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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 4 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT Wal-Mart Stores Inc Consumer Defensive 4,482.0 $508K 0.04% -196.0 -4.2% $113.26 +1.7%
62 SCHB Schwab US Broad Market ETF 16,907.0 $490K 0.04% $28.96 +2.5%
63 SO Southern Company Utilities 5,037.0 $482K 0.04% +1K +39.0% $95.71 -3.8%
64 RTX Raytheon Technologies Corp Industrials 2,513.0 $477K 0.04% +324.0 +14.8% $189.73 +18.8%
65 XLF Financial Select Sector SPDR (Mkt) 8,888.0 $476K 0.04% +8K +1025.1% $53.61 +7.9%
66 BAC Bank Of America Corp Financial Services 8,213.0 $468K 0.04% +2K +43.3% $56.98 +12.7%
67 IWD iShares Russell 1000 Value 1,849.0 $448K 0.04% -601.0 -24.5% $242.43 +5.9%
68 BBJP JP Morgan Betabuilders Japan ETF 5,736.0 $432K 0.04% NEW $75.31 +2.2%
69 HD Home Depot Inc Consumer Cyclical 1,223.0 $431K 0.04% +219.0 +21.8% $352.68 -4.3%
70 SIVR Abrdn Silver ETF Trust Physical Silver Shares ETF Financial Services 7,500.0 $422K 0.04% $56.22 +7.4%
71 PSLV Sprott Physical Silver Trust Financial Services 21,101.0 $398K 0.03% $18.87 +9.7%
72 MBB iShares MBS ETF 4,015.0 $379K 0.03% +375.0 +10.3% $94.52 -1.5%
73 IGEB iShares Investment Grade Systematic Bond ETF 8,231.0 $371K 0.03% $45.11 -2.2%
74 TJX TJX Cos Inc Consumer Cyclical 2,442.0 $370K 0.03% +1K +95.0% $151.50 -0.4%
75 TFC Truist Financial Corp Financial Services 7,077.0 $353K 0.03% +99.0 +1.4% $49.82 +5.2%
76 FEZ SPDR Euro Stoxx 50 5,129.0 $352K 0.03% -2K -25.5% $68.68 +3.9%
77 JP Morgan Ultra-Short Income ETF 6,927.0 $350K 0.03% NEW $50.57
78 HCA HCA Healthcare Inc Healthcare 887.0 $346K 0.03% +137.0 +18.3% $389.89 +5.6%
79 VWO Vanguard FTSE Emerging Markets (ETF) 5,724.0 $342K 0.03% +997.0 +21.1% $59.69 -0.1%
80 LLY Eli Lilly & Co Healthcare 278.0 $333K 0.03% +114.0 +69.5% $1199.43 +2.2%
Page 4 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%