Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arlington Partners LLC (CIK 1389848) reported $50.1M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($17.8M, 35.53%), VGSH ($13.2M, 26.36%), PSBD ($5.0M, 9.95%), EL ($253,850, 0.51%), WMG ($250,011, 0.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard FTSE Developed Markets ETF | $17.8M | 35.53% | 277,768 | Added |
| 2 | VGSH | Vanguard Short-Term Government Bond Index Fund ETF | $13.2M | 26.36% | 225,571 | New |
| 3 | PSBD | Palmer Square Capital BDC Inc | $5.0M | 9.95% | 510,344 | Added |
| 4 | EL | Estee Lauder Companies Inc. | $253,850 | 0.51% | 3,537 | New |
| 5 | WMG | Warner Music Group Corp Com Cl A | $250,011 | 0.50% | 9,789 | New |
| 6 | TRU | TransUnion | $250,191 | 0.50% | 3,616 | New |
| 7 | SOLV | Solventum Corp Com Shs | $248,924 | 0.50% | 3,812 | New |
| 8 | RYAN | Ryan Specialty Holdings Inc Class A | $252,038 | 0.50% | 7,470 | New |
| 9 | AJG | Arthur J Gallagher & Co | $243,436 | 0.49% | 1,124 | New |
| 10 | Z | Zillow Group Inc Class C | $244,473 | 0.49% | 5,908 | New |
| 11 | V | Visa Inc Class A Shares | $243,605 | 0.49% | 806 | New |
| 12 | TMO | Thermo Fisher Scientific Inc | $247,731 | 0.49% | 504 | New |
| 13 | SPGI | S&P Global Inc. | $243,720 | 0.49% | 573 | New |
| 14 | RELX | Relx PLC ADR | $244,349 | 0.49% | 7,371 | New |
| 15 | PEP | Pepsico Inc | $243,339 | 0.49% | 1,567 | New |
| 16 | DEO | Diageo PLC Sponsored ADR | $238,612 | 0.48% | 3,205 | New |
| 17 | ROP | Roper Technologies Inc | $238,148 | 0.48% | 673 | New |
| 18 | EBAY | Ebay Inc | $240,566 | 0.48% | 2,643 | New |
| 19 | IT | Gartner | $238,935 | 0.48% | 1,509 | New |
| 20 | ACN | Accenture Plc | $238,543 | 0.48% | 1,203 | New |
| 21 | GSK | GSK PLC ADR | $241,843 | 0.48% | 4,382 | New |
| 22 | HLN | Haleon PLC Spon ADS | $242,702 | 0.48% | 24,246 | New |
| 23 | ZTS | Zoetis Inc Common | $239,493 | 0.48% | 2,026 | New |
| 24 | GOOGL | Alphabet Inc. Stock Class A | $241,838 | 0.48% | 841 | New |
| 25 | ICE | Intercontinental Exchange Group | $238,279 | 0.48% | 1,515 | New |
Source: SEC Form 13F filings · as of 2026-03-31