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Arlington Partners LLC 13F holdings

Filed 2026-07-07 · Arlington Partners LLC · 64 positions · $55.4M

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TickerCompanySharesValue% of portfolio
VEAVanguard FTSE Developed Markets ETF298.0K$21.2M38.4%
VGSHVanguard Short-Term Government Bond Index Fund ETF225.6K$13.1M23.7%
—Palmer Square Capital BDC Inc510.3K$5.3M9.6%
—AQE Core ETF32.2K$768,4961.4%
NVONovo Nordisk A/S Spons Adr6.8K$324,8890.6%
HDHome Depot Inc887$312,8270.6%
TMOThermo Fisher Scientific Inc618$309,8400.6%
ASMLASML Holding NV ADR154$306,3740.6%
AJGArthur J Gallagher & Co1.3K$303,9510.5%
AONAon PLC887$294,2090.5%
SOLVSolventum Corp Com Shs3.8K$294,0960.5%
ULUnilever PLC Spon ADR4.8K$291,0410.5%
LYVLive Nation Entertainment, Inc.1.6K$288,3980.5%
SPGIS&P Global Inc.697$283,8600.5%
GSKGSK PLC ADR5.4K$282,4390.5%
RYANRyan Specialty Holdings Inc Class A7.5K$282,0670.5%
ROPRoper Technologies Inc828$280,1870.5%
BMYBristol-Myers Squibb Co4.9K$279,6870.5%
ELEstee Lauder Companies Inc.3.5K$279,2460.5%
ABNBAirbnb Inc Class A1.9K$278,7590.5%
HLNHaleon PLC Spon ADS29.8K$278,2770.5%
VVisa Inc Class A Shares806$276,5310.5%
SBUXStarbucks Corp2.7K$276,5260.5%
PGProcter & Gamble Co1.9K$274,2170.5%
CHRWC.H. Robinson Worldwide Inc1.4K$271,2100.5%
—Medtronic PLC3.4K$269,5020.5%
KVUEKenvue Inc Com13.9K$265,9920.5%
PMPhilip Morris International Inc1.5K$263,0430.5%
TRUTransUnion3.6K$260,8580.5%
ADPAutomatic Data Processing Inc1.2K$258,6620.5%
DEODiageo PLC Sponsored ADR3.2K$257,6180.5%
KOCoca Cola Co3.2K$257,2200.5%
AAPLApple Inc886$256,3730.5%
EBAYEbay Inc2.3K$253,5610.5%
OTISOtis Worldwide3.5K$253,3920.5%
MSCIMSCI Inc451$252,5780.5%
BTIBritish American Tobacco ADR4.1K$250,5600.5%
CRMSalesforce.com Inc.1.6K$248,7760.4%
BRK-BBerkshire Hathaway Inc B497$248,6940.4%
NVSNovartis Ag Adr1.6K$247,4610.4%
GOOGLAlphabet Inc. Stock Class A683$244,0840.4%
ZTSZoetis Inc Common3.4K$242,3840.4%
CTVACorteva, Inc.2.9K$241,9590.4%
NMAXNews Corp Class A9.7K$241,9440.4%
MSFTMicrosoft Corp645$240,5980.4%
DISDisney Walt Co2.5K$240,1440.4%
ITGartner1.9K$239,7970.4%
AZOAutozone Inc75$239,6960.4%
FOXFox Corporation Class B5.1K$236,7290.4%
RELXRelx PLC ADR7.4K$233,4400.4%
ZGZillow Group Inc Class C7.2K$228,0470.4%
PEPPepsico Inc1.7K$225,5760.4%
WMGWarner Music Group Corp Com Cl A8.3K$224,5190.4%
SAPSAP Ag Sponsored ADR1.4K$222,3810.4%
ICEIntercontinental Exchange Group1.8K$221,8440.4%
RTORentokil Initial plc Sponsored ADR7.7K$220,2400.4%
RTXRaytheon Technologies Corp1.0K$192,0070.3%
CMECME Group Inc843$186,1600.3%
ABTAbbott Laboratories2.0K$177,2150.3%
JNJJohnson & Johnson650$165,0810.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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