.0 $34K 0.00% -378.0 -51.9% $96.46 +4.6%
320 DFCF Dimensional Core Fixed Income ETF 795.0 $34K 0.00% NEW $42.21 -1.6%
Page 16 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%