Arlington Partners LLC

Q1 2026 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$50,103
Net value change ($000)
+36,043 (256.4%)
New positions
60
Sold out positions
0
Turnover %
54.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGSH 13,205 NEW
VEA 9,366 111.1%
EL 254 NEW
RYAN 252 NEW
WMG 250 NEW
TRU 250 NEW
SOLV 249 NEW
TMO 248 NEW
ZG 244 NEW
RELX 244 NEW
Top Reduces (Value $000, Stocks/ETFs)
PSBD -641 -11.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type