Arlington Partners as of March 31, 2026
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 | 278k | 64.08 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 26.4 | $13M | 226k | 58.54 | |
| Palmer Square Capital BDC (PSBD) | 10.0 | $5.0M | 510k | 9.77 | |
| Estee Lauder Companies (EL) | 0.5 | $254k | 3.5k | 71.77 | |
| Ryan Specialty Group Hldgs I (RYAN) | 0.5 | $252k | 7.5k | 33.74 | |
| Transunion (TRU) | 0.5 | $250k | 3.6k | 69.19 | |
| Warner Music Group Corp (WMG) | 0.5 | $250k | 9.8k | 25.54 | |
| Solventum Corp (SOLV) | 0.5 | $249k | 3.8k | 65.30 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $248k | 504.00 | 491.53 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.5 | $245k | 5.9k | 41.38 | |
| Relx (RELX) | 0.5 | $244k | 7.4k | 33.15 | |
| S&p Global (SPGI) | 0.5 | $244k | 573.00 | 425.34 | |
| Visa (V) | 0.5 | $244k | 806.00 | 302.24 | |
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $243k | 1.1k | 216.58 | |
| Pepsi (PEP) | 0.5 | $243k | 1.6k | 155.29 | |
| News (NWSA) | 0.5 | $243k | 9.7k | 24.93 | |
| Haleon Plc Spon Ads (HLN) | 0.5 | $243k | 24k | 10.01 | |
| Starbucks Corporation (SBUX) | 0.5 | $242k | 2.7k | 89.59 | |
| Rentokil Initial (RTO) | 0.5 | $242k | 7.7k | 31.48 | |
| Sap (SAP) | 0.5 | $242k | 1.4k | 171.21 | |
| GSK (GSK) | 0.5 | $242k | 4.4k | 55.19 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $242k | 841.00 | 287.56 | |
| Johnson & Johnson (JNJ) | 0.5 | $242k | 988.00 | 244.44 | |
| Bristol Myers Squibb (BMY) | 0.5 | $241k | 4.0k | 60.65 | |
| Novartis (NVS) | 0.5 | $241k | 1.6k | 152.75 | |
| Coca-Cola Company (KO) | 0.5 | $241k | 3.2k | 76.05 | |
| eBay (EBAY) | 0.5 | $241k | 2.6k | 91.02 | |
| Walt Disney Company (DIS) | 0.5 | $241k | 2.5k | 96.38 | |
| Philip Morris International (PM) | 0.5 | $240k | 1.5k | 165.34 | |
| Live Nation Entertainment (LYV) | 0.5 | $240k | 1.6k | 152.51 | |
| Procter & Gamble Company (PG) | 0.5 | $240k | 1.7k | 144.44 | |
| Zoetis Inc Cl A (ZTS) | 0.5 | $240k | 2.0k | 118.21 | |
| Corteva (CTVA) | 0.5 | $239k | 2.9k | 83.71 | |
| Gartner (IT) | 0.5 | $239k | 1.5k | 158.34 | |
| Fox Corporation (FOX) | 0.5 | $239k | 4.5k | 53.10 | |
| Microsoft Corporation (MSFT) | 0.5 | $239k | 645.00 | 370.17 | |
| Novo Nordisk A/S (NVO) | 0.5 | $239k | 6.5k | 36.75 | |
| Diageo (DEO) | 0.5 | $239k | 3.2k | 74.45 | |
| Accenture (ACN) | 0.5 | $239k | 1.2k | 198.29 | |
| Intercontinental Exchange (ICE) | 0.5 | $238k | 1.5k | 157.28 | |
| Msci (MSCI) | 0.5 | $238k | 442.00 | 539.01 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $238k | 497.00 | 479.20 | |
| Roper Industries (ROP) | 0.5 | $238k | 673.00 | 353.86 | |
| Airbnb (ABNB) | 0.5 | $238k | 1.9k | 126.28 | |
| salesforce (CRM) | 0.5 | $238k | 1.3k | 186.67 | |
| British American Tobac (BTI) | 0.5 | $237k | 4.1k | 58.47 | |
| Honeywell International (HON) | 0.5 | $237k | 1.0k | 226.03 | |
| Apple (AAPL) | 0.5 | $237k | 934.00 | 253.79 | |
| Home Depot (HD) | 0.5 | $237k | 719.00 | 328.89 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $236k | 1.2k | 192.90 | |
| Aon (AON) | 0.5 | $236k | 730.00 | 322.78 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $235k | 3.1k | 77.08 | |
| Automatic Data Processing (ADP) | 0.5 | $235k | 1.2k | 203.18 | |
| Cme (CME) | 0.5 | $235k | 794.00 | 295.35 | |
| C.H. Robinson Worldwide (CHRW) | 0.5 | $234k | 1.4k | 166.07 | |
| Medtronic (MDT) | 0.5 | $234k | 2.7k | 86.65 | |
| AutoZone (AZO) | 0.5 | $233k | 69.00 | 3377.78 | |
| Abbott Laboratories (ABT) | 0.5 | $232k | 2.3k | 102.67 | |
| Kenvue (KVUE) | 0.5 | $232k | 14k | 17.24 | |
| General Dynamics Corporation (GD) | 0.5 | $228k | 665.00 | 343.22 | |
| Unilever (UL) | 0.4 | $225k | 4.0k | 56.97 | |
| Asml Holding (ASML) | 0.4 | $203k | 154.00 | 1320.83 |
