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CIK: 0001389848
Total reported value
$55.4M
$55.4M
58 檔
114.7%
At the close of Q4 2024, Arlington Partners LLC disclosed equity holdings valued at approximately $55.4M, spread across 58 reported holdings.
Arlington Partners LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 12.28% | — | +1350.48% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.08% | — | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.55% | -0.03% | — | |
| 4 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.88% | -0.05% | -1.63% | |
| 5 | AZPN1USD | Aspen Technology Inc | Stock-Other | 1.87% | — | — | |
| 6 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.77% | +0.03% | -11.01% | |
| 7 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 1.77% | -0.35% | -19.44% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.76% | -0.01% | +2.63% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.74% | +0.01% | -1.56% | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.74% | -0.21% | +3.33% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 1.72% | — | +3.48% | |
| 12 | MMM | 3m Co | Stock-Industrials | 1.72% | — | +0.65% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.71% | -0.12% | +5.10% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.71% | -0.05% | -7.94% | |
| 15 | AON | Aon plc | Stock-Financials | 1.71% | +0.06% | -3.03% | |
| 16 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 1.70% | — | -14.65% | |
| 17 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.70% | -0.02% | +3.98% | |
| 18 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.69% | +0.02% | -2.79% | |
| 19 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.68% | -0.08% | +0.23% | |
| 20 | CTVA | Corteva Inc | Stock-Materials | 1.68% | -0.04% | +0.29% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.68% | -0.14% | +5.71% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.67% | — | +1.62% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.67% | — | -13.76% | |
| 24 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.67% | -0.02% | -3.51% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.65% | +0.02% | +11.40% | |
| 26 | ICE | Intercontinental Exchange In | Stock-Financials | 1.65% | -0.08% | +7.25% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.65% | — | -13.48% | |
| 28 | UL | Unilever PLC | Stock-Consumer Staples | 1.64% | — | +7.55% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | -0.04% | — | |
| 30 | RBA | Rb Global Inc | Stock-Industrials | 1.63% | — | -5.08% | |
| 31 | TRU | Transunion | Stock-Financials | 1.63% | -0.03% | +4.79% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 1.63% | +0.09% | -5.23% | |
| 33 | NWSA | News CORP - Class A | Stock-Comm Services | 1.62% | -0.04% | +3.42% | |
| 34 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.62% | -0.07% | +9.47% | |
| 35 | EFX | Equifax Inc | Stock-Industrials | 1.61% | — | +14.18% | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 1.61% | +0.03% | +13.87% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 1.60% | — | -10.10% | |
| 38 | EA | Electronic Arts Inc | Stock-Comm Services | 1.59% | — | +0.97% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.05% | +15.34% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.58% | +0.02% | +1.26% | |
| 41 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.57% | -0.08% | -23.33% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 1.56% | -0.27% | +7.64% | |
| 43 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.51% | -0.01% | +8.57% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.41% | +0.07% | +4.62% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 1.37% | — | +5.18% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 1.24% | — | -3.28% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.23% | -0.02% | -13.12% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 1.21% | +0.02% | -20.80% | |
| 49 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.18% | -0.03% | -17.05% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.98% | +0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +11.4% | +1350.48% | Add |
| 2 | FOX | Fox CORP - Class B | +0.2% | -1.63% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 4 | V | Visa Inc-class A Shares | +0.2% | -1.56% | Trim |
| 5 | MSFT | Microsoft CORP | +0.2% | +15.34% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.2% | +2.63% | Add |
| 8 | ADP | Automatic Data Processing | +0.1% | +3.48% | Add |
| 9 | SAP | Sap Se-sponsored Adr | +0.1% | +0.23% | Add |
| 10 | PG | Procter & Gamble Co/the | +0.1% | +11.40% | Add |
| 11 | DIS | Walt Disney Co/the | +0.1% | -7.94% | Trim |
| 12 | NWSA | News CORP - Class A | +0.1% | +3.42% | Add |
| 13 | ROP | Roper Technologies Inc | +0.1% | +13.87% | Add |
| 14 | RBA | Rb Global Inc | +0.1% | -5.08% | Trim |
| 15 | AZPN1USD | Aspen Technology Inc | +0.1% | — | Unchanged |
| 16 | ABT | Abbott Laboratories | +0.1% | +5.71% | Add |
| 17 | RELX | Relx PLC - Spon Adr | +0.1% | +9.47% | Add |
| 18 | BTI | British American Tob-sp Adr | 0% | +3.98% | Add |
| 19 | ACN | Accenture plc | 0% | +3.33% | Add |
| 20 | EA | Electronic Arts Inc | 0% | +0.97% | Add |
| 21 | WMT | Walmart Inc | -0.1% | -13.48% | Trim |
| 22 | OTIS | Otis Worldwide CORP | -0.1% | +8.57% | Add |
| 23 | CTVA | Corteva Inc | -0.1% | +0.29% | Add |
| 24 | BMY | Bristol-myers Squibb Co | -0.1% | -11.01% | Trim |
| 25 | SBUX | Starbucks CORP | -0.1% | +1.26% | Add |
| 26 | MMM | 3m Co | -0.1% | +0.65% | Add |
| 27 | UL | Unilever PLC | -0.1% | +7.55% | Add |
| 28 | GD | General Dynamics CORP | -0.1% | +7.64% | Add |
| 29 | TRU | Transunion | -0.1% | +4.79% | Add |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 31 | EBAY | Ebay Inc | -0.2% | -3.51% | Trim |
| 32 | ADBE | Adobe Inc | -0.2% | +5.18% | Add |
| 33 | HD | Home Depot Inc | -0.2% | -5.23% | Trim |
| 34 | CHRW | C.h. Robinson Worldwide Inc | -0.2% | -2.79% | Trim |
| 35 | TMO | Thermo Fisher Scientific Inc | -0.2% | +4.62% | Add |
| 36 | Z | Zillow Group Inc - C | -0.2% | -23.33% | Trim |
| 37 | ORCL | Oracle CORP | -0.2% | -10.10% | Trim |
| 38 | DHR | Danaher CORP | -0.3% | -3.28% | Trim |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | — | Unchanged |
| 40 | KO | Coca-cola Co/the | -0.4% | -13.12% | Trim |
| 41 | NVS | Novartis Ag-sponsored Adr | -0.5% | -17.05% | Trim |
| 42 | MDT | Medtronic plc | -0.5% | -20.80% | Trim |
| 43 | PSBD | Palmer Square Capital Bdc In | -0.6% | -19.44% | Trim |
| 44 | IFF | Intl Flavors & Fragrances | -0.8% | -33.15% | Trim |
| 45 | EL | Estee Lauder Companies-cl A | -0.9% | -43.03% | Trim |
| 46 | NKE | Nike Inc -cl B | -1.2% | -62.57% | Trim |
| 47 | BDX | Becton Dickinson And Co | -1.2% | -72.75% | Trim |
| 48 | JNJ | Johnson & Johnson | -1.3% | -71.94% | Trim |
| 49 | BIIB | Biogen Inc | -1.5% | EXIT | Sold out |
| 50 | DEO | Diageo Plc-sponsored Adr | -1.5% | -89.22% | Trim |
According to official SEC Form 13F filings, Arlington Partners LLC reported a total U.S. public equity portfolio value of $55.4M across 58 disclosed positions in Q4 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 VIG, BRK-A, BRK-B) accounted for 114.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
GOOG
市值: $439.3K
Top Position Liquidated / Trimmed
BIIB
前期市值: $3.7M
During Q4 2024, Arlington Partners LLC's top holdings by market value included VIG (12.3%)、BRK-A (6.1%)、BRK-B (2.5%). The largest single position, VIG, represented 12.3% of total portfolio value.
In Q4 2024, Arlington Partners LLC made 46 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 22 holdings, and fully liquidating 1 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.
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