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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INSW INTERNATIONAL SEAWAYS INC Energy 2,861.0 $219K 0.14% NEW $76.59 +29.0%
102 IYW ISHARES TR 863.0 $218K 0.14% NEW $252.23 -0.4%
103 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 2,887.0 $214K 0.13% NEW $74.04 +6.2%
104 PR PERMIAN RESOURCES CORP Energy 11,509.0 $212K 0.13% NEW $18.41 +23.3%
105 CDE COEUR MNG INC Basic Materials 12,912.0 $211K 0.13% $16.32 +29.5%
106 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 4,093.0 $205K 0.13% NEW $50.10 +10.3%
107 NU NU HLDGS LTD Financial Services 15,292.0 $204K 0.13% -1K -6.1% $13.36 +7.0%
108 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 20,710.0 $203K 0.13% +659.0 +3.3% $9.81 +2.3%
109 SAN BANCO SANTANDER SA Financial Services 14,150.0 $195K 0.12% -324K -95.8% $13.80 +6.3%
110 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 12,006.0 $175K 0.11% NEW $14.54 +0.4%
111 MCN XAI MADISON EQUITY PREMIUM I Financial Services 27,630.0 $153K 0.10% +796.0 +3.0% $5.52 +2.3%
112 RYDE GROUP LTD 16,790.0 $11K 0.01% $0.64
Page 6 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%