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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 22 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ABNB Airbnb Inc Class A Consumer Cyclical 5.0 $679.0 $135.80 -1.1%
422 COIN Coinbase Global Inc Financial Services 3.0 $678.0 -575.0 -99.5% $226.00 -14.4%
423 FTV Fortive Corp Com Technology 10.0 $552.0 $55.20 +6.9%
424 CVNA Carvana Co Consumer Cyclical 1.0 $422.0 NEW $422.00 -84.7%
425 ASTL Algoma Steel Group Inc. Basic Materials 100.0 $410.0 $4.10 +15.4%
426 NKTR Nektar Therapeutics Healthcare 6.0 $254.0 $42.33 +62.0%
427 Ralliant Corp 3.0 $153.0 $51.00
428 BOIL Proshares Ultra Bloomberg Natural Gas ETF Financial Services 5.0 $115.0 $23.00 -40.5%
429 Liberty Media Corp Del Com Ser C 2.0 $79.0 $39.50
430 IDV iShares International Select Div 1.0 $39.0 $39.00 +16.3%
431 RBBN Ribbon Communications Inc Com Communication Services 6.0 $17.0 $2.83 -6.1%
Page 22 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%