§ 13F · FUND PROFILE
Arlington Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289M (13F)Positions · 57Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard FTSE Developed Markets ETF | 278K | $18M | 35.5% | +106% |
| 2 | VGSH | Vanguard Short-Term Government Bond Index Fund ETF | 226K | $13M | 26.4% | NEW |
| 3 | PSBD | Palmer Square Capital BDC Inc | 510K | $5M | 10.0% | +11% |
| 4 | EL | Estee Lauder Companies Inc. | 4K | $254K | 0.5% | NEW |
| 5 | RYAN | Ryan Specialty Holdings Inc Class A | 7K | $252K | 0.5% | NEW |
| 6 | TRU | TransUnion | 4K | $250K | 0.5% | NEW |
| 7 | WMG | Warner Music Group Corp Com Cl A | 10K | $250K | 0.5% | NEW |
| 8 | SOLV | Solventum Corp Com Shs | 4K | $249K | 0.5% | NEW |
| 9 | TMO | Thermo Fisher Scientific Inc | 504 | $248K | 0.5% | NEW |
| 10 | Z | Zillow Group Inc Class C | 6K | $244K | 0.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARLINGTON SIGNAL
AC read
Arlington Partners LLC is a Other fund managing $289 million in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed