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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 38 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CPRI Capri Holdings Ltd Consumer Cyclical 51.0 $947.0 NEW $18.57 -22.3%
742 THC Tenet Healthcare Corp Healthcare 5.0 $935.0 NEW $187.00 +44.5%
743 Rent-A-Center Inc 44.0 $934.0 NEW $21.23
744 FISV Fiserv, Inc. Technology 19.0 $932.0 NEW $49.05 +5.4%
745 DUOL Duolingo Inc Technology 8.0 $920.0 $115.00 +21.4%
746 PODD Insulet Corporation Healthcare 6.0 $914.0 NEW $152.33 -2.8%
747 HROW Harrow Inc Healthcare 21.0 $892.0 NEW $42.48 -7.0%
748 SCCO Southern Copper Corp Basic Materials 5.0 $871.0 NEW $174.20 +7.8%
749 BBWI Bath & Body Works Inc Consumer Cyclical 36.0 $833.0 NEW $23.14 -13.4%
750 LYG Lloyds Banking Group PLC ADR Financial Services 140.0 $816.0 NEW $5.83 +4.0%
751 Pinnacle Financial Partners 8.0 $807.0 NEW $100.88
752 AGO Assured Guaranty Ltd. Financial Services 10.0 $802.0 NEW $80.20 -5.8%
753 A Agilent Technologies, Inc. Healthcare 6.0 $797.0 NEW $132.83 +11.7%
754 VOD Vodafone Group Plc ADR Communication Services 60.0 $794.0 NEW $13.23 +21.9%
755 NWE NorthWestern Corp Utilities 11.0 $788.0 NEW $71.64 -1.4%
756 PTEN Patterson UTI Energy Inc Energy 81.0 $744.0 NEW $9.19 +32.0%
757 BKR Baker Hughes, a GE Co Energy 13.0 $722.0 NEW $55.54 +16.0%
758 ABNB Airbnb Inc Class A Consumer Cyclical 5.0 $716.0 $143.20 +28.0%
759 RITM New Residential Investment Corp Real Estate 75.0 $704.0 NEW $9.39 +8.7%
760 FOX Fox Corporation Class B Communication Services 15.0 $703.0 NEW $46.87 +30.6%
Page 38 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%