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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 21 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 UA Under Armour Consumer Cyclical 684.0 $3K $4.80 +4.8%
402 VRT Vertiv Holdings Co. Industrials 20.0 $3K -80.0 -80.0% $162.00 +94.9%
403 Churchill Cap Corp X Shs Cl A 200.0 $3K NEW $15.60
404 NKE Nike Inc Cl B Consumer Cyclical 47.0 $3K -741.0 -94.0% $63.70 -30.3%
405 JNK SPDR Bloomberg High Yield Bond ETF 30.0 $3K NEW $97.20 -1.0%
406 AMTM Amentum Holdings, Inc. Industrials 100.0 $3K NEW $29.00 -20.1%
407 ROK Rockwell Automation Inc Industrials 7.0 $3K NEW $389.00 +12.1%
408 CLF Cleveland-Cliffs Inc Basic Materials 150.0 $2K $13.28 -19.4%
409 SOLS Solstice Advanced Matls Inc Basic Materials 41.0 $2K NEW $48.59 +73.9%
410 ITB iShares US Home Construction (MKT) 18.0 $2K $96.28 -5.7%
411 XLU Utilities Select Sector SPDR (Mkt) 40.0 $2K +20.0 +100.0% $42.70 +5.4%
412 DKNG DraftKings Inc New Com Class A Consumer Cyclical 45.0 $2K $34.47 -26.3%
413 BTC Grayscale Bitcoin Mini TR ETF NEW Financial Services 40.0 $2K $38.73 -11.3%
414 PRFZ Invesco FTSE Rafi US 1500 Small-Mid ETF 32.0 $1K $45.88 +10.6%
415 DUOL Duolingo Inc Technology 8.0 $1K $175.50 -39.8%
416 UAA Under Armour Inc Class A Shs Consumer Cyclical 281.0 $1K $4.97 +3.6%
417 COMT iShares Commodities Select Strategy ETF 52.0 $1K $24.90 +41.6%
418 HYDR Global X Funds Hydrogen ETF 40.0 $1K $31.77 +113.0%
419 NEO NeoGenomics, Inc. Healthcare 108.0 $1K $11.76 -22.5%
420 GSST Goldman Sachs Aces Ultra Shr BD ETF 25.0 $1K $50.48 +0.0%
Page 21 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%