Arlington Partners LLC Top Holdings and 13F Report (2025) About Arlington Partners LLCInvestment ActivityArlington Partners LLC has $65.39 million in total holdings as of June 30, 2025.Arlington Partners LLC owns shares of 3 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 40.24% of the portfolio was purchased this quarter.About 23.99% of the portfolio was sold this quarter.This quarter, Arlington Partners LLC has purchased 64 new stocks and bought additional shares in 2 stocks.Arlington Partners LLC sold shares of 0 stocks and completely divested from 61 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $31,375,483Vanguard Short-Term Treasury ETF $28,966,322Palmer Square Capital BDC Inc $5,047,302 Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 277,666 shares (about $15.98M)Vanguard FTSE Developed Markets ETF 146,342 shares (about $10.33M) 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 PortfolioSectorVEAVanguard FTSE Developed Markets ETF$31,375,483$10,333,209 ▲49.1%444,34948.0%ETFVGSHVanguard Short-Term Treasury ETF$28,966,322$15,982,455 ▲123.1%503,23744.3%ETFPalmer Square Capital BDC Inc$5,047,3020.0%510,3447.7%COMAQE Core ETF$0$768,496 ▼-100.0%00.0%COMNVONovo Nordisk A/S$0$324,889 ▼-100.0%00.0%HealthcareHDHome Depot$0$312,827 ▼-100.0%00.0%Consumer DiscretionaryTMOThermo Fisher Scientific$0$309,840 ▼-100.0%00.0%HealthcareASMLASML$0$306,374 ▼-100.0%00.0%TechnologyAJGArthur J. Gallagher & Co.$0$303,951 ▼-100.0%00.0%FinanceAONAON$0$294,209 ▼-100.0%00.0%FinanceSolventum Corp Com Shs$0$294,096 ▼-100.0%00.0%COMUnilever PLC Spon ADR$0$291,041 ▼-100.0%00.0%COMLYVLive Nation Entertainment$0$288,398 ▼-100.0%00.0%Communication ServicesSPGIS&P Global$0$283,860 ▼-100.0%00.0%FinanceGSKGSK$0$282,439 ▼-100.0%00.0%HealthcareRYANRyan Specialty$0$282,067 ▼-100.0%00.0%FinanceRoper Technologies Inc$0$280,187 ▼-100.0%00.0%COMBMYBristol Myers Squibb$0$279,687 ▼-100.0%00.0%HealthcareELEstee Lauder Companies$0$279,246 ▼-100.0%00.0%Consumer StaplesABNBAirbnb$0$278,759 ▼-100.0%00.0%Consumer DiscretionaryHLNHaleon$0$278,277 ▼-100.0%00.0%Consumer StaplesVVisa$0$276,531 ▼-100.0%00.0%FinanceSBUXStarbucks$0$276,526 ▼-100.0%00.0%Consumer DiscretionaryPGProcter & Gamble$0$274,217 ▼-100.0%00.0%Consumer StaplesCHRWC.H. Robinson Worldwide$0$271,210 ▼-100.0%00.0%IndustrialsMDTMedtronic$0$269,502 ▼-100.0%00.0%HealthcareKVUEKenvue$0$265,992 ▼-100.0%00.0%Consumer StaplesPMPhilip Morris International$0$263,043 ▼-100.0%00.0%Consumer StaplesTRUTransUnion$0$260,858 ▼-100.0%00.0%IndustrialsADPAutomatic Data Processing$0$258,662 ▼-100.0%00.0%IndustrialsDEODiageo$0$257,618 ▼-100.0%00.0%Consumer StaplesKOCoca-Cola$0$257,220 ▼-100.0%00.0%Consumer StaplesAAPLApple$0$256,373 ▼-100.0%00.0%TechnologyEBAYeBay$0$253,561 ▼-100.0%00.0%Consumer DiscretionaryOTISOtis Worldwide$0$253,392 ▼-100.0%00.0%IndustrialsMSCIMSCI$0$252,578 ▼-100.0%00.0%FinanceBTIBritish American Tobacco$0$250,560 ▼-100.0%00.0%Consumer StaplesCRMSalesforce$0$248,776 ▼-100.0%00.0%TechnologyBRK.BBerkshire Hathaway$0$248,694 ▼-100.0%00.0%FinanceNVSNovartis$0$247,461 ▼-100.0%00.0%HealthcareGOOGLAlphabet$0$244,084 ▼-100.0%00.0%Communication ServicesZTSZoetis$0$242,384 ▼-100.0%00.0%HealthcareCTVACorteva$0$241,959 ▼-100.0%00.0%MaterialsNWSANews$0$241,944 ▼-100.0%00.0%Communication ServicesMSFTMicrosoft$0$240,598 ▼-100.0%00.0%TechnologyDISWalt Disney$0$240,144 ▼-100.0%00.0%Communication ServicesITGartner$0$239,797 ▼-100.0%00.0%IndustrialsAZOAutoZone$0$239,696 ▼-100.0%00.0%Consumer DiscretionaryFOXFOX$0$236,729 ▼-100.0%00.0%Communication ServicesRELXRelx$0$233,440 ▼-100.0%00.0%IndustrialsZZillow Group$0$228,047 ▼-100.0%00.0%Communication ServicesPEPPepsiCo$0$225,576 ▼-100.0%00.0%Consumer StaplesWMGWarner Music Group$0$224,519 ▼-100.0%00.0%Communication ServicesSAPSAP$0$222,381 ▼-100.0%00.0%TechnologyICEIntercontinental Exchange$0$221,844 ▼-100.0%00.0%FinanceRTORentokil Initial$0$220,240 ▼-100.0%00.0%IndustrialsRTXRTX$0$192,007 ▼-100.0%00.0%IndustrialsCMECME Group$0$186,160 ▼-100.0%00.0%FinanceABTAbbott Laboratories$0$177,215 ▼-100.0%00.0%HealthcareJNJJohnson & Johnson$0$165,081 ▼-100.0%00.0%HealthcareACNAccenture$0$149,328 ▼-100.0%00.0%TechnologyHoneywell International Inc$0$143,632 ▼-100.0%00.0%COMHoneywell Aerospace Inc$0$141,823 ▼-100.0%00.0%COMGDGeneral Dynamics$0$106,272 ▼-100.0%00.0%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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