Arlington Partners LLC Top Holdings and 13F Report (2025) About Arlington Partners LLCInvestment ActivityArlington Partners LLC has $55.37 million in total holdings as of June 30, 2025.Arlington Partners LLC owns shares of 64 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.38% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Arlington Partners LLC has purchased 62 new stocks and bought additional shares in 29 stocks.Arlington Partners LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $21,232,999Vanguard Short-Term Treasury ETF $13,128,232Palmer Square Capital BDC Inc $5,317,784AQE Core ETF $768,496Novo Nordisk A/S $324,889 Largest New Holdings this Quarter 26923Q432 - AQE Core ETF $768,496 Holding438516205 - Honeywell International Inc $143,632 Holding43849R105 - Honeywell Aerospace Inc $141,823 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 20,239 shares (about $1.44M)AQE Core ETF 32,191 shares (about $768.50K)Honeywell International Inc 641 shares (about $143.63K)Honeywell Aerospace Inc 641 shares (about $141.82K)Zoetis 1,347 shares (about $96.80K) Largest Sales this Quarter General Dynamics 365 shares (about $129.30K)Johnson & Johnson 338 shares (about $85.84K)Alphabet 158 shares (about $56.46K)eBay 374 shares (about $41.79K)Warner Music Group 1,495 shares (about $40.47K) 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$21,232,999$1,442,029 â–²7.3%298,00738.4%ETFVGSHVanguard Short-Term Treasury ETF$13,128,2320.0%225,57123.7%ETFPalmer Square Capital BDC Inc$5,317,7840.0%510,3449.6%COMAQE Core ETF$768,496$768,496 â–²New Holding32,1911.4%COMNVONovo Nordisk A/S$324,889$13,567 â–²4.4%6,7770.6%MedicalHDHome Depot$312,827$59,250 â–²23.4%8870.6%Retail/WholesaleTMOThermo Fisher Scientific$309,840$57,155 â–²22.6%6180.6%MedicalASMLASML$306,3740.0%1540.6%Computer and TechnologyAJGArthur J. Gallagher & Co.$303,951$45,914 â–²17.8%1,3240.5%FinanceAONAON$294,209$52,075 â–²21.5%8870.5%FinanceSolventum Corp Com Shs$294,0960.0%3,8120.5%COMUnilever PLC Spon ADR$291,041$53,447 â–²22.5%4,8410.5%COMLYVLive Nation Entertainment$288,3980.0%1,5750.5%Consumer DiscretionarySPGIS&P Global$283,860$50,500 â–²21.6%6970.5%FinanceGSKGSK$282,439$52,735 â–²23.0%5,3880.5%MedicalRYANRyan Specialty$282,0670.0%7,4700.5%FinanceRoper Technologies Inc$280,187$52,450 â–²23.0%8280.5%COMBMYBristol Myers Squibb$279,687$50,533 â–²22.1%4,8540.5%MedicalELEstee Lauder Companies$279,2460.0%3,5370.5%Consumer StaplesABNBAirbnb$278,759$9,158 â–²3.4%1,9480.5%Consumer DiscretionaryHLNHaleon$278,277$52,061 â–²23.0%29,8260.5%MedicalVVisa$276,5310.0%8060.5%Business ServicesSBUXStarbucks$276,5260.0%2,7060.5%Retail/WholesalePGProcter & Gamble$274,217$30,941 â–²12.7%1,8700.5%Consumer StaplesCHRWC.H. Robinson Worldwide$271,210$5,650 â–²2.1%1,4400.5%TransportationMDTMedtronic$269,502$58,594 â–²27.8%3,4450.5%MedicalKVUEKenvue$265,992$8,867 â–²3.4%13,9190.5%Consumer StaplesPMPhilip Morris International$263,0430.0%1,4540.5%Consumer StaplesTRUTransUnion$260,8580.0%3,6160.5%Business ServicesADPAutomatic Data Processing$258,6620.0%1,1550.5%Computer and TechnologyDEODiageo$257,6180.0%3,2050.5%Consumer StaplesKOCocaCola$257,2200.0%3,1650.5%Consumer StaplesAAPLApple$256,373$13,889 â–¼-5.1%8860.5%Computer and TechnologyEBAYeBay$253,561$41,795 â–¼-14.2%2,2690.5%Retail/WholesaleOTISOtis Worldwide$253,392$34,869 â–²16.0%3,5390.5%IndustrialsMSCIMSCI$252,578$5,040 â–²2.0%4510.5%FinanceBTIBritish American Tobacco$250,5600.0%4,0570.5%Consumer StaplesCRMSalesforce$248,776$49,348 â–²24.7%1,5880.4%Computer and TechnologyBRK.BBerkshire Hathaway$248,6940.0%4970.4%FinanceNVSNovartis$247,4610.0%1,5790.4%MedicalGOOGLAlphabet$244,084$56,465 â–¼-18.8%6830.4%Computer and TechnologyZTSZoetis$242,384$96,796 â–²66.5%3,3730.4%MedicalCTVACorteva$241,9590.0%2,8570.4%Consumer StaplesNWSANews$241,9440.0%9,7440.4%Consumer DiscretionaryMSFTMicrosoft$240,5980.0%6450.4%Computer and TechnologyDISWalt Disney$240,1440.0%2,4950.4%Consumer DiscretionaryITGartner$239,797$44,200 â–²22.6%1,8500.4%Business ServicesAZOAutoZone$239,696$19,176 â–²8.7%750.4%Retail/WholesaleFOXFOX$236,729$26,043 â–²12.4%5,0540.4%Consumer DiscretionaryRELXRelx$233,4400.0%7,3710.4%Computer and TechnologyZZillow Group$228,047$41,827 â–²22.5%7,2350.4%Computer and TechnologyPEPPepsiCo$225,576$13,405 â–²6.3%1,6660.4%Consumer StaplesWMGWarner Music Group$224,519$40,470 â–¼-15.3%8,2940.4%Consumer DiscretionarySAPSAP$222,381$4,469 â–²2.1%1,4430.4%Computer and TechnologyICEIntercontinental Exchange$221,844$35,333 â–²18.9%1,8020.4%FinanceRTORentokil Initial$220,2400.0%7,6980.4%Business ServicesRTXRTX$192,007$40,413 â–¼-17.4%1,0120.3%AerospaceCMECME Group$186,160$10,821 â–²6.2%8430.3%FinanceABTAbbott Laboratories$177,215$27,857 â–¼-13.6%1,9530.3%MedicalJNJJohnson & Johnson$165,081$85,842 â–¼-34.2%6500.3%MedicalACNAccenture$149,328$373 â–¼-0.2%1,2000.3%Computer and TechnologyHoneywell International Inc$143,632$143,632 â–²New Holding6410.3%COMHoneywell Aerospace Inc$141,823$141,823 â–²New Holding6410.3%COMGDGeneral Dynamics$106,272$129,298 â–¼-54.9%3000.2%AerospaceHONHoneywell International$0$237,105 â–¼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. 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