Arlington Partners
Latest statistics and disclosures from Arlington Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VGSH, PSBD, EL, RYAN, and represent 72.84% of Arlington Partners's stock portfolio.
- Added to shares of these 10 stocks: VGSH (+$13M), VEA (+$9.1M), PSBD, EL, RYAN, TRU, WMG, SOLV, TMO, Z.
- Started 60 new stock positions in MSCI, ICE, VGSH, GOOGL, CRM, DEO, SPGI, UL, AON, EBAY.
- Arlington Partners was a net buyer of stock by $37M.
- Arlington Partners has $50M in assets under management (AUM), dropping by 256.34%.
- Central Index Key (CIK): 0001389848
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Portfolio Holdings for Arlington Partners
Arlington Partners holds 62 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Europe Pacific ETF (VEA) | 35.5 | $18M | +105% | 278k | 64.08 |
|
| Vanguard Sht Term Govt Bond ETF (VGSH) | 26.4 | $13M | NEW | 226k | 58.54 |
|
| Palmer Square Capital BDC (PSBD) | 10.0 | $5.0M | +10% | 510k | 9.77 |
|
| Estee Lauder Companies (EL) | 0.5 | $254k | NEW | 3.5k | 71.77 |
|
| Ryan Specialty Group Hldgs I (RYAN) | 0.5 | $252k | NEW | 7.5k | 33.74 |
|
| Transunion (TRU) | 0.5 | $250k | NEW | 3.6k | 69.19 |
|
| Warner Music Group Corp (WMG) | 0.5 | $250k | NEW | 9.8k | 25.54 |
|
| Solventum Corp (SOLV) | 0.5 | $249k | NEW | 3.8k | 65.30 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $248k | NEW | 504.00 | 491.53 |
|
| Zillow Group Inc Cl C Cap Stk (Z) | 0.5 | $245k | NEW | 5.9k | 41.38 |
|
| Relx (RELX) | 0.5 | $244k | NEW | 7.4k | 33.15 |
|
| S&p Global (SPGI) | 0.5 | $244k | NEW | 573.00 | 425.34 |
|
| Visa (V) | 0.5 | $244k | NEW | 806.00 | 302.24 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $243k | NEW | 1.1k | 216.58 |
|
| Pepsi (PEP) | 0.5 | $243k | NEW | 1.6k | 155.29 |
|
| News (NWSA) | 0.5 | $243k | NEW | 9.7k | 24.93 |
|
| Haleon Plc Spon Ads (HLN) | 0.5 | $243k | NEW | 24k | 10.01 |
|
| Starbucks Corporation (SBUX) | 0.5 | $242k | NEW | 2.7k | 89.59 |
|
| Rentokil Initial (RTO) | 0.5 | $242k | NEW | 7.7k | 31.48 |
|
| Sap (SAP) | 0.5 | $242k | NEW | 1.4k | 171.21 |
|
| GSK (GSK) | 0.5 | $242k | NEW | 4.4k | 55.19 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $242k | NEW | 841.00 | 287.56 |
|
| Johnson & Johnson (JNJ) | 0.5 | $242k | NEW | 988.00 | 244.44 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $241k | NEW | 4.0k | 60.65 |
|
| Novartis (NVS) | 0.5 | $241k | NEW | 1.6k | 152.75 |
|
| Coca-Cola Company (KO) | 0.5 | $241k | NEW | 3.2k | 76.05 |
|
| eBay (EBAY) | 0.5 | $241k | NEW | 2.6k | 91.02 |
|
| Walt Disney Company (DIS) | 0.5 | $241k | NEW | 2.5k | 96.38 |
|
| Philip Morris International (PM) | 0.5 | $240k | NEW | 1.5k | 165.34 |
|
| Live Nation Entertainment (LYV) | 0.5 | $240k | NEW | 1.6k | 152.51 |
|
| Procter & Gamble Company (PG) | 0.5 | $240k | NEW | 1.7k | 144.44 |
|
| Zoetis Inc Cl A (ZTS) | 0.5 | $240k | NEW | 2.0k | 118.21 |
|
| Corteva (CTVA) | 0.5 | $239k | NEW | 2.9k | 83.71 |
|
| Gartner (IT) | 0.5 | $239k | NEW | 1.5k | 158.34 |
|
| Fox Corporation (FOX) | 0.5 | $239k | NEW | 4.5k | 53.10 |
|
| Microsoft Corporation (MSFT) | 0.5 | $239k | NEW | 645.00 | 370.17 |
|
| Novo Nordisk A/S (NVO) | 0.5 | $239k | NEW | 6.5k | 36.75 |
|
| Diageo (DEO) | 0.5 | $239k | NEW | 3.2k | 74.45 |
|
| Accenture (ACN) | 0.5 | $239k | NEW | 1.2k | 198.29 |
|
| Intercontinental Exchange (ICE) | 0.5 | $238k | NEW | 1.5k | 157.28 |
|
| Msci (MSCI) | 0.5 | $238k | NEW | 442.00 | 539.01 |
|
| Berkshire Hathaway (BRK.B) | 0.5 | $238k | NEW | 497.00 | 479.20 |
|
| Roper Industries (ROP) | 0.5 | $238k | NEW | 673.00 | 353.86 |
|
| Airbnb (ABNB) | 0.5 | $238k | NEW | 1.9k | 126.28 |
|
| salesforce (CRM) | 0.5 | $238k | NEW | 1.3k | 186.67 |
|
| British American Tobac (BTI) | 0.5 | $237k | NEW | 4.1k | 58.47 |
|
| Honeywell International (HON) | 0.5 | $237k | NEW | 1.0k | 226.03 |
|
| Apple (AAPL) | 0.5 | $237k | NEW | 934.00 | 253.79 |
|
| Home Depot (HD) | 0.5 | $237k | NEW | 719.00 | 328.89 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $236k | NEW | 1.2k | 192.90 |
|
| Aon (AON) | 0.5 | $236k | NEW | 730.00 | 322.78 |
|
| Otis Worldwide Corp (OTIS) | 0.5 | $235k | NEW | 3.1k | 77.08 |
|
| Automatic Data Processing (ADP) | 0.5 | $235k | NEW | 1.2k | 203.18 |
|
| Cme (CME) | 0.5 | $235k | NEW | 794.00 | 295.35 |
|
| C.H. Robinson Worldwide (CHRW) | 0.5 | $234k | NEW | 1.4k | 166.07 |
|
| Medtronic (MDT) | 0.5 | $234k | NEW | 2.7k | 86.65 |
|
| AutoZone (AZO) | 0.5 | $233k | NEW | 69.00 | 3377.78 |
|
| Abbott Laboratories (ABT) | 0.5 | $232k | NEW | 2.3k | 102.67 |
|
| Kenvue (KVUE) | 0.5 | $232k | NEW | 14k | 17.24 |
|
| General Dynamics Corporation (GD) | 0.5 | $228k | NEW | 665.00 | 343.22 |
|
| Unilever (UL) | 0.4 | $225k | NEW | 4.0k | 56.97 |
|
| Asml Holding (ASML) | 0.4 | $203k | NEW | 154.00 | 1320.83 |
|
Past Filings by Arlington Partners
SEC 13F filings are viewable for Arlington Partners going back to 2010
- Arlington Partners 2026 Q1 filed April 9, 2026
- Arlington Partners 2025 Q4 filed Jan. 29, 2026
- 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