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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$16.8 Million 6.74% of portfolio
23
Q4 2023 New
$621B
$6.54 Million 2.63% of portfolio
13,471
Q2 2025 Reduced 6.91%
$3.95T
$4.9 Million 1.97% of portfolio
9,859
Q1 2025 Added 1.89%
$684B
$4.85 Million 1.95% of portfolio
22,161
Q2 2025 Reduced 10.15%
$229B
$4.76 Million 1.91% of portfolio
32,591
Q2 2025 Reduced 9.61%
$207B
$4.75 Million 1.91% of portfolio
38,276
Q2 2025 Reduced 3.36%
$257B
$4.71 Million 1.89% of portfolio
38,905
Q2 2025 Reduced 4.84%
$323B
$4.55 Million 1.83% of portfolio
14,961
Q2 2025 Reduced 5.67%
$229B
$4.5 Million 1.81% of portfolio
33,105
Q2 2025 Reduced 4.61%
$281B
$4.5 Million 1.81% of portfolio
46,010
Q2 2025 Added 8.3%
$261B
$4.49 Million 1.81% of portfolio
24,680
Q2 2025 Reduced 17.49%
$3.69T
$4.44 Million 1.79% of portfolio
21,640
Q2 2025 Added 19.37%
$452B
$4.43 Million 1.78% of portfolio
29,010
Q2 2025 Added 11.03%
$551B
$4.4 Million 1.77% of portfolio
12,402
Q1 2025 Reduced 12.64%
$306B
$4.31 Million 1.73% of portfolio
60,898
Q2 2025 Reduced 1.54%
$368B
$4.27 Million 1.72% of portfolio
26,818
Q2 2025 Added 3.4%
$405B
$2.76 Million 1.11% of portfolio
7,519
Q2 2025 Reduced 30.2%
$245B
$2.23 Million 0.9% of portfolio
7,144
Q2 2025 New
$1.24T
$409,000 0.16% of portfolio
2,307
Q4 2024 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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