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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 8 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PHYS Sprott Physical Gold Trust Financial Services 5,206.0 $157K 0.01% $30.17 +9.4%
142 GE General Electric Co Industrials 419.0 $157K 0.01% +335.0 +398.8% $373.73 +0.4%
143 BKMC BNY Mellon US Mid Cap Core Equity ETF 1,260.0 $156K 0.01% NEW $41.30 +0.1%
144 CI Cigna Corp Healthcare 558.0 $154K 0.01% +23.0 +4.3% $275.68 +1.0%
145 SHOP Shopify Inc Technology 1,336.0 $153K 0.01% +40.0 +3.1% $114.18 +28.4%
146 AVEM Avantis Emerging Market ETF 1,570.0 $151K 0.01% NEW $96.49 -4.6%
147 AVDE Avantis Intl Eqt ETF 1,693.0 $151K 0.01% NEW $89.20 +4.5%
148 ECL Ecolab Inc Basic Materials 541.0 $151K 0.01% +41.0 +8.2% $278.61 +0.5%
149 EW Edwards LIfe Sciences Corp Healthcare 1,650.0 $149K 0.01% +15.0 +0.9% $90.46 +0.6%
150 GEV GE Vernova Inc. Com Utilities 127.0 $149K 0.01% +98.0 +337.9% $1174.86 -14.5%
151 PG Procter & Gamble Co Consumer Defensive 1,016.0 $149K 0.01% +421.0 +70.8% $146.64 -2.2%
152 NEM Newmont Mining Corp Basic Materials 1,579.0 $147K 0.01% +1K +571.9% $93.40 +24.2%
153 SONY Sony Corp ADR Technology 7,316.0 $147K 0.01% -3K -26.2% $20.06 +16.8%
154 VONG Vanguard Russell 1000 Growth Index Fund 1,140.0 $146K 0.01% NEW $127.81 -0.9%
155 XOM Exxon Mobil Corp Energy 1,062.0 $145K 0.01% +453.0 +74.4% $136.72 +21.1%
156 USO United States Oil Financial Services 1,356.0 $144K 0.01% $106.44 +22.8%
157 FNDF FDT Int LG 2,713.0 $143K 0.01% $52.76 +4.1%
158 AVUV Avantis US Small Cap Value ETF 1,145.0 $143K 0.01% NEW $124.76 +1.6%
159 OLN Olin Corporation Basic Materials 7,085.0 $140K 0.01% NEW $19.82 -6.8%
160 GS Goldman Sachs Financial Services 135.0 $137K 0.01% +61.0 +82.4% $1011.37 +2.9%
Page 8 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%