Fund Holdings — Arlington Partners LLC

Total Portfolio Value
$50.10M
Total Bought
$37.32M
Total Sold
$0
Net Transaction
+$37.32M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Vanguard Short-Term Government Bond Index Fund ETF
SHORT TERM TREAS
0225,571+225,571013,20526.36%+13,205
Vanguard FTSE Developed Markets ETF135,000277,768+142,7688,43317,79935.53%+9,366
Estee Lauder Companies Inc.(EL)03,537+3,53702540.51%+254
Ryan Specialty Holdings Inc Class A(RYAN)07,470+7,47002520.50%+252
TransUnion(TRU)03,616+3,61602500.50%+250
Warner Music Group Corp Com Cl A(WMG)09,789+9,78902500.50%+250
Solventum Corp Com Shs(SOLV)03,812+3,81202490.50%+249
Thermo Fisher Scientific Inc(TMO)0504+50402480.49%+248
Zillow Group Inc Class C(Z)05,908+5,90802440.49%+244
Relx PLC ADR(RELX)07,371+7,37102440.49%+244
S&P Global Inc.(SPGI)0573+57302440.49%+244
Visa Inc Class A Shares(V)0806+80602440.49%+244
Arthur J Gallagher & Co(AJG)01,124+1,12402430.49%+243
Pepsico Inc(PEP)01,567+1,56702430.49%+243
News Corp Class A(NWS)09,744+9,74402430.48%+243
Haleon PLC Spon ADS(HLN)024,246+24,24602430.48%+243
Starbucks Corp(SBUX)02,706+2,70602420.48%+242
Rentokil Initial plc Sponsored ADR(RTO)07,698+7,69802420.48%+242
SAP Ag Sponsored ADR(SAP)01,414+1,41402420.48%+242
GSK PLC ADR(GSK)04,382+4,38202420.48%+242
Alphabet Inc. Stock Class A(GOOG)0841+84102420.48%+242
Johnson & Johnson(JNJ)0988+98802420.48%+242
Bristol-Myers Squibb Co(BMY)03,977+3,97702410.48%+241
Novartis Ag Adr(NVS)01,579+1,57902410.48%+241
Coca Cola Co(KO)03,165+3,16502410.48%+241
Ebay Inc(EBAY)02,643+2,64302410.48%+241
Disney Walt Co(DIS)02,495+2,49502400.48%+240
Philip Morris International Inc(PM)01,454+1,45402400.48%+240
Live Nation Entertainment, Inc.(LYV)01,575+1,57502400.48%+240
Procter & Gamble Co(PG)01,659+1,65902400.48%+240
Zoetis Inc Common(ZTS)02,026+2,02602390.48%+239
Corteva, Inc.(CTVA)02,857+2,85702390.48%+239
Gartner(IT)01,509+1,50902390.48%+239
Fox Corporation Class B(FOX)04,498+4,49802390.48%+239
Microsoft Corp(MSFT)0645+64502390.48%+239
Novo Nordisk A/S Spons Adr(NVO)06,494+6,49402390.48%+239
Diageo PLC Sponsored ADR(DEO)03,205+3,20502390.48%+239
Accenture Plc
SHS CLASS A
01,203+1,20302390.48%+239
Intercontinental Exchange Group(ICE)01,515+1,51502380.48%+238
MSCI Inc(MSCI)0442+44202380.48%+238
Berkshire Hathaway Inc B0497+49702380.48%+238
Roper Technologies Inc(ROP)0673+67302380.48%+238
Airbnb Inc Class A01,884+1,88402380.47%+238
Salesforce.com Inc.(CRM)01,273+1,27302380.47%+238
British American Tobacco ADR(BTI)04,057+4,05702370.47%+237
Honeywell International Inc(HON)01,049+1,04902370.47%+237
Apple Inc(AAPL)0934+93402370.47%+237
Home Depot Inc(HD)0719+71902360.47%+236
Raytheon Technologies Corp(RTX)01,225+1,22502360.47%+236
Aon PLC(AON)0730+73002360.47%+236
Otis Worldwide(OTIS)03,052+3,05202350.47%+235
Automatic Data Processing Inc01,155+1,15502350.47%+235
CME Group Inc(CME)0794+79402350.47%+235
C.H. Robinson Worldwide Inc(CHRW)01,410+1,41002340.47%+234
Medtronic PLC(MDT)02,696+2,69602340.47%+234
Autozone Inc(AZO)069+6902330.47%+233
Abbott Laboratories02,260+2,26002320.46%+232
Kenvue Inc Com(KVUE)013,455+13,45502320.46%+232
General Dynamics Corp(GD)0665+66502280.46%+228
Unilever PLC Spon ADR(UL)03,952+3,95202250.45%+225
ASML Holding NV ADR
N Y REGISTRY SHS
0154+15402030.41%+203
Palmer Square Capital BDC Inc(PSBD)461,609510,344+48,7355,6274,9869.95%-641
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Arlington Partners LLC — 13F Holdings — Q1 2026 | TickerTrail