Arlington Partners LLC
CIK: 1389848SEC EDGAR →
Portfolio Value
$46.9B
Holdings
64
As of
Q2 2026
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard FTSE Developed Markets ETF | 298,007 | $21.2B | 45.30% |
| 2 | Vanguard Short-Term Government Bond Index Fund ETF | 225,571 | $13.1B | 28.01% |
| 3 | Palmer Square Capital BDC Inc | 510,344 | $5.3B | 11.35% |
| 4 | AQE Core ETF | 32,191 | $768.5M | 1.64% |
| 5 | Novo Nordisk A/S Spons Adr | 6,777 | $324.9M | 0.69% |
| 6 | Solventum Corp Com Shs | 3,812 | $294.1M | 0.63% |
| 7 | Unilever PLC Spon ADR | 4,841 | $291.0M | 0.62% |
| 8 | GSK PLC ADR | 5,388 | $282.4M | 0.60% |
| 9 | Ryan Specialty Holdings Inc Class A | 7,470 | $282.1M | 0.60% |
| 10 | Bristol-Myers Squibb Co | 4,854 | $279.7M | 0.60% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $40.0B | 85.3% |
| Healthcare | 10 | $2.1B | 4.6% |
| Communication Services | 8 | $1.4B | 3.0% |
| Consumer Defensive | 7 | $1.4B | 2.9% |
| Unknown | 8 | $1.0B | 2.2% |
| Industrials | 8 | $735.6M | 1.6% |
| Basic Materials | 1 | $242.0M | 0.5% |
| Technology | 7 | $1.7M | 0.0% |
| Consumer Cyclical | 4 | $1.1M | 0.0% |