Arlington Partners LLC Portfolio Holdings

Arlington Partners LLC

  • $259 Million
  • Q3 2025

Arlington Partners LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $259 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $17.3M, Berkshire Hathaway Inc Class B with a value of $6.77M, Electronic Arts Inc. with a value of $6.02M, Estee Lauder Companies Inc with a value of $5.94M, and Raytheon Technologies Corp with a value of $5.52M.

Examining the 13F form we can see an increase of $10.8M in the current position value, from $249M to 259M.

Below you can find more details about Arlington Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $259 Million
Communication Services: $46.4 Million
Healthcare: $45.4 Million
Consumer Defensive: $44.5 Million
Financial Services: $43.8 Million
Industrials: $30.4 Million
Technology: $28.7 Million
Consumer Cyclical: $14.7 Million
Basic Materials: $4.65 Million
Other: $1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$17.3 Million 6.69% of portfolio
23
Q4 2023 New
$662B
$6.77 Million 2.61% of portfolio
13,471
Q2 2025 Reduced 6.91%
$55.8B
$6.02 Million 2.32% of portfolio
29,847
Q3 2025 Added 2.23%
$19.9B
$5.94 Million 2.29% of portfolio
67,359
Q2 2025 Added 18.83%
$258B
$5.52 Million 2.13% of portfolio
32,968
Q3 2025 Added 1.16%
$4.3T
$5.5 Million 2.12% of portfolio
21,586
Q3 2025 Reduced 0.25%
$14.1B
$5.37 Million 2.07% of portfolio
93,767
Q3 2025 Added 3.99%
$522B
$5.38 Million 2.07% of portfolio
29,010
Q2 2025 Added 11.03%
$222B
$5.31 Million 2.04% of portfolio
10,939
Q3 2025 Added 1.64%
$94.5B
$5.28 Million 2.03% of portfolio
15,481
Q3 2025 Reduced 3.07%
$18.9B
$5.23 Million 2.01% of portfolio
39,467
Q3 2025 Reduced 15.06%
$4.17B
$5.23 Million 2.01% of portfolio
153,443
Q3 2025 Added 149.79%
$128B
$5.16 Million 1.99% of portfolio
54,158
Q3 2025 Added 4.43%
$109B
$5.16 Million 1.99% of portfolio
93,006
Q3 2025 Added 40.75%
$31.2B
$5.15 Million 1.98% of portfolio
31,505
Q3 2025 Added 83.94%
$100B
$5.08 Million 1.96% of portfolio
18,787
Q3 2025 Added 138.02%
$228B
$5.05 Million 1.95% of portfolio
37,722
Q3 2025 Added 13.95%
$279B
$5.06 Million 1.95% of portfolio
49,145
Q3 2025 Added 6.81%
$13.3B
$5.05 Million 1.95% of portfolio
200,101
Q3 2025 Added 193.08%
$46.1B
$5.02 Million 1.94% of portfolio
55,222
Q3 2025 Reduced 7.23%
$152B
$5.04 Million 1.94% of portfolio
20,436
Q3 2025 Added 42.61%
$79.2B
$5 Million 1.93% of portfolio
104,616
Q3 2025 Added 25.87%
$10B
$5 Million 1.93% of portfolio
162,905
Q3 2025 Added 3.74%
$97.3B
$4.98 Million 1.92% of portfolio
58,915
Q3 2025 Added 19.82%
$123B
$4.96 Million 1.91% of portfolio
93,479
Q3 2025 Reduced 6.03%
$533B
$4.95 Million 1.91% of portfolio
14,513
Q3 2025 Added 17.02%
$54.5B
$4.91 Million 1.89% of portfolio
26,247
Q3 2025 Added 2.62%
$151B
$4.89 Million 1.88% of portfolio
13,863
Q3 2025 Added 23.2%
$306B
$4.87 Million 1.88% of portfolio
73,408
Q3 2025 Added 20.54%
$104B
$4.84 Million 1.87% of portfolio
16,502
Q3 2025 Added 11.86%
$72.4B
$4.83 Million 1.86% of portfolio
13,542
Q3 2025 Added 6.6%
$193B
$4.83 Million 1.86% of portfolio
42,153
Q3 2025 Added 10.13%
$346B
$4.82 Million 1.86% of portfolio
31,341
Q3 2025 Added 16.87%
$84.9B
$4.81 Million 1.85% of portfolio
28,543
Q3 2025 Added 12.62%
$3.78T
$4.79 Million 1.85% of portfolio
9,250
Q3 2025 Reduced 6.18%
$20.8B
$4.77 Million 1.84% of portfolio
35,407
Q3 2025 Added 146.91%
$99.5B
$4.77 Million 1.84% of portfolio
105,711
Q3 2025 Added 10.89%
$150B
$4.72 Million 1.82% of portfolio
79,637
Q3 2025 Added 13.75%
$237B
$4.74 Million 1.82% of portfolio
29,193
Q3 2025 Added 18.29%
$79.2B
$4.67 Million 1.8% of portfolio
67,044
Q3 2025 Reduced 7.24%
$47.4B
$4.65 Million 1.79% of portfolio
68,731
Q3 2025 Added 3.32%
$279B
$4.64 Million 1.79% of portfolio
17,364
Q3 2025 Added 16.06%
$12.1B
$4.63 Million 1.78% of portfolio
60,042
Q3 2025 Reduced 6.25%
$1.65T
$4.59 Million 1.77% of portfolio
18,883
Q3 2025 Reduced 19.6%
$53B
$4.6 Million 1.77% of portfolio
48,200
Q3 2025 Added 13.69%
$44.3B
$4.56 Million 1.76% of portfolio
508,886
Q3 2025 Added 128.0%
$47.7B
$4.51 Million 1.74% of portfolio
9,045
Q3 2025 Added 16.24%
$593B
$3.87 Million 1.49% of portfolio
13,776
Q3 2025 Reduced 37.84%
$0
$1 Million 0.39% of portfolio
10,904
Q1 2024 Reduced 76.36%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $259 Million
  • Prior Value $249 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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