Arlington Partners LLC Top Holdings and 13F Report (2023) About Arlington Partners LLCInvestment ActivityArlington Partners LLC has $255.65 million in total holdings as of September 30, 2023.Arlington Partners LLC owns shares of 58 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 14.29% of the portfolio was purchased this quarter.About 1.77% of the portfolio was sold this quarter.This quarter, Arlington Partners LLC has purchased 58 new stocks and bought additional shares in 53 stocks.Arlington Partners LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $15,897,140Berkshire Hathaway $6,660,422Palmer Square Capital BDC Inc $6,080,006C.H. Robinson Worldwide $4,770,412Bristol-Myers Squibb $4,697,837 Largest New Holdings this Quarter Vanguard Dividend Appreciation ETF $2,205,398 Holding Largest Purchases this Quarter Vanguard Dividend Appreciation ETF 11,135 shares (about $2.21M)Estée Lauder Companies 14,037 shares (about $1.40M)NIKE 13,927 shares (about $1.23M)Walt Disney 12,493 shares (about $1.20M)Biogen 4,902 shares (about $950.20K) Largest Sales this Quarter TransUnion 401 shares (about $41.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArlington Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$15,897,1400.0%236.2%FinanceBRK.BBerkshire Hathaway$6,660,422$689,469 ▲11.5%14,4712.6%FinancePalmer Square Capital BDC Inc$6,080,0060.0%373,0062.4%COMCHRWC.H. Robinson Worldwide$4,770,412$533,529 ▲12.6%43,2221.9%TransportationBMYBristol-Myers Squibb$4,697,837$646,284 ▲16.0%90,7971.8%MedicalORCLOracle$4,675,265$766,289 ▲19.6%27,4371.8%Computer and TechnologyEBAYeBay$4,672,619$729,753 ▲18.5%71,7651.8%Retail/WholesaleMMM3M$4,668,032$404,769 ▲9.5%34,1481.8%Multi-Sector ConglomeratesAZPNAspen Technology$4,614,480$781,897 ▲20.4%19,3221.8%Computer and TechnologyHDHome Depot$4,605,908$821,340 ▲21.7%11,3671.8%Retail/WholesaleZZillow Group$4,546,375$267,148 ▲6.2%71,2041.8%FinanceTRUTransUnion$4,535,813$41,985 ▼-0.9%43,3221.8%Business ServicesULUnilever$4,491,919$602,179 ▲15.5%69,1491.8%Consumer StaplesTKO Group Holdings Inc CL A$4,465,436$634,756 ▲16.6%36,0961.7%COMCTVACorteva$4,450,285$885,260 ▲24.8%75,6981.7%Consumer StaplesMDTMedtronic$4,428,666$868,159 ▲24.4%49,1911.7%MedicalRTXRTX$4,399,562$597,925 ▲15.7%36,3121.7%AerospaceWMTWalmart$4,377,377$462,536 ▲11.8%54,2091.7%Retail/WholesaleAONAON$4,369,162$547,010 ▲14.3%12,6281.7%FinanceDEODiageo$4,369,065$881,897 ▲25.3%31,1321.7%Consumer StaplesACNAccenture$4,349,571$612,581 ▲16.4%12,3051.7%Computer and TechnologyNKENIKE$4,347,954$1,231,147 ▲39.5%49,1851.7%Consumer DiscretionaryJNJJohnson & Johnson$4,323,761$864,428 ▲25.0%26,6801.7%MedicalNVSNovartis$4,319,691$736,588 ▲20.6%37,5561.7%MedicalSBUXStarbucks$4,283,126$262,931 ▲6.5%43,9341.7%Retail/WholesaleGDGeneral Dynamics$4,283,081$930,776 ▲27.8%14,1731.7%AerospacePMPhilip Morris International$4,277,408$374,762 ▲9.6%35,2341.7%Consumer StaplesIFFInternational Flavors & Fragrances$4,276,842$667,145 ▲18.5%40,7591.7%Basic MaterialsICEIntercontinental Exchange$4,260,976$495,896 ▲13.2%26,5251.7%FinanceBTIBritish American Tobacco$4,238,964$468,334 ▲12.4%115,8821.7%Consumer StaplesBKNGBooking$4,224,756$766,606 ▲22.2%1,0031.7%Retail/WholesaleKOCoca-Cola$4,214,733$553,035 ▲15.1%58,6521.6%Consumer StaplesFOXFOX$4,184,735$91,025 ▲2.2%107,8541.6%Consumer DiscretionaryEFXEquifax$4,182,509$250,956 ▲6.4%14,2331.6%Business ServicesELEstée Lauder Companies$4,163,254$1,399,349 ▲50.6%41,7621.6%Consumer StaplesDISWalt Disney$4,138,382$1,201,702 ▲40.9%43,0231.6%Consumer DiscretionaryABTAbbott Laboratories$4,122,032$635,606 ▲18.2%36,1551.6%MedicalAAPLApple$4,115,479$558,734 ▲15.7%17,6631.6%Computer and TechnologyTMOThermo Fisher Scientific$4,114,109$651,354 ▲18.8%6,6511.6%MedicalBDXBecton, Dickinson and Company$4,110,273$846,984 ▲26.0%17,0481.6%MedicalADPAutomatic Data Processing$4,057,969$506,139 ▲14.3%14,6641.6%Business ServicesSAPSAP$4,017,039$266,901 ▲7.1%17,5341.6%Computer and TechnologyOTISOtis Worldwide$4,009,589$675,610 ▲20.3%38,5761.6%ConstructionDHRDanaher$3,989,865$550,758 ▲16.0%14,3511.6%Multi-Sector ConglomeratesRELXRelx$3,981,419$552,719 ▲16.1%83,8901.6%Computer and TechnologyEAElectronic Arts$3,978,308$422,861 ▲11.9%27,7351.6%Consumer DiscretionaryVVisa$3,965,054$822,375 ▲26.2%14,4211.6%Business ServicesRBARB Global$3,958,498$721,271 ▲22.3%49,1801.5%Business ServicesPGProcter & Gamble$3,937,702$495,352 ▲14.4%22,7351.5%Consumer StaplesADBEAdobe$3,909,757$605,285 ▲18.3%7,5511.5%Computer and TechnologyNWSANews$3,906,861$638,401 ▲19.5%146,7091.5%Consumer DiscretionaryROPRoper Technologies$3,890,628$554,771 ▲16.6%6,9921.5%Computer and TechnologyBIIBBiogen$3,724,442$950,204 ▲34.3%19,2141.5%MedicalGOOGLAlphabet$3,692,982$558,417 ▲17.8%22,2671.4%Computer and TechnologyMSFTMicrosoft$3,609,787$591,232 ▲19.6%8,3891.4%Computer and TechnologyNVONovo Nordisk A/S$3,502,087$706,680 ▲25.3%29,4121.4%MedicalVIGVanguard Dividend Appreciation ETF$2,205,398$2,205,398 ▲New Holding11,1350.9%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,001,0960.0%10,9040.4%ETFVTVanguard Total World Stock ETF$0$4,487,742 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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