Arlington Partners LLC

CIK 0001389848 · BIRMINGHAM, AL · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Arlington Partners LLC reported 64 positions worth $55.4M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: VEA (38.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$55.4M
2026 Q2
Positions
64
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.4%
Est. Net Flow (Q)
2026 Q2
10 / 64 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVanguard FTSE Developed Markets ETFSH$21.2M38.35%298,007
2VGSHVanguard Short-Term Government Bond Index Fund ETFSH$13.1M23.71%225,571
3PSBDPalmer Square Capital BDC IncSH$5.3M9.60%510,344
4AQECAQE Core ETFSH$768.5K1.39%32,191
5NVONovo Nordisk A/S Spons AdrSH$324.9K0.59%6,777
6HDHome Depot IncSH$312.8K0.57%887
7TMOThermo Fisher Scientific IncSH$309.8K0.56%618
8ASMLASML Holding NV ADRSH$306.4K0.55%154
9AJGArthur J Gallagher & CoSH$304.0K0.55%1,324
10AONAon PLCSH$294.2K0.53%887

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Arlington Partners LLC hold as of Q2 2026?

Arlington Partners LLC reported 64 positions worth $55.4M in its Q2 2026 13F filing. Largest positions: VEA (38.4%), VGSH (23.7%), PSBD (9.6%), AQEC (1.4%) and NVO (0.6%).

What did Arlington Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Arlington Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.