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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 18 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MCD McDonalds Corp Consumer Cyclical 111.0 $30K 0.00% +48.0 +76.2% $270.31 -0.5%
342 VEEV Veeva Systems Healthcare 164.0 $29K 0.00% NEW $177.47 +40.0%
343 IBIT iShares Bitcoin Trust Financial Services 850.0 $28K 0.00% $33.29 +31.5%
344 F Ford Motor Company Consumer Cyclical 2,032.0 $28K 0.00% +2K +283.4% $13.90 +3.8%
345 IFF International Flavors & Fragrances Basic Materials 355.0 $28K 0.00% $79.22 +6.3%
346 ALL Allstate Corp Financial Services 118.0 $28K 0.00% +84.0 +247.1% $237.94 +7.7%
347 DGRO iShares Core Dividend Growth ETF 370.0 $28K 0.00% $75.79 +5.1%
348 GSLC Goldman Sachs Active Beta US Large Cap Equity ETF 196.0 $28K 0.00% NEW $141.89 +3.0%
349 SNDK Sandisk Corp Technology 12.0 $27K 0.00% NEW $2273.75 -30.0%
350 VB Vanguard Small-Cap Index Fund ETF 90.0 $27K 0.00% $303.12 +0.4%
351 WM Waste Management Inc Industrials 122.0 $27K 0.00% NEW $222.88 +0.5%
352 ENB Enbridge Inc Energy 500.0 $27K 0.00% NEW $54.21 -5.6%
353 GILD Gilead Sciences Inc Healthcare 212.0 $27K 0.00% +111.0 +109.9% $126.34 +14.8%
354 AIPO Defiance AI Pwr Infrastructure ETF 800.0 $27K 0.00% NEW $33.41 -12.3%
355 TPR Tapestry Inc Consumer Cyclical 181.0 $26K 0.00% NEW $146.38 -11.2%
356 DFGR Dimensional Global Real Estate ETF 908.0 $26K 0.00% NEW $28.97 +2.0%
357 MNST Monster Beverage Corp Consumer Defensive 272.0 $26K 0.00% NEW $96.12 -50.5%
358 TYL Tyler Technologies, Inc. Technology 88.0 $26K 0.00% NEW $292.45 +17.3%
359 BTI British American Tobacco ADR Consumer Defensive 415.0 $26K 0.00% +136.0 +48.8% $61.76 -8.2%
360 GPN Global Payments Inc Industrials 350.0 $25K 0.00% -150.0 -30.0% $72.56 +28.5%
Page 18 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%