Filed: 7/24/2026ACC: 0001606507-26-000005
📋 What this filing means
ARLINGTON CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $160.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$160.79M
Total AUM (reported)
4.39M
Total Shares
Allocation by class
COM$42.37M26.4%
OIL SERVICES ETF$9.32M5.8%
MSCI STH KOR ETF$8.41M5.2%
20 YR TR BD ETF$8.08M5.0%
COM CL A$6.51M4.0%
MSCI AUSTRIA ETF$6.41M4.0%
MSCI POLAND ETF$5.93M3.7%
Portfolio Concentration
Top 3$31.73M19.7%
4–10$41.10M25.6%
11–25$46.99M29.2%
Rest$40.97M25.5%
Top 3 weight
19.7%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 4.39M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.39M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole112
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings112
Rows:
NVIDIA CORPORATION
SOLEShares70K
TypeSH
Market value$14.01M
8.71%
Sole
0.00
Shared
0.00
None
70K
VANECK ETF TRUST
SOLEShares25.05K
TypeSH
Market value$9.32M
5.79%
Sole
0.00
Shared
0.00
None
25.05K
ISHARES INC
SOLEShares41.65K
TypeSH
Market value$8.41M
5.23%
Sole
0.00
Shared
0.00
None
41.65K
ISHARES TR
SOLEShares93.51K
TypeSH
Market value$8.08M
5.03%
Sole
0.00
Shared
0.00
None
93.51K
ISHARES INC
SOLEShares151.52K
TypeSH
Market value$6.41M
3.99%
Sole
0.00
Shared
0.00
None
151.52K
ISHARES TR
SOLEShares153.47K
TypeSH
Market value$5.93M
3.69%
Sole
0.00
Shared
0.00
None
153.47K
BARCLAYS BANK PLC
SOLEShares256.32K
TypeSH
Market value$5.66M
3.52%
Sole
0.00
Shared
0.00
None
256.32K
TERAWULF INC
SOLEShares208.90K
TypeSH
Market value$5.16M
3.21%
Sole
0.00
Shared
0.00
None
208.90K
ISHARES INC
SOLEShares128.83K
TypeSH
Market value$5.01M
3.12%
Sole
0.00
Shared
0.00
None
128.83K
PROSHARES TR
SOLEShares102.04K
TypeSH
Market value$4.85M
3.01%
Sole
0.00
Shared
0.00
None
102.04K
ENERSYS
SOLEShares18.54K
TypeSH
Market value$4.33M
2.70%
Sole
0.00
Shared
0.00
None
18.54K
YPF SOCIEDAD ANONIMA
SOLEShares90.02K
TypeSH
Market value$4.09M
2.55%
Sole
0.00
Shared
0.00
None
90.02K
TRANSPORTADORA DE GAS DEL SU
SOLEShares133.26K
TypeSH
Market value$3.96M
2.46%
Sole
0.00
Shared
0.00
None
133.26K
PROPETRO HLDG CORP
SOLEShares267.06K
TypeSH
Market value$3.83M
2.38%
Sole
0.00
Shared
0.00
None
267.06K
LIBERTY ENERGY INC
SOLEShares145.91K
TypeSH
Market value$3.82M
2.38%
Sole
0.00
Shared
0.00
None
145.91K
ISHARES TR
SOLEShares68.31K
TypeSH
Market value$3.65M
2.27%
Sole
0.00
Shared
0.00
None
68.31K
PIMCO ETF TR
SOLEShares51.74K
TypeSH
Market value$3.32M
2.06%
Sole
0.00
Shared
0.00
None
51.74K
NABORS INDUSTRIES LTD
SOLEShares37.43K
TypeSH
Market value$3.14M
1.96%
Sole
0.00
Shared
0.00
None
37.43K
BARCLAYS BANK PLC
SOLEShares56.41K
TypeSH
Market value$2.85M
1.77%
Sole
0.00
Shared
0.00
None
56.41K
VERTIV HOLDINGS CO
SOLEShares8.03K
TypeSH
Market value$2.69M
1.67%
Sole
0.00
Shared
0.00
None
8.03K
TRANSOCEAN LTD
SOLEShares534.30K
TypeSH
Market value$2.61M
1.62%
Sole
0.00
Shared
0.00
None
534.30K
ALPHABET INC
SOLEShares7.36K
TypeSH
Market value$2.60M
1.62%
Sole
0.00
Shared
0.00
None
7.36K
INVESCO ACTVELY MNGD ETC FD
SOLEShares117.40K
TypeSH
Market value$2.04M
1.27%
Sole
0.00
Shared
0.00
None
117.40K
INVESCO ACTVELY MNGD ETC FD
SOLEShares127.58K
TypeSH
Market value$2.03M
1.26%
Sole
0.00
Shared
0.00
None
127.58K
ISHARES TR
SOLEShares29.58K
TypeSH
Market value$2.02M
1.26%
Sole
0.00
Shared
0.00
None
29.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 70K | SH | $14.01M 8.71% | 0.00 | 0.00 | 70K |
VANECK ETF TRUSTSOLE | OIL SERVICES ETF | 25.05K | SH | $9.32M 5.79% | 0.00 | 0.00 | 25.05K |
ISHARES INCSOLE | MSCI STH KOR ETF | 41.65K | SH | $8.41M 5.23% | 0.00 | 0.00 | 41.65K |
ISHARES TRSOLE | 20 YR TR BD ETF | 93.51K | SH | $8.08M 5.03% | 0.00 | 0.00 | 93.51K |
ISHARES INCSOLE | MSCI AUSTRIA ETF | 151.52K | SH | $6.41M 3.99% | 0.00 | 0.00 | 151.52K |
ISHARES TRSOLE | MSCI POLAND ETF | 153.47K | SH | $5.93M 3.69% | 0.00 | 0.00 | 153.47K |
BARCLAYS BANK PLCSOLE | IPATH S&P 500 SH | 256.32K | SH | $5.66M 3.52% | 0.00 | 0.00 | 256.32K |
TERAWULF INCSOLE | COM | 208.90K | SH | $5.16M 3.21% | 0.00 | 0.00 | 208.90K |
ISHARES INCSOLE | MSCI TURKEY ETF | 128.83K | SH | $5.01M 3.12% | 0.00 | 0.00 | 128.83K |
PROSHARES TRSOLE | K-1 FREE CRD OIL | 102.04K | SH | $4.85M 3.01% | 0.00 | 0.00 | 102.04K |
ENERSYSSOLE | COM | 18.54K | SH | $4.33M 2.70% | 0.00 | 0.00 | 18.54K |
YPF SOCIEDAD ANONIMASOLE | SPON ADR CL D | 90.02K | SH | $4.09M 2.55% | 0.00 | 0.00 | 90.02K |
TRANSPORTADORA DE GAS DEL SUSOLE | SPONSORED ADS B | 133.26K | SH | $3.96M 2.46% | 0.00 | 0.00 | 133.26K |
PROPETRO HLDG CORPSOLE | COM | 267.06K | SH | $3.83M 2.38% | 0.00 | 0.00 | 267.06K |
LIBERTY ENERGY INCSOLE | COM CL A | 145.91K | SH | $3.82M 2.38% | 0.00 | 0.00 | 145.91K |
ISHARES TRSOLE | MSCI FINLAND ETF | 68.31K | SH | $3.65M 2.27% | 0.00 | 0.00 | 68.31K |
PIMCO ETF TRSOLE | 25YR+ ZERO U S | 51.74K | SH | $3.32M 2.06% | 0.00 | 0.00 | 51.74K |
NABORS INDUSTRIES LTDSOLE | SHS | 37.43K | SH | $3.14M 1.96% | 0.00 | 0.00 | 37.43K |
BARCLAYS BANK PLCSOLE | IPATH S7P 500 MD | 56.41K | SH | $2.85M 1.77% | 0.00 | 0.00 | 56.41K |
VERTIV HOLDINGS COSOLE | COM CL A | 8.03K | SH | $2.69M 1.67% | 0.00 | 0.00 | 8.03K |
TRANSOCEAN LTDSOLE | REGISTERED SHS | 534.30K | SH | $2.61M 1.62% | 0.00 | 0.00 | 534.30K |
ALPHABET INCSOLE | CAP STK CL C | 7.36K | SH | $2.60M 1.62% | 0.00 | 0.00 | 7.36K |
INVESCO ACTVELY MNGD ETC FDSOLE | ELC VEH MTLS CDT | 117.40K | SH | $2.04M 1.27% | 0.00 | 0.00 | 117.40K |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 127.58K | SH | $2.03M 1.26% | 0.00 | 0.00 | 127.58K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 29.58K | SH | $2.02M 1.26% | 0.00 | 0.00 | 29.58K |
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