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Arlington Partners LLC

62 holdingsFiling period: 2026-03-31Current AUM: $52.4Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1VEAVanguard FTSE Developed Markets ETF277.8K$17.8M$19.6M37.41%+142.8K2026-03-31
2VGSHVanguard Short-Term Government Bond Index Fund ETF225.6K$13.2M$13.1M24.99%--2026-03-31
3PSBDPalmer Square Capital BDC Inc510.3K$5.0M$4.9M9.29%+48.7K2026-03-31
4ELEstee Lauder Companies Inc.3.5K$253K$296K0.56%--2026-03-31
5RYANRyan Specialty Holdings Inc Class A7.5K$252K$330K0.63%--2026-03-31
6WMGWarner Music Group Corp Com Cl A 9.8K$250K$254K0.48%--2026-03-31
7TRUTransUnion 3.6K$250K$284K0.54%--2026-03-31
8SOLVSolventum Corp Com Shs3.8K$248K$324K0.62%--2026-03-31
9TMOThermo Fisher Scientific Inc504$247K$289K0.55%--2026-03-31
10ZZillow Group Inc Class C5.9K$244K$201K0.38%--2026-03-31
11RELXRelx PLC ADR7.4K$244K$261K0.50%--2026-03-31
12VVisa Inc Class A Shares806$243K$294K0.56%--2026-03-31
13AJGArthur J Gallagher & Co1.1K$243K$280K0.53%--2026-03-31
14PEPPepsico Inc1.6K$243K$218K0.42%--2026-03-31
15SPGIS&P Global Inc.573$243K$235K0.45%--2026-03-31
16SAPSAP Ag Sponsored ADR1.4K$242K$260K0.50%--2026-03-31
17SBUXStarbucks Corp2.7K$242K$284K0.54%--2026-03-31
18RTORentokil Initial plc Sponsored ADR7.7K$242K$180K0.34%--2026-03-31
19NWSANews Corp Class A9.7K$242K$268K0.51%--2026-03-31
20HLNHaleon PLC Spon ADS24.2K$242K$239K0.46%--2026-03-31
21BMYBristol-Myers Squibb Co4.0K$241K$260K0.49%--2026-03-31
22NVSNovartis Ag Adr1.6K$241K$246K0.47%--2026-03-31
23JNJJohnson & Johnson988$241K$253K0.48%--2026-03-31
24GOOGLAlphabet Inc. Stock Class A841$241K$298K0.57%--2026-03-31
25GSKGSK PLC ADR4.4K$241K$226K0.43%--2026-03-31
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