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Portfolio (Quarterly) Guide ↗

Arlington Capital Management, Inc.

· CIK 0001606507
13F Portfolio $161M AUM 112 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 49 New 26 Added 17 Reduced 48 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWY ISHARES INC 41,653.0 $8.4M 5.23% +40K +1968.2% $201.90 -10.7%
2 ZROZ PIMCO ETF TR 51,742.0 $3.3M 2.06% +365.0 +0.7% $64.10 -7.5%
3 VRT VERTIV HOLDINGS CO Industrials 8,033.0 $2.7M 1.67% +764.0 +10.5% $334.82 -23.2%
4 GOOG ALPHABET INC 7,362.0 $2.6M 1.62% +203.0 +2.8% $353.31
5 AVGO BROADCOM INC Technology 3,481.0 $1.3M 0.82% +78.0 +2.3% $377.73 -2.4%
6 REM ISHARES TR 50,891.0 $1.1M 0.70% +4K +7.8% $22.05 -1.2%
7 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 173,445.0 $902K 0.56% +12K +7.1% $5.20 -1.5%
8 EJAN INNOVATOR ETFS TRUST 24,285.0 $874K 0.54% +15K +157.5% $36.00 +2.7%
9 EAPR INNOVATOR ETFS TRUST 25,526.0 $840K 0.52% +15K +138.8% $32.91 +2.4%
10 LITE LUMENTUM HLDGS INC Technology 883.0 $758K 0.47% +585.0 +196.3% $858.06 +4.3%
11 XLE SELECT SECTOR SPDR TR 13,602.0 $722K 0.45% +344.0 +2.6% $53.11 +18.0%
12 LQD ISHARES TR 6,565.0 $716K 0.45% +604.0 +10.1% $109.07 -2.5%
13 XBFR INNOVATOR ETFS TRUST 23,166.0 $617K 0.38% +541.0 +2.4% $26.62 +1.1%
14 CSWC CAPITAL SOUTHWEST CORP Financial Services 24,202.0 $575K 0.36% +3K +12.2% $23.77 +7.2%
15 EOCT INNOVATOR ETFS TRUST 16,308.0 $557K 0.35% +5K +49.7% $34.16 +2.8%
16 EJUL INNOVATOR ETFS TRUST 15,753.0 $492K 0.31% +2K +15.0% $31.24 +0.6%
17 BUFZ FIRST TR EXCHNG TRADED FD VI 17,276.0 $483K 0.30% +7K +68.9% $27.93 +1.9%
18 BNTX BIONTECH SE Healthcare 4,200.0 $391K 0.24% +100.0 +2.4% $93.05 +9.7%
19 PCM PCM FD INC Financial Services 62,070.0 $346K 0.21% +5K +8.0% $5.58 -3.2%
20 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 22,384.0 $305K 0.19% +315.0 +1.4% $13.63 -3.5%
Page 1 of 2  ·  26 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
Technology 31.8%
Energy 28.3%
Financial Services 23.6%
Industrials 10.0%
Healthcare 2.2%
Basic Materials 1.5%
Consumer Cyclical 1.4%
Communication Services 1.0%
Utilities 0.3%