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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 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLRE SPDR Real Estate Select Sector Fund 29.0 $1K -121.0 -80.7% $44.03 +2.4%
62 AMTM Amentum Holdings, Inc. Industrials 11.0 $227.0 -89.0 -89.0% $20.64 +4.1%
Page 4 of 4  ·  62 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%