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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 3 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CIFR Cipher Digital Inc Financial Services 41,513.0 $1.0M 0.09% NEW $24.50 -34.3%
42 BIL SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF 10,294.0 $943K 0.08% -3K -24.2% $91.64 -0.1%
43 META Meta Platforms Inc Communication Services 1,587.0 $894K 0.08% -184.0 -10.4% $563.29 -3.5%
44 BKLC BNY Mellon US Large Cap Core Equity ETF 5,675.0 $814K 0.07% NEW $47.80 +2.6%
45 SPYM SPDR Portfolio S&P 500 9,245.0 $812K 0.07% $87.88 +2.8%
46 IWF iShares Russell 1000 Growth 6,268.0 $778K 0.07% +5K +508.5% $124.17 -0.9%
47 SPTM SPDR Portfolio S&P 1500 8,431.0 $765K 0.07% $90.79 +2.6%
48 Berkshire Hathaway Inc Cl A 1.0 $749K 0.06% NEW $748850.00
49 EEM iShares MSCI Emerging Markets ETF 10,571.0 $723K 0.06% $68.41 -4.5%
50 CSCO Cisco Systems Inc Technology 6,122.0 $719K 0.06% +347.0 +6.0% $117.46 -5.0%
51 GOVT iShares US Treasury Bond ETF 31,361.0 $714K 0.06% -441.0 -1.4% $22.78 -1.4%
52 SFBS Servisfirst Bancshares Financial Services 8,100.0 $703K 0.06% +5K +141.8% $86.75 +3.8%
53 ITOT iShares Core S&P Total US Stock Market 4,201.0 $690K 0.06% +425.0 +11.3% $164.27 +2.5%
54 CVX Chevron Corp Energy 3,864.0 $640K 0.05% +405.0 +11.7% $165.76 +24.1%
55 ATMP Barclays BK PLC Financial Services 17,500.0 $604K 0.05% $34.52 +8.1%
56 CAT Caterpillar Inc Industrials 552.0 $588K 0.05% +112.0 +25.4% $1064.90 -21.0%
57 COST Costco Wholesale Corp Consumer Defensive 583.0 $545K 0.05% +63.0 +12.1% $935.47 +2.8%
58 AMAT Applied Materials, Inc. Technology 747.0 $540K 0.05% +163.0 +27.9% $723.00 -28.9%
59 AMD Advanced Micro Devices, Inc. Technology 915.0 $532K 0.04% +224.0 +32.4% $580.91 -16.6%
60 VYMI Vanguard International High Dividend Yield Index ETF 5,261.0 $517K 0.04% -299K -98.3% $98.20 +5.9%
Page 3 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%