2026 Q1 Portfolio Activity
In 2026 Q1, Arlington Partners LLC maintained a portfolio of 62 distinct positions. The most significant new addition was Vanguard Short-Term Government, now representing 26.36% of the total fund value. They heavily accumulated shares in Vanguard FTSE Developed Market, increasing the position by 105.8%.
Position History
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Total Positions
62
Quarter
2026 Q1
Top Holding
VEA (35.5%)
Top 10 Concentration
75.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 62
Arlington Partners LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
Vanguard FTSE D...
|
ETF | 35.53% | 59.98% |
#1
Prev: #1
|
9.0 |
—
|
142,768 | 105.8% |
P
S
|
277,768 | $17,799,373 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VGSH
Vanguard Short-...
|
ETF | 26.36% | — |
#2
Prev: #—
|
9.0 |
—
|
225,571 | — |
NEW
|
225,571 | $13,204,926 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PSBD
Palmer Square C...
|
Financial Services | 9.95% | 40.02% |
#3
1
Prev: #2
|
7.0 |
—
|
48,735 | 10.6% |
P
S
|
510,344 | $4,986,061 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
EL
Estee Lauder Co...
|
Consumer Defensive | 0.51% | — |
#4
Prev: #—
|
4.2 |
—
|
3,537 | — |
NEW
|
3,537 | $253,850 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
RYAN
Ryan Specialty ...
|
Financial Services | 0.50% | — |
#5
Prev: #—
|
4.2 |
—
|
7,470 | — |
NEW
|
7,470 | $252,038 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TRU
TransUnion
|
Financial Services | 0.50% | — |
#6
Prev: #—
|
3.7 |
—
|
3,616 | — |
NEW
|
3,616 | $250,191 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
WMG
Warner Music Gr...
|
Communication Services | 0.50% | — |
#7
Prev: #—
|
3.7 |
—
|
9,789 | — |
NEW
|
9,789 | $250,011 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SOLV
Solventum Corp ...
|
Healthcare | 0.50% | — |
#8
Prev: #—
|
3.7 |
—
|
3,812 | — |
NEW
|
3,812 | $248,924 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TMO
Thermo Fisher S...
|
Healthcare | 0.49% | — |
#9
Prev: #—
|
3.7 |
—
|
504 | — |
NEW
|
504 | $247,731 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
Z
Zillow Group In...
|
Communication Services | 0.49% | — |
#10
Prev: #—
|
3.7 |
—
|
5,908 | — |
NEW
|
5,908 | $244,473 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
RELX
Relx PLC ADR
|
Industrials | 0.49% | — |
#11
Prev: #—
|
3.7 |
—
|
7,371 | — |
NEW
|
7,371 | $244,349 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPGI
S&P Global Inc.
|
Financial Services | 0.49% | — |
#12
Prev: #—
|
3.7 |
—
|
573 | — |
NEW
|
573 | $243,720 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
V
Visa Inc Class ...
|
Financial Services | 0.49% | — |
#13
Prev: #—
|
3.7 |
—
|
806 | — |
NEW
|
806 | $243,605 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AJG
Arthur J Gallag...
|
Financial Services | 0.49% | — |
#14
Prev: #—
|
3.7 |
—
|
1,124 | — |
NEW
|
1,124 | $243,436 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PEP
Pepsico Inc
|
Consumer Defensive | 0.49% | — |
#15
Prev: #—
|
3.7 |
—
|
1,567 | — |
NEW
|
1,567 | $243,339 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NWSA
News Corp Class...
|
Communication Services | 0.48% | — |
#16
Prev: #—
|
3.7 |
—
|
9,744 | — |
NEW
|
9,744 | $242,918 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
HLN
Haleon PLC Spon...
|
Healthcare | 0.48% | — |
#17
Prev: #—
|
3.7 |
—
|
24,246 | — |
NEW
|
24,246 | $242,702 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SBUX
Starbucks Corp
|
Consumer Cyclical | 0.48% | — |
#18
Prev: #—
|
3.7 |
—
|
2,706 | — |
NEW
|
2,706 | $242,431 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
RTO
Rentokil Initia...
|
Industrials | 0.48% | — |
#19
Prev: #—
|
3.7 |
—
|
7,698 | — |
NEW
|
7,698 | $242,333 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SAP
SAP Ag Sponsore...
|
Technology | 0.48% | — |
#20
Prev: #—
|
3.7 |
—
|
1,414 | — |
NEW
|
1,414 | $242,091 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GSK
GSK PLC ADR
|
Healthcare | 0.48% | — |
#21
Prev: #—
|
3.7 |
—
|
4,382 | — |
NEW
|
4,382 | $241,843 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOGL
Alphabet Inc. S...
|
Communication Services | 0.48% | — |
#22
Prev: #—
|
3.7 |
—
|
841 | — |
NEW
|
841 | $241,838 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.48% | — |
#23
Prev: #—
|
3.7 |
—
|
988 | — |
NEW
|
988 | $241,507 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BMY
Bristol-Myers S...
|
Healthcare | 0.48% | — |
#24
Prev: #—
|
3.7 |
—
|
3,977 | — |
NEW
|
3,977 | $241,205 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVS
Novartis Ag Adr
|
Healthcare | 0.48% | — |
#25
Prev: #—
|
3.7 |
—
|
1,579 | — |
NEW
|
1,579 | $241,192 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
KO
Coca Cola Co
|
Consumer Defensive | 0.48% | — |
#26
Prev: #—
|
3.7 |
—
|
3,165 | — |
NEW
|
3,165 | $240,698 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
EBAY
Ebay Inc
|
Consumer Cyclical | 0.48% | — |
#27
Prev: #—
|
3.7 |
—
|
2,643 | — |
NEW
|
2,643 | $240,566 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DIS
Disney Walt Co
|
Communication Services | 0.48% | — |
#28
Prev: #—
|
3.7 |
—
|
2,495 | — |
NEW
|
2,495 | $240,468 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PM
Philip Morris I...
|
Consumer Defensive | 0.48% | — |
#29
Prev: #—
|
3.7 |
—
|
1,454 | — |
NEW
|
1,454 | $240,404 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
LYV
Live Nation Ent...
|
Communication Services | 0.48% | — |
#30
Prev: #—
|
3.7 |
—
|
1,575 | — |
NEW
|
1,575 | $240,203 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.48% | — |
#31
Prev: #—
|
3.7 |
—
|
1,659 | — |
NEW
|
1,659 | $239,626 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ZTS
Zoetis Inc Comm...
|
Healthcare | 0.48% | — |
#32
Prev: #—
|
3.7 |
—
|
2,026 | — |
NEW
|
2,026 | $239,493 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CTVA
Corteva, Inc.
|
Basic Materials | 0.48% | — |
#33
Prev: #—
|
3.7 |
—
|
2,857 | — |
NEW
|
2,857 | $239,159 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IT
Gartner
|
Technology | 0.48% | — |
#34
Prev: #—
|
3.7 |
—
|
1,509 | — |
NEW
|
1,509 | $238,935 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FOX
Fox Corporation...
|
Communication Services | 0.48% | — |
#35
Prev: #—
|
3.7 |
—
|
4,498 | — |
NEW
|
4,498 | $238,844 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MSFT
Microsoft Corp
|
Technology | 0.48% | — |
#36
Prev: #—
|
3.7 |
—
|
645 | — |
NEW
|
645 | $238,760 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVO
Novo Nordisk A/...
|
Healthcare | 0.48% | — |
#37
Prev: #—
|
3.7 |
—
|
6,494 | — |
NEW
|
6,494 | $238,655 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DEO
Diageo PLC Spon...
|
Consumer Defensive | 0.48% | — |
#38
Prev: #—
|
3.7 |
—
|
3,205 | — |
NEW
|
3,205 | $238,612 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ACN
Accenture Plc
|
Technology | 0.48% | — |
#39
Prev: #—
|
3.7 |
—
|
1,203 | — |
NEW
|
1,203 | $238,543 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ICE
Intercontinenta...
|
Financial Services | 0.48% | — |
#40
Prev: #—
|
3.7 |
—
|
1,515 | — |
NEW
|
1,515 | $238,279 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MSCI
MSCI Inc
|
Financial Services | 0.48% | — |
#41
Prev: #—
|
3.7 |
—
|
442 | — |
NEW
|
442 | $238,242 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 0.48% | — |
#42
Prev: #—
|
3.7 |
—
|
497 | — |
NEW
|
497 | $238,162 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ROP
Roper Technolog...
|
Technology | 0.48% | — |
#43
Prev: #—
|
3.7 |
—
|
673 | — |
NEW
|
673 | $238,148 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ABNB
Airbnb Inc Clas...
|
Consumer Cyclical | 0.47% | — |
#44
Prev: #—
|
3.7 |
—
|
1,884 | — |
NEW
|
1,884 | $237,912 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CRM
Salesforce.com ...
|
Technology | 0.47% | — |
#45
Prev: #—
|
3.7 |
—
|
1,273 | — |
NEW
|
1,273 | $237,631 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BTI
British America...
|
Consumer Defensive | 0.47% | — |
#46
Prev: #—
|
3.7 |
—
|
4,057 | — |
NEW
|
4,057 | $237,213 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
HON
Honeywell Inter...
|
Industrials | 0.47% | — |
#47
Prev: #—
|
3.7 |
—
|
1,049 | — |
NEW
|
1,049 | $237,105 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
Apple Inc
|
Technology | 0.47% | — |
#48
Prev: #—
|
3.7 |
—
|
934 | — |
NEW
|
934 | $237,040 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
HD
Home Depot Inc
|
Consumer Cyclical | 0.47% | — |
#49
Prev: #—
|
3.7 |
—
|
719 | — |
NEW
|
719 | $236,472 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
RTX
Raytheon Techno...
|
Industrials | 0.47% | — |
#50
Prev: #—
|
3.7 |
—
|
1,225 | — |
NEW
|
1,225 | $236,303 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-50 of 62 holdings