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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $556M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 585 New
Page 23 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TBBK Bancorp Inc Financial Services 300.0 $22K 0.00% NEW $74.89 -26.7%
442 LFT Lument Finance Trust Inc Com Real Estate 11,000.0 $22K 0.00% NEW $2.02 -44.6%
443 IFF International Flavors & Fragrances Basic Materials 355.0 $22K 0.00% NEW $61.54 +22.3%
444 SEIC SEI Investments Company Financial Services 248.0 $21K 0.00% NEW $84.85 +7.0%
445 RPT Rithm Property Trust Inc. REIT Real Estate 8,000.0 $20K 0.00% NEW $2.52 +469.4%
446 WMB Williams Companies Inc Energy 306.0 $19K 0.00% NEW $63.35 +22.9%
447 IYC IShares U.S. Consumer Discretionary ETF 175.0 $18K 0.00% NEW $104.80 -2.6%
448 TNL Travel Plus Leisure Co Consumer Cyclical 304.0 $18K 0.00% NEW $59.49 +9.1%
449 GBTC Grayscale Bitcoin Trust Financial Services 200.0 $18K 0.00% NEW $89.77 -32.9%
450 IZRL Ark Israel Innovative Tech ETF 595.0 $17K 0.00% NEW $29.12 +5.4%
451 DVN Devon Energy Corp Energy 489.0 $17K 0.00% NEW $35.06 +34.4%
452 AMH American Homes 4 Rent Class A Real Estate 500.0 $17K 0.00% NEW $33.25 -3.4%
453 DGT SPDR Global Dow ETF 100.0 $16K 0.00% NEW $161.75 +15.0%
454 ICICI Bank Ltd ADR 528.0 $16K 0.00% NEW $30.23
455 MU Micron Tech Inc Technology 95.0 $16K 0.00% NEW $167.32 +355.5%
456 BDX Becton Dickinson & Co Healthcare 81.0 $15K 0.00% NEW $187.17 -21.9%
457 SPDW SPDR Portfolio Developed ETF 354.0 $15K 0.00% NEW $42.79 +17.6%
458 VRT Vertiv Holdings Co. Industrials 100.0 $15K 0.00% NEW $150.86 +109.2%
459 DPZ Domino's Pizza Inc. Consumer Cyclical 33.0 $14K 0.00% NEW $431.70 -26.7%
460 FDN First Trust Dow Jones Internet Index 50.0 $14K 0.00% NEW $279.84 -2.9%
Page 23 of 30  ·  585 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
Technology 34.5%
Financial Services 23.6%
Communication Services 8.8%
Consumer Cyclical 8.6%
Industrials 6.5%
Healthcare 6.3%
Consumer Defensive 4.2%
Energy 3.0%
Basic Materials 2.2%
Utilities 1.7%