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Portfolio (Quarterly) Guide ↗

Arlington Capital Management, Inc.

· CIK 0001606507
13F Portfolio $177M AUM 111 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 46 Added 24 Reduced 26 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APH AMPHENOL CORP Technology 1,878.0 $237K 0.13% +82.0 +4.6% $126.35 +10.5%
42 OIA INVESCO MUNI INCOME OPP TRST Financial Services 34,852.0 $214K 0.12% +713.0 +2.1% $6.14 -0.8%
43 PGR PROGRESSIVE CORP Financial Services 1,040.0 $206K 0.12% +49.0 +4.9% $198.24 +0.3%
44 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 20,051.0 $174K 0.10% +653.0 +3.4% $8.66 +9.1%
45 MCN XAI MADISON EQUITY PREMIUM I Financial Services 26,834.0 $156K 0.09% +2K +8.1% $5.83 -0.2%
46 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 32,686.0 $156K 0.09% +3K +9.1% $4.78 +10.7%
Page 3 of 3  ·  46 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 51.1%
Technology 25.9%
Basic Materials 5.7%
Energy 4.3%
Communication Services 3.5%
Utilities 3.4%
Industrials 2.8%
Healthcare 1.8%
Consumer Cyclical 1.3%
Consumer Defensive 0.4%