BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 32 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CCEP Coca-Cola European Partners PLC Consumer Defensive 30.0 $3K NEW $100.07 +6.6%
622 RIO Rio Tinto Plc ADR Basic Materials 31.0 $3K NEW $94.94 +5.8%
623 PNR Pentair Plc Industrials 38.0 $3K NEW $76.66 -14.4%
624 JNK SPDR Bloomberg High Yield Bond ETF 30.0 $3K $96.37 -0.4%
625 RELX Relx PLC ADR Communication Services 89.0 $3K NEW $31.67 +10.8%
626 DTM DT Midstream Inc Energy 19.0 $3K NEW $146.74 -9.7%
627 COIN Coinbase Global Inc Financial Services 19.0 $3K +16.0 +533.3% $146.21 +9.6%
628 Capstone Green Energy Holdings Inc 300.0 $3K NEW $9.20
629 INFQ Infleqtion Inc Technology 200.0 $3K NEW $13.32 -6.2%
630 WDS Woodside Petroleum ADR Energy 137.0 $3K NEW $19.32 +23.6%
631 TDS Telephone & Data Systems, Inc. Communication Services 70.0 $3K NEW $37.01 -6.3%
632 KEY Keycorp Financial Services 112.0 $3K NEW $23.05 -4.1%
633 Lazard Active ETF Trust Japanese Equity ETF 70.0 $3K NEW $36.60
634 STE Steris PLC Healthcare 12.0 $3K NEW $210.58 +12.5%
635 REGN Regeneron Pharmaceuticals Healthcare 4.0 $2K NEW $623.50 +34.9%
636 DOW Dow Inc Basic Materials 91.0 $2K NEW $27.36 +16.0%
637 MTDR Matador Resources Co Energy 50.0 $2K NEW $49.78 +16.5%
638 CHRW C.H. Robinson Worldwide Inc Industrials 13.0 $2K NEW $188.31 -23.3%
639 AEE Ameren Corp Utilities 21.0 $2K NEW $113.05 -3.3%
640 NMR Nomura Holdings Inc Financial Services 270.0 $2K NEW $8.78 +8.3%
Page 32 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%