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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EJAN INNOVATOR ETFS TRUST 9,432.0 $320K 0.18% NEW $33.93 +5.8%
22 PML PIMCO MUN INCOME FD II Financial Services 37,383.0 $283K 0.16% NEW $7.57 -1.8%
23 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 22,069.0 $279K 0.16% NEW $12.65 +2.8%
24 BSMS INVESCO EXCH TRD SLF IDX FD 11,618.0 $272K 0.15% NEW $23.40 -0.1%
25 EATON VANCE TAX-MANAGED GLOB 30,849.0 $271K 0.15% NEW $8.78
26 EWY ISHARES INC 2,014.0 $248K 0.14% NEW $123.01 +63.1%
27 CDE COEUR MNG INC Basic Materials 12,912.0 $242K 0.14% NEW $18.77 -2.1%
28 LITE LUMENTUM HLDGS INC Technology 298.0 $209K 0.12% NEW $702.76 +29.6%
29 SERV SERVE ROBOTICS INC Industrials 23,000.0 $194K 0.11% NEW $8.44 +6.3%
30 MUA BLACKROCK MUNIASSETS FD INC Financial Services 16,795.0 $178K 0.10% NEW $10.61 +0.6%
Page 2 of 2  ·  30 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%