§ 13F · FUND PROFILE
Arlington Partners LLC.
AUM · $55M (13F)Positions · 64Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard FTSE Developed Markets ETF | 298K | $21M | 38.4% | +7% |
| 2 | VGSH | Vanguard Short-Term Government Bond Index Fund ETF | 226K | $13M | 23.7% | ±0% |
| 3 | PSBD | Palmer Square Capital BDC Inc | 510K | $5M | 9.6% | ±0% |
| 4 | AQEC | AQE Core ETF | 32K | $768K | 1.4% | NEW |
| 5 | NVO | Novo Nordisk A/S Spons Adr | 7K | $325K | 0.6% | +4% |
| 6 | HD | Home Depot Inc | 887 | $313K | 0.6% | +23% |
| 7 | TMO | Thermo Fisher Scientific Inc | 618 | $310K | 0.6% | +23% |
| 8 | ASML | ASML Holding NV ADR | 154 | $306K | 0.6% | ±0% |
| 9 | AJG | Arthur J Gallagher & Co | 1K | $304K | 0.5% | +18% |
| 10 | AON | Aon PLC | 887 | $294K | 0.5% | +22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARLINGTON SIGNAL
AC read
Arlington Partners LLC is a Other fund managing $55 million in assets. The fund runs a portfolio of 64 positions.
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