Arlington Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Arlington Partners LLC reported 62 stock positions worth $50.1 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 35.5% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 26.4%) and Palmer Square Capital BDC (PSBD, 10.0%). Compared with Q4 2025, it opened 60 new positions and added to 2. The biggest buy was a new position in Vanguard Short-Term Treasury (VGSH).
- Most Recent 13F
- Q2 2026
- Location
- BIRMINGHAM, AL
- CIK
- 0001389848
- Portfolio Value
- $50.1M (Q1 2026)
- SEC Filing
- 0001389848-26-000005 ↗ filed Apr 9, 2026
Holdings Value
Holdings 62 stocks · $50.1M
| VEA Vanguard Ftse Developed ETF | 35.53% | 277,768 | $17.8M | Add +105.8% |
| VGSH Vanguard Short-Term Treasury | 26.36% | 225,571 | $13.2M | New |
| PSBD Palmer Square Capital BDC Inc. | 9.95% | 510,344 | $5.0M | Add +10.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.51% | 3,537 | $254K | New |
| RYAN Ryan Specialty Holdings Inc. | 0.50% | 7,470 | $252K | New |
| TRU Transunion | 0.50% | 3,616 | $250K | New |
| WMG Warner Music Group Corp. Class A | 0.50% | 9,789 | $250K | New |
| SOLV Solventum Corp. | 0.50% | 3,812 | $249K | New |
| TMO Thermo Fisher Scientific Inc. | 0.49% | 504 | $248K | New |
| Z Zillow Group Inc. Class C | 0.49% | 5,908 | $244K | New |
| RELX Relx PLC - Spon ADR | 0.49% | 7,371 | $244K | New |
| SPGI S&P Global Inc. | 0.49% | 573 | $244K | New |
| V Visa Inc. Class A | 0.49% | 806 | $244K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.49% | 1,124 | $243K | New |
| PEP Pepsico Inc. | 0.49% | 1,567 | $243K | New |
| NWSA News Corp. Class A | 0.48% | 9,744 | $243K | New |
| HLN Haleon PLC-ADR | 0.48% | 24,246 | $243K | New |
| SBUX Starbucks Corp. | 0.48% | 2,706 | $242K | New |
| RTO Rentokil Initial PLC-SP ADR | 0.48% | 7,698 | $242K | New |
| SAP Sap SE-Sponsored ADR | 0.48% | 1,414 | $242K | New |
| GSK GSK PLC-Spon ADR | 0.48% | 4,382 | $242K | New |
| GOOGL Alphabet Inc. Class A | 0.48% | 841 | $242K | New |
| JNJ Johnson & Johnson | 0.48% | 988 | $242K | New |
| BMY Bristol-Myers Squibb Co. | 0.48% | 3,977 | $241K | New |
| NVS Novartis AG-Sponsored ADR | 0.48% | 1,579 | $241K | New |
| KO The Coca-Cola Co. | 0.48% | 3,165 | $241K | New |
| EBAY eBay Inc. | 0.48% | 2,643 | $241K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 2,495 | $240K | New |
| PM Philip Morris International | 0.48% | 1,454 | $240K | New |
| LYV Live Nation Entertainment Inc. | 0.48% | 1,575 | $240K | New |
| PG The Procter & Gamble Co. | 0.48% | 1,659 | $240K | New |
| ZTS Zoetis Inc. | 0.48% | 2,026 | $239K | New |
| CTVA Corteva Inc. | 0.48% | 2,857 | $239K | New |
| IT Gartner Inc. | 0.48% | 1,509 | $239K | New |
| FOX Fox Corp. Class B | 0.48% | 4,498 | $239K | New |
| MSFT Microsoft Corp. | 0.48% | 645 | $239K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.48% | 6,494 | $239K | New |
| DEO Diageo PLC-Sponsored ADR | 0.48% | 3,205 | $239K | New |
| ACN Accenture PLC Class A | 0.48% | 1,203 | $239K | New |
| ICE Intercontinental Exchange Inc. | 0.48% | 1,515 | $238K | New |
| MSCI MSCI Inc. | 0.48% | 442 | $238K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 497 | $238K | New |
| ROP Roper Technologies Inc. | 0.48% | 673 | $238K | New |
| ABNB Airbnb Inc. Class A | 0.47% | 1,884 | $238K | New |
| CRM Salesforce Inc. | 0.47% | 1,273 | $238K | New |
| BTI British American Tob-SP ADR | 0.47% | 4,057 | $237K | New |
| HON Honeywell International Inc. | 0.47% | 1,049 | $237K | New |
| AAPL Apple Inc. | 0.47% | 934 | $237K | New |
| HD Home Depot Inc. | 0.47% | 719 | $236K | New |
| RTX RTX Corp. | 0.47% | 1,225 | $236K | New |
| AON Aon PLC Class A | 0.47% | 730 | $236K | New |
| OTIS Otis Worldwide Corp. | 0.47% | 3,052 | $235K | New |
| ADP Automatic Data Processing | 0.47% | 1,155 | $235K | New |
| CME Cme Group Inc. | 0.47% | 794 | $235K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.47% | 1,410 | $234K | New |
| MDT Medtronic PLC | 0.47% | 2,696 | $234K | New |
| AZO AutoZone Inc. | 0.47% | 69 | $233K | New |
| ABT Abbott Laboratories | 0.46% | 2,260 | $232K | New |
| KVUE Kenvue Inc. | 0.46% | 13,455 | $232K | New |
| GD General Dynamics Corp. | 0.46% | 665 | $228K | New |
| UL Unilever PLC-Sponsored ADR | 0.45% | 3,952 | $225K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.41% | 154 | $203K | New |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| VGSH Vanguard Short-Term Treasury | New | 26.36% | +26.36 |
| EL Estee Lauder Companies Class A | New | 0.51% | +0.51 |
| RYAN Ryan Specialty Holdings Inc. | New | 0.50% | +0.50 |
| TRU Transunion | New | 0.50% | +0.50 |
| WMG Warner Music Group Corp. Class A | New | 0.50% | +0.50 |
| SOLV Solventum Corp. | New | 0.50% | +0.50 |
| TMO Thermo Fisher Scientific Inc. | New | 0.49% | +0.49 |
| Z Zillow Group Inc. Class C | New | 0.49% | +0.49 |
| RELX Relx PLC - Spon ADR | New | 0.49% | +0.49 |
| SPGI S&P Global Inc. | New | 0.49% | +0.49 |
| V Visa Inc. Class A | New | 0.49% | +0.49 |
| AJG Arthur J Gallagher & Co. | New | 0.49% | +0.49 |
| PEP Pepsico Inc. | New | 0.49% | +0.49 |
| NWSA News Corp. Class A | New | 0.48% | +0.48 |
| HLN Haleon PLC-ADR | New | 0.48% | +0.48 |
| SBUX Starbucks Corp. | New | 0.48% | +0.48 |
| RTO Rentokil Initial PLC-SP ADR | New | 0.48% | +0.48 |
| SAP Sap SE-Sponsored ADR | New | 0.48% | +0.48 |
| GOOGL Alphabet Inc. Class A | New | 0.48% | +0.48 |
| GSK GSK PLC-Spon ADR | New | 0.48% | +0.48 |
| JNJ Johnson & Johnson | New | 0.48% | +0.48 |
| BMY Bristol-Myers Squibb Co. | New | 0.48% | +0.48 |
| NVS Novartis AG-Sponsored ADR | New | 0.48% | +0.48 |
| KO The Coca-Cola Co. | New | 0.48% | +0.48 |
| EBAY eBay Inc. | New | 0.48% | +0.48 |
| DIS The Walt Disney Co. | New | 0.48% | +0.48 |
| PM Philip Morris International | New | 0.48% | +0.48 |
| LYV Live Nation Entertainment Inc. | New | 0.48% | +0.48 |
| PG The Procter & Gamble Co. | New | 0.48% | +0.48 |
| ZTS Zoetis Inc. | New | 0.48% | +0.48 |
| CTVA Corteva Inc. | New | 0.48% | +0.48 |
| IT Gartner Inc. | New | 0.48% | +0.48 |
| FOX Fox Corp. Class B | New | 0.48% | +0.48 |
| MSFT Microsoft Corp. | New | 0.48% | +0.48 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.48% | +0.48 |
| DEO Diageo PLC-Sponsored ADR | New | 0.48% | +0.48 |
| ACN Accenture PLC Class A | New | 0.48% | +0.48 |
| ICE Intercontinental Exchange Inc. | New | 0.48% | +0.48 |
| MSCI MSCI Inc. | New | 0.48% | +0.48 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.48% | +0.48 |
| ROP Roper Technologies Inc. | New | 0.48% | +0.48 |
| ABNB Airbnb Inc. Class A | New | 0.47% | +0.47 |
| CRM Salesforce Inc. | New | 0.47% | +0.47 |
| BTI British American Tob-SP ADR | New | 0.47% | +0.47 |
| HON Honeywell International Inc. | New | 0.47% | +0.47 |
| AAPL Apple Inc. | New | 0.47% | +0.47 |
| HD Home Depot Inc. | New | 0.47% | +0.47 |
| RTX RTX Corp. | New | 0.47% | +0.47 |
| AON Aon PLC Class A | New | 0.47% | +0.47 |
| OTIS Otis Worldwide Corp. | New | 0.47% | +0.47 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 64 | $55.4M | VEA, VGSH, PSBD, AQEC, NVO |
| Q1 2026 | 62 | $50.1M | VEA, VGSH, PSBD, EL, RYAN |
| Q4 2025 | 2 | $14.1M | VEA, PSBD |
| Q3 2025 | 57 | $289.4M | BRK.A, BRK.B, EA, EL, PSBD |
| Q2 2025 | 66 | $271.1M | BRK.A, BRK.B, PSBD, EL, NKE |
| Q1 2025 | 58 | $254.8M | BRK.A, BRK.B, VIG, EA, BTI |
| Q4 2024 | 58 | $257.6M | VIG, BRK.A, BRK.B, FOX, AZPN |
| Q3 2024 | 58 | $255.6M | BRK.A, BRK.B, PSBD, CHRW, BMY |
| Q2 2024Amended | 58 | $201.4M | BRK.A, PSBD, BRK.B, VT, ADBE |
| Q1 2024 | 60 | $196.4M | BRK.A, PSBD, BRK.B, TRU, EFX |