Filed: 4/23/2025ACC: 0001389848-25-000009
π What this filing means
ARLINGTON PARTNERS LLC filed this quarterly 13FβHR report disclosing 58 equity positions with a total reported market value of $254.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$254.83M
Total AUM (reported)
2.43M
Total Shares
Allocation by class
COM$254.83M100.0%
Portfolio Concentration
Top 3$31.11M12.2%
4β10$33.84M13.3%
11β25$68.12M26.7%
Rest$121.76M47.8%
Top 3 weight
12.2%
Top 10 weight
25.5%
Voting Authority Distribution
Total shares with voting rights: 2.43M
Sole
Full voting authority
2.43M
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 Β· 100.0% of voting shares
Institutional Holdings58
Rows:
Berkshire Hathaway Inc Cl A
SOLEShares23.00
TypeSH
Market value$18.36M
7.21%
Sole
23.00
Shared
0.00
None
0.00
Berkshire Hathaway Inc B
SOLEShares14.47K
TypeSH
Market value$7.71M
3.02%
Sole
14.47K
Shared
0.00
None
0.00
Vanguard Dividend Appreciation ETF
SOLEShares26K
TypeSH
Market value$5.04M
1.98%
Sole
26K
Shared
0.00
None
0.00
Electronic Arts Inc
SOLEShares34.54K
TypeSH
Market value$4.99M
1.96%
Sole
34.54K
Shared
0.00
None
0.00
British American Tobacco ADR
SOLEShares120.49K
TypeSH
Market value$4.98M
1.96%
Sole
120.49K
Shared
0.00
None
0.00
Bristol-Myers Squibb Co
SOLEShares80.80K
TypeSH
Market value$4.93M
1.93%
Sole
80.80K
Shared
0.00
None
0.00
Raytheon Technologies Corp
SOLEShares36.05K
TypeSH
Market value$4.78M
1.87%
Sole
36.05K
Shared
0.00
None
0.00
Philip Morris International Inc
SOLEShares29.91K
TypeSH
Market value$4.75M
1.86%
Sole
29.91K
Shared
0.00
None
0.00
Intercontinental Exchange Group
SOLEShares27.45K
TypeSH
Market value$4.73M
1.86%
Sole
27.45K
Shared
0.00
None
0.00
RB Global Inc Common
SOLEShares46.68K
TypeSH
Market value$4.68M
1.84%
Sole
46.68K
Shared
0.00
None
0.00
Automatic Data Processing Inc
SOLEShares15.17K
TypeSH
Market value$4.64M
1.82%
Sole
15.17K
Shared
0.00
None
0.00
3M Co
SOLEShares31.37K
TypeSH
Market value$4.61M
1.81%
Sole
31.37K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares34.71K
TypeSH
Market value$4.60M
1.81%
Sole
34.71K
Shared
0.00
None
0.00
Aon PLC
SOLEShares11.51K
TypeSH
Market value$4.59M
1.80%
Sole
11.51K
Shared
0.00
None
0.00
Otis Worldwide
SOLEShares44.49K
TypeSH
Market value$4.59M
1.80%
Sole
44.49K
Shared
0.00
None
0.00
General Dynamics Corp
SOLEShares16.84K
TypeSH
Market value$4.59M
1.80%
Sole
16.84K
Shared
0.00
None
0.00
Unilever Plc Sponsored ADR
SOLEShares76.98K
TypeSH
Market value$4.58M
1.80%
Sole
76.98K
Shared
0.00
None
0.00
Fox Corporation Class B
SOLEShares86.60K
TypeSH
Market value$4.56M
1.79%
Sole
86.60K
Shared
0.00
None
0.00
Novartis Ag Adr
SOLEShares40.88K
TypeSH
Market value$4.56M
1.79%
Sole
40.88K
Shared
0.00
None
0.00
Corteva, Inc.
SOLEShares71.36K
TypeSH
Market value$4.49M
1.76%
Sole
71.36K
Shared
0.00
None
0.00
Relx PLC ADR
SOLEShares89K
TypeSH
Market value$4.49M
1.76%
Sole
89K
Shared
0.00
None
0.00
Roper Technologies Inc
SOLEShares7.57K
TypeSH
Market value$4.46M
1.75%
Sole
7.57K
Shared
0.00
None
0.00
Medtronic PLC
SOLEShares49.55K
TypeSH
Market value$4.45M
1.75%
Sole
49.55K
Shared
0.00
None
0.00
Ebay Inc
SOLEShares65.73K
TypeSH
Market value$4.45M
1.75%
Sole
65.73K
Shared
0.00
None
0.00
Palmer Square Capital BDC Inc
SOLEShares333.76K
TypeSH
Market value$4.45M
1.74%
Sole
333.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc Cl ASOLE | COM | 23.00 | SH | $18.36M 7.21% | 23.00 | 0.00 | 0.00 |
Berkshire Hathaway Inc BSOLE | COM | 14.47K | SH | $7.71M 3.02% | 14.47K | 0.00 | 0.00 |
Vanguard Dividend Appreciation ETFSOLE | COM | 26K | SH | $5.04M 1.98% | 26K | 0.00 | 0.00 |
Electronic Arts IncSOLE | COM | 34.54K | SH | $4.99M 1.96% | 34.54K | 0.00 | 0.00 |
British American Tobacco ADRSOLE | COM | 120.49K | SH | $4.98M 1.96% | 120.49K | 0.00 | 0.00 |
Bristol-Myers Squibb CoSOLE | COM | 80.80K | SH | $4.93M 1.93% | 80.80K | 0.00 | 0.00 |
Raytheon Technologies CorpSOLE | COM | 36.05K | SH | $4.78M 1.87% | 36.05K | 0.00 | 0.00 |
Philip Morris International IncSOLE | COM | 29.91K | SH | $4.75M 1.86% | 29.91K | 0.00 | 0.00 |
Intercontinental Exchange GroupSOLE | COM | 27.45K | SH | $4.73M 1.86% | 27.45K | 0.00 | 0.00 |
RB Global Inc CommonSOLE | COM | 46.68K | SH | $4.68M 1.84% | 46.68K | 0.00 | 0.00 |
Automatic Data Processing IncSOLE | COM | 15.17K | SH | $4.64M 1.82% | 15.17K | 0.00 | 0.00 |
3M CoSOLE | COM | 31.37K | SH | $4.61M 1.81% | 31.37K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 34.71K | SH | $4.60M 1.81% | 34.71K | 0.00 | 0.00 |
Aon PLCSOLE | COM | 11.51K | SH | $4.59M 1.80% | 11.51K | 0.00 | 0.00 |
Otis WorldwideSOLE | COM | 44.49K | SH | $4.59M 1.80% | 44.49K | 0.00 | 0.00 |
General Dynamics CorpSOLE | COM | 16.84K | SH | $4.59M 1.80% | 16.84K | 0.00 | 0.00 |
Unilever Plc Sponsored ADRSOLE | COM | 76.98K | SH | $4.58M 1.80% | 76.98K | 0.00 | 0.00 |
Fox Corporation Class BSOLE | COM | 86.60K | SH | $4.56M 1.79% | 86.60K | 0.00 | 0.00 |
Novartis Ag AdrSOLE | COM | 40.88K | SH | $4.56M 1.79% | 40.88K | 0.00 | 0.00 |
Corteva, Inc.SOLE | COM | 71.36K | SH | $4.49M 1.76% | 71.36K | 0.00 | 0.00 |
Relx PLC ADRSOLE | COM | 89K | SH | $4.49M 1.76% | 89K | 0.00 | 0.00 |
Roper Technologies IncSOLE | COM | 7.57K | SH | $4.46M 1.75% | 7.57K | 0.00 | 0.00 |
Medtronic PLCSOLE | COM | 49.55K | SH | $4.45M 1.75% | 49.55K | 0.00 | 0.00 |
Ebay IncSOLE | COM | 65.73K | SH | $4.45M 1.75% | 65.73K | 0.00 | 0.00 |
Palmer Square Capital BDC IncSOLE | COM | 333.76K | SH | $4.45M 1.74% | 333.76K | 0.00 | 0.00 |
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