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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EATON VANCE TAX-MANAGED GLOB 31,230.0 $301K 0.19% +381.0 +1.2% $9.64
22 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 18,694.0 $290K 0.18% +1K +7.2% $15.50 -3.7%
23 PDT HANCOCK JOHN PREM DIVID FD Financial Services 21,440.0 $278K 0.17% +1K +7.2% $12.95 -2.3%
24 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 767.0 $244K 0.15% +4.0 +0.5% $317.74 -12.1%
25 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 20,710.0 $203K 0.13% +659.0 +3.3% $9.81 +2.3%
26 MCN XAI MADISON EQUITY PREMIUM I Financial Services 27,630.0 $153K 0.10% +796.0 +3.0% $5.52 +2.3%
Page 2 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%