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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 8 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 Bluerock Private Real Estate Fund 6,464.0 $97K 0.01% NEW $15.00
142 USO United States Oil Financial Services 1,356.0 $94K 0.01% $69.16 +108.6%
143 CRWD CrowdStrike Holdings Inc Class A Technology 200.0 $94K 0.01% -10.0 -4.8% $468.76 +38.3%
144 FNDA FDT US SC 2,930.0 $92K 0.01% $31.51 +12.4%
145 BSX Boston Scientific Corp Healthcare 963.0 $92K 0.01% -17.0 -1.7% $95.35 -40.1%
146 SCHM Schwab US Mid Cap ETF 3,000.0 $90K 0.01% $30.07 +14.9%
147 AMP Ameriprise Financial Inc Financial Services 183.0 $90K 0.01% -1K -87.5% $490.34 -8.1%
148 NEE Nextera Energy Inc Utilities 1,115.0 $90K 0.01% -3K -72.2% $80.28 +11.7%
149 CWB SPDR Bloomberg Conv Sec ETF 1,000.0 $89K 0.01% $89.20 +18.1%
150 BLK Blackrock Inc Financial Services 83.0 $89K 0.01% -22.0 -20.9% $1070.34 -0.6%
151 VIOO Vanguard S&P Small-Cap 600 Index 798.0 $89K 0.01% $110.96 +13.5%
152 GDXJ Vaneck Vectors ETF TR Gold Miners 765.0 $87K 0.01% $113.78 -1.4%
153 SYK Stryker Corp Healthcare 245.0 $86K 0.01% +55.0 +28.9% $351.47 -8.5%
154 QCOM Qualcomm Inc Technology 500.0 $86K 0.01% -7K -93.5% $171.05 +18.4%
155 ALC Alcon Inc Ord Healthcare 1,082.0 $85K 0.01% +100.0 +10.2% $78.81 -13.8%
156 PG Procter & Gamble Co Consumer Defensive 595.0 $85K 0.01% -2K -79.7% $143.31 -0.6%
157 VXF Vanguard Extended Market Index ETF (MKT) 400.0 $84K 0.01% $209.12 +9.3%
158 BSM Black Stone Minerals LP Common Stock Unit Energy 6,250.0 $83K 0.01% $13.29 +4.6%
159 MGK Vanguard Mega Cap Growth ETF 200.0 $83K 0.01% $412.77 -78.5%
160 SCHD Schwab US Dividend Equity ETF 3,000.0 $82K 0.01% $27.43 +17.6%
Page 8 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%