Arlington Partners

$55M 13F equity value
64 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Arlington Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
VEAVanguard FTSE Developed Markets ETF298,007$21M38.4%
VGSHVanguard Short-Term Government Bond Index Fund ETF225,571$13M23.7%
PSBDPalmer Square Capital BDC Inc510,344$5M9.6%
AQECAQE Core ETF32,191$768,4961.4%
NVONovo Nordisk A/S Spons Adr6,777$324,8890.6%
HDHome Depot Inc887$312,8270.6%
TMOThermo Fisher Scientific Inc618$309,8400.6%
ASMLASML Holding NV ADR154$306,3740.6%
AJGArthur J Gallagher & Co1,324$303,9510.5%
AONAon PLC887$294,2090.5%

Track Arlington Partners's 13F portfolio: $55M in reported holdings, 64 positions. Top holdings and quarterly changes on SentiSense.

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