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CIK: 0001389848
Total reported value
$55.4M
$55.4M
57 檔
75.4%
The Q3 2025 SEC filing reveals that Arlington Partners LLC held a total portfolio value of $55.4M, covering 57 public equity positions.
In Q3 2025, Arlington Partners LLC displayed an active expansion posture, initiating 9 new positions and adding to 21 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 | 5.99% | — | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.34% | -0.03% | — | |
| 3 | EA | Electronic Arts Inc | Stock-Comm Services | 2.08% | — | +2.23% | |
| 4 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 2.05% | -0.01% | — | |
| 5 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 1.96% | -0.35% | — | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 1.91% | -0.12% | +1.16% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.90% | -0.01% | -0.25% | |
| 8 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.88% | +0.03% | +106.14% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.86% | -0.18% | — | |
| 10 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.86% | -0.05% | +3.99% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.83% | +0.07% | +1.64% | |
| 12 | GD | General Dynamics CORP | Stock-Industrials | 1.82% | -0.27% | -3.07% | |
| 13 | WMG | Warner Music Group Corp-cl A | Stock-Other | 1.81% | -0.09% | +149.79% | |
| 14 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.81% | +0.02% | -15.06% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.78% | +0.11% | +40.75% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 1.78% | +0.02% | +4.43% | |
| 17 | LYV | Live Nation Entertainment In | Stock-Comm Services | 1.78% | +0.04% | +83.94% | |
| 18 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 1.77% | — | — | |
| 19 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.76% | -0.03% | +1.86% | |
| 20 | CME | Cme Group Inc | Stock-Financials | 1.75% | -0.13% | +138.02% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.75% | — | +6.81% | |
| 22 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 1.75% | -0.08% | +193.08% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.75% | -0.14% | +13.95% | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.74% | -0.21% | +42.61% | |
| 25 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.74% | -0.02% | -7.23% | |
| 26 | NWSA | News CORP - Class A | Stock-Comm Services | 1.73% | -0.04% | +3.74% | |
| 27 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.73% | -0.07% | +25.87% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.72% | +0.02% | +19.82% | |
| 29 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.71% | -0.02% | -6.03% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | +0.01% | +17.02% | |
| 31 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.70% | — | +2.62% | |
| 32 | SOLV | Solventum CORP | Stock-Healthcare | 1.69% | +0.03% | +131.72% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 1.69% | — | +23.20% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.68% | -0.02% | +20.54% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 1.67% | — | +11.86% | |
| 36 | AON | Aon plc | Stock-Financials | 1.67% | +0.06% | +6.60% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.67% | -0.05% | +10.13% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.66% | +0.02% | +16.87% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 1.66% | -0.08% | +12.62% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.05% | -6.18% | |
| 41 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.65% | — | +146.91% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.65% | +0.03% | +10.89% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 1.64% | — | +18.29% | |
| 44 | UL | Unilever PLC | Stock-Consumer Staples | 1.63% | — | +13.75% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.62% | — | -7.24% | |
| 46 | CTVA | Corteva Inc | Stock-Materials | 1.61% | -0.04% | +3.32% | |
| 47 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.60% | -0.08% | +16.06% | |
| 48 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.60% | -0.08% | -6.25% | |
| 49 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.59% | -0.01% | +13.69% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | -0.04% | -19.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EL | Estee Lauder Companies-cl A | +0.6% | — | Add |
| 2 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +40.75% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -19.60% | Trim |
| 4 | ADBE | Adobe Inc | +0.4% | +23.20% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -0.25% | Add |
| 6 | ACN | Accenture plc | +0.3% | +42.61% | Add |
| 7 | WMT | Walmart Inc | +0.3% | +6.81% | Add |
| 8 | TKO | Tko Group Holdings Inc | +0.3% | — | Add |
| 9 | NKE | Nike Inc -cl B | +0.3% | -7.24% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.3% | +1.64% | Add |
| 11 | PSBD | Palmer Square Capital Bdc In | +0.2% | — | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | -6.18% | Trim |
| 13 | SBUX | Starbucks CORP | +0.2% | +19.82% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | — | Add |
| 15 | DIS | Walt Disney Co/the | +0.1% | +10.13% | Add |
| 16 | Z | Zillow Group Inc - C | +0.1% | -6.25% | Add |
| 17 | EA | Electronic Arts Inc | +0.1% | +2.23% | Trim |
| 18 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | -15.06% | Trim |
| 19 | NWSA | News CORP - Class A | +0.1% | +3.74% | Add |
| 20 | BDX | Becton Dickinson And Co | +0.1% | +2.62% | Add |
| 21 | FOX | Fox CORP - Class B | +0.1% | +3.99% | Add |
| 22 | RTX | Rtx CORP | 0% | +1.16% | Trim |
| 23 | MDT | Medtronic plc | 0% | +4.43% | Add |
| 24 | GD | General Dynamics CORP | 0% | -3.07% | Trim |
| 25 | V | Visa Inc-class A Shares | — | +17.02% | Add |
| 26 | DEO | Diageo Plc-sponsored Adr | — | +13.69% | Add |
| 27 | EBAY | Ebay Inc | 0% | -7.23% | Trim |
| 28 | NVS | Novartis Ag-sponsored Adr | 0% | +1.86% | Trim |
| 29 | RELX | Relx PLC - Spon Adr | 0% | +25.87% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | — | Trim |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | -1.2% | — | Unchanged |
| 32 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 33 | WMG | Warner Music Group Corp-cl A | — | NEW | New buy |
| 34 | LYV | Live Nation Entertainment In | — | NEW | New buy |
| 35 | CME | Cme Group Inc | — | NEW | New buy |
| 36 | RTO | Rentokil Initial Plc-sp Adr | — | NEW | New buy |
| 37 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | Sold out |
| 38 | SOLV | Solventum CORP | — | NEW | New buy |
| 39 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 40 | MMM | 3m Co | — | EXIT | Sold out |
| 41 | OTIS | Otis Worldwide CORP | — | EXIT | Sold out |
| 42 | HLN | Haleon Plc-adr | — | NEW | New buy |
| 43 | KVUE | Kenvue Inc | — | NEW | New buy |
| 44 | BKNG | Booking Holdings Inc | — | EXIT | Sold out |
| 45 | HD | Home Depot Inc | — | EXIT | Sold out |
| 46 | DHR | Danaher CORP | — | EXIT | Sold out |
| 47 | EFX | Equifax Inc | — | EXIT | Sold out |
| 48 | BIIB | Biogen Inc | — | EXIT | Sold out |
| 49 | IFF | Intl Flavors & Fragrances | — | EXIT | Sold out |
| 50 | TRU | Transunion | — | 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 57 disclosed positions in Q3 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, EA) accounted for 75.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
GSK
市值: $5.4M
Top Position Liquidated / Trimmed
VIG
前期市值: $5.0M
During Q3 2025, Arlington Partners LLC's top holdings by market value included BRK-A (6.0%)、BRK-B (2.3%)、EA (2.1%). The largest single position, BRK-A, represented 6.0% of total portfolio value.
In Q3 2025, Arlington Partners LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 9 holdings, and fully liquidating 10 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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