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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 34 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 WEC WEC Energy Group Utilities 17.0 $2K NEW $116.76 -6.4%
662 WULF Terawulf Inc. Financial Services 80.0 $2K NEW $24.70 -37.2%
663 ALG Alama Group, inc. Industrials 12.0 $2K NEW $164.50 -1.3%
664 EXPD Expeditors International Washington Inc. Industrials 12.0 $2K NEW $163.00 +14.4%
665 WYNN Wynn Resorts Ltd Consumer Cyclical 20.0 $2K NEW $97.10 +3.1%
666 RRC Range Resources Corp Energy 52.0 $2K NEW $37.19 +8.4%
667 NBR Nabors Industries Ltd Energy 23.0 $2K NEW $84.00 +9.2%
668 NKE Nike Inc Cl B Consumer Cyclical 47.0 $2K $41.04 +0.0%
669 OII Oceaneering International Inc Energy 47.0 $2K NEW $40.51 +30.1%
670 UAL United Airlines Holdings Inc Industrials 14.0 $2K NEW $136.00 -14.9%
671 ITB iShares US Home Construction (MKT) 18.0 $2K $104.50 -5.0%
672 BK Bank Of New York Mellon Corp Financial Services 13.0 $2K NEW $144.62 -1.9%
673 UNM Unum Group Financial Services 21.0 $2K NEW $89.38 -1.9%
674 KIM Kimco Realty Corp Real Estate 74.0 $2K NEW $25.35 -4.0%
675 ICSH iShares Ultra Short Duration Bond Active ETF 37.0 $2K NEW $50.57 -0.1%
676 MTCH Match Group Inc Communication Services 48.0 $2K NEW $38.04 +4.4%
677 Chesapeake Energy Corporation 20.0 $2K NEW $91.20
678 NGG National Grid PLC Utilities 22.0 $2K NEW $82.86 -2.7%
679 BE Bloom Energy Corporation Com Industrials 6.0 $2K NEW $302.67 -31.7%
680 MCO Moody's Corporation Financial Services 4.0 $2K NEW $453.00 +9.7%
Page 34 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%