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Portfolio (Quarterly) Guide ↗

Arlington Partners LLC

· CIK 0001389848
13F Portfolio $14M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA Vanguard FTSE Developed Markets ETF 135,000.0 $8.4M 59.98% NEW $62.47 +11.3%
2 PSBD Palmer Square Capital BDC Inc Financial Services 461,609.0 $5.6M 40.02% NEW $12.19 -11.8%

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 100.0%