Arlington Partners LLC
RIA/Wealth
Arlington Partners LLC is a RIA/Wealth based in Birmingham, AL led by Kenneth Howell Polk, reporting $1.7B in AUM as of Q3 2025 with BRK.A as the largest holding (6% allocation).
CEOKenneth Howell Polk
- Portfolio Value
- $289.4M
- Positions
- 57
- Top Holding
- BRK.A at 5.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Arlington Partners LLC's portfolio (23.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $17.3M | 5.99% | — | 0.00% 23.0 shares | |
Insurance - Diversified Financial Services | $6.8M | 2.34% | — | 0.00% 13.5K shares | |
Electronic Gaming & Multimedia Technology | $6.0M | 2.08% | +$131.1K Bought | 0.01% 29.8K shares | |
Household & Personal Products Consumer Defensive | $5.9M | 2.05% | — | 0.02% 67.4K shares | |
Asset Management Financial Services | $5.7M | 1.96% | — | 1.44% 461.6K shares | |
Aerospace & Defense Industrials | $5.5M | 1.91% | +$63.1K Bought | 0.00% 33.0K shares | |
Consumer Electronics Technology | $5.5M | 1.90% | -$13.8K Sold | 0.00% 21.6K shares | |
Unknown Unknown | $5.4M | 1.88% | +$2.8M Bought | — 125.7K shares | |
Drug Manufacturers - General Healthcare | $5.4M | 1.86% | — | 0.00% 29.0K shares | |
Entertainment Communication Services | $5.4M | 1.86% | +$205.9K Bought | 0.02% 93.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Arlington Partners LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+193.08% | |
+159.97% | |
+149.79% | |
+146.91% | |
+138.02% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Arlington Partners LLC
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