Arlington Partners LLC Top Holdings and 13F Report (2025) About Arlington Partners LLCInvestment ActivityArlington Partners LLC has $50.10 million in total holdings as of June 30, 2025.Arlington Partners LLC owns shares of 62 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 73.73% of the portfolio was purchased this quarter.This quarter, Arlington Partners LLC has purchased 2 new stocks and bought additional shares in 2 stocks.Arlington Partners LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $17,799,373Vanguard Short-Term Treasury ETF $13,204,926Palmer Square Capital BDC Inc $4,986,061Estee Lauder Companies $253,850Ryan Specialty $252,038 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury ETF $13,204,926 Holding518439104 - Estee Lauder Companies $253,850 Holding78351F107 - Ryan Specialty $252,038 Holding89400J107 - TransUnion $250,191 Holding934550203 - Warner Music Group $250,011 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 225,571 shares (about $13.20M)Vanguard FTSE Developed Markets ETF 142,768 shares (about $9.15M)Palmer Square Capital BDC Inc 48,735 shares (about $476.14K)Estee Lauder Companies 3,537 shares (about $253.85K)Ryan Specialty 7,470 shares (about $252.04K) 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$17,799,373$9,148,573 â–²105.8%277,76835.5%ETFVGSHVanguard Short-Term Treasury ETF$13,204,926$13,204,926 â–²New Holding225,57126.4%ETFPalmer Square Capital BDC Inc$4,986,061$476,141 â–²10.6%510,34410.0%COMELEstee Lauder Companies$253,850$253,850 â–²New Holding3,5370.5%Consumer StaplesRYANRyan Specialty$252,038$252,038 â–²New Holding7,4700.5%FinanceTRUTransUnion$250,191$250,191 â–²New Holding3,6160.5%Business ServicesWMGWarner Music Group$250,011$250,011 â–²New Holding9,7890.5%Consumer DiscretionarySolventum Corp Com Shs$248,924$248,924 â–²New Holding3,8120.5%COMTMOThermo Fisher Scientific$247,731$247,731 â–²New Holding5040.5%MedicalZZillow Group$244,473$244,473 â–²New Holding5,9080.5%Computer and TechnologyRELXRelx$244,349$244,349 â–²New Holding7,3710.5%Computer and TechnologySPGIS&P Global$243,720$243,720 â–²New Holding5730.5%FinanceVVisa$243,605$243,605 â–²New Holding8060.5%Business ServicesAJGArthur J. Gallagher & Co.$243,436$243,436 â–²New Holding1,1240.5%FinancePEPPepsiCo$243,339$243,339 â–²New Holding1,5670.5%Consumer StaplesNWSANews$242,918$242,918 â–²New Holding9,7440.5%Consumer DiscretionaryHLNHaleon$242,702$242,702 â–²New Holding24,2460.5%MedicalSBUXStarbucks$242,431$242,431 â–²New Holding2,7060.5%Retail/WholesaleRTORentokil Initial$242,333$242,333 â–²New Holding7,6980.5%Business ServicesSAPSAP$242,091$242,091 â–²New Holding1,4140.5%Computer and TechnologyGSKGSK$241,843$241,843 â–²New Holding4,3820.5%MedicalGOOGLAlphabet$241,838$241,838 â–²New Holding8410.5%Computer and TechnologyJNJJohnson & Johnson$241,507$241,507 â–²New Holding9880.5%MedicalBMYBristol Myers Squibb$241,205$241,205 â–²New Holding3,9770.5%MedicalNVSNovartis$241,192$241,192 â–²New Holding1,5790.5%MedicalKOCocaCola$240,698$240,698 â–²New Holding3,1650.5%Consumer StaplesEBAYeBay$240,566$240,566 â–²New Holding2,6430.5%Retail/WholesaleDISWalt Disney$240,468$240,468 â–²New Holding2,4950.5%Consumer DiscretionaryPMPhilip Morris International$240,404$240,404 â–²New Holding1,4540.5%Consumer StaplesLYVLive Nation Entertainment$240,203$240,203 â–²New Holding1,5750.5%Consumer DiscretionaryPGProcter & Gamble$239,626$239,626 â–²New Holding1,6590.5%Consumer StaplesZTSZoetis$239,493$239,493 â–²New Holding2,0260.5%MedicalCTVACorteva$239,159$239,159 â–²New Holding2,8570.5%Consumer StaplesITGartner$238,935$238,935 â–²New Holding1,5090.5%Business ServicesFOXFOX$238,844$238,844 â–²New Holding4,4980.5%Consumer DiscretionaryMSFTMicrosoft$238,760$238,760 â–²New Holding6450.5%Computer and TechnologyNVONovo Nordisk A/S$238,655$238,655 â–²New Holding6,4940.5%MedicalDEODiageo$238,612$238,612 â–²New Holding3,2050.5%Consumer StaplesACNAccenture$238,543$238,543 â–²New Holding1,2030.5%Computer and TechnologyICEIntercontinental Exchange$238,279$238,279 â–²New Holding1,5150.5%FinanceMSCIMSCI$238,242$238,242 â–²New Holding4420.5%FinanceBRK.BBerkshire Hathaway$238,162$238,162 â–²New Holding4970.5%FinanceRoper Technologies Inc$238,148$238,148 â–²New Holding6730.5%COMABNBAirbnb$237,912$237,912 â–²New Holding1,8840.5%Consumer DiscretionaryCRMSalesforce$237,631$237,631 â–²New Holding1,2730.5%Computer and TechnologyBTIBritish American Tobacco$237,213$237,213 â–²New Holding4,0570.5%Consumer StaplesHONHoneywell International$237,105$237,105 â–²New Holding1,0490.5%Multi-Sector ConglomeratesAAPLApple$237,040$237,040 â–²New Holding9340.5%Computer and TechnologyHDHome Depot$236,472$236,472 â–²New Holding7190.5%Retail/WholesaleRTXRTX$236,303$236,303 â–²New Holding1,2250.5%AerospaceAONAON$235,629$235,629 â–²New Holding7300.5%FinanceOTISOtis Worldwide$235,248$235,248 â–²New Holding3,0520.5%IndustrialsADPAutomatic Data Processing$234,673$234,673 â–²New Holding1,1550.5%Computer and TechnologyCMECME Group$234,508$234,508 â–²New Holding7940.5%FinanceCHRWC.H. Robinson Worldwide$234,159$234,159 â–²New Holding1,4100.5%TransportationMDTMedtronic$233,608$233,608 â–²New Holding2,6960.5%MedicalAZOAutoZone$233,067$233,067 â–²New Holding690.5%Retail/WholesaleABTAbbott Laboratories$232,034$232,034 â–²New Holding2,2600.5%MedicalKVUEKenvue$231,964$231,964 â–²New Holding13,4550.5%Consumer StaplesGDGeneral Dynamics$228,241$228,241 â–²New Holding6650.5%AerospaceUnilever PLC Spon ADR$225,145$225,145 â–²New Holding3,9520.4%COMASMLASML$203,408$203,408 â–²New Holding1540.4%Computer and TechnologyShowing 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 Email Me a Login Link 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.
