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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 9 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VLO Valero Energy Corp Energy 524.0 $136K 0.01% NEW $260.44 +34.4%
162 NEE Nextera Energy Inc Utilities 1,541.0 $135K 0.01% +426.0 +38.2% $87.77 -1.8%
163 ABT Abbott Laboratories Healthcare 1,463.0 $133K 0.01% -606.0 -29.3% $90.74 +24.2%
164 GSEW Goldman Sachs Equal Weight US Equity ETF 1,369.0 $129K 0.01% $94.42 +3.6%
165 KGC Kinross Gold Corporation Basic Materials 5,430.0 $128K 0.01% NEW $23.62 +14.8%
166 AMP Ameriprise Financial Inc Financial Services 278.0 $128K 0.01% +95.0 +51.9% $458.76 +22.5%
167 BOND PIMCO Active Bond ETF 1,381.0 $127K 0.01% NEW $92.21 -1.9%
168 IJS iShares S&P Small Cap 600 Value ETF 915.0 $125K 0.01% $136.68 +1.1%
169 AVLV Avantis U.S. Large Cap Value ETF 1,366.0 $125K 0.01% NEW $91.21 +3.4%
170 FNDX Schwab Fundamental US Large Company ETF 3,885.0 $121K 0.01% $31.10 +4.3%
171 DAL Delta Airlines Inc Industrials 1,238.0 $116K 0.01% +138.0 +12.6% $93.66 -8.5%
172 TLH iShares 10-20 Year Treasury Bond (Mkt) 1,134.0 $114K 0.01% -16.0 -1.4% $100.35 -4.0%
173 FNDA FDT US SC 2,930.0 $112K 0.01% $38.06 -0.7%
174 SCHM Schwab US Mid Cap ETF 3,000.0 $111K 0.01% $36.87 -2.2%
175 VIOO Vanguard S&P Small-Cap 600 Index 798.0 $110K 0.01% $137.54 -0.5%
176 DFSV Dimensional US Small Cap Value ETF 2,813.0 $109K 0.01% NEW $38.79 +3.9%
177 AME Ametek Inc Industrials 449.0 $109K 0.01% +387.0 +624.2% $241.94 +3.3%
178 ETN Eaton Corp PLC Industrials 254.0 $108K 0.01% +123.0 +93.9% $426.12 +1.2%
179 CWB SPDR Bloomberg Conv Sec ETF 1,000.0 $108K 0.01% $107.82 -3.1%
180 WCN Waste Connections Inc Industrials 625.0 $104K 0.01% NEW $166.69 -0.7%
Page 9 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%