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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 20 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LOPE Grand Canyon Education Inc. Consumer Defensive 151.0 $22K 0.00% NEW $143.11 +2.2%
382 AEP American Electric Power Inc Utilities 150.0 $21K 0.00% +93.0 +163.2% $136.81 -8.1%
383 ICE Intercontinental Exchange Group Financial Services 166.0 $20K 0.00% -103.0 -38.3% $123.11 +28.8%
384 GWW W W Grainger Inc. Industrials 15.0 $20K 0.00% NEW $1360.40 -4.4%
385 MET Metlife Inc Financial Services 236.0 $20K 0.00% NEW $84.61 +10.5%
386 AON Aon PLC Financial Services 60.0 $20K 0.00% +37.0 +160.9% $331.68 +6.1%
387 FHN First Horizon National Corp Financial Services 769.0 $20K 0.00% +429.0 +126.2% $25.64 -3.7%
388 SNPS Synopsys, Inc. Technology 44.0 $20K 0.00% +31.0 +238.5% $446.07 -10.8%
389 CNP CenterPoint Energy Inc Utilities 445.0 $20K 0.00% +145.0 +48.3% $44.04 -8.7%
390 ETB Eaton Vance Tax Managed Buy Wrt Inc Fund Financial Services 1,239.0 $19K 0.00% $15.54 +0.4%
391 FedEx Fght Hldg Co 127.0 $19K 0.00% NEW $151.00
392 AZO Autozone Inc Consumer Cyclical 6.0 $19K 0.00% NEW $3196.00 -7.3%
393 PHM PulteGroup Inc Consumer Cyclical 139.0 $19K 0.00% +47.0 +51.1% $137.21 -7.0%
394 DFAR Dimensional US Real Estate ETF 728.0 $19K 0.00% NEW $26.16 +1.3%
395 TBBK Bancorp Inc Financial Services 300.0 $19K 0.00% $62.64 +6.8%
396 IYH iShares US Healthcare 280.0 $19K 0.00% NEW $67.01 +8.9%
397 IGV iShares North American Tech-Software (MKT) 204.0 $18K 0.00% NEW $90.60 +12.5%
398 DGT SPDR Global Dow ETF 100.0 $18K 0.00% $184.79 +3.3%
399 AZN Astrazeneca PLC Ord Healthcare 97.0 $18K 0.00% NEW $189.62 -13.3%
400 IZRL Ark Israel Innovative Tech ETF 595.0 $18K 0.00% $30.38 -5.2%
Page 20 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%