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Livermore
Livermore
ZHEN

Arlington Partners LLC

SEC CIK
0001389848
Latest filing
Jul 7, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 9, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
62
+60 vs. Q4 2025
Portfolio value
$50.1M
+$36.0M (+256.3%) vs. Q4 2025
Filed
Apr 9, 2026
SEC
Holdings of Arlington Partners LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF277,768$17.8M35.5%+142,768+105.8%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS225,571$13.2M26.4%+225,571New–
PSBDPalmer Square Capital BDC Inc.COM SHS510,344$4.99M10.0%+48,735+10.6%AddedHistory
ELEstee Lauder Companies IncCL A3,537$253.8K0.5%+3,537NewHistory
RYANRyan Specialty Holdings, Inc.CL A7,470$252.0K0.5%+7,470NewHistory
TRUTransUnionCOM3,616$250.2K0.5%+3,616NewHistory
WMGWarner Music Group Corp.COM CL A9,789$250.0K0.5%+9,789NewHistory
SOLVSolventum CorpStock3,812$248.9K0.5%+3,812NewHistory
TMOThermo Fisher Scientific Inc.Stock504$247.7K0.5%+504NewHistory
ZZillow Group, Inc.CL C CAP STK5,908$244.5K0.5%+5,908NewHistory
RELXRELX PLCSPONSORED ADR7,371$244.3K0.5%+7,371NewHistory
SPGIS&P Global Inc.Stock573$243.7K0.5%+573NewHistory
VVisa Inc.Stock806$243.6K0.5%+806NewHistory
AJGArthur J. Gallagher & Co.COM1,124$243.4K0.5%+1,124NewHistory
PEPPepsiCo IncStock1,567$243.3K0.5%+1,567NewHistory
NWSANews CorpCL A9,744$242.9K0.5%+9,744NewHistory
HLNHaleon plcADR24,246$242.7K0.5%+24,246NewHistory
SBUXStarbucks CorpStock2,706$242.4K0.5%+2,706NewHistory
RTORentokil Initial PLCSPONSORED ADR7,698$242.3K0.5%+7,698NewHistory
SAPSAP SEADR1,414$242.1K0.5%+1,414NewHistory
GSKGSK plcADR4,382$241.8K0.5%+4,382NewHistory
GOOGLAlphabet Inc.Stock841$241.8K0.5%+841NewHistory
JNJJohnson & JohnsonStock988$241.5K0.5%+988NewHistory
BMYBristol Myers Squibb CoStock3,977$241.2K0.5%+3,977NewHistory
NVSNovartis AGADR1,579$241.2K0.5%+1,579NewHistory
KOCoca Cola CoStock3,165$240.7K0.5%+3,165NewHistory
EBAYeBay IncCOM2,643$240.6K0.5%+2,643NewHistory
DISWalt Disney CoStock2,495$240.5K0.5%+2,495NewHistory
PMPhilip Morris International Inc.Stock1,454$240.4K0.5%+1,454NewHistory
LYVLive Nation Entertainment, Inc.COM1,575$240.2K0.5%+1,575NewHistory
PGProcter & Gamble CoStock1,659$239.6K0.5%+1,659NewHistory
ZTSZoetis Inc.Stock2,026$239.5K0.5%+2,026NewHistory
CTVACorteva, Inc.Stock2,857$239.2K0.5%+2,857NewHistory
ITGartner IncCOM1,509$238.9K0.5%+1,509NewHistory
FOXFox CorpCL B COM4,498$238.8K0.5%+4,498NewHistory
MSFTMicrosoft CorpStock645$238.8K0.5%+645NewHistory
NVONovo Nordisk A SADR6,494$238.7K0.5%+6,494NewHistory
DEODiageo PLCSPON ADR NEW3,205$238.6K0.5%+3,205NewHistory
ACNAccenture plcStock1,203$238.5K0.5%+1,203NewHistory
ICEIntercontinental Exchange, Inc.Stock1,515$238.3K0.5%+1,515NewHistory
MSCIMSCI Inc.Stock442$238.2K0.5%+442NewHistory
BRK.BBerkshire Hathaway IncStock497$238.2K0.5%+497NewHistory
ROPRoper Technologies IncStock673$238.1K0.5%+673NewHistory
ABNBAirbnb, Inc.Stock1,884$237.9K0.5%+1,884NewHistory
CRMSalesforce, Inc.Stock1,273$237.6K0.5%+1,273NewHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,057$237.2K0.5%+4,057NewHistory
HONHoneywell International IncCOM1,049$237.1K0.5%+1,049NewHistory
AAPLApple Inc.Stock934$237.0K0.5%+934NewHistory
HDHome Depot, Inc.Stock719$236.5K0.5%+719NewHistory
RTXRTX CorpStock1,225$236.3K0.5%+1,225NewHistory
AONAon plcCL A730$235.6K0.5%+730NewHistory
OTISOtis Worldwide CorpStock3,052$235.2K0.5%+3,052NewHistory
ADPAutomatic Data Processing IncStock1,155$234.7K0.5%+1,155NewHistory
CMECME Group Inc.COM794$234.5K0.5%+794NewHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,410$234.2K0.5%+1,410NewHistory
MDTMedtronic plcStock2,696$233.6K0.5%+2,696NewHistory
AZOAutoZone IncCOM69$233.1K0.5%+69NewHistory
ABTAbbott LaboratoriesStock2,260$232.0K0.5%+2,260NewHistory
KVUEKenvue Inc.Stock13,455$232.0K0.5%+13,455NewHistory
GDGeneral Dynamics CorpStock665$228.2K0.5%+665NewHistory
ULUnilever PLCSPON ADR NEW3,952$225.1K0.4%+3,952NewHistory
ASMLASML Holding NVADR154$203.4K0.4%+154NewHistory