Arlington Partners LLC

Est. AUM

$50.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard FTSE Developed Markets ETF	COM	$17.8M	277768	35.53%	SOLE
2	Vanguard Short-Term Government Bond Index Fund ETF	COM	$13.2M	225571	26.36%	SOLE
3	Palmer Square Capital BDC Inc	COM	$5.0M	510344	9.95%	SOLE
4	Estee Lauder Companies Inc.	COM	$254K	3537	0.51%	SOLE
5	Ryan Specialty Holdings Inc Class A	COM	$252K	7470	0.50%	SOLE
6	TransUnion	COM	$250K	3616	0.50%	SOLE
7	Warner Music Group Corp Com Cl A	COM	$250K	9789	0.50%	SOLE
8	Solventum Corp Com Shs	COM	$249K	3812	0.50%	SOLE
9	Thermo Fisher Scientific Inc	COM	$248K	504	0.49%	SOLE
10	Zillow Group Inc Class C	COM	$244K	5908	0.49%	SOLE
11	S&P Global Inc.	COM	$244K	573	0.49%	SOLE
12	Visa Inc Class A Shares	COM	$244K	806	0.49%	SOLE
13	Relx PLC ADR	COM	$244K	7371	0.49%	SOLE
14	Pepsico Inc	COM	$243K	1567	0.49%	SOLE
15	Haleon PLC Spon ADS	COM	$243K	24246	0.49%	SOLE
16	Arthur J Gallagher & Co	COM	$243K	1124	0.49%	SOLE
17	News Corp Class A	COM	$243K	9744	0.49%	SOLE
18	Alphabet Inc. Stock Class A	COM	$242K	841	0.48%	SOLE
19	Starbucks Corp	COM	$242K	2706	0.48%	SOLE
20	GSK PLC ADR	COM	$242K	4382	0.48%	SOLE
21	SAP Ag Sponsored ADR	COM	$242K	1414	0.48%	SOLE
22	Johnson & Johnson	COM	$242K	988	0.48%	SOLE
23	Rentokil Initial plc Sponsored ADR	COM	$242K	7698	0.48%	SOLE
24	Novartis Ag Adr	COM	$241K	1579	0.48%	SOLE
25	Bristol-Myers Squibb Co	COM	$241K	3977	0.48%	SOLE
26	Coca Cola Co	COM	$241K	3165	0.48%	SOLE
27	Ebay Inc	COM	$241K	2643	0.48%	SOLE
28	Philip Morris International Inc	COM	$240K	1454	0.48%	SOLE
29	Disney Walt Co	COM	$240K	2495	0.48%	SOLE
30	Live Nation Entertainment, Inc.	COM	$240K	1575	0.48%	SOLE
31	Procter & Gamble Co	COM	$240K	1659	0.48%	SOLE
32	Accenture Plc	COM	$239K	1203	0.48%	SOLE
33	Diageo PLC Sponsored ADR	COM	$239K	3205	0.48%	SOLE
34	Novo Nordisk A/S Spons Adr	COM	$239K	6494	0.48%	SOLE
35	Fox Corporation Class B	COM	$239K	4498	0.48%	SOLE
36	Gartner	COM	$239K	1509	0.48%	SOLE
37	Zoetis Inc Common	COM	$239K	2026	0.48%	SOLE
38	Corteva, Inc.	COM	$239K	2857	0.48%	SOLE
39	Microsoft Corp	COM	$239K	645	0.48%	SOLE
40	Airbnb Inc Class A	COM	$238K	1884	0.48%	SOLE
41	MSCI Inc	COM	$238K	442	0.48%	SOLE
42	Roper Technologies Inc	COM	$238K	673	0.48%	SOLE
43	Intercontinental Exchange Group	COM	$238K	1515	0.48%	SOLE
44	Salesforce.com Inc.	COM	$238K	1273	0.48%	SOLE
45	Berkshire Hathaway Inc B	COM	$238K	497	0.48%	SOLE
46	Honeywell International Inc	COM	$237K	1049	0.47%	SOLE
47	British American Tobacco ADR	COM	$237K	4057	0.47%	SOLE
48	Apple Inc	COM	$237K	934	0.47%	SOLE
49	Raytheon Technologies Corp	COM	$236K	1225	0.47%	SOLE
50	Home Depot Inc	COM	$236K	719	0.47%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.