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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 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RIG TRANSOCEAN LTD Energy 534,299.0 $2.6M 1.62% NEW $4.89 +18.6%
22 GOOG ALPHABET INC 7,362.0 $2.6M 1.62% +203.0 +2.8% $353.31
23 EVMT INVESCO ACTVELY MNGD ETC FD 117,398.0 $2.0M 1.27% NEW $17.35 +2.6%
24 PDBC INVESCO ACTVELY MNGD ETC FD 127,581.0 $2.0M 1.26% NEW $15.88 +15.8%
25 EEM ISHARES TR 29,576.0 $2.0M 1.26% NEW $68.41 -1.9%
26 AMD ADVANCED MICRO DEVICES INC Technology 2,603.0 $1.5M 0.94% $580.91 -19.9%
27 TBJL INNOVATOR ETFS TRUST 70,069.0 $1.4M 0.86% -54K -43.5% $19.83 -4.0%
28 AVGO BROADCOM INC Technology 3,481.0 $1.3M 0.82% +78.0 +2.3% $377.73 -2.4%
29 REM ISHARES TR 50,891.0 $1.1M 0.70% +4K +7.8% $22.05 -1.2%
30 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 222,526.0 $1.1M 0.69% NEW $4.99 +3.8%
31 DELL DELL TECHNOLOGIES INC Technology 2,394.0 $1.0M 0.64% $431.46 +5.7%
32 XFLT XAI FLOATING RATE & ALTER IN Financial Services 58,636.0 $1.0M 0.64% NEW $17.55 +9.8%
33 INNOVATOR ETFS TRUST 39,565.0 $1.0M 0.63% NEW $25.45
34 MSFT MICROSOFT CORP Technology 2,564.0 $957K 0.59% -226.0 -8.1% $373.07 +37.6%
35 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 173,445.0 $902K 0.56% +12K +7.1% $5.20 -1.5%
36 EJAN INNOVATOR ETFS TRUST 24,285.0 $874K 0.54% +15K +157.5% $36.00 +2.7%
37 AMZN AMAZON COM INC Consumer Cyclical 3,659.0 $872K 0.54% -50.0 -1.4% $238.34 +11.8%
38 EAPR INNOVATOR ETFS TRUST 25,526.0 $840K 0.52% +15K +138.8% $32.91 +2.4%
39 RA BROOKFIELD REAL ASSETS INCOM Financial Services 62,099.0 $800K 0.50% -11K -14.5% $12.88 -2.0%
40 SMH VANECK ETF TRUST 1,181.0 $774K 0.48% $655.64 -15.6%
Page 2 of 6  ·  112 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%