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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 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 ACWI ISHARES TR 171,025 $23.7M 13.35% SOLD
2 EWI ISHARES INC 102,278 $5.5M 3.08% SOLD
3 EWP ISHARES INC 98,389 $5.3M 3.01% SOLD
4 FGM FIRST TR EXCH TRD ALPHDX FD 83,731 $5.0M 2.83% SOLD
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,359 $4.8M 2.70% SOLD
6 EUFN ISHARES TR 124,124 $4.3M 2.44% SOLD
7 SBSW SIBANYE STILLWATER LTD Basic Materials 318,285 $3.9M 2.21% SOLD
8 LEU CENTRUS ENERGY CORP Energy 17,945 $3.1M 1.76% SOLD
9 DB DEUTSCHE BK AG Financial Services 86,685 $2.6M 1.46% SOLD
10 WGMI VALKYRIE ETF TRUST II 71,547 $2.5M 1.41% SOLD
11 OKLO OKLO INC Utilities 49,490 $2.5M 1.38% SOLD
12 EFV ISHARES TR 29,878 $2.2M 1.25% SOLD
13 AIA ISHARES TR 20,389 $2.2M 1.22% SOLD
14 DNP DNP SELECT INCOME FD INC Financial Services 102,550 $1.1M 0.60% SOLD
15 GUT GABELLI UTIL TR Financial Services 147,065 $890K 0.50% SOLD
16 HIGHLAND OPPS & INCOME FD 154,306 $881K 0.50% SOLD
17 TFJL INNOVATOR ETFS TRUST 44,146 $871K 0.49% SOLD
18 JFR NUVEEN FLOATING RATE INCOME Financial Services 112,678 $847K 0.48% SOLD
19 BNDX VANGUARD CHARLOTTE FDS 15,441 $742K 0.42% SOLD
20 PDI PIMCO DYNAMIC INCOME FD Financial Services 40,098 $686K 0.39% SOLD
Page 1 of 3  ·  48 positions
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%