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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 15 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SMR Nuscale Power Corporation Utilities 200.0 $2K NEW $10.03 -6.3%
282 WEC WEC Energy Group Utilities 17.0 $2K NEW $116.76 -9.2%
283 WULF Terawulf Inc. Financial Services 80.0 $2K NEW $24.70 -36.7%
284 ALG Alama Group, inc. Industrials 12.0 $2K NEW $164.50 -0.1%
285 EXPD Expeditors International Washington Inc. Industrials 12.0 $2K NEW $163.00 +15.2%
286 WYNN Wynn Resorts Ltd Consumer Cyclical 20.0 $2K NEW $97.10 +3.3%
287 RRC Range Resources Corp Energy 52.0 $2K NEW $37.19 +10.4%
288 NBR Nabors Industries Ltd Energy 23.0 $2K NEW $84.00 +10.0%
289 OII Oceaneering International Inc Energy 47.0 $2K NEW $40.51 +30.8%
290 UAL United Airlines Holdings Inc Industrials 14.0 $2K NEW $136.00 -16.8%
291 BK Bank Of New York Mellon Corp Financial Services 13.0 $2K NEW $144.62 -1.9%
292 UNM Unum Group Financial Services 21.0 $2K NEW $89.38 -1.8%
293 KIM Kimco Realty Corp Real Estate 74.0 $2K NEW $25.35 -5.3%
294 ICSH iShares Ultra Short Duration Bond Active ETF 37.0 $2K NEW $50.57 -0.1%
295 MTCH Match Group Inc Communication Services 48.0 $2K NEW $38.04 +7.4%
296 Chesapeake Energy Corporation 20.0 $2K NEW $91.20
297 NGG National Grid PLC Utilities 22.0 $2K NEW $82.86 -3.7%
298 BE Bloom Energy Corporation Com Industrials 6.0 $2K NEW $302.67 -33.4%
299 MCO Moody's Corporation Financial Services 4.0 $2K NEW $453.00 +11.1%
300 MAA MID-AMER APT CMNTYS INC COM Real Estate 13.0 $2K NEW $138.92 -5.5%
Page 15 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%