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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $981M AUM 431 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 60 New 36 Added 205 Reduced 214 Exited
Page 4 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HCA HCA Healthcare Inc Healthcare 750.0 $350K 0.04% -2K -67.2% $466.86 -15.9%
62 MBB iShares MBS ETF 3,640.0 $347K 0.04% +3K +538.6% $95.22 -1.4%
63 HD Home Depot Inc Consumer Cyclical 1,004.0 $345K 0.04% -3K -76.0% $344.10 -8.8%
64 TFC Truist Financial Corp Financial Services 6,978.0 $343K 0.04% -2K -21.5% $49.21 -2.5%
65 SO Southern Company Utilities 3,625.0 $316K 0.03% -2K -35.7% $87.20 +7.4%
66 BAC Bank Of America Corp Financial Services 5,731.0 $315K 0.03% -6K -52.2% $55.00 -6.4%
67 IXN iShares Global Tech (Mkt) 2,930.0 $308K 0.03% -26K -89.9% $105.00 +28.1%
68 IUSB iShares Core Total USD Bond Market ETF 6,492.0 $302K 0.03% $46.54 -1.5%
69 ISRG Intuitive Surgical, Inc. Healthcare 524.0 $297K 0.03% -224.0 -29.9% $566.36 -22.3%
70 SCHE Schwab Emerging Markets Equity ETF 9,061.0 $297K 0.03% -3K -24.9% $32.75 +8.6%
71 EFV iShares MSCI EAFE Value ETF 4,114.0 $294K 0.03% $71.41 +10.6%
72 OEF iShares S&P 100 (Mkt) 850.0 $292K 0.03% $342.97 +8.0%
73 VV Vanguard Large Cap Index Fund 900.0 $283K 0.03% +783.0 +669.2% $314.80 +8.5%
74 SIL Global X Silver ETF 3,238.0 $270K 0.03% $83.52 +7.0%
75 ABT Abbott Laboratories Healthcare 2,069.0 $259K 0.03% -10K -82.7% $125.29 -29.9%
76 ORCL Oracle Corp Technology 1,325.0 $258K 0.03% -8K -85.6% $194.91 -2.6%
77 VWO Vanguard FTSE Emerging Markets (ETF) 4,727.0 $254K 0.03% -2K -27.0% $53.76 +9.2%
78 SONY Sony Corp ADR Technology 9,920.0 $254K 0.03% -275.0 -2.7% $25.60 -10.9%
79 CAT Caterpillar Inc Industrials 440.0 $252K 0.03% -316.0 -41.8% $572.87 +51.2%
80 SFBS Servisfirst Bancshares Financial Services 3,350.0 $240K 0.03% $71.79 +7.5%
Page 4 of 22  ·  431 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 36.8%
Technology 29.0%
Communication Services 9.5%
Consumer Cyclical 9.2%
Healthcare 4.5%
Energy 3.2%
Industrials 2.8%
Consumer Defensive 2.5%
Basic Materials 1.2%
Utilities 0.9%