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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  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OIH VANECK ETF TRUST 25,045.0 $9.3M 5.79% NEW $372.03 +12.4%
2 VXX BARCLAYS BANK PLC Financial Services 256,316.0 $5.7M 3.52% NEW $22.09 -16.9%
3 TUR ISHARES INC 128,826.0 $5.0M 3.12% NEW $38.88 +5.1%
4 OILK PROSHARES TR 102,037.0 $4.8M 3.01% NEW $47.49 +11.6%
5 ENS ENERSYS Industrials 18,538.0 $4.3M 2.70% NEW $233.82 -20.7%
6 YPF YPF SOCIEDAD ANONIMA Energy 90,024.0 $4.1M 2.55% NEW $45.47 +10.4%
7 TGS TRANSPORTADORA DE GAS DEL SU Energy 133,259.0 $4.0M 2.46% NEW $29.73 -5.3%
8 PUMP PROPETRO HLDG CORP Energy 267,058.0 $3.8M 2.38% NEW $14.34 -23.4%
9 LBRT LIBERTY ENERGY INC Energy 145,908.0 $3.8M 2.38% NEW $26.19 -27.4%
10 NBR NABORS INDUSTRIES LTD Energy 37,429.0 $3.1M 1.96% NEW $84.01 +9.2%
11 BARCLAYS BANK PLC 56,406.0 $2.8M 1.77% NEW $50.46
12 RIG TRANSOCEAN LTD Energy 534,299.0 $2.6M 1.62% NEW $4.89 +18.6%
13 EVMT INVESCO ACTVELY MNGD ETC FD 117,398.0 $2.0M 1.27% NEW $17.35 +2.6%
14 PDBC INVESCO ACTVELY MNGD ETC FD 127,581.0 $2.0M 1.26% NEW $15.88 +15.8%
15 EEM ISHARES TR 29,576.0 $2.0M 1.26% NEW $68.41 -1.9%
16 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 222,526.0 $1.1M 0.69% NEW $4.99 +3.8%
17 XFLT XAI FLOATING RATE & ALTER IN Financial Services 58,636.0 $1.0M 0.64% NEW $17.55 +9.8%
18 INNOVATOR ETFS TRUST 39,565.0 $1.0M 0.63% NEW $25.45
19 AGX ARGAN INC Industrials 795.0 $635K 0.40% NEW $798.55 -47.7%
20 XLK SELECT SECTOR SPDR TR 2,860.0 $545K 0.34% NEW $190.50 -2.5%
Page 1 of 3  ·  49 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%