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
66 檔
72.8%
In Q2 2025, Arlington Partners LLC's U.S. equity holdings reached a combined market value of $55.4M, distributed across 66 disclosed stock positions.
In Q2 2025, Arlington Partners LLC displayed an active expansion posture, initiating 10 new positions and adding to 19 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 | 6.18% | — | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.41% | -0.03% | -6.91% | |
| 3 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 2.38% | -0.35% | +38.30% | |
| 4 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 2.01% | -0.01% | +18.83% | |
| 5 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.89% | — | +33.78% | |
| 6 | CTVA | Corteva Inc | Stock-Materials | 1.83% | -0.04% | -6.78% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.05% | — | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 1.79% | — | -10.15% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 1.76% | -0.12% | -9.61% | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.75% | -0.05% | -3.36% | |
| 11 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.74% | -0.02% | -17.44% | |
| 12 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.74% | -0.03% | -4.84% | |
| 13 | NWSA | News CORP - Class A | Stock-Comm Services | 1.72% | -0.04% | +3.50% | |
| 14 | EA | Electronic Arts Inc | Stock-Comm Services | 1.72% | — | -15.46% | |
| 15 | GD | General Dynamics CORP | Stock-Industrials | 1.72% | -0.27% | -5.13% | |
| 16 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.72% | -0.05% | +4.13% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 1.72% | -0.08% | -7.67% | |
| 18 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 1.70% | — | +1.72% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.68% | +0.11% | +33.91% | |
| 20 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.68% | -0.08% | -5.67% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.68% | — | -2.78% | |
| 22 | AON | Aon plc | Stock-Financials | 1.67% | +0.06% | +10.41% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.67% | +0.02% | +4.68% | |
| 24 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.67% | -0.07% | -6.61% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.66% | +0.02% | +21.79% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.66% | -0.14% | -4.61% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.66% | — | +8.30% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 1.66% | — | -17.49% | |
| 29 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.65% | -0.08% | +17.31% | |
| 30 | RBA | Rb Global Inc | Stock-Industrials | 1.65% | — | -9.90% | |
| 31 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.64% | +0.02% | +10.59% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 1.64% | -0.01% | +19.37% | |
| 33 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.64% | -0.02% | -9.43% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.63% | -0.18% | +11.03% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.63% | +0.03% | +17.99% | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 1.63% | +0.03% | +2.75% | |
| 37 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.63% | — | +42.20% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | +0.01% | — | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.61% | +0.07% | +34.22% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 1.61% | — | +29.60% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.59% | -0.02% | -1.54% | |
| 42 | ACN | Accenture plc | Stock-Tech | 1.58% | -0.21% | +22.53% | |
| 43 | UL | Unilever PLC | Stock-Consumer Staples | 1.58% | — | -9.05% | |
| 44 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.58% | -0.01% | +9.95% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.58% | +0.02% | +3.40% | |
| 46 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.54% | — | +16.73% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.53% | -0.04% | +21.29% | |
| 48 | MMM | 3m Co | Stock-Industrials | 1.07% | — | -39.21% | |
| 49 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.06% | -0.01% | -34.76% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | +0.09% | -30.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LYV | Live Nation Entertainment In | +1% | NEW | New buy |
| 2 | GSK | Gsk Plc-spon Adr | +0.9% | NEW | New buy |
| 3 | STZ | Constellation Brands Inc-a | +0.9% | NEW | New buy |
| 4 | HLN | Haleon Plc-adr | +0.9% | NEW | New buy |
| 5 | UNH | Unitedhealth Group Inc | +0.8% | NEW | New buy |
| 6 | SOLV | Solventum CORP | +0.8% | NEW | New buy |
| 7 | CME | Cme Group Inc | +0.8% | NEW | New buy |
| 8 | KVUE | Kenvue Inc | +0.8% | NEW | New buy |
| 9 | PSBD | Palmer Square Capital Bdc In | +0.6% | +38.30% | Add |
| 10 | WMG | Warner Music Group Corp-cl A | +0.6% | NEW | New buy |
| 11 | RTO | Rentokil Initial Plc-sp Adr | +0.6% | NEW | New buy |
| 12 | NKE | Nike Inc -cl B | +0.5% | +33.78% | Add |
| 13 | EL | Estee Lauder Companies-cl A | +0.5% | +18.83% | Add |
| 14 | ORCL | Oracle CORP | +0.4% | -10.15% | Trim |
| 15 | MSFT | Microsoft CORP | +0.4% | — | Unchanged |
| 16 | GOOGL | Alphabet Inc-cl A | +0.4% | +21.29% | Add |
| 17 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +33.91% | Add |
| 18 | ADBE | Adobe Inc | +0.3% | +29.60% | Add |
| 19 | DIS | Walt Disney Co/the | +0.2% | -3.36% | Trim |
| 20 | TKO | Tko Group Holdings Inc | +0.2% | +1.72% | Add |
| 21 | WMT | Walmart Inc | +0.2% | +8.30% | Add |
| 22 | Z | Zillow Group Inc - C | +0.2% | +17.31% | Add |
| 23 | ACN | Accenture plc | +0.2% | +22.53% | Add |
| 24 | SBUX | Starbucks CORP | +0.1% | +21.79% | Add |
| 25 | NWSA | News CORP - Class A | +0.1% | +3.50% | Add |
| 26 | CTVA | Corteva Inc | +0.1% | -6.78% | Trim |
| 27 | AAPL | Apple Inc | +0.1% | +19.37% | Add |
| 28 | IFF | Intl Flavors & Fragrances | +0.1% | +16.73% | Add |
| 29 | TMO | Thermo Fisher Scientific Inc | 0% | +34.22% | Add |
| 30 | SAP | Sap Se-sponsored Adr | 0% | -5.67% | Trim |
| 31 | BDX | Becton Dickinson And Co | 0% | +42.20% | Add |
| 32 | DEO | Diageo Plc-sponsored Adr | 0% | +9.95% | Add |
| 33 | CHRW | C.h. Robinson Worldwide Inc | -0.1% | +10.59% | Add |
| 34 | RBA | Rb Global Inc | -0.2% | -9.90% | Trim |
| 35 | PM | Philip Morris International | -0.2% | -17.49% | Trim |
| 36 | UL | Unilever PLC | -0.2% | -9.05% | Trim |
| 37 | BTI | British American Tob-sp Adr | -0.2% | -17.44% | Trim |
| 38 | EA | Electronic Arts Inc | -0.2% | -15.46% | Trim |
| 39 | BMY | Bristol-myers Squibb Co | -0.3% | +17.99% | Add |
| 40 | TRU | Transunion | -0.5% | -31.45% | Trim |
| 41 | HD | Home Depot Inc | -0.5% | -30.20% | Trim |
| 42 | BIIB | Biogen Inc | -0.5% | -26.36% | Trim |
| 43 | DHR | Danaher CORP | -0.6% | -28.94% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -6.91% | Trim |
| 45 | OTIS | Otis Worldwide CORP | -0.7% | -34.76% | Trim |
| 46 | MMM | 3m Co | -0.7% | -39.21% | Trim |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | -1% | — | Unchanged |
| 48 | VIG | Vanguard Dividend Apprec ETF | -1.4% | -69.23% | Trim |
| 49 | EFX | Equifax Inc | -1.5% | EXIT | Sold out |
| 50 | BKNG | Booking Holdings Inc | -1.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Arlington Partners LLC reported a total U.S. public equity portfolio value of $55.4M across 66 disclosed positions in Q2 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, PSBD) accounted for 72.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
LYV
市值: $2.6M
Top Position Liquidated / Trimmed
BKNG
前期市值: $4.0M
During Q2 2025, Arlington Partners LLC's top holdings by market value included BRK-A (6.2%)、BRK-B (2.4%)、PSBD (2.4%). The largest single position, BRK-A, represented 6.2% of total portfolio value.
In Q2 2025, Arlington Partners LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 17 holdings, and fully liquidating 2 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.