StockDriftsStockDriftsTop 50 Arlington Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 35.53% | 277.8K | $17.8M | +105.75%(+142.77K) | $62.26(+10.79%) | 2026-03-31 | |
| VGSH | Vanguard Short-Term Government Bond Index Fund ETF | 26.36% | 225.6K | $13.2M | new | $58.64(-0.62%) | 2026-03-31 | |
| PSBD | Palmer Square Capital BDC Inc | 9.95% | 510.3K | $5.0M | +10.56%(+48.73K) | $15.08(-26.05%) | 2026-03-31 | |
| EL | Estee Lauder Companies Inc. | 0.51% | 3.5K | $254K | new | $90.46(-8.41%) | 2026-03-31 | |
| RYAN | Ryan Specialty Holdings Inc Class A | 0.5% | 7.5K | $252K | new | $42.69(-28.43%) | 2026-03-31 | |
| TRU | TransUnion | 0.5% | 3.6K | $250K | new | $74.70(-8.65%) | 2026-03-31 | |
| WMG | Warner Music Group Corp Com Cl A | 0.5% | 9.8K | $250K | new | $30.15(-5.47%) | 2026-03-31 | |
| SOLV | Solventum Corp Com Shs | 0.5% | 3.8K | $249K | new | $74.80(-7.70%) | 2026-03-31 | |
| TMO | Thermo Fisher Scientific Inc | 0.49% | 504 | $248K | new | $507.16(-7.97%) | 2026-03-31 | |
| Z | Zillow Group Inc Class C | 0.49% | 5.9K | $244K | new | $51.84(-16.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.92% | +22.24% |
| Top 20 Holdings Unweighted | +7.43% | +23.98% |
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