Arlington Partners
Latest statistics and disclosures from Arlington Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, BRK.B, EA, EL, PSBD, and represent 14.42% of Arlington Partners's stock portfolio.
- Added to shares of these 10 stocks: RTO, WMG, CME, STZ, GSK, SOLV, KVUE, HLN, LYV, ACN.
- Reduced shares in these 10 stocks: IFF, , OTIS, HD, TRU, DHR, , ORCL, , VIG.
- Sold out of its positions in BIIB, DHR, HD, IFF, OTIS, MMM, TRU, UNH, VIG.
- Arlington Partners was a net buyer of stock by $10M.
- Arlington Partners has $289M in assets under management (AUM), dropping by 6.77%.
- Central Index Key (CIK): 0001389848
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Portfolio Holdings for Arlington Partners
Arlington Partners holds 57 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 6.0 | $17M | 23.00 | 754200.00 |
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| Berkshire Hathaway (BRK.B) | 2.3 | $6.8M | 14k | 502.74 |
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| Electronic Arts (EA) | 2.1 | $6.0M | +2% | 30k | 201.70 |
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| Estee Lauder Companies (EL) | 2.1 | $5.9M | 67k | 88.12 |
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| Palmer Square Capital BDC (PSBD) | 2.0 | $5.7M | 462k | 12.27 |
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| Raytheon Technologies Corp (RTX) | 1.9 | $5.5M | 33k | 167.33 |
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| Apple (AAPL) | 1.9 | $5.5M | 22k | 254.63 |
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| GSK (GSK) | 1.9 | $5.4M | +106% | 126k | 43.16 |
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| Johnson & Johnson (JNJ) | 1.9 | $5.4M | 29k | 185.42 |
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| Fox Corporation (FOX) | 1.9 | $5.4M | +3% | 94k | 57.29 |
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| Thermo Fisher Scientific (TMO) | 1.8 | $5.3M | 11k | 485.02 |
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| General Dynamics Corporation (GD) | 1.8 | $5.3M | -3% | 16k | 341.00 |
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| Warner Music Group Corp (WMG) | 1.8 | $5.2M | +149% | 153k | 34.06 |
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| C.H. Robinson Worldwide (CHRW) | 1.8 | $5.2M | -15% | 40k | 132.40 |
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| Novo Nordisk A/S (NVO) | 1.8 | $5.2M | +40% | 93k | 55.49 |
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| Medtronic (MDT) | 1.8 | $5.2M | +4% | 54k | 95.24 |
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| Live Nation Entertainment (LYV) | 1.8 | $5.1M | +83% | 32k | 163.40 |
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| TKO Group Holdings (TKO) | 1.8 | $5.1M | 25k | 201.96 |
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| Novartis (NVS) | 1.8 | $5.1M | 40k | 128.24 |
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| Cme (CME) | 1.8 | $5.1M | +138% | 19k | 270.19 |
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| Wal-Mart Stores (WMT) | 1.8 | $5.1M | +6% | 49k | 103.06 |
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| Rentokil Initial (RTO) | 1.7 | $5.1M | +193% | 200k | 25.25 |
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| Abbott Laboratories (ABT) | 1.7 | $5.1M | +13% | 38k | 133.94 |
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| Accenture (ACN) | 1.7 | $5.0M | +42% | 20k | 246.60 |
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| eBay (EBAY) | 1.7 | $5.0M | -7% | 55k | 90.95 |
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| News (NWSA) | 1.7 | $5.0M | +3% | 163k | 30.71 |
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| Relx (RELX) | 1.7 | $5.0M | +25% | 105k | 47.76 |
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| Starbucks Corporation (SBUX) | 1.7 | $5.0M | +19% | 59k | 84.60 |
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| British American Tobac (BTI) | 1.7 | $5.0M | -6% | 94k | 53.08 |
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| Visa (V) | 1.7 | $5.0M | +17% | 15k | 341.38 |
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| Becton, Dickinson and (BDX) | 1.7 | $4.9M | +2% | 26k | 187.17 |
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| Solventum Corp (SOLV) | 1.7 | $4.9M | +131% | 67k | 73.00 |
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| Adobe Systems Incorporated (ADBE) | 1.7 | $4.9M | +23% | 14k | 352.75 |
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| Coca-Cola Company (KO) | 1.7 | $4.9M | +20% | 73k | 66.32 |
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| Automatic Data Processing (ADP) | 1.7 | $4.8M | +11% | 17k | 293.50 |
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| Aon (AON) | 1.7 | $4.8M | +6% | 14k | 356.58 |
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| Walt Disney Company (DIS) | 1.7 | $4.8M | +10% | 42k | 114.50 |
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| Procter & Gamble Company (PG) | 1.7 | $4.8M | +16% | 31k | 153.65 |
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| Intercontinental Exchange (ICE) | 1.7 | $4.8M | +12% | 29k | 168.48 |
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| Microsoft Corporation (MSFT) | 1.7 | $4.8M | -6% | 9.3k | 517.95 |
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| Constellation Brands (STZ) | 1.6 | $4.8M | +146% | 35k | 134.67 |
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| Bristol Myers Squibb (BMY) | 1.6 | $4.8M | +10% | 106k | 45.10 |
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| Philip Morris International (PM) | 1.6 | $4.7M | +18% | 29k | 162.20 |
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| Unilever (UL) | 1.6 | $4.7M | +13% | 80k | 59.28 |
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| Nike (NKE) | 1.6 | $4.7M | -7% | 67k | 69.73 |
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| Corteva (CTVA) | 1.6 | $4.6M | +3% | 69k | 67.63 |
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| Sap (SAP) | 1.6 | $4.6M | +16% | 17k | 267.21 |
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| Zillow Group Inc Cl C Cap Stk (Z) | 1.6 | $4.6M | -6% | 60k | 77.05 |
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| Diageo (DEO) | 1.6 | $4.6M | +13% | 48k | 95.43 |
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| Alphabet Inc Class A cs (GOOGL) | 1.6 | $4.6M | -19% | 19k | 243.10 |
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| Haleon Plc Spon Ads (HLN) | 1.6 | $4.6M | +128% | 509k | 8.97 |
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| Rb Global (RBA) | 1.6 | $4.6M | 42k | 108.36 |
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| Roper Industries (ROP) | 1.6 | $4.5M | +16% | 9.0k | 498.69 |
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| Kenvue (KVUE) | 1.5 | $4.3M | +159% | 262k | 16.23 |
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| Oracle Corporation (ORCL) | 1.3 | $3.9M | -37% | 14k | 281.24 |
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| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.3 | $1.0M | 11k | 91.75 |
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| Alphabet Inc Class C cs (GOOG) | 0.2 | $562k | 2.3k | 243.55 |
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Past Filings by Arlington Partners
SEC 13F filings are viewable for Arlington Partners going back to 2010
- Arlington Partners 2025 Q3 filed Oct. 28, 2025
- Arlington Partners 2025 Q2 filed July 14, 2025
- Arlington Partners 2025 Q1 filed April 23, 2025
- Arlington Partners 2024 Q4 filed Jan. 29, 2025
- Arlington Partners 2024 Q3 filed Oct. 21, 2024
- Arlington Partners 2024 Q2 restated filed Aug. 6, 2024
- Arlington Partners 2024 Q2 filed Aug. 1, 2024
- Arlington Partners 2024 Q1 filed April 16, 2024
- Arlington Partners 2023 Q4 filed Jan. 24, 2024
- Arlington Partners 2023 Q3 filed Oct. 24, 2023
- Arlington Partners 2023 Q2 filed July 26, 2023
- Arlington Partners 2023 Q1 filed April 26, 2023
- Arlington Partners 2022 Q4 restated filed Jan. 24, 2023
- Arlington Partners 2022 Q4 filed Jan. 19, 2023
- Arlington Partners 2022 Q3 filed Oct. 28, 2022
- Arlington Partners 2022 Q2 filed July 25, 2022