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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 43 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 GRFS Grifols S.A. ADR Healthcare 14.0 $99.0 NEW $7.07 +9.6%
842 GDDY GoDaddy Inc Class A Technology 1.0 $85.0 NEW $85.00 +12.7%
843 VSNT Versant Media Group Inc Industrials 2.0 $72.0 NEW $36.00 +9.7%
844 ProShares Tr II Ultra Bloomberg Nat Gas ETF 2.0 $55.0 NEW $27.50
845 MBI MBIA Inc. Financial Services 7.0 $46.0 NEW $6.57 -24.4%
846 IDV iShares International Select Div 1.0 $41.0 $41.00 +8.7%
Page 43 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%