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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 2 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA Tesla Motors Inc Consumer Cyclical 6,160.0 $2.8M 0.28% +5K +306.6% $449.72 -7.2%
22 GOOGL Alphabet Inc. Stock Class A Communication Services 7,037.0 $2.2M 0.23% -21K -75.1% $313.00 +23.9%
23 SPY SPDR S&P 500 ETF Financial Services 2,985.0 $2.0M 0.21% -15K -83.1% $681.92 +8.9%
24 GOOG Alphabet Inc Communication Services 5,838.0 $1.8M 0.19% -12K -67.7% $313.80 +22.2%
25 IXUS iShares Core MSCI Total Intl Stock Mkt ETF 21,419.0 $1.8M 0.18% +218.0 +1.0% $84.64 +12.4%
26 AJG Arthur J Gallagher & Co Financial Services 6,950.0 $1.8M 0.18% -432.0 -5.8% $258.79 -19.9%
27 ACWI iShares MSCI ACWI Index ETF 12,500.0 $1.8M 0.18% $141.49 +10.0%
28 VTWO Vanguard Russell 2000 Index Fund ETF 17,574.0 $1.7M 0.18% -200.0 -1.1% $99.52 +14.7%
29 VXUS Vanguard Total Intl Stock Idx ETF 21,998.0 $1.7M 0.17% -800.0 -3.5% $75.44 +12.1%
30 TLTD Flexshares M Star Dev Mkt ETF 17,206.0 $1.6M 0.16% NEW $92.73 +8.6%
31 AVGO Broadcom Inc. Technology 4,389.0 $1.5M 0.15% -12K -72.5% $346.10 +19.8%
32 AMZN Amazon.com Inc Consumer Cyclical 6,537.0 $1.5M 0.15% -21K -76.5% $230.82 +16.3%
33 MLPX Global X MLP & Energy Infrastructure 24,368.0 $1.5M 0.15% $60.53 +26.4%
34 MTB M&T Bank Corp Financial Services 6,750.0 $1.4M 0.14% $201.48 +5.4%
35 IJR iShares Core S&P Small-Cap 11,014.0 $1.3M 0.14% +4K +59.7% $120.18 +13.4%
36 V Visa Inc Class A Shares Financial Services 3,688.0 $1.3M 0.13% -8K -67.1% $350.71 -5.7%
37 BIL SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF 13,580.0 $1.2M 0.13% +2K +17.9% $91.38 +0.2%
38 VT Vanguard Total World Stock Index ETF 8,535.0 $1.2M 0.12% -73.0 -0.8% $141.06 +10.0%
39 META Meta Platforms Inc Communication Services 1,771.0 $1.2M 0.12% -529.0 -23.0% $660.09 -8.0%
40 SPYG SPdr Prtflo SP 500 GW 10,166.0 $1.1M 0.11% -25K -71.4% $106.70 +10.9%
Page 2 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%