AP
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Arlington Partners LLC13F | |
| Arlington Partners LLC | |
| Last update 2025-07-14 | 66 Stocks (10 new) |
| Value $271.00 Mil | Turnover 14 % |
Arlington Partners LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 23 | 16,762.4 | 0% | 6.180 | 0% | 0.000 | -9.25% | +6.24% | 1,041,124.4 | Insurance | |
BRK.B | Berkshire Hathaway Inc | 13,471 | 6,543.8 | -6.91% | 2.410 | -0.21% | 0.000 | -9.30% | +6.38% | 1,039,841.0 | Insurance | |
PSBD | Palmer Square Capital BDC Inc | 461,609 | 6,444.1 | +38.30% | 2.380 | +0.66% | 1.430 | +13.44% | -2.35% | 454.0 | Asset Management | |
EL | The Estee Lauder Companies Inc | 67,359 | 5,442.6 | +18.83% | 2.010 | +0.32% | 0.020 | +50.71% | +18.45% | 31,636.6 | Consumer Packaged Goods | |
NKE | Nike Inc | 72,275 | 5,134.4 | +33.78% | 1.890 | +0.48% | 0.000 | +30.48% | +1.35% | 111,949.3 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
CTVA | Corteva Inc | 66,522 | 4,957.9 | -6.78% | 1.830 | -0.12% | 0.010 | +19.15% | +29.43% | 50,037.2 | Agriculture | |
MSFT | Microsoft Corp | 9,859 | 4,904.0 | 0% | 1.810 | 0% | 0.000 | +32.63% | +22.11% | 3,810,888.2 | Software | |
ORCL | Oracle Corp | 22,161 | 4,845.1 | -10.15% | 1.790 | -0.14% | 0.000 | +77.28% | +47.18% | 683,276.7 | Software | |
RTX | RTX Corp | 32,591 | 4,758.9 | -9.61% | 1.760 | -0.18% | 0.000 | +28.50% | +36.13% | 208,732.2 | Aerospace & Defense | |
DIS | The Walt Disney Co | 38,276 | 4,746.6 | -3.36% | 1.750 | -0.05% | 0.000 | +36.72% | +10.52% | 220,295.8 | Media - Diversified |
Arlington Partners LLC's Historical Top Holdings Breakdowns
Arlington Partners LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BKNG | Booking Holdings Inc | 2025-06-30 | Sold Out Sold Out | -1.56% | 4164.15 ($5111.32) 5789.24 | $5,711.34 | 11.74% | Sold Out | 0 | -865 | |
EFX | Equifax Inc | 2025-06-30 | Sold Out Sold Out | -1.54% | 205.5 ($254.19) 280.54 | $248.10 | -2.39% | Sold Out | 0 | -16,125 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-06-30 | Reduce Reduce | -1.37% | 173.71 ($193.82) 204.67 | $208.59 | 7.62% | Reduce -69.23% | 8,000 | -18,000 | |
LYV | Live Nation Entertainment Inc | 2025-06-30 | New Buy New Buy | +0.96% | 118.81 ($137.56) 151.28 | $153.51 | 11.59% | New holding | 17,128 | 17,128 | |
STZ | Constellation Brands Inc | 2025-06-30 | New Buy New Buy | +0.86% | 160 ($179.43) 195.62 | $174.67 | -2.65% | New holding | 14,340 | 14,340 | |
GSK | GSK PLC | 2025-06-30 | New Buy New Buy | +0.86% | 33.6 ($38.22) 42.49 | $37.94 | -0.73% | New holding | 61,002 | 61,002 | |
HLN | Haleon PLC | 2025-06-30 | New Buy New Buy | +0.85% | 9.27 ($10.54) 11.41 | $9.84 | -6.69% | New holding | 223,194 | 223,194 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | New Buy New Buy | +0.82% | 274.35 ($384.44) 599.47 | $281.91 | -26.67% | New holding | 7,144 | 7,144 | |
SOLV | Solventum Corp | 2025-06-30 | New Buy New Buy | +0.81% | 63.01 ($70.89) 76.62 | $74.29 | 4.80% | New holding | 28,938 | 28,938 | |
CME | CME Group Inc | 2025-06-30 | New Buy New Buy | +0.80% | 252.37 ($271.84) 290.71 | $278.03 | 2.28% | New holding | 7,893 | 7,893 |
Arlington Partners LLC Total Holding History ($B)
Arlington Partners LLC's Asset Allocation
Arlington Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Arlington Partners LLC's Hypothetical Growth since 2025-06-30
Arlington Partners LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Arlington Partners LLC's Holdings Heat Map
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Arlington Partners LLC's Holdings Bubble Chart
Arlington Partners LLC News
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