ARLINGTON CAPITAL MANAGEMENT, INC.

PrivateCIK: 1606507
Location

ARLINGTON HEIGHTS, IL

111
Positions
$177.29M
Total AUM (reported)
4.70M
Total Shares

Allocation by class

TOTAL AUM$177.29M111 positions
COM$28.82M16.3%
MSCI ACWI ETF$23.66M13.3%
ISHARES NEW$10.48M5.9%
20 YR TR BD ETF$8.69M4.9%
MSCI POLAND ETF$5.59M3.2%
MSCI ITALY ETF$5.46M3.1%
MSCI AUSTRIA ETF$5.43M3.1%

Portfolio Concentration

Top 326.2%4–1022.8%11–2527.1%Rest23.9%TOP 1048.9%0%100%
Top 3$46.37M26.2%
4–10$40.40M22.8%
11–25$48.12M27.1%
Rest$42.41M23.9%

Top 3 weight

26.2%

Top 10 weight

48.9%

Voting Authority Distribution

Total shares with voting rights: 4.70M

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

4.70M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole111
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings111
Rows:

ISHARES TR

SOLE
MSCI ACWI ETF
Shares171.03K
TypeSH
Market value$23.66M
13.35%
Sole
0.00
Shared
0.00
None
171.03K

NVIDIA CORPORATION

SOLE
COM
Shares70.08K
TypeSH
Market value$12.22M
6.89%
Sole
0.00
Shared
0.00
None
70.08K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares118.87K
TypeSH
Market value$10.48M
5.91%
Sole
0.00
Shared
0.00
None
118.87K

ISHARES TR

SOLE
20 YR TR BD ETF
Shares100.22K
TypeSH
Market value$8.69M
4.90%
Sole
0.00
Shared
0.00
None
100.22K

ISHARES TR

SOLE
MSCI POLAND ETF
Shares153.66K
TypeSH
Market value$5.59M
3.16%
Sole
0.00
Shared
0.00
None
153.66K

ISHARES INC

SOLE
MSCI ITALY ETF
Shares102.28K
TypeSH
Market value$5.46M
3.08%
Sole
0.00
Shared
0.00
None
102.28K

ISHARES INC

SOLE
MSCI AUSTRIA ETF
Shares153.03K
TypeSH
Market value$5.43M
3.06%
Sole
0.00
Shared
0.00
None
153.03K

ISHARES INC

SOLE
MSCI SPAIN ETF
Shares98.39K
TypeSH
Market value$5.34M
3.01%
Sole
0.00
Shared
0.00
None
98.39K

FIRST TR EXCH TRD ALPHDX FD

SOLE
GERMANY ALPHA
Shares83.73K
TypeSH
Market value$5.03M
2.83%
Sole
0.00
Shared
0.00
None
83.73K

GLOBAL X FDS

SOLE
MSCI GREECE ETF
Shares76.13K
TypeSH
Market value$4.86M
2.74%
Sole
0.00
Shared
0.00
None
76.13K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares7.36K
TypeSH
Market value$4.79M
2.70%
Sole
0.00
Shared
0.00
None
7.36K

ISHARES TR

SOLE
MSCI EURO FL ETF
Shares124.12K
TypeSH
Market value$4.33M
2.44%
Sole
0.00
Shared
0.00
None
124.12K

SIBANYE STILLWATER LTD

SOLE
SPONSORED ADR
Shares318.29K
TypeSH
Market value$3.92M
2.21%
Sole
0.00
Shared
0.00
None
318.29K

BANCO SANTANDER SA

SOLE
ADR
Shares338.50K
TypeSH
Market value$3.82M
2.15%
Sole
0.00
Shared
0.00
None
338.50K

IREN LIMITED

SOLE
ORDINARY SHARES
Shares100.53K
TypeSH
Market value$3.45M
1.94%
Sole
0.00
Shared
0.00
None
100.53K

ISHARES TR

SOLE
MSCI FINLAND ETF
Shares68.42K
TypeSH
Market value$3.35M
1.89%
Sole
0.00
Shared
0.00
None
68.42K

PIMCO ETF TR

SOLE
25YR+ ZERO U S
Shares51.38K
TypeSH
Market value$3.29M
1.85%
Sole
0.00
Shared
0.00
None
51.38K

CENTRUS ENERGY CORP

SOLE
CL A
Shares17.95K
TypeSH
Market value$3.12M
1.76%
Sole
0.00
Shared
0.00
None
17.95K

TERAWULF INC

SOLE
COM
Shares213.12K
TypeSH
Market value$3.08M
1.73%
Sole
0.00
Shared
0.00
None
213.12K

FIRST TR EXCHANGE-TRADED FD

SOLE
VEST GOLD STRTGY
Shares161.79K
TypeSH
Market value$2.77M
1.56%
Sole
0.00
Shared
0.00
None
161.79K

DEUTSCHE BK AG

SOLE
NAMEN AKT
Shares86.69K
TypeSH
Market value$2.58M
1.46%
Sole
0.00
Shared
0.00
None
86.69K

VALKYRIE ETF TRUST II

SOLE
COINSHARES BITCN
Shares71.55K
TypeSH
Market value$2.49M
1.41%
Sole
0.00
Shared
0.00
None
71.55K

INNOVATOR ETFS TRUST

SOLE
INVATR 20 PLS 9
Shares123.94K
TypeSH
Market value$2.47M
1.39%
Sole
0.00
Shared
0.00
None
123.94K

OKLO INC

SOLE
COM CL A
Shares49.49K
TypeSH
Market value$2.45M
1.38%
Sole
0.00
Shared
0.00
None
49.49K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares29.88K
TypeSH
Market value$2.22M
1.25%
Sole
0.00
Shared
0.00
None
29.88K
Page 1 of 5