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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $981M AUM 431 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 60 New 36 Added 205 Reduced
Page 11 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SLB Schlumberger Limited Energy 105.0 $4K -1K -92.6% $38.38 +40.4%
202 MGM MGM Resorts International Consumer Cyclical 110.0 $4K -690.0 -86.2% $36.49 +19.9%
203 VRT Vertiv Holdings Co. Industrials 20.0 $3K -80.0 -80.0% $162.00 +61.7%
204 NKE Nike Inc Cl B Consumer Cyclical 47.0 $3K -741.0 -94.0% $63.70 -36.0%
205 COIN Coinbase Global Inc Financial Services 3.0 $678.0 -575.0 -99.5% $226.00 -17.5%
Page 11 of 11  ·  205 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 37.8%
Technology 30.0%
Consumer Cyclical 9.5%
Communication Services 6.6%
Healthcare 4.7%
Energy 3.3%
Industrials 2.9%
Consumer Defensive 2.6%
Basic Materials 1.3%
Utilities 1.0%