Arlington Partners LLC

CIK 0001389848 · Q1 2026

13F Equity AUM

$50.1M

+256.3% QoQ

Positions

+60 QoQ

AUM Rank

#10,830

Top 87%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #3,683 · Top 45%

vs S&P -6.5%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 72.8%Top 10: 75.3%Top 20: 80.2%

VEA35.5%

VGSH26.4%

PSBD9.9%

EL0.5%

RYAN0.5%

TRU0.5%

WMG0.5%

SOLV0.5%

TMO0.5%

Z0.5%

Others (52)24.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services76.2%

Healthcare5.3%

Industrials4.3%

Communication Services3.9%

Consumer Defensive3.8%

Technology3.3%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 62Median: 0.48%Avg: 1.61%

0–0.5%

57(27.2%)

0.5–1%

2(1.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

3(71.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 62Unique: 0vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.3%

1.5%

2.1%

1.2%

1.3%

1.7%

GEODE CAPITAL MANAGEMENT, LLC

1.4%

VANGUARD CAPITAL MANAGEMENT LLC

1.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New60Increased2Decreased0Exited0

New Positions

VGSH26.4%

+226K

EL0.5%

+4K

TRU0.5%

+4K

WMG0.5%

+10K

SOLV0.5%

+4K

RYAN0.5%

+7K

SPGI0.5%

+573

PEP0.5%

+2K

RELX0.5%

+7K

Z0.5%

+6K

Increased

VEA35.5%

+143K(+106%)

PSBD9.9%

+49K(+11%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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