Arlington Partners LLC — 13F Holdings & Portfolio

CIK 1389848 · latest 13F-HR filed 2026-07-07

Arlington Partners LLC manages $55.4M in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (38.35%), VGSH (23.71%), PSBD (9.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 34, and trimmed 12.

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.

Filer Information
Address
2000 MORRIS AVENUE
SUITE 1300
BIRMINGHAM, AL 35203
Phone
(205) 488-4300
Filing Manager
Arlington Partners LLC
BIRMINGHAM, AL
Signatory
NICOLE K MARTIN
COMPLIANCE MANAGER
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AUM

$55.4M

Long-equity book

Holdings

64

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+3 / −1 / ↑34 / ↓12

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Vanguard FTSE Developed Markets ETF$3.4M +19.3%
  • Palmer Square Capital BDC Inc$331.7K +6.7%
  • ASML Holding NV ADR$103.0K +50.6%
  • Novo Nordisk A/S Spons Adr$86.2K +36.1%
  • Home Depot Inc$76.4K +32.3%
Show all 34

Top Trims

  • General Dynamics Corp-$122.0K -53.4%
  • Accenture Plc-$89.2K -37.4%
  • Johnson & Johnson-$76.4K -31.6%
  • Abbott Laboratories-$54.8K -23.6%
  • CME Group Inc-$48.3K -20.6%
Show all 12

New Positions

  • AQE Core ETF$768.5K
  • Honeywell International Inc$143.6K
  • Honeywell Aerospace Inc$141.8K
Show all 3

Exited Positions

  • Honeywell International Inc$237.1K
Show all 1
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 $21.2M 38.35% 298,007 SH
2 Vanguard Short-Term Government Bond Index Fund ETF VGSH 92206C102 $13.1M 23.71% 225,571 SH
3 Palmer Square Capital BDC Inc PSBD 69702V107 $5.3M 9.60% 510,344 SH
4 AQE Core ETF AQEC 26923Q432 $768.5K 1.39% 32,191 SH
5 Novo Nordisk A/S Spons Adr NVO 670100205 $324.9K 0.59% 6,777 SH
6 Home Depot Inc HD 437076102 $312.8K 0.57% 887 SH
7 Thermo Fisher Scientific Inc TMO 883556102 $309.8K 0.56% 618 SH
8 ASML Holding NV ADR ASML N07059210 $306.4K 0.55% 154 SH
9 Arthur J Gallagher & Co AJG 363576109 $304.0K 0.55% 1,324 SH
10 Aon PLC AON G0403H108 $294.2K 0.53% 887 SH
11 Solventum Corp Com Shs SOLV 83444M101 $294.1K 0.53% 3,812 SH
12 Unilever PLC Spon ADR UL 904767803 $291.0K 0.53% 4,841 SH
13 Live Nation Entertainment, Inc. LYV 538034109 $288.4K 0.52% 1,575 SH
14 S&P Global Inc. SPGI 78409V104 $283.9K 0.51% 697 SH
15 GSK PLC ADR GSK 37733W204 $282.4K 0.51% 5,388 SH
16 Ryan Specialty Holdings Inc Class A RYAN 78351F107 $282.1K 0.51% 7,470 SH
17 Roper Technologies Inc ROP 776696106 $280.2K 0.51% 828 SH
18 Bristol-Myers Squibb Co BMY 110122108 $279.7K 0.51% 4,854 SH
19 Estee Lauder Companies Inc. EL 518439104 $279.2K 0.50% 3,537 SH
20 Airbnb Inc Class A ABNB 009066101 $278.8K 0.50% 1,948 SH
21 Haleon PLC Spon ADS HLN 405552100 $278.3K 0.50% 29,826 SH
22 Visa Inc Class A Shares V 92826C839 $276.5K 0.50% 806 SH
23 Starbucks Corp SBUX 855244109 $276.5K 0.50% 2,706 SH
24 Procter & Gamble Co PG 742718109 $274.2K 0.50% 1,870 SH
25 C.H. Robinson Worldwide Inc CHRW 12541W209 $271.2K 0.49% 1,440 SH
26 Medtronic PLC MDT G5960L103 $269.5K 0.49% 3,445 SH
27 Kenvue Inc Com KVUE 49177J102 $266.0K 0.48% 13,919 SH
28 Philip Morris International Inc PM 718172109 $263.0K 0.48% 1,454 SH
29 TransUnion TRU 89400J107 $260.9K 0.47% 3,616 SH
30 Automatic Data Processing Inc ADP 053015103 $258.7K 0.47% 1,155 SH
31 Diageo PLC Sponsored ADR DEO 25243Q205 $257.6K 0.47% 3,205 SH
32 Coca Cola Co KO 191216100 $257.2K 0.46% 3,165 SH
33 Apple Inc AAPL 037833100 $256.4K 0.46% 886 SH
34 Ebay Inc EBAY 278642103 $253.6K 0.46% 2,269 SH
35 Otis Worldwide OTIS 68902V107 $253.4K 0.46% 3,539 SH
36 MSCI Inc MSCI 55354G100 $252.6K 0.46% 451 SH
37 British American Tobacco ADR BTI 110448107 $250.6K 0.45% 4,057 SH
38 Salesforce.com Inc. CRM 79466L302 $248.8K 0.45% 1,588 SH
39 Berkshire Hathaway Inc B BRK.B 084670702 $248.7K 0.45% 497 SH
40 Novartis Ag Adr NVS 66987V109 $247.5K 0.45% 1,579 SH
41 Alphabet Inc. Stock Class A GOOGL 02079K305 $244.1K 0.44% 683 SH
42 Zoetis Inc Common ZTS 98978V103 $242.4K 0.44% 3,373 SH
43 Corteva, Inc. CTVA 22052L104 $242.0K 0.44% 2,857 SH
44 News Corp Class A NWSA 65249B109 $241.9K 0.44% 9,744 SH
45 Microsoft Corp MSFT 594918104 $240.6K 0.43% 645 SH
46 Disney Walt Co DIS 254687106 $240.1K 0.43% 2,495 SH
47 Gartner IT 366651107 $239.8K 0.43% 1,850 SH
48 Autozone Inc AZO 053332102 $239.7K 0.43% 75 SH
49 Fox Corporation Class B FOX 35137L204 $236.7K 0.43% 5,054 SH
50 Relx PLC ADR RELX 759530108 $233.4K 0.42% 7,371 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $55.4M 64 0001389848-26-000007
2026-03-31 2026-04-09 $50.1M 62 0001389848-26-000005
2025-12-31 2026-01-29 $14.1M 2 0001389848-26-000002