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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 40 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NAT Nordic American Tankers LTD Industrials 104.0 $576.0 NEW $5.54 +25.1%
782 LULU Lulu Lemon Athletica Inc Consumer Cyclical 5.0 $571.0 NEW $114.20 +4.2%
783 Liberty Media Corp Del Com Lbty One S C 6.0 $571.0 NEW $95.17
784 ERIC Ericsson ADR Technology 51.0 $569.0 NEW $11.16 -9.6%
785 BALL Ball Corporation Consumer Cyclical 9.0 $562.0 NEW $62.44 -1.2%
786 HII Huntington Ingalls Industries Industrials 2.0 $560.0 NEW $280.00 +13.4%
787 TS Tenaris SA Sponsored ADR Energy 10.0 $555.0 NEW $55.50 -4.6%
788 FBIN Fortune Brands Home & Security Inc Industrials 10.0 $549.0 NEW $54.90 -17.5%
789 BFH Alliance Data Systems Corp Common Financial Services 5.0 $542.0 NEW $108.40 +2.5%
790 PFG Principal Financial Group Financial Services 5.0 $539.0 NEW $107.80 +5.0%
791 ASTS AST Spacemobile Inc Technology 6.0 $533.0 NEW $88.83 -24.5%
792 Annaly Mortgage Management Inc (REIT) 23.0 $514.0 NEW $22.35
793 BRX Brixmor Property Group Inc. Real Estate 16.0 $504.0 NEW $31.50 -6.0%
794 SNN Smith & Nephew PLC ADR Healthcare 17.0 $490.0 NEW $28.82 +4.7%
795 MFG Mizuho Financial Group Inc. Financial Services 51.0 $489.0 NEW $9.59 +11.1%
796 SGRY Surgery Partners Inc Healthcare 29.0 $487.0 NEW $16.79 -15.2%
797 MHK Mohawk Industries Inc Consumer Cyclical 4.0 $485.0 NEW $121.25 +9.6%
798 EQH Equitable Holdings Inc Financial Services 11.0 $483.0 NEW $43.91 +15.8%
799 SXC Suncoke Energy Energy 59.0 $475.0 NEW $8.05 +13.5%
800 NGVC Natural Grocers by Vitmn Cottage Consumer Defensive 15.0 $465.0 NEW $31.00 -10.2%
Page 40 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%