Arlington Partners LLC Top Holdings and 13F Report (2025) About Arlington Partners LLCInvestment ActivityArlington Partners LLC has $271.07 million in total holdings as of June 30, 2025.Arlington Partners LLC owns shares of 66 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 14.02% of the portfolio was purchased this quarter.About 10.18% of the portfolio was sold this quarter.This quarter, Arlington Partners LLC has purchased 58 new stocks and bought additional shares in 25 stocks.Arlington Partners LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $16,762,400Berkshire Hathaway $6,543,808Palmer Square Capital BDC Inc $6,444,062Estee Lauder Companies $5,442,607NIKE $5,134,416 Largest New Holdings this Quarter 538034109 - Live Nation Entertainment $2,591,124 Holding37733W204 - GSK $2,342,477 Holding21036P108 - Constellation Brands $2,332,831 Holding405552100 - Haleon $2,314,522 Holding91324P102 - UnitedHealth Group $2,228,714 Holding Largest Purchases this Quarter Live Nation Entertainment 17,128 shares (about $2.59M)GSK 61,002 shares (about $2.34M)Constellation Brands 14,340 shares (about $2.33M)Haleon 223,194 shares (about $2.31M)UnitedHealth Group 7,144 shares (about $2.23M) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 18,000 shares (about $3.68M)3M 12,300 shares (about $1.87M)Otis Worldwide 15,465 shares (about $1.53M)TransUnion 14,277 shares (about $1.26M)Home Depot 3,253 shares (about $1.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArlington Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$16,762,4000.0%236.2%FinanceBRK.BBerkshire Hathaway$6,543,808$485,770 ▼-6.9%13,4712.4%FinancePalmer Square Capital BDC Inc$6,444,062$1,784,702 ▲38.3%461,6092.4%COMELEstee Lauder Companies$5,442,607$862,378 ▲18.8%67,3592.0%Consumer StaplesNKENIKE$5,134,416$1,296,409 ▲33.8%72,2751.9%Consumer DiscretionaryCTVACorteva$4,957,885$360,725 ▼-6.8%66,5221.8%Consumer StaplesMSFTMicrosoft$4,903,9650.0%9,8591.8%Computer and TechnologyORCLOracle$4,845,059$547,449 ▼-10.2%22,1611.8%Computer and TechnologyRTXRTX$4,758,938$505,667 ▼-9.6%32,5911.8%AerospaceDISWalt Disney$4,746,607$165,057 ▼-3.4%38,2761.8%Consumer DiscretionaryBTIBritish American Tobacco$4,708,341$994,545 ▼-17.4%99,4791.7%Consumer StaplesNVSNovartis$4,707,894$239,237 ▼-4.8%38,9051.7%MedicalNWSANews$4,667,050$157,932 ▲3.5%157,0341.7%Consumer DiscretionaryEAElectronic Arts$4,662,761$852,638 ▼-15.5%29,1971.7%Consumer DiscretionaryGDGeneral Dynamics$4,658,394$251,703 ▼-5.1%15,9721.7%AerospaceFOXFOX$4,655,632$184,526 ▲4.1%90,1731.7%Consumer DiscretionaryICEIntercontinental Exchange$4,649,864$386,204 ▼-7.7%25,3441.7%FinanceTKO Group Holdings Inc CL A$4,604,427$77,875 ▲1.7%25,3061.7%COMNVONovo Nordisk A/S$4,560,704$1,154,912 ▲33.9%66,0781.7%MedicalSAPSAP$4,549,640$273,690 ▼-5.7%14,9611.7%Computer and TechnologyADPAutomatic Data Processing$4,549,517$130,145 ▼-2.8%14,7521.7%Computer and TechnologyAONAON$4,532,279$427,398 ▲10.4%12,7041.7%FinanceMDTMedtronic$4,520,811$201,973 ▲4.7%51,8621.7%MedicalRELXRelx$4,516,306$319,900 ▼-6.6%83,1121.7%Computer and TechnologySBUXStarbucks$4,505,264$806,069 ▲21.8%49,1681.7%Retail/WholesaleABTAbbott Laboratories$4,502,611$217,752 ▼-4.6%33,1051.7%MedicalWMTWalmart$4,498,858$344,675 ▲8.3%46,0101.7%Retail/WholesalePMPhilip Morris International$4,494,968$952,540 ▼-17.5%24,6801.7%Consumer StaplesZZillow Group$4,486,142$661,832 ▲17.3%64,0421.7%Computer and TechnologyRBARB Global$4,466,033$490,916 ▼-9.9%42,0571.6%Business ServicesCHRWC.H. Robinson Worldwide$4,458,509$427,073 ▲10.6%46,4671.6%TransportationAAPLApple$4,439,879$720,557 ▲19.4%21,6401.6%Computer and TechnologyEBAYeBay$4,432,306$461,652 ▼-9.4%59,5261.6%Retail/WholesaleJNJJohnson & Johnson$4,431,278$440,226 ▲11.0%29,0101.6%MedicalBMYBristol Myers Squibb$4,412,779$672,686 ▲18.0%95,3291.6%MedicalROPRoper Technologies$4,410,582$117,903 ▲2.7%7,7811.6%Computer and TechnologyBDXBecton, Dickinson and Company$4,405,811$1,307,550 ▲42.2%25,5781.6%MedicalVVisa$4,403,3300.0%12,4021.6%Business ServicesTMOThermo Fisher Scientific$4,363,966$1,112,582 ▲34.2%10,7631.6%MedicalADBEAdobe$4,353,174$994,282 ▲29.6%11,2521.6%Computer and TechnologyKOCocaCola$4,308,534$67,425 ▼-1.5%60,8981.6%Consumer StaplesACNAccenture$4,283,094$787,575 ▲22.5%14,3301.6%Computer and TechnologyULUnilever$4,282,695$426,233 ▼-9.1%70,0131.6%Consumer StaplesDEODiageo$4,275,313$386,721 ▲9.9%42,3971.6%Consumer StaplesPGProcter & Gamble$4,272,644$140,520 ▲3.4%26,8181.6%Consumer StaplesIFFInternational Flavors & Fragrances$4,175,654$598,329 ▲16.7%56,7731.5%Basic MaterialsGOOGLAlphabet$4,139,114$726,596 ▲21.3%23,4871.5%Computer and TechnologyMMM3M$2,903,217$1,872,552 ▼-39.2%19,0701.1%Multi-Sector ConglomeratesOTISOtis Worldwide$2,873,758$1,531,344 ▼-34.8%29,0221.1%IndustrialsHDHome Depot$2,756,766$1,192,680 ▼-30.2%7,5191.0%Retail/WholesaleTRUTransUnion$2,738,384$1,256,376 ▼-31.5%31,1181.0%Business ServicesDHRDanaher$2,697,014$1,098,520 ▼-28.9%13,6531.0%MedicalLYVLive Nation Entertainment$2,591,124$2,591,124 ▲New Holding17,1281.0%Consumer DiscretionaryBIIBBiogen$2,564,171$917,812 ▼-26.4%20,4170.9%MedicalGSKGSK$2,342,477$2,342,477 ▲New Holding61,0020.9%MedicalSTZConstellation Brands$2,332,831$2,332,831 ▲New Holding14,3400.9%Consumer StaplesHLNHaleon$2,314,522$2,314,522 ▲New Holding223,1940.9%MedicalUNHUnitedHealth Group$2,228,714$2,228,714 ▲New Holding7,1440.8%MedicalSolventum Corp Com Shs$2,194,658$2,194,658 ▲New Holding28,9380.8%COMCMECME Group$2,175,469$2,175,469 ▲New Holding7,8930.8%FinanceKVUEKenvue$2,110,267$2,110,267 ▲New Holding100,8250.8%Consumer StaplesWMGWarner Music Group$1,673,326$1,673,326 ▲New Holding61,4290.6%Consumer DiscretionaryRTORentokil Initial$1,638,600$1,638,600 ▲New Holding68,2750.6%Business ServicesVIGVanguard Dividend Appreciation ETF$1,637,360$3,684,060 ▼-69.2%8,0000.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,000,2240.0%10,9040.4%ETFGOOGAlphabet$409,2390.0%2,3070.2%Computer and TechnologyBKNGBooking$0$3,984,977 ▼-100.0%00.0%Retail/WholesaleEFXEquifax$0$3,927,405 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
