Fund HoldingsArlington Partners LLC

Total Portfolio Value
$185.12M
Total Bought
$205.71M
Total Sold
$111.79M
Net Transaction
+$93.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Vanguard High Dividend Yield Index ETF0362,097+362,097040,42121.83%+40,421
Vanguard Dividend Appreciation ETF0188,496+188,496032,12017.35%+32,120
Encompass Health Corp(EHC)0396,889+396,889026,48014.30%+26,480
Vanguard Total Bond Market ETF0279,604+279,604020,56511.11%+20,565
iShares National Muni Bond ETF0148,348+148,348016,0828.69%+16,082
Berkshire Hathaway Inc Cl A023+23012,4806.74%+12,480
Berkshire Hathaway Inc B016,763+16,76305,9793.23%+5,979
Apple Inc(AAPL)027,988+27,98805,3892.91%+5,389
Adobe Systems Incorporated(ADBE)05,800+5,80003,4601.87%+3,460
Abbott Laboratories031,223+31,22303,4371.86%+3,437
Alphabet Inc. Stock Class A(GOOG)024,521+24,52103,4251.85%+3,425
Danaher Corp(DHR)014,597+14,59703,3771.82%+3,377
Booking Holdings Inc(BKNG)0933+93303,3101.79%+3,310
Vanguard FTSE Developed Markets ETF0241,643+241,643011,5756.25%+11,575
Cognizant Technology Solutions Corp Class A(CTSH)042,966+42,96603,2451.75%+3,245
Biogen Idec Inc(BIIB)011,656+11,65603,0161.63%+3,016
Automatic Data Processing Inc012,455+12,45502,9021.57%+2,902
Becton Dickinson & Co(BDX)011,524+11,52402,8101.52%+2,810
TKO Group Holdings Inc CL A(TKO)034,206+34,20602,7911.51%+2,791
Coca Cola Co(KO)041,193+41,19302,4281.31%+2,428
Vanguard International High Dividend Yield Index ETF079,990+79,99005,3192.87%+5,319
Corteva, Inc.(CTVA)048,865+48,86502,3421.26%+2,342
Disney Walt Co(DIS)022,651+22,65102,0451.10%+2,045
iShares S&P 500 Value ETF014,909+14,90902,5931.40%+2,593
Amazon.com Inc(AMZN)06,998+6,99801,0630.57%+1,063
ProShares Russell 2000 Dividend Growers ETF
RUSS 2000 DIVD
047,244+47,24403,0711.66%+3,071
TransUnion(TRU)36,40052,597+16,1972,6133,6141.95%+1,001
Equifax Inc(EFX)14,97015,045+752,7423,7202.01%+978
Zillow Group Inc Class C(Z)51,44057,377+5,9372,3743,3201.79%+945
C.H. Robinson Worldwide Inc(CHRW)010,627+10,62709180.50%+918
Salesforce.com Inc.(CRM)12,78612,727-592,5933,3491.81%+756
Alphabet Inc(GOOG)05,100+5,10007190.39%+719
Medtronic PLC(MDT)07,646+7,64606300.34%+630
Baxter International Inc013,609+13,60905260.28%+526
Intercontinental Exchange Group(ICE)25,29425,729+4352,7833,3041.78%+522
News Corp Class A(NWS)140,263132,989-7,2742,8143,2651.76%+451
S&P Global Inc.(SPGI)7,7737,471-3022,8403,2911.78%+451
American National Bankshares Inc09,209+9,20904490.24%+449
SAP Ag Sponsored ADR(SAP)20,70920,148-5612,6783,1151.68%+437
Broadcom Inc.(AVGO)0370+37004130.22%+413
Accenture Plc
SHS CLASS A
9,9799,879-1003,0653,4671.87%+402
Home Depot Inc(HD)09,472+9,47203,2831.77%+3,283
Xtrackers MSCI Japan Hedged Equity ETF06,000+6,00003720.20%+372
Visa Inc Class A Shares(V)012,465+12,46503,2451.75%+3,245
Costco Wholesale Corp(COST)0530+53003500.19%+350
Roper Technologies Inc(ROP)5,7495,708-412,7843,1121.68%+328
Otis Worldwide(OTIS)35,19435,190-42,8263,1481.70%+322
Electronic Arts Inc(EA)24,45123,836-6152,9443,2611.76%+317
RB Global Inc Common(RBA)45,80647,279+1,4732,8633,1621.71%+300
Globe Life Inc02,382+2,38202900.16%+290
Novo Nordisk A/S Spons Adr(NVO)31,35230,175-1,1772,8513,1221.69%+270
Raytheon Technologies Corp(RTX)033,450+33,45002,8141.52%+2,814
Advanced Micro Devices, Inc.(AMD)01,175+1,17501730.09%+173
Vanguard Information Technology ETF
INF TECH ETF
02,500+2,50001,2100.65%+1,210
Thermo Fisher Scientific Inc(TMO)5,5845,646+622,8262,9971.62%+170
Canadian Pacific Kansas City Southern(CP)02,025+2,02501600.09%+160
Chevron Corp(CVX)01,055+1,05501570.09%+157
Enhabit Inc
COM
013,735+13,73501420.08%+142
Blackstone Group Inc(BX)0899+89901180.06%+118
Relx PLC ADR(RELX)89,59178,696-10,8953,0193,1211.69%+102
Bristol-Myers Squibb Co(BMY)01,975+1,97501010.05%+101
Bank Of America Corp03,000+3,00001010.05%+101
Bank Of New York Mellon Corp01,840+1,8400960.05%+96
Travelers Companies Inc(TRV)0632+63201200.07%+120
Edwards LIfe Sciences Corp01,445+1,44501100.06%+110
Linde PLC(LIN)0212+2120870.05%+87
Lyondellbasell Industries Cl A (Isin #nl0009434992 Sedol #b3spxz4)
SHS - A -
0903+9030860.05%+86
3M Co(MMM)0790+7900860.05%+86
Abbvie Inc Com(ABBV)0539+5390840.05%+84
Servisfirst Bancshares(SFBS)01,200+1,2000800.04%+80
Skyworks Solutions Inc(SWKS)0703+7030790.04%+79
International Business Machines(IBM)173616+443241010.05%+76
Vanguard S&P 500 Value ETF04,780+4,78008030.43%+803
Genuine Parts Company(GPC)0502+5020700.04%+70
SPDR Industrial Select Sector
ST STR INDL ETF
05,430+5,43006190.33%+619
Deere & Company(DE)0168+1680670.04%+67
ASML Holding NV ADR
N Y REGISTRY SHS
0389+38902940.16%+294
L3Harris Technologies Inc(LHX)0309+3090650.04%+65
Applied Materials, Inc.0390+3900630.03%+63
Cisco Systems Inc(CSCO)01,250+1,2500630.03%+63
Synopsys, Inc.(SNPS)143246+103661270.07%+61
Blackrock Inc(BLK)075+750610.03%+61
Public Service Enterprise Group Inc(PEG)01,013+1,0130620.03%+62
EOG Resources Inc(EOG)0500+5000600.03%+60
Caterpillar Inc(CAT)0189+1890560.03%+56
Ameriprise Financial Inc(AMP)0147+1470560.03%+56
Fortinet Inc.(FTNT)0939+9390550.03%+55
Waste Management Inc(WM)0485+4850870.05%+87
Cigna Corp(CI)0155+1550460.03%+46
Conn's, Inc.010,000+10,0000440.02%+44
Agilent Technologies, Inc.(A)0300+3000420.02%+42
DuPont Inc.(DD)0540+5400420.02%+42
Amphenol Corporation0406+4060400.02%+40
Analog Devices Inc(ADI)0196+1960390.02%+39
Novartis Ag Adr(NVS)29,02629,649+6232,9572,9941.62%+37
SPDR Health Care Select Sector
ST STR CARE ETF
04,693+4,69306400.35%+640
MSCI Inc(MSCI)88143+5545810.04%+36
Conocophillips(COP)0304+3040350.02%+35
Rivian Automotive Inc Class A(RIVN)01,500+1,5000350.02%+35
American Tower REIT(AMT)0149+1490320.02%+32
Page 1 of 1