Institutions / Arlington Partners LLC
Arlington Partners LLC
CIK 1389848 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$50.10M
Positions
62
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$50.10M+256.3%Positions
62+3000.0%Top holdings
Mar 31, 2026View all 62 โ
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard FTSE Developed Markets ETF | $17.80M | 35.5% |
| Vanguard Short-Term Government Bond Index Fund ETF | $13.20M | 26.4% |
| Palmer Square Capital BDC Inc | $4.99M | 10.0% |
| Estee Lauder Cos Inc/The | $253.8K | 0.5% |
| Ryan Specialty Holdings, Inc. | $252.0K | 0.5% |
| TransUnion | $250.2K | 0.5% |
| Warner Music Group Corp | $250.0K | 0.5% |
| Solventum Corp | $248.9K | 0.5% |
| Thermo Fisher Scientific Inc. | $247.7K | 0.5% |
| Zillow Group, Inc. | $244.5K | 0.5% |
| Relx PLC ADR | $244.3K | 0.5% |
| S&P Global Inc. | $243.7K | 0.5% |
| Visa Inc | $243.6K | 0.5% |
| Arthur J. Gallagher & Co. | $243.4K | 0.5% |
| Pepsico Inc | $243.3K | 0.5% |
| News Corp | $242.9K | 0.5% |
| Haleon PLC Spon ADS | $242.7K | 0.5% |
| Starbucks Corp | $242.4K | 0.5% |
| Rentokil Initial plc Sponsored ADR | $242.3K | 0.5% |
| SAP Ag Sponsored ADR | $242.1K | 0.5% |
| Gsk PLC Adr | $241.8K | 0.5% |
| Alphabet Inc. | $241.8K | 0.5% |
| Johnson & Johnson | $241.5K | 0.5% |
| Bristol Myers Squibb Co | $241.2K | 0.5% |
| Novartis Ag Adr | $241.2K | 0.5% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 92206C102 Common stock | $13.20M | +226K | 225,571 26.36% of portfolio | medium |
| Q1 2026 as of | Add | 921943858 Common stock | $9.15M | +143K +105.75% | 277,768 35.53% of portfolio | medium |
| Q1 2026 as of | Add | 69702V107 Common stock | $476.1K | +49K +10.56% | 510,344 9.95% of portfolio | low |
| Q1 2026 as of | New | Estee Lauder Cos Inc/The Common stock | $253.8K | +4K | 3,537 0.51% of portfolio | low |
| Q1 2026 as of | New | Ryan Specialty Holdings, Inc. Common stock | $252.0K | +7K | 7,470 0.50% of portfolio | low |
| Q1 2026 as of | New | TransUnion Common stock | $250.2K | +4K | 3,616 0.50% of portfolio | low |
| Q1 2026 as of | New | Warner Music Group Corp Common stock | $250.0K | +10K | 9,789 0.50% of portfolio | low |
| Q1 2026 as of | New | Solventum Corp Common stock | $248.9K | +4K | 3,812 0.50% of portfolio | low |
| Q1 2026 as of | New | Thermo Fisher Scientific Inc. Common stock | $247.7K | +504 | 504 0.49% of portfolio | low |
| Q1 2026 as of | New | Zillow Group, Inc. Common stock | $244.5K | +6K | 5,908 0.49% of portfolio | low |