Arlington Capital Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Arlington Capital Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 75 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "SMCI",
  "MHO",
  "ABT",
  "ABBV",
  "AVGO",
  null,
  "D",
  "SKYT",
  null,
  "EU",
  null,
  "HGLB",
  "HFRO",
  "HUBB",
  "PDT",
  null,
  null,
  null,
  "META",
  null,
  null,
  "RA",
  "PFD",
  null,
  "PMX",
  "OXLC",
  "RMMZ",
  "NDMO",
  null,
  null,
  null,
  "PCM",
  null,
  "MSFT",
  "NU",
  null,
  "ANET",
  "DNP",
  "AAPL",
  "NVDA",
  "PLTR",
  "MSTR",
  null,
  null,
  null,
  "ETV",
  null,
  "GUT",
  null,
  "ACP",
  "MMD",
  null,
  null,
  null,
  "VRT",
  null,
  "AMD",
  "SONY",
  "AMZN",
  "DNN",
  null,
  null,
  "LII",
  null,
  null,
  "BLE",
  "C",
  "COST",
  "DELL",
  "QQQ",
  "GOOG",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 75
Total Value: 131955923
Accession Number: 0001606507-25-000004
Form Type: 13F-HR
CIK: arlington-capital-management
Manager Name: Arlington-Capital-Management

Data Enrichment

60% identified

45 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $131,955.923K total value

75 positions

Manager:

SEC FilingSEC DataHachi Filing

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464288257

Shares:165.4K

Value:$19.3M

464285204

Shares:295.0K

Value:$17.4M

464287432

Shares:177.2K

Value:$16.1M

45783Y855

Shares:473.1K

Value:$14.8M

NVIDIA CORP

NVDA|67066G104

Shares:51.8K

Value:$5.6M

72201R882

Shares:61.6K

Value:$4.4M

33733E849

Shares:179.1K

Value:$3.8M

45782C235

Shares:178.2K

Value:$3.6M

92206C771

Shares:72.9K

Value:$3.4M

464288752

Shares:27.6K

Value:$2.6M

464287515

Shares:26.6K

Value:$2.4M

Dell Technologies Inc.

DELL|24703L202

Shares:22.1K

Value:$2.0M

45782C243

Shares:91.5K

Value:$1.9M

LENNOX INTERNATIONAL INC

LII|526107107

Shares:3.1K

Value:$1.8M

81369Y803

XLK|81369Y803

Shares:8.5K

Value:$1.8M

46429B606

Shares:55.1K

Value:$1.5M

78464A797

Shares:28.2K

Value:$1.5M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.4K

Value:$1.4M

Arista Networks, Inc.

ANET|040413205

Shares:17.1K

Value:$1.3M

Alphabet Inc.

GOOG|02079K107

Shares:8.2K

Value:$1.3M

Instrument	Shares		Other Manager	Value
(cusip464288257)✕	165.4K	QoQ -37.72% (-100.2K) YoY NEW(+165.4K)	All Managers (Combined)	$19.3M	QoQ -38.31% (-$12.0M) YoY NEW(+$19.3M)
(cusip464285204)✕	295.0K	QoQ +0.28% (+832) YoY +18.05% (+45.1K)	All Managers (Combined)	$17.4M	QoQ +19.42% (+$2.8M) YoY +65.68% (+$6.9M)
(cusip464287432)✕	177.2K	QoQ +58.64% (+65.5K) YoY +77.84% (+77.6K)	All Managers (Combined)	$16.1M	QoQ +65.36% (+$6.4M) YoY +71.09% (+$6.7M)
(cusip45783Y855)✕	473.1K	QoQ NEW(+473.1K) YoY NEW(+473.1K)	All Managers (Combined)	$14.8M	QoQ NEW(+$14.8M) YoY NEW(+$14.8M)
NVIDIA CORP(NVDAcusip67066G104)	51.8K	QoQ +24.35% (+10.1K) YoY +807.41% (+46.1K)	All Managers (Combined)	$5.6M	QoQ +0.35% (+$20.1K) YoY +8.84% (+$456.2K)
(cusip72201R882)✕	61.6K	QoQ +3.67% (+2.2K) YoY NEW(+61.6K)	All Managers (Combined)	$4.4M	QoQ +8.21% (+$335.2K) YoY NEW(+$4.4M)
(cusip33733E849)✕	179.1K	QoQ +77.97% (+78.5K) YoY +124.08% (+99.2K)	All Managers (Combined)	$3.8M	QoQ +103.72% (+$1.9M) YoY +138.86% (+$2.2M)
(cusip45782C235)✕	178.2K	QoQ +0.06% (+123) YoY +49.13% (+58.7K)	All Managers (Combined)	$3.6M	QoQ +3.44% (+$120.0K) YoY +51.46% (+$1.2M)
(cusip92206C771)✕	72.9K	QoQ +2.43% (+1.7K) YoY +11.73% (+7.6K)	All Managers (Combined)	$3.4M	QoQ +4.63% (+$149.3K) YoY +13.44% (+$399.9K)
(cusip464288752)✕	27.6K	QoQ -44.64% (-22.2K) YoY -45.50% (-23.0K)	All Managers (Combined)	$2.6M	QoQ -49.01% (-$2.5M) YoY -55.18% (-$3.2M)
(cusip464287515)✕	26.6K	QoQ -40.57% (-18.1K) YoY -38.37% (-16.5K)	All Managers (Combined)	$2.4M	QoQ -47.18% (-$2.1M) YoY -35.68% (-$1.3M)
Dell Technologies Inc.(DELLcusip24703L202)	22.1K	QoQ +1.07% (-236) YoY +19.03% (-3.5K)	All Managers (Combined)	$2.0M	QoQ -20.05% (-$505.0K) YoY -4.91% (-$104.1K)
(cusip45782C243)✕	91.5K	QoQ +2.64% (+2.4K) YoY +110.89% (+48.1K)	All Managers (Combined)	$1.9M	QoQ +6.76% (+$120.3K) YoY +114.68% (+$1.0M)
LENNOX INTERNATIONAL INC(LIIcusip526107107)	3.1K	QoQ +5.89% (-175) YoY +9.31% (+268)	All Managers (Combined)	$1.8M	QoQ -2.53% (-$45.9K) YoY +25.43% (+$357.7K)
(XLKcusip81369Y803)	8.5K	QoQ -44.31% (-6.8K) YoY -48.23% (-8.0K)	All Managers (Combined)	$1.8M	QoQ -50.55% (-$1.8M) YoY -48.68% (-$1.7M)
(cusip46429B606)✕	55.1K	QoQ -42.49% (-40.7K) YoY -39.31% (-35.7K)	All Managers (Combined)	$1.5M	QoQ -22.82% (-$456.3K) YoY -27.94% (-$598.6K)
(cusip78464A797)✕	28.2K	QoQ NEW(+28.2K) YoY NEW(+28.2K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.4K	QoQ +3.14% (+44) YoY +11.58% (+150)	All Managers (Combined)	$1.4M	QoQ +6.46% (+$83.0K) YoY +44.04% (+$417.9K)
Arista Networks, Inc.(ANETcusip040413205)	17.1K	QoQ -39.73% (-11.3K) YoY NEW(+17.1K)	All Managers (Combined)	$1.3M	QoQ -57.75% (-$1.8M) YoY NEW(+$1.3M)
Alphabet Inc.(GOOGcusip02079K107)	8.2K	QoQ +3.82% (-303) YoY +2.34% (+189)	All Managers (Combined)	$1.3M	QoQ -14.82% (-$223.9K) YoY +5.02% (+$61.5K)