Arlington Financial Advisors, LLC
CIK
1716539
City
SANTA BARBARA
State / Country
CA
Top Portfolio Positions
40 positions ·
$117,574,536 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
65,350 | $16,585,176 | 14.11% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
8,946 | $8,914,062 | 7.58% |
| AMGN |
Amgen Inc
Healthcare
|
25,075 | $8,822,638 | 7.50% |
| GOOGL |
Alphabet Inc.
Communication Services
|
28,724 | $8,259,873 | 7.03% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,637 | $8,046,927 | 6.84% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,024 | $7,361,059 | 6.26% |
| CVX |
Chevron Corp
Energy
|
31,069 | $6,428,176 | 5.47% |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
43,738 | $6,095,765 | 5.18% |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
13,016 | $6,000,245 | 5.10% |
| DE |
Deere & Co
Industrials
|
10,286 | $5,794,103 | 4.93% |
Portfolio Trend
Holdings in MUC
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $572,000 | 55,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $583,000 | 55,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $596,750 | 55,000 | Shares | Sole | 2025-10-10 | |
| 2023-09-30 | $241,868 | 25,300 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $274,505 | 25,300 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $279,818 | 25,300 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $271,722 | 25,300 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $486,522 | 45,300 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $542,241 | 45,300 | Shares | Sole | 2022-07-13 | |
| No quarters match your search. | ||||||