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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 5 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPSM SPDR Portfolio S&P 600 4,736.0 $222K 0.02% $46.86 +13.1%
82 APOS Apollo Global Management Inc Common Stock Financial Services 1,500.0 $217K 0.02% -371.0 -19.8% $144.76 -81.9%
83 GDX VanEck Vectors Gold Miners ETF 2,520.0 $216K 0.02% $85.77 +0.3%
84 SHOP Shopify Inc Technology 1,296.0 $209K 0.02% -804.0 -38.3% $160.97 -34.8%
85 MA Mastercard Inc Class A Financial Services 363.0 $207K 0.02% -449.0 -55.3% $570.88 -12.5%
86 TRMK Trustmark Corporation Financial Services 5,309.0 $207K 0.02% $38.95 +13.6%
87 MKL Markel Corporation Financial Services 96.0 $206K 0.02% -45.0 -31.9% $2149.65 -13.8%
88 SPMD SPDR Portfolio S&P 400 3,436.0 $199K 0.02% $57.91 +10.3%
89 AXP American Express Co Financial Services 534.0 $198K 0.02% -534.0 -50.0% $369.95 -16.3%
90 INTU Intuit Inc Technology 296.0 $196K 0.02% -2K -86.7% $662.42 -53.6%
91 TJX TJX Cos Inc Consumer Cyclical 1,252.0 $192K 0.02% -16K -92.5% $153.61 +3.6%
92 AAAU Goldman Sachs Physical Gold ETF Financial Services 4,512.0 $192K 0.02% $42.55 +5.2%
93 T AT&T Inc Communication Services 7,380.0 $183K 0.02% -2K -17.7% $24.84 +0.4%
94 QQQ Invesco QQQ Trust Financial Services 295.0 $181K 0.02% -2K -84.2% $614.31 +16.3%
95 PLTR Palantir Technologies Inc Class A Technology 1,002.0 $178K 0.02% +152.0 +17.9% $177.75 -22.8%
96 BND Vanguard Total Bond Market ETF 2,380.0 $176K 0.02% $74.07 -1.5%
97 LLY Eli Lilly & Co Healthcare 164.0 $176K 0.02% -2K -92.8% $1074.68 -3.1%
98 MPLX MPLX LP Energy 3,300.0 $176K 0.02% -100.0 -2.9% $53.37 +4.2%
99 SCHX Schwab US Large-Cap ETFT Mkt 6,489.0 $175K 0.02% -601K -98.9% $26.91 +8.5%
100 PHYS Sprott Physical Gold Trust Financial Services 5,206.0 $172K 0.02% $33.02 +4.1%
Page 5 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%