Arlington Partners LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Arlington Partners LLC reported 2 stock positions worth $14.1 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 60.0% of the portfolio, followed by Palmer Square Capital BDC (PSBD, 40.0%). Compared with Q3 2025, it opened 1 new position and sold out of 56. The biggest buy was a new position in Vanguard Ftse Developed ETF (VEA) and the biggest sale an exit from Berkshire Hathaway Class A (BRK.A).

Most Recent 13F
Q2 2026
Location
BIRMINGHAM, AL
CIK
0001389848
Portfolio Value
$14.1M (Q4 2025)
SEC Filing
0001389848-26-000002 ↗ filed Jan 29, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $196.4M Q1 2024 Q2 2024: $201.4M Q2 2024 Q3 2024: $255.6M Q3 2024 Q4 2024: $257.6M Q4 2024 Q1 2025: $254.8M Q1 2025 Q2 2025: $271.1M Q2 2025 Q3 2025: $289.4M Q3 2025 Q4 2025: $14.1M $14.1M Q4 2025 Q1 2026: $50.1M Q1 2026 Q2 2026: $55.4M Q2 2026

Holdings 2 stocks · $14.1M
VEA Vanguard Ftse Developed ETF 59.98% 135,000 $8.4M New
PSBD Palmer Square Capital BDC Inc. 40.02% 461,609 $5.6M No change

Portfolio Sells Q3 2025 → Q4 2025
BRK.A Berkshire Hathaway Inc. Class A Sold out 0.00% −5.99
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −2.34
EA Electronic Arts Inc. Sold out 0.00% −2.08
EL Estee Lauder Companies Class A Sold out 0.00% −2.05
RTX RTX Corp. Sold out 0.00% −1.91
AAPL Apple Inc. Sold out 0.00% −1.90
GSK GSK PLC-Spon ADR Sold out 0.00% −1.88
JNJ Johnson & Johnson Sold out 0.00% −1.86
FOX Fox Corp. Class B Sold out 0.00% −1.86
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −1.83
GD General Dynamics Corp. Sold out 0.00% −1.82
WMG Warner Music Group Corp. Class A Sold out 0.00% −1.81
CHRW C.H. Robinson Worldwide Inc. Sold out 0.00% −1.81
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −1.78
MDT Medtronic PLC Sold out 0.00% −1.78
LYV Live Nation Entertainment Inc. Sold out 0.00% −1.78
TKO Tko Group Holdings Inc. Sold out 0.00% −1.77
NVS Novartis AG-Sponsored ADR Sold out 0.00% −1.76
CME Cme Group Inc. Sold out 0.00% −1.75
WMT Walmart Inc. Sold out 0.00% −1.75
ABT Abbott Laboratories Sold out 0.00% −1.75
RTO Rentokil Initial PLC-SP ADR Sold out 0.00% −1.75
ACN Accenture PLC Class A Sold out 0.00% −1.74
EBAY eBay Inc. Sold out 0.00% −1.74
NWSA News Corp. Class A Sold out 0.00% −1.73
RELX Relx PLC - Spon ADR Sold out 0.00% −1.73
SBUX Starbucks Corp. Sold out 0.00% −1.72
BTI British American Tob-SP ADR Sold out 0.00% −1.71
V Visa Inc. Class A Sold out 0.00% −1.71
BDX Becton Dickinson and Co. Sold out 0.00% −1.70
SOLV Solventum Corp. Sold out 0.00% −1.69
ADBE Adobe Inc. Sold out 0.00% −1.69
KO The Coca-Cola Co. Sold out 0.00% −1.68
ADP Automatic Data Processing Sold out 0.00% −1.67
AON Aon PLC Class A Sold out 0.00% −1.67
DIS The Walt Disney Co. Sold out 0.00% −1.67
PG The Procter & Gamble Co. Sold out 0.00% −1.66
ICE Intercontinental Exchange Inc. Sold out 0.00% −1.66
MSFT Microsoft Corp. Sold out 0.00% −1.66
STZ Constellation Brands Inc. Class A Sold out 0.00% −1.65
BMY Bristol-Myers Squibb Co. Sold out 0.00% −1.65
PM Philip Morris International Sold out 0.00% −1.64
UL Unilever PLC Sold out 0.00% −1.63
NKE Nike Inc. Class B Sold out 0.00% −1.62
CTVA Corteva Inc. Sold out 0.00% −1.61
SAP Sap SE-Sponsored ADR Sold out 0.00% −1.60
Z Zillow Group Inc. Class C Sold out 0.00% −1.60
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −1.59
GOOGL Alphabet Inc. Class A Sold out 0.00% −1.59
HLN Haleon PLC-ADR Sold out 0.00% −1.58

Portfolio Buys Q3 2025 → Q4 2025
VEA Vanguard Ftse Developed ETF New 59.98% +59.98

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 64$55.4MVEA, VGSH, PSBD, AQEC, NVO
Q1 2026 62$50.1MVEA, VGSH, PSBD, EL, RYAN
Q4 2025 2$14.1MVEA, PSBD
Q3 2025 57$289.4MBRK.A, BRK.B, EA, EL, PSBD
Q2 2025 66$271.1MBRK.A, BRK.B, PSBD, EL, NKE
Q1 2025 58$254.8MBRK.A, BRK.B, VIG, EA, BTI
Q4 2024 58$257.6MVIG, BRK.A, BRK.B, FOX, AZPN
Q3 2024 58$255.6MBRK.A, BRK.B, PSBD, CHRW, BMY
Q2 2024Amended 58$201.4MBRK.A, PSBD, BRK.B, VT, ADBE
Q1 2024 60$196.4MBRK.A, PSBD, BRK.B, TRU, EFX