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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 9 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GEHC GE Healthcare Technologies Inc Healthcare 118.0 $8K 0.00% NEW $64.01 +16.9%
162 KR Kroger Co Consumer Defensive 136.0 $8K 0.00% NEW $55.53 +4.3%
163 XLE Energy Select Sector SPDR (Mkt) 136.0 $7K 0.00% NEW $53.11 +19.8%
164 UCTT Ultra Clean Holdings Inc Technology 50.0 $7K 0.00% NEW $142.60 -46.4%
165 XLP Consumer Staples Select Sector SPDR (Mkt) 85.0 $7K 0.00% NEW $83.07 +3.5%
166 MARA Marathon Digital Holdings Inc Financial Services 500.0 $7K 0.00% NEW $13.89 -18.9%
167 Q Qnity Electronics Inc Technology 42.0 $7K 0.00% NEW $163.31 -21.1%
168 PFE Pfizer Inc Healthcare 280.0 $7K 0.00% NEW $24.08 +16.6%
169 LMT Lockheed Martin Corp Industrials 13.0 $7K 0.00% NEW $509.46 +10.6%
170 DECK Deckers Outdoor Corp Consumer Cyclical 66.0 $7K 0.00% NEW $99.29 -7.7%
171 DELL Dell Technologies Inc Technology 15.0 $6K 0.00% NEW $431.47 +2.4%
172 L Loews Corp Financial Services 57.0 $6K 0.00% NEW $113.21 -3.0%
173 APD Air Products & Chemicals Inc Basic Materials 22.0 $6K 0.00% NEW $293.18 +4.1%
174 DB Deutsche Bank AG Financial Services 191.0 $6K 0.00% NEW $33.76 +12.0%
175 JCI Johnson Controls PLC Industrials 44.0 $6K 0.00% NEW $146.11 -2.1%
176 STM STMicroelectronics MV Technology 85.0 $6K 0.00% NEW $74.89 -32.5%
177 TRV Travelers Companies Inc Financial Services 19.0 $6K 0.00% NEW $330.11 +10.1%
178 CTAS Cintas Corp Industrials 36.0 $6K 0.00% NEW $170.08 +19.8%
179 JCPB JP Morgan Core Plus Bond ETF 129.0 $6K 0.00% NEW $46.94 -1.7%
180 GBCI Glacier Bancorp Inc Financial Services 117.0 $6K 0.00% NEW $51.58 -8.4%
Page 9 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%