Arlington Partners LLC
- SEC CIK
- 0001389848
- Latest filing
- Jul 7, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 23, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 58
- 0 vs. Q4 2024
- Portfolio value
- $254.8M
- −$2.74M (−1.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 23 | $18.4M | 7.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,471 | $7.71M | 3.0% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 26,000 | $5.04M | 2.0% | −135,511−83.9% | Reduced | – |
| EAElectronic Arts Inc. | COM | 34,536 | $4.99M | 2.0% | +6,532+23.3% | Added | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 120,492 | $4.98M | 2.0% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 80,797 | $4.93M | 1.9% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 36,054 | $4.78M | 1.9% | −2,110−5.5% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 29,910 | $4.75M | 1.9% | −5,895−16.5% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 27,449 | $4.73M | 1.9% | −1,000−3.5% | Reduced | History |
| RBARB Global Inc. | COM | 46,680 | $4.68M | 1.8% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 15,174 | $4.64M | 1.8% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 31,370 | $4.61M | 1.8% | −3,000−8.7% | Reduced | History |
| ABTAbbott Laboratories | Stock | 34,706 | $4.60M | 1.8% | −3,515−9.2% | Reduced | History |
| AONAon plc | CL A | 11,506 | $4.59M | 1.8% | −739−6.0% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 44,487 | $4.59M | 1.8% | +2,605+6.2% | Added | History |
| GDGeneral Dynamics Corp | Stock | 16,835 | $4.59M | 1.8% | +1,579+10.4% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 76,981 | $4.58M | 1.8% | +2,614+3.5% | Added | History |
| FOXFox Corp | CL B COM | 86,599 | $4.56M | 1.8% | −19,500−18.4% | Reduced | History |
| NVSNovartis AG | ADR | 40,882 | $4.56M | 1.8% | +9,730+31.2% | Added | History |
| CTVACorteva, Inc. | Stock | 71,362 | $4.49M | 1.8% | −4,559−6.0% | Reduced | History |
| RELXRELX PLC | SPONSORED ADR | 88,999 | $4.49M | 1.8% | −2,834−3.1% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 7,573 | $4.46M | 1.8% | −389−4.9% | Reduced | History |
| MDTMedtronic plc | Stock | 49,545 | $4.45M | 1.7% | +10,586+27.2% | Added | History |
| EBAYeBay Inc | COM | 65,726 | $4.45M | 1.7% | −3,520−5.1% | Reduced | History |
| PSBDPalmer Square Capital BDC Inc. | COM SHS | 333,765 | $4.45M | 1.7% | +33,276+11.1% | Added | History |
| KOCoca Cola Co | Stock | 61,851 | $4.43M | 1.7% | +10,895+21.4% | Added | History |
| PGProcter & Gamble Co | Stock | 25,936 | $4.42M | 1.7% | +609+2.4% | Added | History |
| VVisa Inc. | Stock | 12,402 | $4.35M | 1.7% | −1,794−12.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 26,128 | $4.33M | 1.7% | +18,641+249.0% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 42,016 | $4.30M | 1.7% | 00.0% | Unchanged | History |
| SAPSAP SE | ADR | 15,861 | $4.26M | 1.7% | −1,714−9.8% | Reduced | History |
| NWSANews Corp | CL A | 151,720 | $4.13M | 1.6% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 17,987 | $4.12M | 1.6% | +13,342+287.2% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 38,562 | $4.04M | 1.6% | +35,206+1,049.0% | Added | History |
| AAPLApple Inc. | Stock | 18,128 | $4.03M | 1.6% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 8,019 | $3.99M | 1.6% | +1,061+15.2% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 865 | $3.98M | 1.6% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 40,371 | $3.96M | 1.6% | −4,116−9.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 10,772 | $3.95M | 1.5% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 19,214 | $3.94M | 1.5% | +5,334+38.4% | Added | History |
| EFXEquifax Inc | COM | 16,125 | $3.93M | 1.5% | −126−0.8% | Reduced | History |
| DISWalt Disney Co | Stock | 39,607 | $3.91M | 1.5% | 00.0% | Unchanged | History |
| TKOTKO Group Holdings, Inc. | CL A | 24,878 | $3.80M | 1.5% | −5,929−19.2% | Reduced | History |
| BIIBBiogen Inc. | COM | 27,725 | $3.79M | 1.5% | +27,725 | New | History |
| IFFInternational Flavors & Fragrances Inc | COM | 48,638 | $3.77M | 1.5% | +21,389+78.5% | Added | History |
| TRUTransUnion | COM | 45,395 | $3.77M | 1.5% | 00.0% | Unchanged | History |
| ZZillow Group, Inc. | CL C CAP STK | 54,594 | $3.74M | 1.5% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 56,686 | $3.74M | 1.5% | +32,893+138.2% | Added | History |
| WMTWalmart Inc. | Stock | 42,485 | $3.73M | 1.5% | −4,417−9.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 9,859 | $3.70M | 1.5% | +183+1.9% | Added | History |
| ACNAccenture plc | Stock | 11,695 | $3.65M | 1.4% | −1,020−8.0% | Reduced | History |
| ORCLOracle Corp | Stock | 24,665 | $3.45M | 1.4% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 54,026 | $3.43M | 1.3% | +35,616+193.5% | Added | History |
| NVONovo Nordisk A S | ADR | 49,345 | $3.43M | 1.3% | +19,933+67.8% | Added | History |
| ADBEAdobe Inc. | Stock | 8,682 | $3.33M | 1.3% | +740+9.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 19,364 | $2.99M | 1.2% | −2,903−13.0% | Reduced | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 10,904 | $1.00M | 0.4% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 2,307 | $360.4K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.