Arlington Partners LLC

CIK 0001389848 • 7 13F filings • Apr 23, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $271.1M66 positionsView on SEC.gov

			% of Portfolio
3M Co	COM	$2.9M	1.1%	19,070 SH	New
Abbott Laboratories	COM	$4.5M	1.7%Prev: 0.5%	33,105 SH	Increased+30,845 SH
Accenture Plc	COM	$4.3M	1.6%Prev: 0.5%	14,330 SH	Increased+13,127 SH
Adobe Systems Incorporated	COM	$4.4M	1.6%	11,252 SH	New
Alphabet Inc	COM	$409K	0.2%	2,307 SH	New
Alphabet Inc. Stock Class A	COM	$4.1M	1.5%Prev: 0.5%	23,487 SH	Increased+22,646 SH
Aon PLC	COM	$4.5M	1.7%Prev: 0.5%	12,704 SH	Increased+11,974 SH
Apple Inc	COM	$4.4M	1.6%Prev: 0.5%	21,640 SH	Increased+20,706 SH
Automatic Data Processing Inc	COM	$4.5M	1.7%Prev: 0.5%	14,752 SH	Increased+13,597 SH
Becton Dickinson & Co	COM	$4.4M	1.6%	25,578 SH	New
Berkshire Hathaway Inc B	COM	$6.5M	2.4%Prev: 0.5%	13,471 SH	Increased+12,974 SH
Berkshire Hathaway Inc Cl A	COM	$16.8M	6.2%	23 SH	New
Biogen Idec Inc	COM	$2.6M	0.9%	20,417 SH	New
Bristol-Myers Squibb Co	COM	$4.4M	1.6%Prev: 0.5%	95,329 SH	Increased+91,352 SH
British American Tobacco ADR	COM	$4.7M	1.7%Prev: 0.5%	99,479 SH	Increased+95,422 SH
C.H. Robinson Worldwide Inc	COM	$4.5M	1.6%Prev: 0.5%	46,467 SH	Increased+45,057 SH
CME Group Inc	COM	$2.2M	0.8%Prev: 0.5%	7,893 SH	Increased+7,099 SH
Coca Cola Co	COM	$4.3M	1.6%Prev: 0.5%	60,898 SH	Increased+57,733 SH
Constellation Brands Inc Class A	COM	$2.3M	0.9%	14,340 SH	New
Corteva, Inc.	COM	$5.0M	1.8%Prev: 0.5%	66,522 SH	Increased+63,665 SH
Danaher Corp	COM	$2.7M	1.0%	13,653 SH	New
Diageo PLC Sponsored ADR	COM	$4.3M	1.6%Prev: 0.5%	42,397 SH	Increased+39,192 SH
Disney Walt Co	COM	$4.7M	1.8%Prev: 0.5%	38,276 SH	Increased+35,781 SH
Ebay Inc	COM	$4.4M	1.6%Prev: 0.5%	59,526 SH	Increased+56,883 SH
Electronic Arts Inc	COM	$4.7M	1.7%	29,197 SH	New
Estee Lauder Companies Inc.	COM	$5.4M	2.0%Prev: 0.5%	67,359 SH	Increased+63,822 SH
Fox Corporation Class B	COM	$4.7M	1.7%Prev: 0.5%	90,173 SH	Increased+85,675 SH
General Dynamics Corp	COM	$4.7M	1.7%Prev: 0.5%	15,972 SH	Increased+15,307 SH
GSK PLC ADR	COM	$2.3M	0.9%Prev: 0.5%	61,002 SH	Increased+56,620 SH
Haleon PLC Spon ADS	COM	$2.3M	0.9%Prev: 0.5%	223,194 SH	Increased+198,948 SH
Home Depot Inc	COM	$2.8M	1.0%Prev: 0.5%	7,519 SH	Increased+6,800 SH
Intercontinental Exchange Group	COM	$4.6M	1.7%Prev: 0.5%	25,344 SH	Increased+23,829 SH
International Flavors & Fragrances	COM	$4.2M	1.5%	56,773 SH	New
Johnson & Johnson	COM	$4.4M	1.6%Prev: 0.5%	29,010 SH	Increased+28,022 SH
Kenvue Inc Com	COM	$2.1M	0.8%Prev: 0.5%	100,825 SH	Increased+87,370 SH
Live Nation Entertainment, Inc.	COM	$2.6M	1.0%Prev: 0.5%	17,128 SH	Increased+15,553 SH
Medtronic PLC	COM	$4.5M	1.7%Prev: 0.5%	51,862 SH	Increased+49,166 SH
Microsoft Corp	COM	$4.9M	1.8%Prev: 0.5%	9,859 SH	Increased+9,214 SH
News Corp Class A	COM	$4.7M	1.7%Prev: 0.5%	157,034 SH	Increased+147,290 SH
Nike Inc Cl B	COM	$5.1M	1.9%	72,275 SH	New
Novartis Ag Adr	COM	$4.7M	1.7%Prev: 0.5%	38,905 SH	Increased+37,326 SH
Novo Nordisk A/S Spons Adr	COM	$4.6M	1.7%Prev: 0.5%	66,078 SH	Increased+59,584 SH
Oracle Corp	COM	$4.8M	1.8%	22,161 SH	New
Otis Worldwide	COM	$2.9M	1.1%Prev: 0.5%	29,022 SH	Increased+25,970 SH
Palmer Square Capital BDC Inc	COM	$6.4M	2.4%Prev: 10.0%	461,609 SH	Increased-48,735 SH
Philip Morris International Inc	COM	$4.5M	1.7%Prev: 0.5%	24,680 SH	Increased+23,226 SH
Procter & Gamble Co	COM	$4.3M	1.6%Prev: 0.5%	26,818 SH	Increased+25,159 SH
Raytheon Technologies Corp	COM	$4.8M	1.8%Prev: 0.5%	32,591 SH	Increased+31,366 SH
RB Global Inc Common	COM	$4.5M	1.6%	42,057 SH	New
Relx PLC ADR	COM	$4.5M	1.7%Prev: 0.5%	83,112 SH	Increased+75,741 SH
Rentokil Initial plc Sponsored ADR	COM	$1.6M	0.6%Prev: 0.5%	68,275 SH	Increased+60,577 SH
Roper Technologies Inc	COM	$4.4M	1.6%Prev: 0.5%	7,781 SH	Increased+7,108 SH
SAP Ag Sponsored ADR	COM	$4.5M	1.7%Prev: 0.5%	14,961 SH	Increased+13,547 SH
Solventum Corp Com Shs	COM	$2.2M	0.8%Prev: 0.5%	28,938 SH	Increased+25,126 SH
SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF	COM	$1.0M	0.4%	10,904 SH	New
Starbucks Corp	COM	$4.5M	1.7%Prev: 0.5%	49,168 SH	Increased+46,462 SH
Thermo Fisher Scientific Inc	COM	$4.4M	1.6%Prev: 0.5%	10,763 SH	Increased+10,259 SH
TKO Group Holdings Inc CL A	COM	$4.6M	1.7%	25,306 SH	New
TransUnion	COM	$2.7M	1.0%Prev: 0.5%	31,118 SH	Increased+27,502 SH
Unilever Plc Sponsored ADR	COM	$4.3M	1.6%	70,013 SH	New
UnitedHealth Group Inc	COM	$2.2M	0.8%	7,144 SH	New
Vanguard Dividend Appreciation ETF	COM	$1.6M	0.6%	8,000 SH	New
Visa Inc Class A Shares	COM	$4.4M	1.6%Prev: 0.5%	12,402 SH	Increased+11,596 SH
Wal-Mart Stores Inc	COM	$4.5M	1.7%	46,010 SH	New
Warner Music Group Corp Com Cl A	COM	$1.7M	0.6%Prev: 0.5%	61,429 SH	Increased+51,640 SH
Zillow Group Inc Class C	COM	$4.5M	1.7%Prev: 0.5%	64,042 SH	Increased+58,134 SH

Sold (vs prior filing)

Airbnb Inc Class A — $238K
Arthur J Gallagher & Co — $243K
ASML Holding NV ADR — $203K
Autozone Inc — $233K
Gartner — $239K
Honeywell International Inc — $237K
MSCI Inc — $238K
Pepsico Inc — $243K
Ryan Specialty Holdings Inc Class A — $252K
S&P Global Inc. — $244K
Salesforce.com Inc. — $238K
Unilever PLC Spon ADR — $225K
Vanguard FTSE Developed Markets ETF — $17.8M
Vanguard Short-Term Government Bond Index Fund ETF — $13.2M
Zoetis Inc Common — $239K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001389848-26-000011	—	View
Jan 29, 2026	Q4 2025	13F-HR	0001389848-26-000002	$14.1M	View
Oct 28, 2025	Q3 2025