Arlington Partners LLC
•CIK: 1389848•Filing: Q4 2025
Arlington Partners LLC is a focused investment manager currently overseeing $14M in assets. The fund maintains a concentrated portfolio of two key positions, notably holding $8.4M in VEA. This allocation represents approximately 60% of the current AUM, with an additional $5.6M deployed into PSBD. The strategy emphasizes targeted, high-conviction exposure within these select securities.
Total AUM
$14.1M
QoQ Performance
-95.1%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
PSBD
VEA60.0%
PSBD40.0%
📈 Biggest Buys
VEA
Vanguard FTSE Developed Markets ETF
NEW
60.0% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+51 more exited positions
Changes from Q3 2025
NEW1 new position
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023