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Arlington Partners LLC

All holdings · as of Mar 31, 2026

62 positions

CompanyClassValueShares% of portfolio
ASML Holding NV ADR—$203.4K1540.4%
Unilever PLC Spon ADR—$225.1K3,9520.4%
GENERAL DYNAMICS CORP—$228.2K6650.5%
Kenvue Inc.—$232.0K13,4550.5%
ABBOTT LABORATORIES—$232.0K2,2600.5%
AUTOZONE INC—$233.1K690.5%
Medtronic plc—$233.6K2,6960.5%
CH Robinson Worldwide Inc—$234.2K1,4100.5%
CME Group Inc—$234.5K7940.5%
AUTOMATIC DATA PROCESSING INC—$234.7K1,1550.5%
Otis Worldwide Corp—$235.2K3,0520.5%
Aon plc—$235.6K7300.5%
RTX Corp—$236.3K1,2250.5%
HOME DEPOT, INC.—$236.5K7190.5%
Apple Inc.—$237.0K9340.5%
HONEYWELL INTERNATIONAL INC—$237.1K1,0490.5%
British American Tobacco ADR—$237.2K4,0570.5%
Salesforce Inc—$237.6K1,2730.5%
Airbnb, Inc.—$237.9K1,8840.5%
ROPER TECHNOLOGIES INC—$238.1K6730.5%
Warren E. Buffett—$238.2K4970.5%
MSCI Inc.—$238.2K4420.5%
Intercontinental Exchange, Inc.—$238.3K1,5150.5%
Accenture plc—$238.5K1,2030.5%
Diageo PLC Sponsored ADR—$238.6K3,2050.5%
Novo Nordisk A/S Spons Adr—$238.7K6,4940.5%
MICROSOFT CORP—$238.8K6450.5%
FOX CORP—$238.8K4,4980.5%
GARTNER INC—$238.9K1,5090.5%
Corteva, Inc.—$239.2K2,8570.5%
Zoetis Inc.—$239.5K2,0260.5%
PROCTER & GAMBLE Co—$239.6K1,6590.5%
LIVE NATION ENTERTAINMENT INC—$240.2K1,5750.5%
Philip Morris International Inc.—$240.4K1,4540.5%
Walt Disney Co—$240.5K2,4950.5%
EBAY INC—$240.6K2,6430.5%
COCA COLA CO—$240.7K3,1650.5%
Novartis Ag Adr—$241.2K1,5790.5%
BRISTOL MYERS SQUIBB CO—$241.2K3,9770.5%
JOHNSON & JOHNSON—$241.5K9880.5%
Alphabet Inc.—$241.8K8410.5%
GSK PLC ADR—$241.8K4,3820.5%
SAP Ag Sponsored ADR—$242.1K1,4140.5%
Rentokil Initial plc Sponsored ADR—$242.3K7,6980.5%
STARBUCKS CORP—$242.4K2,7060.5%
Haleon PLC Spon ADS—$242.7K24,2460.5%
NEWS CORP—$242.9K9,7440.5%
PEPSICO INC—$243.3K1,5670.5%
Arthur J. Gallagher & Co.—$243.4K1,1240.5%
Visa Inc—$243.6K8060.5%
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