13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001389848
Total reported value
$55.4M
$55.4M
60 檔
62.0%
According to the latest 13F quarterly dataset, Arlington Partners LLC managed an equity portfolio of $55.4M at the end of Q1 2024, spanning 60 distinct U.S. exchange-listed positions.
During Q1 2024, Arlington Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 7.43% | — | — | |
| 2 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 3.09% | -0.35% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.78% | -0.03% | -22.61% | |
| 4 | TRU | Transunion | Stock-Financials | 2.14% | -0.03% | — | |
| 5 | EFX | Equifax Inc | Stock-Industrials | 2.05% | — | — | |
| 6 | CRM | Salesforce Inc | Stock-Tech | 1.95% | -0.02% | — | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.94% | -0.05% | +37.45% | |
| 8 | CTVA | Corteva Inc | Stock-Materials | 1.88% | -0.04% | +30.87% | |
| 9 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.83% | -0.02% | +69.18% | |
| 10 | RBA | Rb Global Inc | Stock-Industrials | 1.83% | — | — | |
| 11 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.78% | -0.01% | — | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.78% | +0.11% | -10.00% | |
| 13 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.73% | +0.03% | +3066.23% | |
| 14 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.72% | -0.08% | -14.15% | |
| 15 | AON | Aon plc | Stock-Financials | 1.71% | +0.06% | +20.01% | |
| 16 | NWSA | News CORP - Class A | Stock-Comm Services | 1.71% | -0.04% | -3.76% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.70% | — | +188.16% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.70% | +0.09% | -8.32% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.68% | — | +4.02% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | +0.01% | -5.74% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.66% | — | +5.10% | |
| 22 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.66% | -0.07% | -4.45% | |
| 23 | ICE | Intercontinental Exchange In | Stock-Financials | 1.66% | -0.08% | -8.02% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 1.64% | -0.27% | +1.67% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.64% | — | -11.49% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.64% | +0.02% | -4.08% | |
| 27 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.63% | — | +43.73% | |
| 28 | ROP | Roper Technologies Inc | Stock-Tech | 1.63% | +0.03% | -0.16% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.62% | +0.07% | -2.82% | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.62% | — | -5.89% | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 1.60% | — | +25.16% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 1.60% | -0.14% | -11.40% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 1.58% | -0.12% | -4.70% | |
| 34 | EA | Electronic Arts Inc | Stock-Comm Services | 1.58% | — | -1.70% | |
| 35 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.57% | — | +8.23% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.05% | -49.92% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 1.56% | +0.02% | +359.30% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 1.56% | — | +64.16% | |
| 39 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 1.56% | — | +3.48% | |
| 40 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.55% | -0.02% | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.55% | -0.02% | +20.40% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | -0.04% | -18.08% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | -0.18% | +35.23% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 1.52% | +0.02% | -6.10% | |
| 45 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.50% | -0.05% | +5769.46% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.48% | +0.02% | +49.54% | |
| 47 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.46% | -0.03% | — | |
| 48 | ACN | Accenture plc | Stock-Tech | 1.43% | -0.21% | -17.70% | |
| 49 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.41% | +0.02% | +241.39% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 1.40% | -0.01% | -42.91% |
According to official SEC Form 13F filings, Arlington Partners LLC reported a total U.S. public equity portfolio value of $55.4M across 60 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, PSBD, BRK-B) accounted for 62.0% of total reported equity market value during Q1 2024.
During Q1 2024, Arlington Partners LLC's top holdings by market value included BRK-A (7.4%)、PSBD (3.1%)、BRK-B (2.8%). The largest single position, BRK-A, represented 7.4% of total portfolio value.
In Q1 2024, Arlington Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.