Arlington Partners LLC

13F filer · CIK 0001389848

Reported Jul 7, 2026

Net buyer this quarter

13F portfolio value$55.4MU.S. long equity reported on 13F

Positions610 new · 0 closed

Net flow last quarter+$650KBuys minus sells

Top 10 positions weight14.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 202661 positions
PSBDPalmer Square Capital BDC Inc.	$5.32M	9.60%	1.66%	Not reported	Q1 2024
NVONovo Nordisk A S	$325K	0.59%	Not reported	+4.4%	Q4 2017
HDHome Depot, Inc.	$313K	0.57%	0.00%	+23.4%	Q3 2019
TMOThermo Fisher Scientific Inc.	$310K	0.56%	0.00%	+22.6%	Q4 2020
ASMLAsml Holding NV	$306K	0.55%	0.00%	Not reported	Q4 2020
AJGArthur J. Gallagher & Co.	$304K	0.55%	0.00%	+17.8%	Q2 2018
AONAon plc	$294K	0.53%	0.00%	+21.5%	Q4 2021
SOLVSolventum Corp	$294K	0.53%	0.00%	Not reported	Q2 2024
ULUnilever PLC	$291K	0.53%	0.00%	+22.5%	Q2 2020
LYVLive Nation Entertainment, Inc.	$288K	0.52%	0.00%	Not reported	Q4 2022
SPGIS&P Global Inc.	$284K	0.51%	0.00%	+21.6%	Q4 2021
GSKGSK plc	$282K	0.51%	0.00%	+23.0%	Q3 2019
RYANRyan Specialty Holdings, Inc.	$282K	0.51%	0.01%	Not reported	Q1 2026
ROPRoper Technologies Inc	$280K	0.51%	0.00%	+23.0%	Q4 2020
BMYBristol Myers Squibb Co	$280K	0.51%	0.00%	+22.1%	Q3 2019
ELEstee Lauder Companies Inc	$279K	0.50%	Not reported	Not reported	Q4 2020
ABNBAirbnb, Inc.	$279K	0.50%	Not reported	+3.4%	Q1 2023
HLNHaleon plc	$278K	0.50%	0.00%	+23.0%	Q2 2023
VVisa Inc.	$277K	0.50%	0.00%	Not reported	Q2 2018
SBUXStarbucks Corp	$277K	0.50%	0.00%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$274K	0.50%	0.00%	+12.7%	Q4 2017
CHRWC. H. Robinson Worldwide, Inc.	$271K	0.49%	0.00%	+2.1%	Q4 2017
MDTMedtronic plc	$270K	0.49%	0.00%	+27.8%	Q4 2017
KVUEKenvue Inc.	$266K	0.48%	0.00%	+3.5%	Q2 2025
PMPhilip Morris International Inc.	$263K	0.48%	0.00%	Not reported	Q2 2018
TRUTransUnion	$261K	0.47%	0.00%	Not reported	Q1 2023
ADPAutomatic Data Processing Inc	$259K	0.47%	0.00%	Not reported	Q4 2017
DEODiageo PLC	$258K	0.47%	0.00%	Not reported	Q2 2018
KOCoca Cola Co	$257K	0.46%	0.00%	Not reported	Q4 2017
AAPLApple Inc.	$256K	0.46%	0.00%	-5.1%	Q4 2017
EBAYEbay Inc	$254K	0.46%	0.00%	-14.2%	Q4 2021
OTISOtis Worldwide Corp	$253K	0.46%	0.00%	+16.0%	Q1 2021
MSCIMSCI Inc.	$253K	0.46%	0.00%	+2.0%	Q1 2020
BTIBritish American Tobacco p.l.c.	$251K	0.45%	0.00%	Not reported	Q4 2021
CRMSalesforce, Inc.	$249K	0.45%	0.00%	+24.7%	Q3 2019
BRK.BBerkshire Hathaway Inc	$249K	0.45%	Not reported	Not reported	Q4 2017
NVSNovartis AG	$247K	0.45%	0.00%	Not reported	Q1 2021
GOOGLAlphabet Inc.	$244K	0.44%	0.00%	-18.8%	Q4 2017
ZTSZoetis Inc.	$242K	0.44%	0.00%	+66.5%	Q1 2020
CTVACorteva, Inc.	$242K	0.44%	0.00%	Not reported	Q3 2019
NWSANews Corp	$242K	0.44%	0.00%	Not reported	Q3 2023
MSFTMicrosoft Corp	$241K	0.43%	0.00%	Not reported	Q4 2017
DISWalt Disney Co	$240K	0.43%	0.00%	Not reported	Q4 2017
ITGartner Inc	$240K	0.43%	0.00%	+22.6%	Q1 2020
AZOAutozone Inc	$240K	0.43%	0.00%	+8.7%	Q1 2020
FOXFox Corp	$237K	0.43%	Not reported	+12.4%	Q3 2023
RELXRelx PLC	$233K	0.42%	0.00%	Not reported	Q4 2021
ZZillow Group, Inc.	$228K	0.41%	Not reported	+22.5%	Q4 2020
PEPPepsico Inc	$226K	0.41%	0.00%	+6.3%	Q4 2017
WMGWarner Music Group Corp.	$225K	0.41%	775.87%	-15.3%	Q2 2025

Q1 2026Reported Apr 9, 202660 positions
PSBDPalmer Square Capital BDC Inc.	$4.99M	9.95%	1.64%	+10.6%	Q1 2024
ELEstee Lauder Companies Inc	$254K	0.51%	Not reported	Not reported	Q4 2020
RYANRyan Specialty Holdings, Inc.	$252K	0.50%	0.01%	New	Q1 2026
TRUTransUnion	$250K	0.50%	0.00%	Not reported	Q1 2023
WMGWarner Music Group Corp.	$250K	0.50%	915.72%	Not reported	Q2 2025
SOLVSolventum Corp	$249K	0.50%	0.00%	Not reported	Q2 2024
TMOThermo Fisher Scientific Inc.	$248K	0.49%	0.00%	Not reported	Q4 2020
ZZillow Group, Inc.	$244K	0.49%	Not reported	Not reported	Q4 2020
RELXRelx PLC	$244K	0.49%	0.00%	Not reported	Q4 2021
SPGIS&P Global Inc.	$244K	0.49%	0.00%	Not reported	Q4 2021
VVisa Inc.	$244K	0.49%	0.00%	Not reported	Q2 2018
AJGArthur J. Gallagher & Co.	$243K	0.49%	0.00%	Not reported	Q2 2018
PEPPepsico Inc	$243K	0.49%	0.00%	Not reported	Q4 2017
NWSANews Corp	$243K	0.48%	0.00%	Not reported	Q3 2023
HLNHaleon plc	$243K	0.48%	0.00%	Not reported	Q2 2023
SBUXStarbucks Corp	$242K	0.48%	0.00%	Not reported	Q4 2017
RTORentokil Initial PLC	$242K	0.48%	0.00%	Not reported	Q2 2025
SAPSap SE	$242K	0.48%	0.00%	Not reported	Q4 2021
GSKGSK plc	$242K	0.48%	0.00%	Not reported	Q3 2019
GOOGLAlphabet Inc.	$242K	0.48%	0.00%	Not reported	Q4 2017
JNJJohnson & Johnson	$242K	0.48%	0.00%	Not reported	Q4 2017
BMYBristol Myers Squibb Co	$241K	0.48%	0.00%	Not reported	Q3 2019
NVSNovartis AG	$241K	0.48%	0.00%	Not reported	Q1 2021
KOCoca Cola Co	$241K	0.48%	0.00%	Not reported	Q4 2017
EBAYEbay Inc	$241K	0.48%	0.00%	Not reported	Q4 2021
DISWalt Disney Co	$240K	0.48%	0.00%	Not reported	Q4 2017
PMPhilip Morris International Inc.	$240K	0.48%	0.00%	Not reported	Q2 2018
LYVLive Nation Entertainment, Inc.	$240K	0.48%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$240K	0.48%	0.00%	Not reported	Q4 2017
ZTSZoetis Inc.	$239K	0.48%	0.00%	Not reported	Q1 2020
CTVACorteva, Inc.	$239K	0.48%	0.00%	Not reported	Q3 2019
ITGartner Inc	$239K	0.48%	0.00%	Not reported	Q1 2020
FOXFox Corp	$239K	0.48%	Not reported	Not reported	Q3 2023
MSFTMicrosoft Corp	$239K	0.48%	0.00%	Not reported	Q4 2017
NVONovo Nordisk A S	$239K	0.48%	Not reported	Not reported	Q4 2017
DEODiageo PLC	$239K	0.48%	0.00%	Not reported	Q2 2018
ACNAccenture plc	$239K	0.48%	0.00%	Not reported	Q4 2017
ICEIntercontinental Exchange, Inc.	$238K	0.48%	0.00%	Not reported	Q3 2019
MSCIMSCI Inc.	$238K	0.48%	0.00%	Not reported	Q1 2020
BRK.BBerkshire Hathaway Inc	$238K	0.48%	Not reported	Not reported	Q4 2017
ROPRoper Technologies Inc	$238K	0.48%	0.00%	Not reported	Q4 2020
ABNBAirbnb, Inc.	$238K	0.47%	Not reported	Not reported	Q1 2023
CRMSalesforce, Inc.	$238K	0.47%	0.00%	Not reported	Q3 2019
BTIBritish American Tobacco p.l.c.	$237K	0.47%	0.00%	Not reported	Q4 2021
HONHoneywell International Inc	$237K	0.47%	0.00%	Not reported	Q1 2020
AAPLApple Inc.	$237K	0.47%	0.00%	Not reported	Q4 2017
HDHome Depot, Inc.	$236K	0.47%	0.00%	Not reported	Q3 2019
RTXRTX Corp	$236K	0.47%	0.00%	Not reported	Q2 2020
AONAon plc	$236K	0.47%	0.00%	Not reported	Q4 2021
OTISOtis Worldwide Corp	$235K	0.47%	0.00%	Not reported	Q1 2021

Q4 2025Reported Jan 29, 20261 positions
PSBDPalmer Square Capital BDC Inc.	$5.63M	40.02%	1.48%	Not reported	Q1 2024
Q3 2025Reported Oct 28, 202556 positions
BRK.ABerkshire Hathaway Inc	$17.3M	5.99%	Not reported	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$6.77M	2.34%	Not reported	Not reported	Q4 2017
EAElectronic Arts Inc.	$6.02M	2.08%	Not reported	+2.2%	Q4 2021
ELEstee Lauder Companies Inc	$5.94M	2.05%	Not reported	Not reported	Q4 2020
PSBDPalmer Square Capital BDC Inc.	$5.66M	1.96%	1.45%	Not reported	Q1 2024
RTXRTX Corp	$5.52M	1.91%	0.00%	+1.2%	Q2 2020
AAPLApple Inc.	$5.5M	1.90%	0.00%	-0.3%	Q4 2017
GSKGSK plc	$5.43M	1.88%	0.00%	+106.1%	Q3 2019
JNJJohnson & Johnson	$5.38M	1.86%	0.00%	Not reported	Q4 2017
FOXFox Corp	$5.37M	1.86%	Not reported	+4.0%	Q3 2023
TMOThermo Fisher Scientific Inc.	$5.31M	1.83%	0.00%	+1.6%	Q4 2020
GDGeneral Dynamics Corp	$5.28M	1.82%	0.01%	-3.1%	Q1 2020
WMGWarner Music Group Corp.	$5.23M	1.81%	14353.88%	+149.8%	Q2 2025
CHRWC. H. Robinson Worldwide, Inc.	$5.23M	1.81%	0.03%	-15.1%	Q4 2017
NVONovo Nordisk A S	$5.16M	1.78%	Not reported	+40.8%	Q4 2017
MDTMedtronic plc	$5.16M	1.78%	0.00%	+4.4%	Q4 2017
LYVLive Nation Entertainment, Inc.	$5.15M	1.78%	0.01%	+83.9%	Q4 2022
TKOTKO Group Holdings, Inc.	$5.11M	1.77%	Not reported	Not reported	Q1 2024
NVSNovartis AG	$5.08M	1.76%	0.00%	+1.9%	Q1 2021
CMECme Group Inc.	$5.08M	1.75%	0.01%	+138.0%	Q1 2020
WMTWalmart Inc.	$5.06M	1.75%	0.00%	+6.8%	Q4 2017
RTORentokil Initial PLC	$5.05M	1.75%	0.01%	+193.1%	Q2 2025
ABTAbbott Laboratories	$5.05M	1.75%	0.00%	+14.0%	Q1 2020
ACNAccenture plc	$5.04M	1.74%	0.00%	+42.6%	Q4 2017
EBAYEbay Inc	$5.02M	1.74%	0.01%	-7.2%	Q4 2021
NWSANews Corp	$5M	1.73%	0.03%	+3.7%	Q3 2023
RELXRelx PLC	$5M	1.73%	0.01%	+25.9%	Q4 2021
SBUXStarbucks Corp	$4.98M	1.72%	0.01%	+19.8%	Q4 2017
BTIBritish American Tobacco p.l.c.	$4.96M	1.71%	0.00%	-6.0%	Q4 2021
VVisa Inc.	$4.95M	1.71%	0.00%	+17.0%	Q2 2018
BDXBecton Dickinson & Co	$4.91M	1.70%	0.01%	+2.6%	Q4 2017
SOLVSolventum Corp	$4.9M	1.69%	0.04%	+131.7%	Q2 2024
ADBEAdobe Inc.	$4.89M	1.69%	0.00%	+23.2%	Q1 2020
KOCoca Cola Co	$4.87M	1.68%	0.00%	+20.5%	Q4 2017
ADPAutomatic Data Processing Inc	$4.84M	1.67%	0.00%	+11.9%	Q4 2017
AONAon plc	$4.83M	1.67%	0.01%	+6.6%	Q4 2021
DISWalt Disney Co	$4.83M	1.67%	0.00%	+10.1%	Q4 2017
PGPROCTER & GAMBLE Co	$4.82M	1.66%	0.00%	+16.9%	Q4 2017
ICEIntercontinental Exchange, Inc.	$4.81M	1.66%	0.01%	+12.6%	Q3 2019
MSFTMicrosoft Corp	$4.79M	1.66%	0.00%	-6.2%	Q4 2017
STZConstellation Brands, Inc.	$4.77M	1.65%	Not reported	+146.9%	Q4 2021
BMYBristol Myers Squibb Co	$4.77M	1.65%	0.01%	+10.9%	Q3 2019
PMPhilip Morris International Inc.	$4.74M	1.64%	0.00%	+18.3%	Q2 2018
ULUnilever PLC	$4.72M	1.63%	0.00%	+13.8%	Q2 2020
NKENIKE, Inc.	$4.67M	1.62%	0.00%	-7.2%	Q4 2017
CTVACorteva, Inc.	$4.65M	1.61%	0.01%	+3.3%	Q3 2019
SAPSap SE	$4.64M	1.60%	0.00%	+16.1%	Q4 2021
ZZillow Group, Inc.	$4.63M	1.60%	Not reported	-6.3%	Q4 2020
DEODiageo PLC	$4.6M	1.59%	0.00%	+13.7%	Q2 2018
GOOGLAlphabet Inc.	$4.59M	1.59%	0.00%	-19.6%	Q4 2017

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