Filed: 1/29/2025ACC: 0001389848-25-000002
📋 What this filing means
ARLINGTON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $257.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$257.58M
Total AUM (reported)
2.36M
Total Shares
Allocation by class
COM$257.58M100.0%
Portfolio Concentration
Top 3$53.85M20.9%
4–10$32.31M12.5%
11–25$65.32M25.4%
Rest$106.10M41.2%
Top 3 weight
20.9%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 2.36M
Sole
Full voting authority
2.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
Vanguard Dividend Appreciation ETF
SOLEShares161.51K
TypeSH
Market value$31.63M
12.28%
Sole
161.51K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl A
SOLEShares23.00
TypeSH
Market value$15.66M
6.08%
Sole
23.00
Shared
0.00
None
0.00
Berkshire Hathaway Inc B
SOLEShares14.47K
TypeSH
Market value$6.56M
2.55%
Sole
14.47K
Shared
0.00
None
0.00
Fox Corporation Class B
SOLEShares106.10K
TypeSH
Market value$4.85M
1.88%
Sole
106.10K
Shared
0.00
None
0.00
Aspen Technology Inc
SOLEShares19.32K
TypeSH
Market value$4.82M
1.87%
Sole
19.32K
Shared
0.00
None
0.00
Bristol-Myers Squibb Co
SOLEShares80.80K
TypeSH
Market value$4.57M
1.77%
Sole
80.80K
Shared
0.00
None
0.00
Palmer Square Capital BDC Inc
SOLEShares300.49K
TypeSH
Market value$4.57M
1.77%
Sole
300.49K
Shared
0.00
None
0.00
Apple Inc
SOLEShares18.13K
TypeSH
Market value$4.54M
1.76%
Sole
18.13K
Shared
0.00
None
0.00
Visa Inc Class A Shares
SOLEShares14.20K
TypeSH
Market value$4.49M
1.74%
Sole
14.20K
Shared
0.00
None
0.00
Accenture Plc
SOLEShares12.71K
TypeSH
Market value$4.47M
1.74%
Sole
12.71K
Shared
0.00
None
0.00
Automatic Data Processing Inc
SOLEShares15.17K
TypeSH
Market value$4.44M
1.72%
Sole
15.17K
Shared
0.00
None
0.00
3M Co
SOLEShares34.37K
TypeSH
Market value$4.44M
1.72%
Sole
34.37K
Shared
0.00
None
0.00
Raytheon Technologies Corp
SOLEShares38.16K
TypeSH
Market value$4.42M
1.71%
Sole
38.16K
Shared
0.00
None
0.00
Disney Walt Co
SOLEShares39.61K
TypeSH
Market value$4.41M
1.71%
Sole
39.61K
Shared
0.00
None
0.00
Aon PLC
SOLEShares12.24K
TypeSH
Market value$4.40M
1.71%
Sole
12.24K
Shared
0.00
None
0.00
TKO Group Holdings Inc CL A
SOLEShares30.81K
TypeSH
Market value$4.38M
1.70%
Sole
30.81K
Shared
0.00
None
0.00
British American Tobacco ADR
SOLEShares120.49K
TypeSH
Market value$4.38M
1.70%
Sole
120.49K
Shared
0.00
None
0.00
C.H. Robinson Worldwide Inc
SOLEShares42.02K
TypeSH
Market value$4.34M
1.69%
Sole
42.02K
Shared
0.00
None
0.00
SAP Ag Sponsored ADR
SOLEShares17.57K
TypeSH
Market value$4.33M
1.68%
Sole
17.57K
Shared
0.00
None
0.00
Corteva, Inc.
SOLEShares75.92K
TypeSH
Market value$4.32M
1.68%
Sole
75.92K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares38.22K
TypeSH
Market value$4.32M
1.68%
Sole
38.22K
Shared
0.00
None
0.00
Philip Morris International Inc
SOLEShares35.80K
TypeSH
Market value$4.31M
1.67%
Sole
35.80K
Shared
0.00
None
0.00
Booking Holdings Inc
SOLEShares865.00
TypeSH
Market value$4.30M
1.67%
Sole
865.00
Shared
0.00
None
0.00
Ebay Inc
SOLEShares69.25K
TypeSH
Market value$4.29M
1.67%
Sole
69.25K
Shared
0.00
None
0.00
Procter & Gamble Co
SOLEShares25.33K
TypeSH
Market value$4.25M
1.65%
Sole
25.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Dividend Appreciation ETFSOLE | COM | 161.51K | SH | $31.63M 12.28% | 161.51K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl ASOLE | COM | 23.00 | SH | $15.66M 6.08% | 23.00 | 0.00 | 0.00 |
Berkshire Hathaway Inc BSOLE | COM | 14.47K | SH | $6.56M 2.55% | 14.47K | 0.00 | 0.00 |
Fox Corporation Class BSOLE | COM | 106.10K | SH | $4.85M 1.88% | 106.10K | 0.00 | 0.00 |
Aspen Technology IncSOLE | COM | 19.32K | SH | $4.82M 1.87% | 19.32K | 0.00 | 0.00 |
Bristol-Myers Squibb CoSOLE | COM | 80.80K | SH | $4.57M 1.77% | 80.80K | 0.00 | 0.00 |
Palmer Square Capital BDC IncSOLE | COM | 300.49K | SH | $4.57M 1.77% | 300.49K | 0.00 | 0.00 |
Apple IncSOLE | COM | 18.13K | SH | $4.54M 1.76% | 18.13K | 0.00 | 0.00 |
Visa Inc Class A SharesSOLE | COM | 14.20K | SH | $4.49M 1.74% | 14.20K | 0.00 | 0.00 |
Accenture PlcSOLE | COM | 12.71K | SH | $4.47M 1.74% | 12.71K | 0.00 | 0.00 |
Automatic Data Processing IncSOLE | COM | 15.17K | SH | $4.44M 1.72% | 15.17K | 0.00 | 0.00 |
3M CoSOLE | COM | 34.37K | SH | $4.44M 1.72% | 34.37K | 0.00 | 0.00 |
Raytheon Technologies CorpSOLE | COM | 38.16K | SH | $4.42M 1.71% | 38.16K | 0.00 | 0.00 |
Disney Walt CoSOLE | COM | 39.61K | SH | $4.41M 1.71% | 39.61K | 0.00 | 0.00 |
Aon PLCSOLE | COM | 12.24K | SH | $4.40M 1.71% | 12.24K | 0.00 | 0.00 |
TKO Group Holdings Inc CL ASOLE | COM | 30.81K | SH | $4.38M 1.70% | 30.81K | 0.00 | 0.00 |
British American Tobacco ADRSOLE | COM | 120.49K | SH | $4.38M 1.70% | 120.49K | 0.00 | 0.00 |
C.H. Robinson Worldwide IncSOLE | COM | 42.02K | SH | $4.34M 1.69% | 42.02K | 0.00 | 0.00 |
SAP Ag Sponsored ADRSOLE | COM | 17.57K | SH | $4.33M 1.68% | 17.57K | 0.00 | 0.00 |
Corteva, Inc.SOLE | COM | 75.92K | SH | $4.32M 1.68% | 75.92K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 38.22K | SH | $4.32M 1.68% | 38.22K | 0.00 | 0.00 |
Philip Morris International IncSOLE | COM | 35.80K | SH | $4.31M 1.67% | 35.80K | 0.00 | 0.00 |
Booking Holdings IncSOLE | COM | 865.00 | SH | $4.30M 1.67% | 865.00 | 0.00 | 0.00 |
Ebay IncSOLE | COM | 69.25K | SH | $4.29M 1.67% | 69.25K | 0.00 | 0.00 |
Procter & Gamble CoSOLE | COM | 25.33K | SH | $4.25M 1.65% | 25.33K | 0.00 | 0.00 |
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