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Arlington Partners LLC

All holdings · as of Mar 31, 2026

62 positions

CompanyClassValueShares% of portfolio
Vanguard FTSE Developed Markets ETF$17.80M277,76835.5%
Vanguard Short-Term Government Bond Index Fund ETF$13.20M225,57126.4%
Palmer Square Capital BDC Inc$4.99M510,34410.0%
Estee Lauder Cos Inc/The$253.8K3,5370.5%
RYAN SPECIALTY HOLDINGS, INC.$252.0K7,4700.5%
TransUnion$250.2K3,6160.5%
Warner Music Group Corp$250.0K9,7890.5%
Solventum Corp$248.9K3,8120.5%
THERMO FISHER SCIENTIFIC INC.$247.7K5040.5%
ZILLOW GROUP, INC.$244.5K5,9080.5%
Relx PLC ADR$244.3K7,3710.5%
S&P Global Inc.$243.7K5730.5%
Visa Inc$243.6K8060.5%
Arthur J. Gallagher & Co.$243.4K1,1240.5%
PEPSICO INC$243.3K1,5670.5%
NEWS CORP$242.9K9,7440.5%
Haleon PLC Spon ADS$242.7K24,2460.5%
STARBUCKS CORP$242.4K2,7060.5%
Rentokil Initial plc Sponsored ADR$242.3K7,6980.5%
SAP Ag Sponsored ADR$242.1K1,4140.5%
GSK PLC ADR$241.8K4,3820.5%
Alphabet Inc.$241.8K8410.5%
JOHNSON & JOHNSON$241.5K9880.5%
BRISTOL MYERS SQUIBB CO$241.2K3,9770.5%
Novartis Ag Adr$241.2K1,5790.5%
COCA COLA CO$240.7K3,1650.5%
EBAY INC$240.6K2,6430.5%
Walt Disney Co$240.5K2,4950.5%
Philip Morris International Inc.$240.4K1,4540.5%
LIVE NATION ENTERTAINMENT INC$240.2K1,5750.5%
PROCTER & GAMBLE Co$239.6K1,6590.5%
Zoetis Inc.$239.5K2,0260.5%
Corteva, Inc.$239.2K2,8570.5%
GARTNER INC$238.9K1,5090.5%
FOX CORP$238.8K4,4980.5%
MICROSOFT CORP$238.8K6450.5%
Novo Nordisk A/S Spons Adr$238.7K6,4940.5%
Diageo PLC Sponsored ADR$238.6K3,2050.5%
Accenture plc$238.5K1,2030.5%
Intercontinental Exchange, Inc.$238.3K1,5150.5%
MSCI Inc.$238.2K4420.5%
Warren E. Buffett$238.2K4970.5%
ROPER TECHNOLOGIES INC$238.1K6730.5%
Airbnb, Inc.$237.9K1,8840.5%
Salesforce Inc$237.6K1,2730.5%
British American Tobacco ADR$237.2K4,0570.5%
HONEYWELL INTERNATIONAL INC$237.1K1,0490.5%
Apple Inc.$237.0K9340.5%
HOME DEPOT, INC.$236.5K7190.5%
RTX Corp$236.3K1,2250.5%
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