Arlington Partners Llc Portfolio Stock Holdings
Arlington Partners Llc disclosed 62 stock positions valued at approximately $50.1 million in its latest SEC 13F filing. The largest holdings include Vanguard FTSE Developed Markets ETF, Vanguard Short-Term Government Bond Index Fund ETF, and Palmer Square Capital BDC Inc. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 62
- Portfolio Value
- $50.1M
Holdings by Sector
Arlington Partners Llc Portfolio Holdings in Q1 2026
61 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | VEA | Other | 35.53% | 277,768 | +142,768 | +105.75% | $17,799,373 |
| Vanguard Short-Term Government Bond Index Fund ETF | VGSH | Other | 26.36% | 225,571 | +225,571 | +100.00% | $13,204,926 |
| Palmer Square Capital BDC Inc | PSBD | Other | 9.95% | 510,344 | +48,735 | +10.56% | $4,986,061 |
| Estee Lauder Companies Inc. | EL | Consumer Defensive | 0.51% | 3,537 | +3,537 | +100.00% | $253,850 |
| Ryan Specialty Holdings Inc Class A | RYAN | Financial Services | 0.50% | 7,470 | +7,470 | +100.00% | $252,038 |
| TransUnion | TRU | Financial Services | 0.50% | 3,616 | +3,616 | +100.00% | $250,191 |
| Warner Music Group Corp Com Cl A | WMG | Communication Services | 0.50% | 9,789 | +9,789 | +100.00% | $250,011 |
| Solventum Corp Com Shs | SOLV | Healthcare | 0.50% | 3,812 | +3,812 | +100.00% | $248,924 |
| Thermo Fisher Scientific Inc | TMO | Healthcare | 0.49% | 504 | +504 | +100.00% | $247,731 |
| Zillow Group Inc Class C | Z | Communication Services | 0.49% | 5,908 | +5,908 | +100.00% | $244,473 |
| Relx PLC ADR | RELX | Industrials | 0.49% | 7,371 | +7,371 | +100.00% | $244,349 |
| S&P Global Inc. | SPGI | Financial Services | 0.49% | 573 | +573 | +100.00% | $243,720 |
| Visa Inc Class A Shares | V | Financial Services | 0.49% | 806 | +806 | +100.00% | $243,605 |
| Arthur J Gallagher & Co | AJG | Financial Services | 0.49% | 1,124 | +1,124 | +100.00% | $243,436 |
| Pepsico Inc | PEP | Consumer Defensive | 0.49% | 1,567 | +1,567 | +100.00% | $243,339 |
| News Corp Class A | NWSA | Communication Services | 0.48% | 9,744 | +9,744 | +100.00% | $242,918 |
| Haleon PLC Spon ADS | HLN | Healthcare | 0.48% | 24,246 | +24,246 | +100.00% | $242,702 |
| Starbucks Corp | SBUX | Consumer Cyclical | 0.48% | 2,706 | +2,706 | +100.00% | $242,431 |
| Rentokil Initial plc Sponsored ADR | RTO | Industrials | 0.48% | 7,698 | +7,698 | +100.00% | $242,333 |
| SAP Ag Sponsored ADR | SAP | Technology | 0.48% | 1,414 | +1,414 | +100.00% | $242,091 |
| GSK PLC ADR | GSK | Healthcare | 0.48% | 4,382 | +4,382 | +100.00% | $241,843 |
| Alphabet Inc. Stock Class A | GOOGL | Communication Services | 0.48% | 841 | +841 | +100.00% | $241,838 |
| Johnson & Johnson | JNJ | Healthcare | 0.48% | 988 | +988 | +100.00% | $241,507 |
| Bristol-Myers Squibb Co | BMY | Healthcare | 0.48% | 3,977 | +3,977 | +100.00% | $241,205 |
| Novartis Ag Adr | NVS | Healthcare | 0.48% | 1,579 | +1,579 | +100.00% | $241,192 |
| Coca Cola Co | KO | Consumer Defensive | 0.48% | 3,165 | +3,165 | +100.00% | $240,698 |
| Ebay Inc | EBAY | Consumer Cyclical | 0.48% | 2,643 | +2,643 | +100.00% | $240,566 |
| Disney Walt Co | DIS | Communication Services | 0.48% | 2,495 | +2,495 | +100.00% | $240,468 |
| Philip Morris International Inc | PM | Consumer Defensive | 0.48% | 1,454 | +1,454 | +100.00% | $240,404 |
| Live Nation Entertainment, Inc. | LYV | Communication Services | 0.48% | 1,575 | +1,575 | +100.00% | $240,203 |
| Procter & Gamble Co | PG | Consumer Defensive | 0.48% | 1,659 | +1,659 | +100.00% | $239,626 |
| Zoetis Inc Common | ZTS | Healthcare | 0.48% | 2,026 | +2,026 | +100.00% | $239,493 |
| Corteva, Inc. | CTVA | Basic Materials | 0.48% | 2,857 | +2,857 | +100.00% | $239,159 |
| Gartner | IT | Technology | 0.48% | 1,509 | +1,509 | +100.00% | $238,935 |
| Fox Corporation Class B | FOX | Communication Services | 0.48% | 4,498 | +4,498 | +100.00% | $238,844 |
| Microsoft Corp | MSFT | Technology | 0.48% | 645 | +645 | +100.00% | $238,760 |
| Novo Nordisk A/S Spons Adr | NVO | Healthcare | 0.48% | 6,494 | +6,494 | +100.00% | $238,655 |
| Diageo PLC Sponsored ADR | DEO | Consumer Defensive | 0.48% | 3,205 | +3,205 | +100.00% | $238,612 |
| Accenture Plc | ACN | Technology | 0.48% | 1,203 | +1,203 | +100.00% | $238,543 |
| Intercontinental Exchange Group | ICE | Financial Services | 0.48% | 1,515 | +1,515 | +100.00% | $238,279 |
| MSCI Inc | MSCI | Financial Services | 0.48% | 442 | +442 | +100.00% | $238,242 |
| Berkshire Hathaway Inc B | BRK-B | Financial Services | 0.48% | 497 | +497 | +100.00% | $238,162 |
| Roper Technologies Inc | ROP | Technology | 0.48% | 673 | +673 | +100.00% | $238,148 |
| Airbnb Inc Class A | ABNB | Consumer Cyclical | 0.47% | 1,884 | +1,884 | +100.00% | $237,912 |
| Salesforce.com Inc. | CRM | Technology | 0.47% | 1,273 | +1,273 | +100.00% | $237,631 |
| British American Tobacco ADR | BTI | Consumer Defensive | 0.47% | 4,057 | +4,057 | +100.00% | $237,213 |
| Honeywell International Inc | HON | Industrials | 0.47% | 1,049 | +1,049 | +100.00% | $237,105 |
| Apple Inc | AAPL | Technology | 0.47% | 934 | +934 | +100.00% | $237,040 |
| Home Depot Inc | HD | Consumer Cyclical | 0.47% | 719 | +719 | +100.00% | $236,472 |
| Raytheon Technologies Corp | RTX | Industrials | 0.47% | 1,225 | +1,225 | +100.00% | $236,303 |
| Aon PLC | AON | Financial Services | 0.47% | 730 | +730 | +100.00% | $235,629 |
| Otis Worldwide | OTIS | Industrials | 0.47% | 3,052 | +3,052 | +100.00% | $235,248 |
| Automatic Data Processing Inc | ADP | Technology | 0.47% | 1,155 | +1,155 | +100.00% | $234,673 |
| CME Group Inc | CME | Financial Services | 0.47% | 794 | +794 | +100.00% | $234,508 |
| C.H. Robinson Worldwide Inc | CHRW | Industrials | 0.47% | 1,410 | +1,410 | +100.00% | $234,159 |
| Medtronic PLC | MDT | Other | 0.47% | 2,696 | +2,696 | +100.00% | $233,608 |
| Autozone Inc | AZO | Consumer Cyclical | 0.47% | 69 | +69 | +100.00% | $233,067 |
| Abbott Laboratories | ABT | Healthcare | 0.46% | 2,260 | +2,260 | +100.00% | $232,034 |
| Kenvue Inc Com | KVUE | Consumer Defensive | 0.46% | 13,455 | +13,455 | +100.00% | $231,964 |
| General Dynamics Corp | GD | Industrials | 0.46% | 665 | +665 | +100.00% | $228,241 |
| ASML Holding NV ADR | ASML | Other | 0.41% | 154 | +154 | +100.00% | $203,408 |