Arlington Partners LLC
Follow13F filer, CIK 1389848, BIRMINGHAM, AL
Arlington Partners LLC reported $14,060,464 across 2 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-29.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001389848-26-000002
- Period
- 2025-12-31
- Reported value
- $14.1M
- Holdings
- 2
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 56
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VEAnew | +135,000 | $8.43M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BRK-Aexited | -23 | -$17.3M |
| BRK-Bexited | -13,471 | -$6.77M |
| EAexited | -29,847 | -$6.02M |
| ELexited | -67,359 | -$5.94M |
| RTXexited | -32,968 | -$5.52M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2025
Share positions as resolved from 13F-HR 0001389848-26-000002, largest first. % of portfolio is the value over $14,060,464, the sum of the share positions whose value is usable for ratios (method).
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BRK-ABERKSHIRE HATHAWAY INC DEL | 23 | $17.3M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 13,471 | $6.77M | shares |
| EAELECTRONIC ARTS INC | 29,847 | $6.02M | shares |
| ELLAUDER ESTEE COS INC | 67,359 | $5.94M | shares |
| RTXRTX CORPORATION | 32,968 | $5.52M | shares |
| AAPLAPPLE INC | 21,586 | $5.5M | shares |
| GSKGSK PLC | 125,748 | $5.43M | shares |
| JNJJOHNSON & JOHNSON | 29,010 | $5.38M | shares |
| FOXFOX CORP | 93,767 | $5.37M | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 10,939 | $5.31M | shares |
| GDGENERAL DYNAMICS CORP | 15,481 | $5.28M | shares |
| WMGWARNER MUSIC GROUP CORP | 153,443 | $5.23M | shares |
| CHRWC H ROBINSON WORLDWIDE IN | 39,467 | $5.23M | shares |
| NVONOVO-NORDISK A S | 93,006 | $5.16M | shares |
| MDTMEDTRONIC PLC | 54,158 | $5.16M | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 31,505 | $5.15M | shares |
| TKOTKO GROUP HOLDINGS INC | 25,306 | $5.11M | shares |
| NVSNOVARTIS AG | 39,628 | $5.08M | shares |
| CMECME GROUP INC | 18,787 | $5.08M | shares |
| WMTWALMART INC | 49,145 | $5.06M | shares |
| RTORENTOKIL INITIAL PLC | 200,101 | $5.05M | shares |
| ABTABBOTT LABORATORIES | 37,722 | $5.05M | shares |
| ACNACCENTURE PLC IRELAND | 20,436 | $5.04M | shares |
| EBAYEBAY INC. | 55,222 | $5.02M | shares |
| NWSANEWS CORP NEW | 162,905 | $5M | shares |
| RELXRELX PLC | 104,616 | $5M | shares |
| SBUXSTARBUCKS CORP | 58,915 | $4.98M | shares |
| BTIBRITISH AMERN TOB PLC | 93,479 | $4.96M | shares |
| VVISA INC | 14,513 | $4.95M | shares |
| BDXBECTON DICKINSON & CO | 26,247 | $4.91M | shares |
| SOLVSOLVENTUM CORP | 67,056 | $4.9M | shares |
| ADBEADOBE INC | 13,863 | $4.89M | shares |
| KOCOCA COLA CO | 73,408 | $4.87M | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 16,502 | $4.84M | shares |
| AONAON PLC | 13,542 | $4.83M | shares |
| DISDISNEY WALT CO | 42,153 | $4.83M | shares |
| PGPROCTER & GAMBLE CO | 31,341 | $4.82M | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 28,543 | $4.81M | shares |
| MSFTMICROSOFT CORP | 9,250 | $4.79M | shares |
| STZCONSTELLATION BRANDS INC | 35,407 | $4.77M | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 105,711 | $4.77M | shares |
| PMPHILIP MORRIS INTL INC | 29,193 | $4.74M | shares |
| UNILEVER PLCUNILEVER PLC | 79,637 | $4.72M | shares |
| NKENIKE INC | 67,044 | $4.67M | shares |
| CTVACORTEVA INC | 68,731 | $4.65M | shares |
| SAPSAP SE | 17,364 | $4.64M | shares |
| ZZILLOW GROUP INC | 60,042 | $4.63M | shares |
| DEODIAGEO PLC | 48,200 | $4.6M | shares |
| GOOGLALPHABET INC | 18,883 | $4.59M | shares |
| HLNHALEON PLC | 508,886 | $4.56M | shares |
| RBARB GLOBAL INC | 42,057 | $4.56M | shares |
| ROPROPER TECHNOLOGIES INC | 9,045 | $4.51M | shares |
| KVUEKENVUE INC | 262,111 | $4.25M | shares |
| ORCLORACLE CORP | 13,776 | $3.87M | shares |
| BILSPDR SERIES TRUST | 10,904 | $1M | shares |
| GOOGALPHABET INC | 2,307 | $562K | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001389848-26-000002 | base | 2026-01-29 | acceptance time not in the bulk data set |