Arlington Partners LLC Incresed Positions in Q2 2025

Arlington Partners LLC

  • $249 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
18.2K
+ 33.78%
$53.27 - $72.04 $972K - $1.31M
72.3K $5.13M
EL
Estee Lauder Companies Inc

Consumer Defensive
10.7K
+ 18.83%
$50.06 - $80.8 $534K - $862K
67.4K $5.44M
GOOGL
Alphabet Inc.

Communication Services
4.12K
+ 21.29%
$144.7 - $178.6 $597K - $736K
23.5K $4.14M
NVO
Novo Nordisk A S

Healthcare
16.7K
+ 33.91%
$58.08 - $81.05 $972K - $1.36M
66.1K $4.56M
ADBE
Adobe Inc.

Technology
2.57K
+ 29.6%
$340.0 - $420.68 $874K - $1.08M
11.3K $4.35M
WMT
Walmart Inc.

Consumer Defensive
3.53K
+ 8.3%
$81.79 - $99.98 $288K - $352K
46K $4.5M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
9.45K
+ 17.31%
$60.29 - $71.77 $570K - $678K
64K $4.47M
ACN
Accenture PLC

Technology
2.64K
+ 22.53%
$279.23 - $323.21 $736K - $852K
14.3K $4.28M
SBUX
Starbucks Corp

Consumer Cyclical
8.8K
+ 21.79%
$79.69 - $99.41 $701K - $875K
49.2K $4.51M
NWSA
News Corp

Communication Services
5.31K
+ 3.5%
$23.97 - $29.72 $127K - $158K
157K $4.67M
IFF
International Flavors & Fragrances Inc

Basic Materials
8.14K
+ 16.73%
$66.85 - $79.33 $544K - $645K
56.8K $4.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.74K
+ 34.22%
$390.26 - $489.06 $1.07M - $1.34M
10.8K $4.36M
BDX
Becton Dickinson & CO

Healthcare
7.59K
+ 42.2%
$165.15 - $226.42 $1.25M - $1.72M
25.6K $4.41M
DEO
Diageo PLC

Consumer Defensive
3.84K
+ 9.95%
$99.86 - $115.75 $383K - $444K
42.4K $4.28M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.45K
+ 10.59%
$86.97 - $102.82 $387K - $458K
46.5K $4.46M
JNJ
Johnson & Johnson

Healthcare
2.88K
+ 11.03%
$146.36 - $159.82 $422K - $461K
29K $4.43M
FOX
Fox Corp Cl B (De)

Communication Services
3.57K
+ 4.13%
$43.81 - $53.0 $157K - $189K
90.2K $4.66M
MDT
Medtronic PLC

Healthcare
2.32K
+ 4.68%
$80.68 - $88.86 $187K - $206K
51.9K $4.52M
Tko Group Holdings Inc Cl A
428
+ 1.72%
N/A
25.3K $0
Palmer Square Capital Bdc Inc
128K
+ 38.3%
N/A
462K $0
ROP
Roper Technologies Inc

Industrials
208
+ 2.75%
$519.19 - $590.78 $108K - $123K
7.78K $4.41M
AON
Aon PLC

Financial Services
1.2K
+ 10.41%
$335.85 - $398.81 $402K - $478K
12.7K $4.53M
PG
Procter & Gamble CO

Consumer Defensive
882
+ 3.4%
$157.66 - $172.39 $139K - $152K
26.8K $4.27M
BMY
Bristol Myers Squibb CO

Healthcare
14.5K
+ 17.99%
$44.12 - $59.6 $641K - $866K
95.3K $4.41M
Activity Summary
Buys All Purchases 35 New Holdings 10 Increased Positions 25 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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