Arlington Partners as of June 30, 2025
Portfolio Holdings for Arlington Partners
Arlington Partners holds 66 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 6.2 | $17M | 23.00 | 728800.00 | |
| Berkshire Hathaway (BRK.B) | 2.4 | $6.5M | 14k | 485.77 | |
| Palmer Square Capital BDC (PSBD) | 2.4 | $6.4M | 462k | 13.96 | |
| Estee Lauder Companies (EL) | 2.0 | $5.4M | 67k | 80.80 | |
| Nike (NKE) | 1.9 | $5.1M | 72k | 71.04 | |
| Corteva (CTVA) | 1.8 | $5.0M | 67k | 74.53 | |
| Microsoft Corporation (MSFT) | 1.8 | $4.9M | 9.9k | 497.41 | |
| Oracle Corporation (ORCL) | 1.8 | $4.8M | 22k | 218.63 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $4.8M | 33k | 146.02 | |
| Walt Disney Company (DIS) | 1.8 | $4.7M | 38k | 124.01 | |
| British American Tobac (BTI) | 1.7 | $4.7M | 100k | 47.33 | |
| Novartis (NVS) | 1.7 | $4.7M | 39k | 121.01 | |
| News (NWSA) | 1.7 | $4.7M | 157k | 29.72 | |
| Electronic Arts (EA) | 1.7 | $4.7M | 29k | 159.70 | |
| General Dynamics Corporation (GD) | 1.7 | $4.7M | 16k | 291.66 | |
| Fox Corporation (FOX) | 1.7 | $4.7M | 90k | 51.63 | |
| Intercontinental Exchange (ICE) | 1.7 | $4.6M | 25k | 183.47 | |
| TKO Group Holdings (TKO) | 1.7 | $4.6M | 25k | 181.95 | |
| Novo Nordisk A/S (NVO) | 1.7 | $4.6M | 66k | 69.02 | |
| Sap (SAP) | 1.7 | $4.5M | 15k | 304.10 | |
| Automatic Data Processing (ADP) | 1.7 | $4.5M | 15k | 308.40 | |
| Aon (AON) | 1.7 | $4.5M | 13k | 356.76 | |
| Medtronic (MDT) | 1.7 | $4.5M | 52k | 87.17 | |
| Relx (RELX) | 1.7 | $4.5M | 83k | 54.34 | |
| Starbucks Corporation (SBUX) | 1.7 | $4.5M | 49k | 91.63 | |
| Abbott Laboratories (ABT) | 1.7 | $4.5M | 33k | 136.01 | |
| Wal-Mart Stores (WMT) | 1.7 | $4.5M | 46k | 97.78 | |
| Philip Morris International (PM) | 1.7 | $4.5M | 25k | 182.13 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 1.7 | $4.5M | 64k | 70.05 | |
| Rb Global (RBA) | 1.6 | $4.5M | 42k | 106.19 | |
| C.H. Robinson Worldwide (CHRW) | 1.6 | $4.5M | 47k | 95.95 | |
| Apple (AAPL) | 1.6 | $4.4M | 22k | 205.17 | |
| eBay (EBAY) | 1.6 | $4.4M | 60k | 74.46 | |
| Johnson & Johnson (JNJ) | 1.6 | $4.4M | 29k | 152.75 | |
| Bristol Myers Squibb (BMY) | 1.6 | $4.4M | 95k | 46.29 | |
| Roper Industries (ROP) | 1.6 | $4.4M | 7.8k | 566.84 | |
| Becton, Dickinson and (BDX) | 1.6 | $4.4M | 26k | 172.25 | |
| Visa (V) | 1.6 | $4.4M | 12k | 355.05 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $4.4M | 11k | 405.46 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $4.4M | 11k | 386.88 | |
| Coca-Cola Company (KO) | 1.6 | $4.3M | 61k | 70.75 | |
| Accenture (ACN) | 1.6 | $4.3M | 14k | 298.89 | |
| Unilever (UL) | 1.6 | $4.3M | 70k | 61.17 | |
| Diageo (DEO) | 1.6 | $4.3M | 42k | 100.84 | |
| Procter & Gamble Company (PG) | 1.6 | $4.3M | 27k | 159.32 | |
| International Flavors & Fragrances (IFF) | 1.5 | $4.2M | 57k | 73.55 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $4.1M | 24k | 176.23 | |
| 3M Company (MMM) | 1.1 | $2.9M | 19k | 152.24 | |
| Otis Worldwide Corp (OTIS) | 1.1 | $2.9M | 29k | 99.02 | |
| Home Depot (HD) | 1.0 | $2.8M | 7.5k | 366.64 | |
| Transunion (TRU) | 1.0 | $2.7M | 31k | 88.00 | |
| Danaher Corporation (DHR) | 1.0 | $2.7M | 14k | 197.54 | |
| Live Nation Entertainment (LYV) | 1.0 | $2.6M | 17k | 151.28 | |
| Biogen Idec (BIIB) | 0.9 | $2.6M | 20k | 125.59 | |
| GSK (GSK) | 0.9 | $2.3M | 61k | 38.40 | |
| Constellation Brands (STZ) | 0.9 | $2.3M | 14k | 162.68 | |
| Haleon Plc Spon Ads (HLN) | 0.9 | $2.3M | 223k | 10.37 | |
| UnitedHealth (UNH) | 0.8 | $2.2M | 7.1k | 311.97 | |
| Solventum Corp (SOLV) | 0.8 | $2.2M | 29k | 75.84 | |
| Cme (CME) | 0.8 | $2.2M | 7.9k | 275.62 | |
| Kenvue (KVUE) | 0.8 | $2.1M | 101k | 20.93 | |
| Warner Music Group Corp (WMG) | 0.6 | $1.7M | 61k | 27.24 | |
| Rentokil Initial (RTO) | 0.6 | $1.6M | 68k | 24.00 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.6 | $1.6M | 8.0k | 204.67 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.4 | $1.0M | 11k | 91.73 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $409k | 2.3k | 177.39 |
