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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 33 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AWK American Water Works Co Inc Utilities 18.0 $2K -47.0 -72.3% $131.56 +5.4%
642 RF Regions Financial Corp Financial Services 78.0 $2K NEW $30.21 +1.3%
643 PNW Pinnacle West Capital Corp Utilities 22.0 $2K NEW $107.00 -7.1%
644 LOGI Logitech International SA Technology 25.0 $2K NEW $94.04 +6.8%
645 BP BP PLC Spons ADR Energy 63.0 $2K NEW $36.95 +18.3%
646 JBL Jabil Circuit Inc Technology 6.0 $2K NEW $385.50 -16.3%
647 SNAP Snap Inc Communication Services 500.0 $2K $4.44 +17.9%
648 PHIN Phinia Inc Common Stock Consumer Cyclical 26.0 $2K NEW $82.38 -11.0%
649 XME SPDR State Street S&P Metals Mining ETF 20.0 $2K NEW $106.95 +9.5%
650 SRE Sempra Energy Utilities 23.0 $2K NEW $92.70 -7.7%
651 HYDR Global X Funds Hydrogen ETF 40.0 $2K $53.05 -17.3%
652 FOXA Fox Corp Class A Communication Services 40.0 $2K NEW $52.15 +30.3%
653 IVZ Invesco Limited (ISIN #BMG491BT1088 SEDOL #B28XP76) Financial Services 78.0 $2K NEW $26.38 +22.1%
654 HBAN Huntington Bancshares Inc Financial Services 116.0 $2K NEW $17.73 -3.2%
655 LYB Lyondellbasell Industries Cl A (Isin #nl0009434992 Sedol #b3spxz4) Basic Materials 39.0 $2K NEW $52.64 +25.5%
656 GLW Corning Inc Technology 8.0 $2K NEW $255.38 -40.3%
657 HST Host Hotels and Resorts Inc Real Estate 86.0 $2K NEW $23.71 -2.4%
658 MO Altria Group Inc Consumer Defensive 28.0 $2K NEW $71.96 -8.2%
659 DOC Healthpeak Properties, Inc. Real Estate 94.0 $2K NEW $21.40 -3.0%
660 SMR Nuscale Power Corporation Utilities 200.0 $2K NEW $10.03 -7.3%
Page 33 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%