ARLINGTON PARTNERS LLC

PrivateCIK: 1389848
Location

BIRMINGHAM, AL

64
Positions
$55.37M
Total AUM (reported)
1.26M
Total Shares

Allocation by class

TOTAL AUM$55.37M64 positions
COM$55.37M100.0%

Portfolio Concentration

Top 371.7%4–104.7%11–257.6%Rest16.0%TOP 1076.4%0%100%
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

SOLE
COM
Shares298.01K
TypeSH
Market value$21.23M
38.35%
Sole
298.01K
Shared
0.00
None
0.00

Vanguard Short-Term Government Bond Index Fund ETF

SOLE
COM
Shares225.57K
TypeSH
Market value$13.13M
23.71%
Sole
225.57K
Shared
0.00
None
0.00

Palmer Square Capital BDC Inc

SOLE
COM
Shares510.34K
TypeSH
Market value$5.32M
9.60%
Sole
510.34K
Shared
0.00
None
0.00

AQE Core ETF

SOLE
COM
Shares32.19K
TypeSH
Market value$768.5K
1.39%
Sole
32.19K
Shared
0.00
None
0.00

Novo Nordisk A/S Spons Adr

SOLE
COM
Shares6.78K
TypeSH
Market value$324.9K
0.59%
Sole
6.78K
Shared
0.00
None
0.00

Home Depot Inc

SOLE
COM
Shares887.00
TypeSH
Market value$312.8K
0.57%
Sole
887.00
Shared
0.00
None
0.00

Thermo Fisher Scientific Inc

SOLE
COM
Shares618.00
TypeSH
Market value$309.8K
0.56%
Sole
618.00
Shared
0.00
None
0.00

ASML Holding NV ADR

SOLE
COM
Shares154.00
TypeSH
Market value$306.4K
0.55%
Sole
154.00
Shared
0.00
None
0.00

Arthur J Gallagher & Co

SOLE
COM
Shares1.32K
TypeSH
Market value$304.0K
0.55%
Sole
1.32K
Shared
0.00
None
0.00

Aon PLC

SOLE
COM
Shares887.00
TypeSH
Market value$294.2K
0.53%
Sole
887.00
Shared
0.00
None
0.00

Solventum Corp Com Shs

SOLE
COM
Shares3.81K
TypeSH
Market value$294.1K
0.53%
Sole
3.81K
Shared
0.00
None
0.00

Unilever PLC Spon ADR

SOLE
COM
Shares4.84K
TypeSH
Market value$291.0K
0.53%
Sole
4.84K
Shared
0.00
None
0.00

Live Nation Entertainment, Inc.

SOLE
COM
Shares1.57K
TypeSH
Market value$288.4K
0.52%
Sole
1.57K
Shared
0.00
None
0.00

S&P Global Inc.

SOLE
COM
Shares697.00
TypeSH
Market value$283.9K
0.51%
Sole
697.00
Shared
0.00
None
0.00

GSK PLC ADR

SOLE
COM
Shares5.39K
TypeSH
Market value$282.4K
0.51%
Sole
5.39K
Shared
0.00
None
0.00

Ryan Specialty Holdings Inc Class A

SOLE
COM
Shares7.47K
TypeSH
Market value$282.1K
0.51%
Sole
7.47K
Shared
0.00
None
0.00

Roper Technologies Inc

SOLE
COM
Shares828.00
TypeSH
Market value$280.2K
0.51%
Sole
828.00
Shared
0.00
None
0.00

Bristol-Myers Squibb Co

SOLE
COM
Shares4.85K
TypeSH
Market value$279.7K
0.51%
Sole
4.85K
Shared
0.00
None
0.00

Estee Lauder Companies Inc.

SOLE
COM
Shares3.54K
TypeSH
Market value$279.2K
0.50%
Sole
3.54K
Shared
0.00
None
0.00

Airbnb Inc Class A

SOLE
COM
Shares1.95K
TypeSH
Market value$278.8K
0.50%
Sole
1.95K
Shared
0.00
None
0.00

Haleon PLC Spon ADS

SOLE
COM
Shares29.83K
TypeSH
Market value$278.3K
0.50%
Sole
29.83K
Shared
0.00
None
0.00

Visa Inc Class A Shares

SOLE
COM
Shares806.00
TypeSH
Market value$276.5K
0.50%
Sole
806.00
Shared
0.00
None
0.00

Starbucks Corp

SOLE
COM
Shares2.71K
TypeSH
Market value$276.5K
0.50%
Sole
2.71K
Shared
0.00
None
0.00

Procter & Gamble Co

SOLE
COM
Shares1.87K
TypeSH
Market value$274.2K
0.50%
Sole
1.87K
Shared
0.00
None
0.00

C.H. Robinson Worldwide Inc

SOLE
COM
Shares1.44K
TypeSH
Market value$271.2K
0.49%
Sole
1.44K
Shared
0.00
None
0.00
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