Arlington Partners LLC
CIK 1389848 · Holdings on Mar 31, 2026 · First reported Apr 9, 2026
Top ten holdings
Q1 2026- VEA35.53%
- VGSH26.36%
- PSBD9.95%
- EL0.51%
- RYAN0.50%
- TRU0.50%
- WMG0.50%
- SOLV0.50%
- TMO0.49%
- Z0.49%
Share classes counted separately75.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PSBDWeight decreased · -30.07 pp40.02% → 9.95%Shares +48.73K (+10.56%)
- VEAWeight decreased · -24.45 pp59.98% → 35.53%Shares +142.77K (+105.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETF View history and evidence | $17.80M | 35.53% | 277.77K shares | 59.98% → 35.53%-24.45 pp +142.77K (+105.75%) | Added | ↗▾ |
| 02 | VGSHVANGUARD SHORT-TERM TREASURY View history and evidence | $13.20M | 26.36% | 225.57K shares | Prior unavailable +225.57K | New | ↗▾ |
| 03 | PSBDPALMER SQUARE CAPITAL BDC IN View history and evidence | $4.99M | 9.95% | 510.34K shares | 40.02% → 9.95%-30.07 pp +48.73K (+10.56%) | Added | ↗▾ |
| 04 | ELESTEE LAUDER COMPANIES-CL A View history and evidence | $253.85K | 0.51% | 3.54K shares | Prior unavailable +3.54K | New | ↗▾ |
| 05 | RYANRYAN SPECIALTY HOLDINGS INC View history and evidence | $252.04K | 0.50% | 7.47K shares | Prior unavailable +7.47K | New | ↗▾ |
| 06 | TRUTRANSUNION View history and evidence | $250.19K | 0.50% | 3.62K shares | Prior unavailable +3.62K | New | ↗▾ |
| 07 | WMGWARNER MUSIC GROUP CORP-CL A View history and evidence | $250.01K | 0.50% | 9.79K shares | Prior unavailable +9.79K | New | ↗▾ |
| 08 | SOLVSOLVENTUM CORP View history and evidence | $248.92K | 0.50% | 3.81K shares | Prior unavailable +3.81K | New | ↗▾ |
| 09 | TMOTHERMO FISHER SCIENTIFIC INC View history and evidence | $247.73K | 0.49% | 504 shares | Prior unavailable +504 | New | ↗▾ |
| 10 | ZZILLOW GROUP INC - C View history and evidence | $244.47K | 0.49% | 5.91K shares | Prior unavailable +5.91K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1389848 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 50103244
}Research all 62 reported holdings.
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