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CIK: 0001389848
Total reported value
$55.4M
$55.4M
58 檔
74.2%
During the Q1 2025 filing period, Arlington Partners LLC (CIK: 0001389848) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $55.4M across 58 reported positions.
In Q1 2025, Arlington Partners LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 7.21% | — | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.02% | -0.03% | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.98% | — | -83.90% | |
| 4 | EA | Electronic Arts Inc | Stock-Comm Services | 1.96% | — | +23.33% | |
| 5 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.96% | -0.02% | — | |
| 6 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.93% | +0.03% | — | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 1.87% | -0.12% | -5.53% | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 1.86% | — | -16.46% | |
| 9 | ICE | Intercontinental Exchange In | Stock-Financials | 1.86% | -0.08% | -3.52% | |
| 10 | RBA | Rb Global Inc | Stock-Industrials | 1.84% | — | — | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 1.82% | — | — | |
| 12 | MMM | 3m Co | Stock-Industrials | 1.81% | — | -8.73% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.81% | -0.14% | -9.20% | |
| 14 | AON | Aon plc | Stock-Financials | 1.80% | +0.06% | -6.04% | |
| 15 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.80% | -0.01% | +6.22% | |
| 16 | GD | General Dynamics CORP | Stock-Industrials | 1.80% | -0.27% | +10.35% | |
| 17 | UL | Unilever PLC | Stock-Consumer Staples | 1.80% | — | +3.52% | |
| 18 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.79% | -0.05% | -18.38% | |
| 19 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.79% | -0.03% | +31.23% | |
| 20 | CTVA | Corteva Inc | Stock-Materials | 1.76% | -0.04% | -6.00% | |
| 21 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.76% | -0.07% | -3.09% | |
| 22 | ROP | Roper Technologies Inc | Stock-Tech | 1.75% | +0.03% | -4.89% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.75% | +0.02% | +27.17% | |
| 24 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.75% | -0.02% | -5.08% | |
| 25 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 1.74% | -0.35% | +11.07% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.74% | -0.02% | +21.38% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.73% | +0.02% | +2.40% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | +0.01% | -12.64% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.18% | +248.98% | |
| 30 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.69% | +0.02% | — | |
| 31 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.67% | -0.08% | -9.75% | |
| 32 | NWSA | News CORP - Class A | Stock-Comm Services | 1.62% | -0.04% | — | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.62% | — | +287.23% | |
| 34 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.59% | -0.01% | +1049.05% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 1.58% | -0.01% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.57% | +0.07% | +15.25% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.56% | — | — | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.55% | +0.02% | -9.25% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 1.55% | +0.09% | — | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 1.55% | — | +38.43% | |
| 41 | EFX | Equifax Inc | Stock-Industrials | 1.54% | — | -0.78% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.53% | -0.05% | — | |
| 43 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 1.49% | — | -19.25% | |
| 44 | BIIB | Biogen Inc | Stock-Healthcare | 1.49% | — | — | |
| 45 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.48% | — | +78.49% | |
| 46 | TRU | Transunion | Stock-Financials | 1.48% | -0.03% | — | |
| 47 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.47% | -0.08% | — | |
| 48 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.47% | -0.01% | +138.25% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 1.46% | — | -9.42% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.05% | +1.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 3 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 4 | EA | Electronic Arts Inc | — | NEW | New buy |
| 5 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 6 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 7 | RTX | Rtx CORP | — | NEW | New buy |
| 8 | PM | Philip Morris International | — | NEW | New buy |
| 9 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 10 | RBA | Rb Global Inc | — | NEW | New buy |
| 11 | ADP | Automatic Data Processing | — | NEW | New buy |
| 12 | MMM | 3m Co | — | NEW | New buy |
| 13 | ABT | Abbott Laboratories | — | NEW | New buy |
| 14 | AON | Aon plc | — | NEW | New buy |
| 15 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 16 | GD | General Dynamics CORP | — | NEW | New buy |
| 17 | UL | Unilever PLC | — | NEW | New buy |
| 18 | FOX | Fox CORP - Class B | — | NEW | New buy |
| 19 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 20 | CTVA | Corteva Inc | — | NEW | New buy |
| 21 | RELX | Relx PLC - Spon Adr | — | NEW | New buy |
| 22 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 23 | MDT | Medtronic plc | — | NEW | New buy |
| 24 | EBAY | Ebay Inc | — | NEW | New buy |
| 25 | PSBD | Palmer Square Capital Bdc In | — | NEW | New buy |
| 26 | KO | Coca-cola Co/the | — | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 28 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | New buy |
| 31 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 32 | NWSA | News CORP - Class A | — | NEW | New buy |
| 33 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 34 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 35 | AAPL | Apple Inc | — | NEW | New buy |
| 36 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 37 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 38 | SBUX | Starbucks CORP | — | NEW | New buy |
| 39 | HD | Home Depot Inc | — | NEW | New buy |
| 40 | DHR | Danaher CORP | — | NEW | New buy |
| 41 | EFX | Equifax Inc | — | NEW | New buy |
| 42 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 43 | TKO | Tko Group Holdings Inc | — | NEW | New buy |
| 44 | BIIB | Biogen Inc | — | NEW | New buy |
| 45 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 46 | TRU | Transunion | — | NEW | New buy |
| 47 | Z | Zillow Group Inc - C | — | NEW | New buy |
| 48 | EL | Estee Lauder Companies-cl A | — | NEW | New buy |
| 49 | WMT | Walmart Inc | — | NEW | New buy |
| 50 | MSFT | Microsoft CORP | — | NEW | New buy |
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 Q1 2025.
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, BRK-B, VIG) accounted for 74.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $18.4M
During Q1 2025, Arlington Partners LLC's top holdings by market value included BRK-A (7.2%)、BRK-B (3.0%)、VIG (2.0%). The largest single position, BRK-A, represented 7.2% of total portfolio value.
In Q1 2025, Arlington Partners LLC made 50 total portfolio adjustments, initiating 50 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.
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