Filed: 7/7/2026ACC: 0001389848-26-000007
📋 What this filing means
ARLINGTON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $55.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$55.37M
Total AUM (reported)
1.26M
Total Shares
Allocation by class
COM$55.37M100.0%
Portfolio Concentration
Top 3$39.68M71.7%
4–10$2.62M4.7%
11–25$4.22M7.6%
Rest$8.85M16.0%
Top 3 weight
71.7%
Top 10 weight
76.4%
Voting Authority Distribution
Total shares with voting rights: 1.26M
Sole
Full voting authority
1.26M
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)
Sole64
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings64
Rows:
Vanguard FTSE Developed Markets ETF
SOLEShares298.01K
TypeSH
Market value$21.23M
38.35%
Sole
298.01K
Shared
0.00
None
0.00
Vanguard Short-Term Government Bond Index Fund ETF
SOLEShares225.57K
TypeSH
Market value$13.13M
23.71%
Sole
225.57K
Shared
0.00
None
0.00
Palmer Square Capital BDC Inc
SOLEShares510.34K
TypeSH
Market value$5.32M
9.60%
Sole
510.34K
Shared
0.00
None
0.00
AQE Core ETF
SOLEShares32.19K
TypeSH
Market value$768.5K
1.39%
Sole
32.19K
Shared
0.00
None
0.00
Novo Nordisk A/S Spons Adr
SOLEShares6.78K
TypeSH
Market value$324.9K
0.59%
Sole
6.78K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares887.00
TypeSH
Market value$312.8K
0.57%
Sole
887.00
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares618.00
TypeSH
Market value$309.8K
0.56%
Sole
618.00
Shared
0.00
None
0.00
ASML Holding NV ADR
SOLEShares154.00
TypeSH
Market value$306.4K
0.55%
Sole
154.00
Shared
0.00
None
0.00
Arthur J Gallagher & Co
SOLEShares1.32K
TypeSH
Market value$304.0K
0.55%
Sole
1.32K
Shared
0.00
None
0.00
Aon PLC
SOLEShares887.00
TypeSH
Market value$294.2K
0.53%
Sole
887.00
Shared
0.00
None
0.00
Solventum Corp Com Shs
SOLEShares3.81K
TypeSH
Market value$294.1K
0.53%
Sole
3.81K
Shared
0.00
None
0.00
Unilever PLC Spon ADR
SOLEShares4.84K
TypeSH
Market value$291.0K
0.53%
Sole
4.84K
Shared
0.00
None
0.00
Live Nation Entertainment, Inc.
SOLEShares1.57K
TypeSH
Market value$288.4K
0.52%
Sole
1.57K
Shared
0.00
None
0.00
S&P Global Inc.
SOLEShares697.00
TypeSH
Market value$283.9K
0.51%
Sole
697.00
Shared
0.00
None
0.00
GSK PLC ADR
SOLEShares5.39K
TypeSH
Market value$282.4K
0.51%
Sole
5.39K
Shared
0.00
None
0.00
Ryan Specialty Holdings Inc Class A
SOLEShares7.47K
TypeSH
Market value$282.1K
0.51%
Sole
7.47K
Shared
0.00
None
0.00
Roper Technologies Inc
SOLEShares828.00
TypeSH
Market value$280.2K
0.51%
Sole
828.00
Shared
0.00
None
0.00
Bristol-Myers Squibb Co
SOLEShares4.85K
TypeSH
Market value$279.7K
0.51%
Sole
4.85K
Shared
0.00
None
0.00
Estee Lauder Companies Inc.
SOLEShares3.54K
TypeSH
Market value$279.2K
0.50%
Sole
3.54K
Shared
0.00
None
0.00
Airbnb Inc Class A
SOLEShares1.95K
TypeSH
Market value$278.8K
0.50%
Sole
1.95K
Shared
0.00
None
0.00
Haleon PLC Spon ADS
SOLEShares29.83K
TypeSH
Market value$278.3K
0.50%
Sole
29.83K
Shared
0.00
None
0.00
Visa Inc Class A Shares
SOLEShares806.00
TypeSH
Market value$276.5K
0.50%
Sole
806.00
Shared
0.00
None
0.00
Starbucks Corp
SOLEShares2.71K
TypeSH
Market value$276.5K
0.50%
Sole
2.71K
Shared
0.00
None
0.00
Procter & Gamble Co
SOLEShares1.87K
TypeSH
Market value$274.2K
0.50%
Sole
1.87K
Shared
0.00
None
0.00
C.H. Robinson Worldwide Inc
SOLEShares1.44K
TypeSH
Market value$271.2K
0.49%
Sole
1.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard FTSE Developed Markets ETFSOLE | COM | 298.01K | SH | $21.23M 38.35% | 298.01K | 0.00 | 0.00 |
Vanguard Short-Term Government Bond Index Fund ETFSOLE | COM | 225.57K | SH | $13.13M 23.71% | 225.57K | 0.00 | 0.00 |
Palmer Square Capital BDC IncSOLE | COM | 510.34K | SH | $5.32M 9.60% | 510.34K | 0.00 | 0.00 |
AQE Core ETFSOLE | COM | 32.19K | SH | $768.5K 1.39% | 32.19K | 0.00 | 0.00 |
Novo Nordisk A/S Spons AdrSOLE | COM | 6.78K | SH | $324.9K 0.59% | 6.78K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 887.00 | SH | $312.8K 0.57% | 887.00 | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 618.00 | SH | $309.8K 0.56% | 618.00 | 0.00 | 0.00 |
ASML Holding NV ADRSOLE | COM | 154.00 | SH | $306.4K 0.55% | 154.00 | 0.00 | 0.00 |
Arthur J Gallagher & CoSOLE | COM | 1.32K | SH | $304.0K 0.55% | 1.32K | 0.00 | 0.00 |
Aon PLCSOLE | COM | 887.00 | SH | $294.2K 0.53% | 887.00 | 0.00 | 0.00 |
Solventum Corp Com ShsSOLE | COM | 3.81K | SH | $294.1K 0.53% | 3.81K | 0.00 | 0.00 |
Unilever PLC Spon ADRSOLE | COM | 4.84K | SH | $291.0K 0.53% | 4.84K | 0.00 | 0.00 |
Live Nation Entertainment, Inc.SOLE | COM | 1.57K | SH | $288.4K 0.52% | 1.57K | 0.00 | 0.00 |
S&P Global Inc.SOLE | COM | 697.00 | SH | $283.9K 0.51% | 697.00 | 0.00 | 0.00 |
GSK PLC ADRSOLE | COM | 5.39K | SH | $282.4K 0.51% | 5.39K | 0.00 | 0.00 |
Ryan Specialty Holdings Inc Class ASOLE | COM | 7.47K | SH | $282.1K 0.51% | 7.47K | 0.00 | 0.00 |
Roper Technologies IncSOLE | COM | 828.00 | SH | $280.2K 0.51% | 828.00 | 0.00 | 0.00 |
Bristol-Myers Squibb CoSOLE | COM | 4.85K | SH | $279.7K 0.51% | 4.85K | 0.00 | 0.00 |
Estee Lauder Companies Inc.SOLE | COM | 3.54K | SH | $279.2K 0.50% | 3.54K | 0.00 | 0.00 |
Airbnb Inc Class ASOLE | COM | 1.95K | SH | $278.8K 0.50% | 1.95K | 0.00 | 0.00 |
Haleon PLC Spon ADSSOLE | COM | 29.83K | SH | $278.3K 0.50% | 29.83K | 0.00 | 0.00 |
Visa Inc Class A SharesSOLE | COM | 806.00 | SH | $276.5K 0.50% | 806.00 | 0.00 | 0.00 |
Starbucks CorpSOLE | COM | 2.71K | SH | $276.5K 0.50% | 2.71K | 0.00 | 0.00 |
Procter & Gamble CoSOLE | COM | 1.87K | SH | $274.2K 0.50% | 1.87K | 0.00 | 0.00 |
C.H. Robinson Worldwide IncSOLE | COM | 1.44K | SH | $271.2K 0.49% | 1.44K | 0.00 | 0.00 |
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