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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $556M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 585 New
Page 5 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA Tesla Motors Inc Consumer Cyclical 1,515.0 $674K 0.12% NEW $444.72 -6.0%
82 AOS A. O. Smith Corp Industrials 9,123.0 $670K 0.12% NEW $73.41 -23.3%
83 COP Conocophillips Energy 7,037.0 $666K 0.12% NEW $94.59 +29.2%
84 BAC Bank Of America Corp Financial Services 12,003.0 $619K 0.11% NEW $51.59 -1.5%
85 ITOT iShares Core S&P Total US Stock Market 4,176.0 $608K 0.11% NEW $145.65 +10.8%
86 PH Parker-Hannifin Corp Industrials 797.0 $604K 0.11% NEW $758.15 +12.0%
87 AMGN Amgen Inc Healthcare 2,008.0 $567K 0.10% NEW $282.20 +18.6%
88 TXN Texas Instruments Inc Technology 3,055.0 $561K 0.10% NEW $183.73 +61.7%
89 IWD iShares Russell 1000 Value 2,690.0 $548K 0.10% NEW $203.59 +14.6%
90 IWF iShares Russell 1000 Growth 1,150.0 $539K 0.10% NEW $468.41 -73.5%
91 SO Southern Company Utilities 5,640.0 $535K 0.10% NEW $94.77 -0.4%
92 XPO XPO Logistics Inc Sr Industrials 4,000.0 $517K 0.09% NEW $129.27 +55.8%
93 DBJP Xtrackers MSCI Japan Hedged Equity ETF 6,000.0 $510K 0.09% NEW $84.98 +28.5%
94 ATMP Barclays BK PLC Financial Services 17,500.0 $504K 0.09% NEW $28.80 +27.3%
95 LULU Lulu Lemon Athletica Inc Consumer Cyclical 2,805.0 $499K 0.09% NEW $177.93 -30.6%
96 XOM Exxon Mobil Corp Energy 4,426.0 $499K 0.09% NEW $112.75 +38.7%
97 MCD McDonalds Corp Consumer Cyclical 1,601.0 $487K 0.09% NEW $303.89 -6.8%
98 LHX L3Harris Technologies Inc Industrials 1,585.0 $484K 0.09% NEW $305.41 +0.4%
99 XLF Financial Select Sector SPDR (Mkt) 8,955.0 $482K 0.09% NEW $53.87 -4.5%
100 SCHB Schwab US Broad Market ETF 18,686.0 $480K 0.09% NEW $25.71 +10.6%
Page 5 of 30  ·  585 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
Technology 34.5%
Financial Services 23.6%
Communication Services 8.8%
Consumer Cyclical 8.6%
Industrials 6.5%
Healthcare 6.3%
Consumer Defensive 4.2%
Energy 3.0%
Basic Materials 2.2%
Utilities 1.7%