Filed: 4/9/2026ACC: 0001389848-26-000005
📋 What this filing means
ARLINGTON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $50.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$50.10M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
COM$50.10M100.0%
Portfolio Concentration
Top 3$35.99M71.8%
4–10$1.75M3.5%
11–25$3.64M7.3%
Rest$8.73M17.4%
Top 3 weight
71.8%
Top 10 weight
75.3%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Sole
Full voting authority
1.20M
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)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
Vanguard FTSE Developed Markets ETF
SOLEShares277.77K
TypeSH
Market value$17.80M
35.53%
Sole
277.77K
Shared
0.00
None
0.00
Vanguard Short-Term Government Bond Index Fund ETF
SOLEShares225.57K
TypeSH
Market value$13.20M
26.36%
Sole
225.57K
Shared
0.00
None
0.00
Palmer Square Capital BDC Inc
SOLEShares510.34K
TypeSH
Market value$4.99M
9.95%
Sole
510.34K
Shared
0.00
None
0.00
Estee Lauder Companies Inc.
SOLEShares3.54K
TypeSH
Market value$253.8K
0.51%
Sole
3.54K
Shared
0.00
None
0.00
Ryan Specialty Holdings Inc Class A
SOLEShares7.47K
TypeSH
Market value$252.0K
0.50%
Sole
7.47K
Shared
0.00
None
0.00
TransUnion
SOLEShares3.62K
TypeSH
Market value$250.2K
0.50%
Sole
3.62K
Shared
0.00
None
0.00
Warner Music Group Corp Com Cl A
SOLEShares9.79K
TypeSH
Market value$250.0K
0.50%
Sole
9.79K
Shared
0.00
None
0.00
Solventum Corp Com Shs
SOLEShares3.81K
TypeSH
Market value$248.9K
0.50%
Sole
3.81K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares504.00
TypeSH
Market value$247.7K
0.49%
Sole
504.00
Shared
0.00
None
0.00
Zillow Group Inc Class C
SOLEShares5.91K
TypeSH
Market value$244.5K
0.49%
Sole
5.91K
Shared
0.00
None
0.00
Relx PLC ADR
SOLEShares7.37K
TypeSH
Market value$244.3K
0.49%
Sole
7.37K
Shared
0.00
None
0.00
S&P Global Inc.
SOLEShares573.00
TypeSH
Market value$243.7K
0.49%
Sole
573.00
Shared
0.00
None
0.00
Visa Inc Class A Shares
SOLEShares806.00
TypeSH
Market value$243.6K
0.49%
Sole
806.00
Shared
0.00
None
0.00
Arthur J Gallagher & Co
SOLEShares1.12K
TypeSH
Market value$243.4K
0.49%
Sole
1.12K
Shared
0.00
None
0.00
Pepsico Inc
SOLEShares1.57K
TypeSH
Market value$243.3K
0.49%
Sole
1.57K
Shared
0.00
None
0.00
News Corp Class A
SOLEShares9.74K
TypeSH
Market value$242.9K
0.48%
Sole
9.74K
Shared
0.00
None
0.00
Haleon PLC Spon ADS
SOLEShares24.25K
TypeSH
Market value$242.7K
0.48%
Sole
24.25K
Shared
0.00
None
0.00
Starbucks Corp
SOLEShares2.71K
TypeSH
Market value$242.4K
0.48%
Sole
2.71K
Shared
0.00
None
0.00
Rentokil Initial plc Sponsored ADR
SOLEShares7.70K
TypeSH
Market value$242.3K
0.48%
Sole
7.70K
Shared
0.00
None
0.00
SAP Ag Sponsored ADR
SOLEShares1.41K
TypeSH
Market value$242.1K
0.48%
Sole
1.41K
Shared
0.00
None
0.00
GSK PLC ADR
SOLEShares4.38K
TypeSH
Market value$241.8K
0.48%
Sole
4.38K
Shared
0.00
None
0.00
Alphabet Inc. Stock Class A
SOLEShares841.00
TypeSH
Market value$241.8K
0.48%
Sole
841.00
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares988.00
TypeSH
Market value$241.5K
0.48%
Sole
988.00
Shared
0.00
None
0.00
Bristol-Myers Squibb Co
SOLEShares3.98K
TypeSH
Market value$241.2K
0.48%
Sole
3.98K
Shared
0.00
None
0.00
Novartis Ag Adr
SOLEShares1.58K
TypeSH
Market value$241.2K
0.48%
Sole
1.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard FTSE Developed Markets ETFSOLE | COM | 277.77K | SH | $17.80M 35.53% | 277.77K | 0.00 | 0.00 |
Vanguard Short-Term Government Bond Index Fund ETFSOLE | COM | 225.57K | SH | $13.20M 26.36% | 225.57K | 0.00 | 0.00 |
Palmer Square Capital BDC IncSOLE | COM | 510.34K | SH | $4.99M 9.95% | 510.34K | 0.00 | 0.00 |
Estee Lauder Companies Inc.SOLE | COM | 3.54K | SH | $253.8K 0.51% | 3.54K | 0.00 | 0.00 |
Ryan Specialty Holdings Inc Class ASOLE | COM | 7.47K | SH | $252.0K 0.50% | 7.47K | 0.00 | 0.00 |
TransUnionSOLE | COM | 3.62K | SH | $250.2K 0.50% | 3.62K | 0.00 | 0.00 |
Warner Music Group Corp Com Cl ASOLE | COM | 9.79K | SH | $250.0K 0.50% | 9.79K | 0.00 | 0.00 |
Solventum Corp Com ShsSOLE | COM | 3.81K | SH | $248.9K 0.50% | 3.81K | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 504.00 | SH | $247.7K 0.49% | 504.00 | 0.00 | 0.00 |
Zillow Group Inc Class CSOLE | COM | 5.91K | SH | $244.5K 0.49% | 5.91K | 0.00 | 0.00 |
Relx PLC ADRSOLE | COM | 7.37K | SH | $244.3K 0.49% | 7.37K | 0.00 | 0.00 |
S&P Global Inc.SOLE | COM | 573.00 | SH | $243.7K 0.49% | 573.00 | 0.00 | 0.00 |
Visa Inc Class A SharesSOLE | COM | 806.00 | SH | $243.6K 0.49% | 806.00 | 0.00 | 0.00 |
Arthur J Gallagher & CoSOLE | COM | 1.12K | SH | $243.4K 0.49% | 1.12K | 0.00 | 0.00 |
Pepsico IncSOLE | COM | 1.57K | SH | $243.3K 0.49% | 1.57K | 0.00 | 0.00 |
News Corp Class ASOLE | COM | 9.74K | SH | $242.9K 0.48% | 9.74K | 0.00 | 0.00 |
Haleon PLC Spon ADSSOLE | COM | 24.25K | SH | $242.7K 0.48% | 24.25K | 0.00 | 0.00 |
Starbucks CorpSOLE | COM | 2.71K | SH | $242.4K 0.48% | 2.71K | 0.00 | 0.00 |
Rentokil Initial plc Sponsored ADRSOLE | COM | 7.70K | SH | $242.3K 0.48% | 7.70K | 0.00 | 0.00 |
SAP Ag Sponsored ADRSOLE | COM | 1.41K | SH | $242.1K 0.48% | 1.41K | 0.00 | 0.00 |
GSK PLC ADRSOLE | COM | 4.38K | SH | $241.8K 0.48% | 4.38K | 0.00 | 0.00 |
Alphabet Inc. Stock Class ASOLE | COM | 841.00 | SH | $241.8K 0.48% | 841.00 | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 988.00 | SH | $241.5K 0.48% | 988.00 | 0.00 | 0.00 |
Bristol-Myers Squibb CoSOLE | COM | 3.98K | SH | $241.2K 0.48% | 3.98K | 0.00 | 0.00 |
Novartis Ag AdrSOLE | COM | 1.58K | SH | $241.2K 0.48% | 1.58K | 0.00 | 0.00 |
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