Arlington Partners LLC Diversified Active

Location: Birmingham, AL

CIK: 0001389848 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 9, 2026

Total Value: $50.1M (100.0% shares, 0.0% debt)

Holdings (62)

VEA Vanguard FTSE Developed Markets ETF 35.5%
Value $17.8M Shares 277,768 Est. Cost $63.30 Unrealized
VGSH Vanguard Short-Term Government Bond Index Fund ETF 26.4%
Value $13.2M Shares 225,571 Est. Cost $58.54 Unrealized
PSBD Palmer Square Capital BDC Inc 10.0%
Value $4.986M Shares 510,344 Est. Cost $12.59 Unrealized -7.6%
EL Estee Lauder Companies Inc. 0.5%
Value $254K Shares 3,537 Est. Cost $111.88 Unrealized 0.0%
RYAN Ryan Specialty Holdings Inc Class A 0.5%
Value $252K Shares 7,470 Est. Cost $46.64 Unrealized 0.0%
TRU TransUnion 0.5%
Value $250K Shares 3,616 Est. Cost $78.92 Unrealized 0.0%
WMG Warner Music Group Corp Com Cl A 0.5%
Value $250K Shares 9,789 Est. Cost $29.51 Unrealized 0.0%
SOLV Solventum Corp Com Shs 0.5%
Value $249K Shares 3,812 Est. Cost $78.39 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.5%
Value $248K Shares 504 Est. Cost $574.61 Unrealized 0.0%
Z Zillow Group Inc Class C 0.5%
Value $244K Shares 5,908 Est. Cost $58.75 Unrealized 0.0%
RELX Relx PLC ADR 0.5%
Value $244K Shares 7,371 Est. Cost $33.15 Unrealized
SPGI S&P Global Inc. 0.5%
Value $244K Shares 573 Est. Cost $485.25 Unrealized 0.0%
V Visa Inc Class A Shares 0.5%
Value $244K Shares 806 Est. Cost $329.17 Unrealized 0.0%
AJG Arthur J Gallagher & Co 0.5%
Value $243K Shares 1,124 Est. Cost $240.41 Unrealized 0.0%
PEP Pepsico Inc 0.5%
Value $243K Shares 1,567 Est. Cost $154.74 Unrealized 0.0%
NWSA News Corp Class A 0.5%
Value $243K Shares 9,744 Est. Cost $25.15 Unrealized 0.0%
HLN Haleon PLC Spon ADS 0.5%
Value $243K Shares 24,246 Est. Cost $10.01 Unrealized
SBUX Starbucks Corp 0.5%
Value $242K Shares 2,706 Est. Cost $93.62 Unrealized 0.0%
RTO Rentokil Initial plc Sponsored ADR 0.5%
Value $242K Shares 7,698 Est. Cost $31.48 Unrealized
SAP SAP Ag Sponsored ADR 0.5%
Value $242K Shares 1,414 Est. Cost $171.21 Unrealized
GSK GSK PLC ADR 0.5%
Value $242K Shares 4,382 Est. Cost $55.19 Unrealized
GOOGL Alphabet Inc. Stock Class A 0.5%
Value $242K Shares 841 Est. Cost $323.29 Unrealized 0.0%
JNJ Johnson & Johnson 0.5%
Value $242K Shares 988 Est. Cost $227.87 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 0.5%
Value $241K Shares 3,977 Est. Cost $57.43 Unrealized 0.0%
NVS Novartis Ag Adr 0.5%
Value $241K Shares 1,579 Est. Cost $152.75 Unrealized
KO Coca Cola Co 0.5%
Value $241K Shares 3,165 Est. Cost $74.76 Unrealized 0.0%
EBAY Ebay Inc 0.5%
Value $241K Shares 2,643 Est. Cost $89.32 Unrealized 0.0%
DIS Disney Walt Co 0.5%
Value $240K Shares 2,495 Est. Cost $109.45 Unrealized 0.0%
PM Philip Morris International Inc 0.5%
Value $240K Shares 1,454 Est. Cost $175.91 Unrealized 0.0%
LYV Live Nation Entertainment, Inc. 0.5%
Value $240K Shares 1,575 Est. Cost $148.31 Unrealized 0.0%
PG Procter & Gamble Co 0.5%
Value $240K Shares 1,659 Est. Cost $151.77 Unrealized 0.0%
ZTS Zoetis Inc Common 0.5%
Value $239K Shares 2,026 Est. Cost $125.98 Unrealized 0.0%
CTVA Corteva, Inc. 0.5%
Value $239K Shares 2,857 Est. Cost $72.77 Unrealized 0.0%
IT Gartner 0.5%
Value $239K Shares 1,509 Est. Cost $198.04 Unrealized 0.0%
FOX Fox Corporation Class B 0.5%
Value $239K Shares 4,498 Est. Cost $60.75 Unrealized 0.0%
MSFT Microsoft Corp 0.5%
Value $239K Shares 645 Est. Cost $434.61 Unrealized 0.0%
NVO Novo Nordisk A/S Spons Adr 0.5%
Value $239K Shares 6,494 Est. Cost $36.75 Unrealized
DEO Diageo PLC Sponsored ADR 0.5%
Value $239K Shares 3,205 Est. Cost $74.45 Unrealized
ACN Accenture Plc 0.5%
Value $239K Shares 1,203 Est. Cost $253.23 Unrealized 0.0%
ICE Intercontinental Exchange Group 0.5%
Value $238K Shares 1,515 Est. Cost $164.98 Unrealized 0.0%
MSCI MSCI Inc 0.5%
Value $238K Shares 442 Est. Cost $569.29 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc B 0.5%
Value $238K Shares 497 Est. Cost $493.47 Unrealized 0.0%
ROP Roper Technologies Inc 0.5%
Value $238K Shares 673 Est. Cost $378.09 Unrealized 0.0%
ABNB Airbnb Inc Class A 0.5%
Value $238K Shares 1,884 Est. Cost $129.40 Unrealized 0.0%
CRM Salesforce.com Inc. 0.5%
Value $238K Shares 1,273 Est. Cost $215.77 Unrealized 0.0%
BTI British American Tobacco ADR 0.5%
Value $237K Shares 4,057 Est. Cost $58.47 Unrealized
HON Honeywell International Inc 0.5%
Value $237K Shares 1,049 Est. Cost $225.93 Unrealized 0.0%
AAPL Apple Inc 0.5%
Value $237K Shares 934 Est. Cost $262.82 Unrealized 0.0%
HD Home Depot Inc 0.5%
Value $236K Shares 719 Est. Cost $376.98 Unrealized 0.0%
RTX Raytheon Technologies Corp 0.5%
Value $236K Shares 1,225 Est. Cost $196.61 Unrealized 0.0%
AON Aon PLC 0.5%
Value $236K Shares 730 Est. Cost $336.05 Unrealized 0.0%
OTIS Otis Worldwide 0.5%
Value $235K Shares 3,052 Est. Cost $89.52 Unrealized 0.0%
ADP Automatic Data Processing Inc 0.5%
Value $235K Shares 1,155 Est. Cost $240.81 Unrealized 0.0%
CME CME Group Inc 0.5%
Value $235K Shares 794 Est. Cost $289.33 Unrealized 0.0%
CHRW C.H. Robinson Worldwide Inc 0.5%
Value $234K Shares 1,410 Est. Cost $181.31 Unrealized 0.0%
MDT Medtronic PLC 0.5%
Value $234K Shares 2,696 Est. Cost $99.51 Unrealized 0.0%
AZO Autozone Inc 0.5%
Value $233K Shares 69 Est. Cost $3625.09 Unrealized 0.0%
ABT Abbott Laboratories 0.5%
Value $232K Shares 2,260 Est. Cost $115.41 Unrealized 0.0%
KVUE Kenvue Inc Com 0.5%
Value $232K Shares 13,455 Est. Cost $17.67 Unrealized 0.0%
GD General Dynamics Corp 0.5%
Value $228K Shares 665 Est. Cost $354.49 Unrealized 0.0%
UL Unilever PLC Spon ADR 0.4%
Value $225K Shares 3,952 Est. Cost $56.97 Unrealized
ASML ASML Holding NV ADR 0.4%
Value $203K Shares 154 Est. Cost $1320.83 Unrealized