Arlington Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$50.1M
Q ending 2026-03-31
Prior quarter
$14.1M
Q ending 2025-12-31
Change
+256.3% QoQ · -80.3% YoY
Positions
62
reported holdings
Largest positions
All 62 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Ftse Developed Markets Et | VEA | Shares | $17.8M | 278K |
| Vanguard Short-Term Government Bon | VGSH | Shares | $13.2M | 226K |
| Palmer Square Capital Bdc Inc | PSBD | Shares | $5.0M | 510K |
| Estee Lauder Companies Inc. | EL | Shares | $254K | 4K |
| Ryan Specialty Holdings Inc Class | RYAN | Shares | $252K | 7K |
| Transunion | TRU | Shares | $250K | 4K |
| Warner Music Group Corp Com Cl A | WMG | Shares | $250K | 10K |
| Solventum Corp Com Shs | SOLV | Shares | $249K | 4K |
| Thermo Fisher Scientific Inc | TMO | Shares | $248K | 504 |
| Zillow Group Inc Class C | Z | Shares | $244K | 6K |
| Relx Plc Adr | RELX | Shares | $244K | 7K |
| S&P Global Inc. | SPGI | Shares | $244K | 573 |
| Visa Inc Class A Shares | V | Shares | $244K | 806 |
| Arthur J Gallagher & Co | AJG | Shares | $243K | 1K |
| Pepsico Inc | PEP | Shares | $243K | 2K |
| News Corp Class A | NWSA | Shares | $243K | 10K |
| Haleon Plc Spon Ads | HLN | Shares | $243K | 24K |
| Starbucks Corp | SBUX | Shares | $242K | 3K |
| Rentokil Initial Plc Sponsored Adr | RTO | Shares | $242K | 8K |
| Sap Ag Sponsored Adr | SAP | Shares | $242K | 1K |
| Gsk Plc Adr | GSK | Shares | $242K | 4K |
| Alphabet Inc. Stock Class A | GOOGL | Shares | $242K | 841 |
| Johnson & Johnson | JNJ | Shares | $242K | 988 |
| Bristol-Myers Squibb Co | BMY | Shares | $241K | 4K |
| Novartis Ag Adr | NVS | Shares | $241K | 2K |
| Coca Cola Co | KO | Shares | $241K | 3K |
| Ebay Inc | EBAY | Shares | $241K | 3K |
| Disney Walt Co | DIS | Shares | $240K | 2K |
| Philip Morris International Inc | PM | Shares | $240K | 1K |
| Live Nation Entertainment, Inc. | LYV | Shares | $240K | 2K |
| Procter & Gamble Co | PG | Shares | $240K | 2K |
| Zoetis Inc Common | ZTS | Shares | $239K | 2K |
| Corteva, Inc. | CTVA | Shares | $239K | 3K |
| Gartner | IT | Shares | $239K | 2K |
| Fox Corporation Class B | FOX | Shares | $239K | 4K |
| Microsoft Corp | MSFT | Shares | $239K | 645 |
| Novo Nordisk A/S Spons Adr | NVO | Shares | $239K | 6K |
| Diageo Plc Sponsored Adr | DEO | Shares | $239K | 3K |
| Accenture Plc | Shares | $239K | 1K | |
| Intercontinental Exchange Group | ICE | Shares | $238K | 2K |
| Msci Inc | MSCI | Shares | $238K | 442 |
| Berkshire Hathaway Inc B | BRK/B | Shares | $238K | 497 |
| Roper Technologies Inc | ROP | Shares | $238K | 673 |
| Airbnb Inc Class A | ABNB | Shares | $238K | 2K |
| Salesforce.Com Inc. | CRM | Shares | $238K | 1K |
| British American Tobacco Adr | BTI | Shares | $237K | 4K |
| Honeywell International Inc | HONGBP | Shares | $237K | 1K |
| Apple Inc | AAPL | Shares | $237K | 934 |
| Home Depot Inc | HD | Shares | $236K | 719 |
| Raytheon Technologies Corp | RTX | Shares | $236K | 1K |
| Aon Plc | Shares | $236K | 730 | |
| Otis Worldwide | OTIS | Shares | $235K | 3K |
| Automatic Data Processing Inc | ADP | Shares | $235K | 1K |
| Cme Group Inc | CME | Shares | $235K | 794 |
| C.H. Robinson Worldwide Inc | CHRW | Shares | $234K | 1K |
| Medtronic Plc | Shares | $234K | 3K | |
| Autozone Inc | AZO | Shares | $233K | 69 |
| Abbott Laboratories | ABT | Shares | $232K | 2K |
| Kenvue Inc Com | KVUE | Shares | $232K | 13K |
| General Dynamics Corp | GD | Shares | $228K | 665 |
| Unilever Plc Spon Adr | UL | Shares | $225K | 4K |
| Asml Holding Nv Adr | Shares | $203K | 154 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.