Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q2 2024 data
Arden Trust Co's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Arden Trust Co

•CIK: 1780607•Filing: Q2 2024

**Arden Trust Co.** manages $716M across a diversified portfolio of 234 positions. The fund exhibits significant concentration in select sectors, with top holdings including TOTL at $44.2M and DEM at $38.7M. Further notable allocations include CGGR ($30.1M), MATX ($29.6M), and DFIC ($29.5M). This structure suggests a tactical, large-cap equity approach targeting established market leaders.

Total AUM
$716.3M
QoQ Performance
-0.1%
Positions
233
Top 10 Concentration
40.6%
Latest Filing
Q2 2024

Top Holdings Allocation

TOTL
DEM
TOTL6.2%
DEM5.4%
CGGR4.2%
MATX4.1%
DFIC4.1%
INTF4.0%
IUSB3.7%
SPYG3.0%

📈 Biggest Buys

JAAA
JANUS HENDERSON AAA
NEW
1.7% of portfolio
NVDA
NVIDIA CORP
+908.2%
1.8% of portfolio
DEM
WISDOMTREE EMERGING MARKETS
+28.4%
5.4% of portfolio
CGGR
CAPITAL GROUP GROWTH ETF
+15.3%
4.2% of portfolio
XOM
EXXON MOBIL CORP
+83.1%
0.4% of portfolio

📉 Biggest Sells

RODM
HARTFORD MULTI GLOBAL SMALL CAP
-26.6%
1.9% of portfolio
DFIC
DIMENSIONAL
-14.0%
4.1% of portfolio
CGDV
CAPITAL GROUP DIVIDEND VALUE
-26.1%
1.5% of portfolio
TOTL
SPDR DOUBLELINE TOTAL RETURN
-2.8%
6.2% of portfolio
MLN
VANECK VECTORS AMT-FREE LONG
-36.0%
0.2% of portfolio

Sector Breakdown

Other82.9%
Technology8.5%
Healthcare2.7%
Financial1.7%
Communication0.9%
Consumer0.9%
Industrial0.9%
Energy0.5%

🚪 Exited Positionssold since Q1 2024

TFLO
ISHARES TREASURY FLOATING
SOLD
$12.2M
HE
HAWAIIAN ELECTRIC INDUSTRIES INC
SOLD
$1.7M
PXDEUR
PIONEER NATURAL RESOURCES CO
SOLD
$1.6M
—
CLEARBRIDGE ALL CAP GROWTH
SOLD
$1.5M
LEG
LEGGETT & PLATT INC
SOLD
$1.3M
+48 more exited positions

Changes from Q1 2024

NEW4 new positions
↑42 increased
↓127 decreased

Historical Filings

Q2 2024Q1 2024Q4 2023

📌 Top Holdings

TOTL6.2%
SPDR DOUBLELINE TOTAL RETURN
$44.2M
DEM5.4%
WISDOMTREE EMERGING MARKETS
$38.7M
CGGR4.2%
CAPITAL GROUP GROWTH ETF
$30.1M
MATX4.1%
MATSON INC
$29.6M
DFIC4.1%
DIMENSIONAL
$29.5M

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