Investor
Arlington Partners LLC
CIK 0001389848 · filed 2026-04-09 · SEC filing
13F book
$50.1M
Positions
62
60 new · 0 sold
Largest name
35.5%
Vanguard Tax-Managed Fds
Est. mark
−$899.7K
Price effect on 2 names still held. Flow $36.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 277.8K | $17.8M | 35.5% | $217.3K | Added$9.37M |
| Vanguard Scottsdale Fds | — | 225.6K | $13.2M | 26.4% | — | New |
| Palmer Square Capital Bdc In | — | 510.3K | $4.99M | 10.0% | −$1.12M | Added−$641K |
| Lauder Estee Cos Inc | — | 3.54K | $253.8K | 0.5% | — | New |
| Ryan Specialty Holdings, Inc. | RYAN | 7.47K | $252K | 0.5% | — | New |
| Transunion | TRU | 3.62K | $250.2K | 0.5% | — | New |
| Warner Music Group Corp. | WMG | 9.79K | $250K | 0.5% | — | New |
| Solventum Corp | SOLV | 3.81K | $248.9K | 0.5% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 504 | $247.7K | 0.5% | — | New |
| Zillow Group Inc | — | 5.91K | $244.5K | 0.5% | — | New |
| Relx Plc | — | 7.37K | $244.3K | 0.5% | — | New |
| S&P Global Inc. | SPGI | 573 | $243.7K | 0.5% | — | New |
| Visa Inc. | V | 806 | $243.6K | 0.5% | — | New |
| Gallagher Arthur J & Co | — | 1.12K | $243.4K | 0.5% | — | New |
| Pepsico Inc | PEP | 1.57K | $243.3K | 0.5% | — | New |
| News Corp New | — | 9.74K | $242.9K | 0.5% | — | New |
| Haleon Plc | — | 24.2K | $242.7K | 0.5% | — | New |
| Starbucks Corp | SBUX | 2.71K | $242.4K | 0.5% | — | New |
| Rentokil Initial Plc | — | 7.7K | $242.3K | 0.5% | — | New |
| Sap Se | — | 1.41K | $242.1K | 0.5% | — | New |
| Gsk Plc | — | 4.38K | $241.8K | 0.5% | — | New |
| Alphabet Inc | — | 841 | $241.8K | 0.5% | — | New |
| Johnson & Johnson | JNJ | 988 | $241.5K | 0.5% | — | New |
| Bristol-Myers Squibb Co | — | 3.98K | $241.2K | 0.5% | — | New |
| Novartis Ag | — | 1.58K | $241.2K | 0.5% | — | New |
| Coca Cola Co | KO | 3.17K | $240.7K | 0.5% | — | New |
| Ebay Inc | EBAY | 2.64K | $240.6K | 0.5% | — | New |
| Disney Walt Co | — | 2.5K | $240.5K | 0.5% | — | New |
| Philip Morris Intl Inc | — | 1.45K | $240.4K | 0.5% | — | New |
| Live Nation Entertainment In | — | 1.57K | $240.2K | 0.5% | — | New |
| Procter And Gamble Co | PG | 1.66K | $239.6K | 0.5% | — | New |
| Zoetis Inc. | ZTS | 2.03K | $239.5K | 0.5% | — | New |
| Corteva, Inc. | CTVA | 2.86K | $239.2K | 0.5% | — | New |
| Gartner Inc | IT | 1.51K | $238.9K | 0.5% | — | New |
| Fox Corp | — | 4.5K | $238.8K | 0.5% | — | New |
| Microsoft Corp | MSFT | 645 | $238.8K | 0.5% | — | New |
| Novo-Nordisk A S | — | 6.49K | $238.7K | 0.5% | — | New |
| Diageo Plc | — | 3.21K | $238.6K | 0.5% | — | New |
| Accenture Plc Ireland | — | 1.2K | $238.5K | 0.5% | — | New |
| Intercontinental Exchange In | — | 1.51K | $238.3K | 0.5% | — | New |
| MSCI Inc. | MSCI | 442 | $238.2K | 0.5% | — | New |
| Berkshire Hathaway Inc Del | — | 497 | $238.2K | 0.5% | — | New |
| Roper Technologies Inc | ROP | 673 | $238.1K | 0.5% | — | New |
| Airbnb, Inc. | ABNB | 1.88K | $237.9K | 0.5% | — | New |
| Salesforce, Inc. | CRM | 1.27K | $237.6K | 0.5% | — | New |
| British Amern Tob Plc | — | 4.06K | $237.2K | 0.5% | — | New |
| Honeywell Intl Inc | — | 1.05K | $237.1K | 0.5% | — | New |
| Apple Inc. | AAPL | 934 | $237K | 0.5% | — | New |
| Home Depot, Inc. | HD | 719 | $236.5K | 0.5% | — | New |
| RTX Corp | RTX | 1.23K | $236.3K | 0.5% | — | New |
| Aon plc | AON | 730 | $235.6K | 0.5% | — | New |
| Otis Worldwide Corp | OTIS | 3.05K | $235.2K | 0.5% | — | New |
| Automatic Data Processing In | — | 1.16K | $234.7K | 0.5% | — | New |
| Cme Group Inc. | CME | 794 | $234.5K | 0.5% | — | New |
| C. H. Robinson Worldwide, Inc. | CHRW | 1.41K | $234.2K | 0.5% | — | New |
| Medtronic Plc | MDT | 2.7K | $233.6K | 0.5% | — | New |
| Autozone Inc | AZO | 69 | $233.1K | 0.5% | — | New |
| Abbott Labs | ABT | 2.26K | $232K | 0.5% | — | New |
| Kenvue Inc. | KVUE | 13.5K | $232K | 0.5% | — | New |
| General Dynamics Corp | GD | 665 | $228.2K | 0.5% | — | New |
| Unilever Plc | — | 3.95K | $225.1K | 0.4% | — | New |
| Asml Holding N V | — | 154 | $203.4K | 0.4% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.