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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 30 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SHAZ SharonAI Holdings Inc Technology 50.0 $4K NEW $84.66 -22.7%
582 Unilever PLC Spon ADR 70.0 $4K NEW $60.11
583 MRNA Moderna Inc Healthcare 60.0 $4K NEW $70.03 +149.0%
584 STRL Sterling Infrastructure Inc Industrials 5.0 $4K NEW $839.40 -36.3%
585 BKLN Invesco Senior Loan ETF 200.0 $4K $20.37 +1.0%
586 JBHT J B Hunt Transport Services Inc Industrials 14.0 $4K NEW $289.43 -5.9%
587 GRMN Garmin LTD (Isin #ch0114405324 Sedol #b3z5t1) Technology 17.0 $4K NEW $237.53 +24.5%
588 VTR Ventas, Inc. Real Estate 44.0 $4K NEW $88.80 +3.4%
589 SOLS Solstice Advanced Matls Inc Basic Materials 44.0 $4K +3.0 +7.3% $88.59 -35.3%
590 PYPL Paypal Holdings Inc Financial Services 90.0 $4K NEW $43.18 +41.9%
591 HPE Hewlett Packard Enterprise Co Technology 86.0 $4K NEW $45.10 +17.8%
592 RWO SPDR Dow Jones Global Real Estate 78.0 $4K $49.71 +1.4%
593 LNG Cheniere Energy Energy 16.0 $4K NEW $239.00 +14.8%
594 LEMB iShares JP Morgan EM ETF 90.0 $4K $42.43 +1.9%
595 E Eni S.p.A. ADR Energy 79.0 $4K NEW $46.86 +19.4%
596 ELF E L F Beauty Inc Consumer Defensive 50.0 $4K $74.00 +34.7%
597 IX Orix Corp. Sponsored ADR Financial Services 97.0 $4K NEW $38.04 -1.4%
598 LUMN Lumen Technologies Inc Communication Services 474.0 $4K $7.68 -20.2%
599 Canadian Pacific Kansas City Southern 42.0 $4K NEW $86.64
600 DGX Quest Diagnostics Inc Healthcare 17.0 $4K NEW $211.94 +14.1%
Page 30 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%