Arlington Partners LLC 13F Holdings

CIK 0001389848 · BIRMINGHAM, AL

As of Sep 30, 2025, Arlington Partners LLC reported 57 positions worth $289.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK.AFinancial Services23 7.3M5.99%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services13,471$6.8M2.34%
ELECTRONIC ARTS INCEACommunication Services29,847$6.0M2.08%
ESTEE LAUDER COMPANIES INCELConsumer Defensive67,359$5.9M2.05%
PALMER SQUARE CAPITAL BDC INPSBD—461,609$5.7M1.96%
RTX CORPRTXEquity32,968$5.5M1.91%
APPLE INCAAPLTechnology21,586$5.5M1.90%
GSK PLCGSKHealthcare125,748$5.4M1.88%
JOHNSON & JOHNSONJNJHealthcare29,010$5.4M1.86%
FOX CORPFOXCommunication Services93,767$5.4M1.86%
THERMO FISHER SCIENTIFIC INCTMOHealthcare10,939$5.3M1.83%
GENERAL DYNAMICS CORPGDIndustrials15,481$5.3M1.82%
WARNER MUSIC GROUP CORPWMGCommunication Services153,443$5.2M1.81%
C H ROBINSON WORLDWIDE INCCHRWIndustrials39,467$5.2M1.81%
NOVO NORDISK A SNVOHealthcare93,006$5.2M1.78%
MEDTRONIC PLCMDTHealthcare54,158$5.2M1.78%
LIVE NATION ENTERTAINMENT INCLYVCommunication Services31,505$5.1M1.78%
TKO GROUP HOLDINGS INCTKOCommunication Services25,306$5.1M1.77%
NOVARTIS AG-SPONSORED ADRNVSNHealthcare39,628$5.1M1.76%
CME GROUP INCCMEFinancial Services18,787$5.1M1.75%
WALMART INCWMTConsumer Defensive49,145$5.1M1.75%
RENTOKIL INITIAL PLCRTOIndustrials200,101$5.1M1.75%
ABBOTT LABORATORIESABTHealthcare37,722$5.1M1.75%
ACCENTURE PLCACNTechnology20,436$5.0M1.74%
EBAY INCEBAYConsumer Cyclical55,222$5.0M1.74%