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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $1.2B AUM 846 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 452 New 209 Added 62 Reduced 37 Exited
Page 12 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTR Ventas, Inc. Real Estate 44.0 $4K NEW $88.80 +4.8%
222 PYPL Paypal Holdings Inc Financial Services 90.0 $4K NEW $43.18 +42.6%
223 HPE Hewlett Packard Enterprise Co Technology 86.0 $4K NEW $45.10 +18.5%
224 LNG Cheniere Energy Energy 16.0 $4K NEW $239.00 +16.1%
225 E Eni S.p.A. ADR Energy 79.0 $4K NEW $46.86 +20.5%
226 IX Orix Corp. Sponsored ADR Financial Services 97.0 $4K NEW $38.04 +1.2%
227 Canadian Pacific Kansas City Southern 42.0 $4K NEW $86.64
228 DGX Quest Diagnostics Inc Healthcare 17.0 $4K NEW $211.94 +15.3%
229 CAH Cardinal Health Inc Healthcare 15.0 $4K NEW $237.53 -3.4%
230 ITW Illinois Tool Works Industrials 13.0 $4K NEW $270.46 +4.4%
231 LNT Alliant Energy Corp Utilities 45.0 $3K NEW $76.29 -11.0%
232 Aegon Ltd Amer Reg 1 Cert 398.0 $3K NEW $8.44
233 NCLH Norwegian Cruise Line Holdings Consumer Cyclical 159.0 $3K NEW $21.11 -18.3%
234 EA Electronic Arts Inc Communication Services 16.0 $3K NEW $205.06 +2.3%
235 AES AES Corp Utilities 222.0 $3K NEW $14.66 +0.7%
236 SLV iShares Silver Trust Financial Services 60.0 $3K NEW $53.47 +17.3%
237 KEYS Keysight Technologies Inc Technology 9.0 $3K NEW $350.11 -9.7%
238 TEVA Teva Pharmaceutical Industries ADR Healthcare 92.0 $3K NEW $33.88 +10.2%
239 EVRG Evergy Inc Utilities 36.0 $3K NEW $86.42 -6.4%
240 ALB Albemarle Corp Basic Materials 23.0 $3K NEW $135.04 +6.1%
Page 12 of 23  ·  452 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 33.4%
Technology 30.1%
Consumer Cyclical 9.5%
Communication Services 6.2%
Healthcare 5.3%
Industrials 4.8%
Energy 3.4%
Consumer Defensive 3.1%
Basic Materials 2.3%
Utilities 1.4%