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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 23 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TGT Target Corp Consumer Defensive 94.0 $12K 0.00% +38.0 +67.9% $130.61 +21.2%
442 IP International Paper Company Consumer Cyclical 320.0 $12K 0.00% +160.0 +100.0% $38.10 +5.9%
443 CHWY Chewy, Inc. Consumer Cyclical 620.0 $12K 0.00% +230.0 +59.0% $19.65 +21.5%
444 Ingersoll Rand Inc 148.0 $12K 0.00% +98.0 +196.0% $81.99
445 TMUS T-Mobile US Inc Communication Services 72.0 $12K 0.00% +22.0 +44.0% $167.74 +8.0%
446 ADI Analog Devices Inc Technology 30.0 $12K 0.00% NEW $397.17 -6.8%
447 XLV SPDR Health Care Select Sector 75.0 $12K 0.00% $158.67 +8.6%
448 BBVA Banco Bilbao Vizcaya Argentaria S A Sponsored ADR Financial Services 474.0 $12K 0.00% NEW $25.06 +14.3%
449 IBM International Business Machines Technology 42.0 $12K 0.00% -33.0 -44.0% $281.21 -16.9%
450 GM General Motors Co Consumer Cyclical 149.0 $11K 0.00% +79.0 +112.9% $77.08 +11.8%
451 VZ Verizon Communications Inc Communication Services 269.0 $11K 0.00% NEW $42.34 +16.2%
452 Globus Medical Inc 140.0 $11K 0.00% NEW $79.01
453 DLB Dolby Laboratories Inc Class A Technology 210.0 $11K 0.00% +50.0 +31.2% $52.58 +22.1%
454 HUBS HubSpot Inc Technology 60.0 $11K 0.00% +43.0 +252.9% $182.52 +31.4%
455 LH LabCorp Holdings Inc Healthcare 39.0 $11K 0.00% +4.0 +11.4% $280.00 +18.9%
456 LEN Lennar Corp Class A Consumer Cyclical 119.0 $11K 0.00% NEW $90.49 -5.6%
457 TDG TransDigm Group Inc. Industrials 8.0 $11K 0.00% -38.0 -82.6% $1332.00 -11.4%
458 AR Antero Resources Energy 303.0 $11K 0.00% NEW $35.14 +7.2%
459 PNC PNC Financial Services Group Inc Financial Services 43.0 $11K 0.00% NEW $246.21 -1.9%
460 SMFG Sumitomo Mitsui Financial Group ADR Financial Services 446.0 $11K 0.00% NEW $23.58 +4.1%
Page 23 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%