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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 20 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 Square Inc 70.0 $5K NEW $65.09
382 CSL Carlisle Companies Inc Industrials 14.0 $4K -378.0 -96.4% $319.86 +3.9%
383 MLM Martin Marietta Materials, Inc Basic Materials 7.0 $4K -117.0 -94.3% $622.71 -13.6%
384 BKLN Invesco Senior Loan ETF 200.0 $4K NEW $21.00 -2.4%
385 BSY Bentley Systems Inc Class B Technology 110.0 $4K NEW $38.16 -12.6%
386 IWB iShares Russell 1000 ETF 11.0 $4K $373.45 +8.4%
387 HLN Haleon PLC Spon ADS Healthcare 400.0 $4K $10.11 -7.8%
388 SNAP Snap Inc Communication Services 500.0 $4K $8.07 -30.3%
389 SLB Schlumberger Limited Energy 105.0 $4K -1K -92.6% $38.38 +49.2%
390 MGM MGM Resorts International Consumer Cyclical 110.0 $4K -690.0 -86.2% $36.49 +3.2%
391 Ingersoll Rand Inc 50.0 $4K $79.22
392 ARES Ares Management Corp Class A Financial Services 24.0 $4K $161.62 -23.3%
393 ARKK ARK Innovation ETF 50.0 $4K $76.92 -0.4%
394 ELF E L F Beauty Inc Consumer Defensive 50.0 $4K $76.04 -30.1%
395 LEMB iShares JP Morgan EM ETF 90.0 $4K NEW $41.57 +0.4%
396 LUMN Lumen Technologies Inc Communication Services 474.0 $4K $7.77 +21.5%
397 RWO SPDR Dow Jones Global Real Estate 78.0 $4K NEW $45.03 +10.0%
398 EXC Exelon Corp. Utilities 80.0 $3K $43.59 +4.0%
399 TEAM Atlassian Corp A Technology 21.0 $3K NEW $162.14 -46.8%
400 FIS Fidelity National Information Services Inc Technology 51.0 $3K NEW $66.45 -34.4%
Page 20 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%