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Portfolio (Quarterly) Guide ↗

Arlington Financial Advisors, LLC

· CIK 0001716539
13F Portfolio $787M AUM 107 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 107 New
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBM INTERNATIONAL BUSINESS MACHS Technology 784.0 $220K 0.03% NEW $281.21 -17.1%
102 AYI ACUITY INC Industrials 583.0 $220K 0.03% NEW $376.66 -7.3%
103 IJR ISHARES TR 1,439.0 $213K 0.03% NEW $148.31 -0.0%
104 PPIH PERMA-PIPE INTL HLDGS INC Industrials 7,793.0 $212K 0.03% NEW $27.23 -4.3%
105 DKS DICKS SPORTING GOODS INC Consumer Cyclical 922.0 $209K 0.03% NEW $226.81 -13.8%
106 ZION ZIONS BANCORPORATION NATL AS Financial Services 2,904.0 $201K 0.03% NEW $69.19 +2.6%
107 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 10,865.0 $110K 0.01% NEW $10.15 -4.1%
Page 6 of 6  ·  107 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 23.2%
Communication Services 17.0%
Healthcare 16.2%
Financial Services 15.0%
Consumer Cyclical 12.2%
Consumer Defensive 6.1%
Industrials 5.3%
Energy 4.8%
Basic Materials 0.2%