Arlington Partners LLC — 13F Holdings & Portfolio
CIK 1389848 · latest 13F-HR filed 2026-04-09
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$50.1M
Long-equity book
Holdings
62
Distinct positions
Period
2026-03-31
Filed 2026-04-09
Q/Q Activity
+60 / −0 / ↑1 / ↓1
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
New Positions
- Vanguard Short-Term Government Bond Index Fund ETF$13.2M
- Estee Lauder Companies Inc.$253.8K
- Ryan Specialty Holdings Inc Class A$252.0K
- TransUnion$250.2K
- Warner Music Group Corp Com Cl A$250.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard FTSE Developed Markets ETF | VEA | 921943858 | $17.8M | 35.53% | 277,768 | SH |
| 2 | Vanguard Short-Term Government Bond Index Fund ETF | VGSH | 92206C102 | $13.2M | 26.36% | 225,571 | SH |
| 3 | Palmer Square Capital BDC Inc | PSBD | 69702V107 | $5.0M | 9.95% | 510,344 | SH |
| 4 | Estee Lauder Companies Inc. | EL | 518439104 | $253.8K | 0.51% | 3,537 | SH |
| 5 | Ryan Specialty Holdings Inc Class A | RYAN | 78351F107 | $252.0K | 0.50% | 7,470 | SH |
| 6 | TransUnion | TRU | 89400J107 | $250.2K | 0.50% | 3,616 | SH |
| 7 | Warner Music Group Corp Com Cl A | WMG | 934550203 | $250.0K | 0.50% | 9,789 | SH |
| 8 | Solventum Corp Com Shs | SOLV | 83444M101 | $248.9K | 0.50% | 3,812 | SH |
| 9 | Thermo Fisher Scientific Inc | TMO | 883556102 | $247.7K | 0.49% | 504 | SH |
| 10 | Zillow Group Inc Class C | Z | 98954M200 | $244.5K | 0.49% | 5,908 | SH |
| 11 | Relx PLC ADR | RELX | 759530108 | $244.3K | 0.49% | 7,371 | SH |
| 12 | S&P Global Inc. | SPGI | 78409V104 | $243.7K | 0.49% | 573 | SH |
| 13 | Visa Inc Class A Shares | V | 92826C839 | $243.6K | 0.49% | 806 | SH |
| 14 | Arthur J Gallagher & Co | AJG | 363576109 | $243.4K | 0.49% | 1,124 | SH |
| 15 | Pepsico Inc | PEP | 713448108 | $243.3K | 0.49% | 1,567 | SH |
| 16 | News Corp Class A | NWSA | 65249B109 | $242.9K | 0.48% | 9,744 | SH |
| 17 | Haleon PLC Spon ADS | HLN | 405552100 | $242.7K | 0.48% | 24,246 | SH |
| 18 | Starbucks Corp | SBUX | 855244109 | $242.4K | 0.48% | 2,706 | SH |
| 19 | Rentokil Initial plc Sponsored ADR | RTO | 760125104 | $242.3K | 0.48% | 7,698 | SH |
| 20 | SAP Ag Sponsored ADR | SAP | 803054204 | $242.1K | 0.48% | 1,414 | SH |
| 21 | GSK PLC ADR | GSK | 37733W204 | $241.8K | 0.48% | 4,382 | SH |
| 22 | Alphabet Inc. Stock Class A | GOOGL | 02079K305 | $241.8K | 0.48% | 841 | SH |
| 23 | Johnson & Johnson | JNJ | 478160104 | $241.5K | 0.48% | 988 | SH |
| 24 | Bristol-Myers Squibb Co | BMY | 110122108 | $241.2K | 0.48% | 3,977 | SH |
| 25 | Novartis Ag Adr | NVS | 66987V109 | $241.2K | 0.48% | 1,579 | SH |
| 26 | Coca Cola Co | KO | 191216100 | $240.7K | 0.48% | 3,165 | SH |
| 27 | Ebay Inc | EBAY | 278642103 | $240.6K | 0.48% | 2,643 | SH |
| 28 | Disney Walt Co | DIS | 254687106 | $240.5K | 0.48% | 2,495 | SH |
| 29 | Philip Morris International Inc | PM | 718172109 | $240.4K | 0.48% | 1,454 | SH |
| 30 | Live Nation Entertainment, Inc. | LYV | 538034109 | $240.2K | 0.48% | 1,575 | SH |
| 31 | Procter & Gamble Co | PG | 742718109 | $239.6K | 0.48% | 1,659 | SH |
| 32 | Zoetis Inc Common | ZTS | 98978V103 | $239.5K | 0.48% | 2,026 | SH |
| 33 | Corteva, Inc. | CTVA | 22052L104 | $239.2K | 0.48% | 2,857 | SH |
| 34 | Gartner | IT | 366651107 | $238.9K | 0.48% | 1,509 | SH |
| 35 | Fox Corporation Class B | FOX | 35137L204 | $238.8K | 0.48% | 4,498 | SH |
| 36 | Microsoft Corp | MSFT | 594918104 | $238.8K | 0.48% | 645 | SH |
| 37 | Novo Nordisk A/S Spons Adr | NVO | 670100205 | $238.7K | 0.48% | 6,494 | SH |
| 38 | Diageo PLC Sponsored ADR | DEO | 25243Q205 | $238.6K | 0.48% | 3,205 | SH |
| 39 | Accenture Plc | ACN | G1151C101 | $238.5K | 0.48% | 1,203 | SH |
| 40 | Intercontinental Exchange Group | ICE | 45866F104 | $238.3K | 0.48% | 1,515 | SH |
| 41 | MSCI Inc | MSCI | 55354G100 | $238.2K | 0.48% | 442 | SH |
| 42 | Berkshire Hathaway Inc B | BRK.B | 084670702 | $238.2K | 0.48% | 497 | SH |
| 43 | Roper Technologies Inc | ROP | 776696106 | $238.1K | 0.48% | 673 | SH |
| 44 | Airbnb Inc Class A | ABNB | 009066101 | $237.9K | 0.47% | 1,884 | SH |
| 45 | Salesforce.com Inc. | CRM | 79466L302 | $237.6K | 0.47% | 1,273 | SH |
| 46 | British American Tobacco ADR | BTI | 110448107 | $237.2K | 0.47% | 4,057 | SH |
| 47 | Honeywell International Inc | HON | 438516106 | $237.1K | 0.47% | 1,049 | SH |
| 48 | Apple Inc | AAPL | 037833100 | $237.0K | 0.47% | 934 | SH |
| 49 | Home Depot Inc | HD | 437076102 | $236.5K | 0.47% | 719 | SH |
| 50 | Raytheon Technologies Corp | RTX | 75513E101 | $236.3K | 0.47% | 1,225 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $50.1M | 62 | 0001389848-26-000005 |
| 2025-12-31 | 2026-01-29 | $14.1M | 2 | 0001389848-26-000002 |