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Portfolio (Quarterly) Guide ↗

Arlington Partners LLC

· CIK 0001389848
13F Portfolio $55M AUM 64 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 29 Added 8 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AQE Core ETF 32,191.0 $768K 1.39% NEW $23.87
2 Honeywell International Inc 641.0 $144K 0.26% NEW $224.07
3 Honeywell Aerospace Inc 641.0 $142K 0.26% NEW $221.25

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 38.7%
Healthcare 15.0%
Consumer Defensive 10.8%
Industrials 9.6%
Communication Services 8.9%
Technology 8.7%
Consumer Cyclical 7.1%
Basic Materials 1.3%