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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 5 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFV iShares MSCI EAFE Value ETF 4,258.0 $326K 0.03% +144.0 +3.5% $76.55 +6.1%
82 MU Micron Tech Inc Technology 276.0 $319K 0.03% +156.0 +130.0% $1154.29 -18.5%
83 VO Vanguard Mid-Cap ETF 3,893.0 $314K 0.03% +4K +1535.7% $80.57 +3.2%
84 FCX Freeport-Mcmoran Copper & Gold Basic Materials 4,744.0 $298K 0.03% +4K +954.2% $62.89 +5.5%
85 YOU Clear Secure Inc Technology 5,345.0 $298K 0.03% NEW $55.73 -20.0%
86 ABBV Abbvie Inc Com Healthcare 1,150.0 $289K 0.02% +620.0 +117.0% $251.64 +2.9%
87 IXN iShares Global Tech (Mkt) 2,000.0 $289K 0.02% -930.0 -31.7% $144.48 -3.4%
88 IEFA iShares Core MSCI EAFE 2,931.0 $283K 0.02% +1K +95.1% $96.58 +3.4%
89 IUSB iShares Core Total USD Bond Market ETF 6,066.0 $280K 0.02% -426.0 -6.6% $46.15 -1.6%
90 OEF iShares S&P 100 (Mkt) 750.0 $274K 0.02% -100.0 -11.8% $365.87 +3.5%
91 TRMK Trustmark Corporation Financial Services 5,950.0 $274K 0.02% +641.0 +12.1% $46.01 +3.7%
92 SPSM SPDR Portfolio S&P 600 4,736.0 $273K 0.02% $57.67 -0.4%
93 IJK iShares S&P Mid-Cap 400 Growth 2,310.0 $271K 0.02% NEW $117.50 -0.6%
94 VV Vanguard Large Cap Index Fund 783.0 $269K 0.02% -117.0 -13.0% $343.91 +2.8%
95 AIQ Global X Artificial Intelligence Technology ETF 4,070.0 $267K 0.02% NEW $65.61 -4.7%
96 VUG Vanguard Growth Index Fund ETF 3,060.0 $264K 0.02% +3K +1900.0% $86.14 +2.0%
97 VGT Vanguard Information Technology ETF 2,104.0 $251K 0.02% +2K +926.3% $119.52 +0.2%
98 SIL Global X Silver ETF 3,238.0 $251K 0.02% $77.46 +13.0%
99 BCPL BNY Mellon Trust II Core Plus ETF 10,000.0 $249K 0.02% NEW $24.94 -1.9%
100 MA Mastercard Inc Class A Financial Services 479.0 $246K 0.02% +116.0 +32.0% $513.60 +11.8%
Page 5 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%