Arlington Partners LLC Portfolio Holdings

Arlington Partners LLC

  • $249 Million
  • Q2 2025

Arlington Partners LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $249 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $16.8M, Berkshire Hathaway Inc Class B with a value of $6.54M, Estee Lauder Companies Inc with a value of $5.44M, Nike, Inc. with a value of $5.13M, and Corteva, Inc. with a value of $4.96M.

Examining the 13F form we can see an increase of $7.11M in the current position value, from $242M to 249M.

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

Portfolio value $249 Million
Healthcare: $45.7 Million
Financial Services: $39.1 Million
Consumer Defensive: $38.6 Million
Communication Services: $36.5 Million
Industrials: $33 Million
Technology: $27.4 Million
Consumer Cyclical: $16.8 Million
Basic Materials: $9.13 Million
Other: $2.46 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.4B
$5.44 Million 2.19% of portfolio
67,359
Q2 2025 Added 18.83%
$91.1B
$5.13 Million 2.06% of portfolio
72,275
Q2 2025 Added 33.78%
$50.8B
$4.96 Million 1.99% of portfolio
66,522
Q2 2025 Reduced 6.78%
$126B
$4.71 Million 1.89% of portfolio
99,479
Q2 2025 Reduced 17.44%
$11.6B
$4.67 Million 1.88% of portfolio
157,034
Q2 2025 Added 3.5%
$48.3B
$4.66 Million 1.87% of portfolio
29,197
Q2 2025 Reduced 15.46%
$12.8B
$4.66 Million 1.87% of portfolio
90,173
Q2 2025 Added 4.13%
$89.3B
$4.66 Million 1.87% of portfolio
15,972
Q2 2025 Reduced 5.13%
$96.2B
$4.65 Million 1.87% of portfolio
25,344
Q2 2025 Reduced 7.67%
$120B
$4.55 Million 1.83% of portfolio
14,752
Q2 2025 Reduced 2.78%
$131B
$4.56 Million 1.83% of portfolio
66,078
Q2 2025 Added 33.91%
$90.3B
$4.52 Million 1.82% of portfolio
83,112
Q2 2025 Reduced 6.61%
$126B
$4.52 Million 1.82% of portfolio
51,862
Q2 2025 Added 4.68%
$74.1B
$4.53 Million 1.82% of portfolio
12,704
Q2 2025 Added 10.41%
$96.8B
$4.51 Million 1.81% of portfolio
49,168
Q2 2025 Added 21.79%
$15.4B
$4.47 Million 1.8% of portfolio
64,042
Q2 2025 Added 17.31%
$49.4B
$4.43 Million 1.78% of portfolio
59,526
Q2 2025 Reduced 9.43%
$53.5B
$4.41 Million 1.77% of portfolio
25,578
Q2 2025 Added 42.2%
$54B
$4.41 Million 1.77% of portfolio
7,781
Q2 2025 Added 2.75%
$98.1B
$4.41 Million 1.77% of portfolio
95,329
Q2 2025 Added 17.99%
$185B
$4.36 Million 1.75% of portfolio
10,763
Q2 2025 Added 34.22%
$168B
$4.35 Million 1.75% of portfolio
11,252
Q2 2025 Added 29.6%
$158B
$4.28 Million 1.72% of portfolio
70,013
Q2 2025 Reduced 9.05%
$152B
$4.28 Million 1.72% of portfolio
14,330
Q2 2025 Added 22.53%
$56.4B
$4.28 Million 1.72% of portfolio
42,397
Q2 2025 Added 9.95%
$16.1B
$4.18 Million 1.68% of portfolio
56,773
Q2 2025 Added 16.73%
$85.8B
$2.9 Million 1.17% of portfolio
19,070
Q2 2025 Reduced 39.21%
$37.3B
$2.87 Million 1.16% of portfolio
29,022
Q2 2025 Reduced 34.76%
$17.7B
$2.74 Million 1.1% of portfolio
31,118
Q2 2025 Reduced 31.45%
$140B
$2.7 Million 1.08% of portfolio
13,653
Q2 2025 Reduced 28.94%
$39B
$2.59 Million 1.04% of portfolio
17,128
Q2 2025 New
$20.9B
$2.56 Million 1.03% of portfolio
20,417
Q2 2025 Reduced 26.36%
$21.4B
$2.33 Million 0.94% of portfolio
14,340
Q2 2025 New
$42.8B
$2.31 Million 0.93% of portfolio
223,194
Q2 2025 New
$94.3B
$2.18 Million 0.87% of portfolio
7,893
Q2 2025 New
$13B
$1.64 Million 0.66% of portfolio
68,275
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $249 Million
  • Prior Value $242 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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