Institutional Fund
Arlington Partners LLC
Birmingham, ALCIK 13898485 filings on record
Portfolio Value
$50.10M
Q1 2026
Holdings
62
Reported positions
New Buys
60
Opened this quarter
QoQ Change
+256.3%
from $14.06M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds35.5%
- Vanguard Scottsdale Fds26.4%
- Palmer Square Capital Bdc In10.0%
- Lauder Estee Cos Inc0.5%
- Ryan Specialty Holdings Inc0.5%
- Transunion0.5%
- Other26.7%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 277.8K | $17.80M | 35.5% | +142.8K | Added |
| 2 | Vanguard Scottsdale Fds | 225.6K | $13.20M | 26.4% | +225.6K | New |
| 3 | Palmer Square Capital Bdc In | 510.3K | $4.99M | 10.0% | +48.7K | Added |
| 4 | Lauder Estee Cos Inc | 3.5K | $253.8K | 0.5% | +3.5K | New |
| 5 | Ryan Specialty Holdings Inc | 7.5K | $252.0K | 0.5% | +7.5K | New |
| 6 | Transunion | 3.6K | $250.2K | 0.5% | +3.6K | New |
| 7 | Warner Music Group Corp | 9.8K | $250.0K | 0.5% | +9.8K | New |
| 8 | Solventum Corp | 3.8K | $248.9K | 0.5% | +3.8K | New |
| 9 | Thermo Fisher Scientific Inc | 504 | $247.7K | 0.5% | +504 | New |
| 10 | Zillow Group Inc | 5.9K | $244.5K | 0.5% | +5.9K | New |
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