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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 6 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STLD Steel Dynamics, Inc. Basic Materials 1,000.0 $169K 0.02% -2K -64.9% $169.45 +34.7%
102 EBAY Ebay Inc Consumer Cyclical 1,938.0 $169K 0.02% +188.0 +10.7% $87.10 +34.5%
103 VTEB Vanguard Municipal Bond Fund ETF 3,351.0 $169K 0.02% $50.29 -0.9%
104 JNJ Johnson & Johnson Healthcare 794.0 $164K 0.02% -1K -59.6% $206.95 +12.0%
105 DE Deere & Company Industrials 350.0 $163K 0.02% -247.0 -41.4% $465.57 +14.1%
106 ORLY O'Reilly Automotive Inc Consumer Cyclical 1,770.0 $161K 0.02% -11K -86.0% $91.21 +1.2%
107 ORRF Orrstown Financial Services Inc Financial Services 4,458.0 $158K 0.02% $35.42 +3.8%
108 GL Globe Life Inc Financial Services 1,118.0 $156K 0.02% -74.0 -6.2% $139.86 +12.0%
109 VGT Vanguard Information Technology ETF 205.0 $155K 0.02% -2K -91.1% $753.78 -84.8%
110 AMAT Applied Materials, Inc. Technology 584.0 $150K 0.01% -1K -63.7% $256.99 +66.3%
111 AMD Advanced Micro Devices, Inc. Technology 691.0 $148K 0.01% -11K -93.9% $214.16 +109.9%
112 COMP Compass Inc Class A Technology 13,992.0 $148K 0.01% -370K -96.3% $10.57 -19.9%
113 ET Energy Transfer Equity LP Energy 8,935.0 $147K 0.01% -500.0 -5.3% $16.49 +21.3%
114 CI Cigna Corp Healthcare 535.0 $147K 0.01% -2K -77.6% $275.23 +2.5%
115 SHW Sherwin-Williams Co Basic Materials 454.0 $147K 0.01% -258.0 -36.2% $324.03 -5.0%
116 GSG iShares S&P GSCI Commodity-Indexed Trust Financial Services 6,250.0 $144K 0.01% $23.06 +44.9%
117 PH Parker-Hannifin Corp Industrials 163.0 $143K 0.01% -634.0 -79.5% $878.96 -2.2%
118 EW Edwards LIfe Sciences Corp Healthcare 1,635.0 $139K 0.01% -11K -86.6% $85.25 -2.4%
119 VTV Vanguard Value ETF 710.0 $136K 0.01% -915.0 -56.3% $190.99 +9.4%
120 IEFA iShares Core MSCI EAFE 1,502.0 $134K 0.01% +512.0 +51.7% $89.46 +8.8%
Page 6 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%