Fund HoldingsArlington Partners LLC

Total Portfolio Value
$257.58M
Total Bought
$35.61M
Total Sold
$31.70M
Net Transaction
+$3.91M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Vanguard Dividend Appreciation ETF11,135161,511+150,3762,20531,62912.28%+29,423
Fox Corporation Class B(FOX)107,854106,099-1,7554,1854,8531.88%+668
Alphabet Inc. Stock Class A(GOOG)22,26722,26703,6934,2151.64%+522
Visa Inc Class A Shares(V)14,42114,196-2253,9654,4871.74%+521
Microsoft Corp(MSFT)8,3899,676+1,2873,6104,0781.58%+469
Alphabet Inc(GOOG)02,307+2,30704390.17%+439
Apple Inc(AAPL)17,66318,128+4654,1154,5401.76%+424
Automatic Data Processing Inc14,66415,174+5104,0584,4421.72%+384
SAP Ag Sponsored ADR(SAP)17,53417,575+414,0174,3271.68%+310
Procter & Gamble Co(PG)22,73525,327+2,5923,9384,2461.65%+308
Disney Walt Co(DIS)43,02339,607-3,4164,1384,4101.71%+272
News Corp Class A(NWS)146,709151,720+5,0113,9074,1781.62%+272
RB Global Inc Common(RBA)49,18046,680-2,5003,9584,2111.63%+253
Roper Technologies Inc(ROP)6,9927,962+9703,8914,1391.61%+248
Aspen Technology Inc19,32219,32204,6144,8231.87%+209
Abbott Laboratories36,15538,221+2,0664,1224,3231.68%+201
Relx PLC ADR(RELX)83,89091,833+7,9433,9814,1711.62%+190
British American Tobacco ADR(BTI)115,882120,492+4,6104,2394,3761.70%+137
Accenture Plc
SHS CLASS A
12,30512,715+4104,3504,4731.74%+123
Electronic Arts Inc(EA)27,73528,004+2693,9784,0971.59%+119
Booking Holdings Inc(BKNG)1,003865-1384,2254,2981.67%+73
Philip Morris International Inc(PM)35,23435,805+5714,2774,3091.67%+32
Aon PLC(AON)12,62812,245-3834,3694,3981.71%+29
Raytheon Technologies Corp(RTX)36,31238,164+1,8524,4004,4161.71%+17
SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF
ST STR BLO 1 ETF
10,90410,90401,0019970.39%-4
Intercontinental Exchange Group(ICE)26,52528,449+1,9244,2614,2391.65%-22
Equifax Inc(EFX)14,23316,251+2,0184,1834,1421.61%-41
TKO Group Holdings Inc CL A(TKO)36,09630,807-5,2894,4654,3781.70%-87
Berkshire Hathaway Inc B14,47114,47106,6606,5592.55%-101
Corteva, Inc.(CTVA)75,69875,921+2234,4504,3241.68%-126
Bristol-Myers Squibb Co(BMY)90,79780,797-10,0004,6984,5701.77%-128
Otis Worldwide(OTIS)38,57641,882+3,3064,0103,8791.51%-131
Wal-Mart Stores Inc(WMT)54,20946,902-7,3074,3774,2381.65%-140
Starbucks Corp(SBUX)43,93444,487+5534,2834,0591.58%-224
3M Co(MMM)34,14834,370+2224,6684,4371.72%-231
Berkshire Hathaway Inc Cl A2323015,89715,6616.08%-236
General Dynamics Corp(GD)14,17315,256+1,0834,2834,0201.56%-263
Unilever Plc Sponsored ADR(UL)69,14974,367+5,2184,4924,2171.64%-275
TransUnion(TRU)43,32245,395+2,0734,5364,2091.63%-327
Adobe Systems Incorporated(ADBE)7,5517,942+3913,9103,5321.37%-378
Ebay Inc(EBAY)71,76569,246-2,5194,6734,2901.67%-383
Home Depot Inc(HD)11,36710,772-5954,6064,1901.63%-416
C.H. Robinson Worldwide Inc(CHRW)43,22242,016-1,2064,7704,3411.69%-429
Thermo Fisher Scientific Inc(TMO)6,6516,958+3074,1143,6201.41%-494
Zillow Group Inc Class C(Z)71,20454,594-16,6104,5464,0431.57%-504
Oracle Corp(ORCL)27,43724,665-2,7724,6754,1101.60%-565
Danaher Corp(DHR)14,35113,880-4713,9903,1861.24%-804
Novo Nordisk A/S Spons Adr(NVO)29,41229,41203,5022,5300.98%-972
Coca Cola Co(KO)58,65250,956-7,6964,2153,1731.23%-1,042
Novartis Ag Adr(NVS)37,55631,152-6,4044,3203,0311.18%-1,288
Medtronic PLC(MDT)49,19138,959-10,2324,4293,1121.21%-1,317
Palmer Square Capital BDC Inc373,006300,489-72,5176,0804,5671.77%-1,513
International Flavors & Fragrances(IFF)40,75927,249-13,5104,2772,3040.89%-1,973
Estee Lauder Companies Inc.(EL)41,76223,793-17,9694,1631,7840.69%-2,379
Nike Inc Cl B(NKE)49,18518,410-30,7754,3481,3930.54%-2,955
Becton Dickinson & Co(BDX)17,0484,645-12,4034,1101,0540.41%-3,056
Johnson & Johnson(JNJ)26,6807,487-19,1934,3241,0830.42%-3,241
Biogen Idec Inc(BIIB)19,2140-19,2143,7240-3,724
Diageo PLC Sponsored ADR(DEO)31,1323,356-27,7764,3694270.17%-3,942
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