Arlington Capital Management, Inc.
Arlington Capital Management, Inc. reported 112 holdings worth US$161M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Arlington Capital Management, Inc. reported 112 holdings worth US$161M as of Jun 30, 2026. Largest: Nvidia Corporation, Terawulf Inc. and Enersys. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 112
- Value as reported
- US$161M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 69,997 | US$14M | 8.7% |
| Terawulf Inc. | 209K | US$5.16M | 3.2% |
| Enersys | 18,538 | US$4.33M | 2.7% |
| Propetro Holding Corp. | 267K | US$3.83M | 2.4% |
| Liberty Energy Inc. | 146K | US$3.82M | 2.4% |
| Nabors Industries Ltd. | 37,429 | US$3.14M | 2.0% |
| Vertiv Holdings, Llc | 8,033 | US$2.69M | 1.7% |
| Alphabet Inc (google) Class C | 7,279 | US$2.6M | 1.6% |
| Advanced Micro Devices Inc | 2,603 | US$1.51M | 0.94% |
| Broadcom Inc. | 3,481 | US$1.31M | 0.82% |
| Dell Technologies Inc. | 2,394 | US$1.03M | 0.64% |
| Microsoft Corp. | 2,564 | US$957K | 0.59% |
| Amazon.com, Inc. | 3,659 | US$872K | 0.54% |
| Lumentum Holdings Inc. | 883 | US$758K | 0.47% |
| Argan, Inc. | 795 | US$635K | 0.39% |
| Palantir Technologies Inc. | 5,235 | US$611K | 0.38% |
| Apple Inc | 2,099 | US$607K | 0.38% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,222 | US$584K | 0.36% |
| Capital Southwest Corporation | 24,202 | US$575K | 0.36% |
| Arista Networks, Inc. | 3,119 | US$530K | 0.33% |
| Ciena Corporation | 1,043 | US$512K | 0.32% |
| Meta Platforms, Inc. | 906 | US$510K | 0.32% |
| National Energy Services Reunited Corp | 14,169 | US$424K | 0.26% |
| Super Micro Computer, Inc. | 13,883 | US$407K | 0.25% |
| Vertex Pharmaceuticals Incorporated | 800 | US$397K | 0.25% |
| Mks Inc. | 856 | US$381K | 0.24% |
| Innovage Holding Corp. | 29,698 | US$352K | 0.22% |
| Abbvie Inc. | 1,380 | US$347K | 0.22% |
| Corning Incorporated | 1,173 | US$300K | 0.19% |
| Celestica Inc. | 795 | US$290K | 0.18% |
| Micron Technology, Inc. | 239 | US$276K | 0.17% |
| Novo Nordisk A/s Class B | 5,422 | US$260K | 0.16% |
| Teradyne, Inc. | 529 | US$256K | 0.16% |
| Sasol Limited | 25,991 | US$255K | 0.16% |
| On Semiconductor Corporation | 2,606 | US$246K | 0.15% |
| Ati Inc. | 1,211 | US$239K | 0.15% |
| Coherent Corp. | 602 | US$237K | 0.15% |
| Skywater Technology, Inc. | 6,661 | US$232K | 0.14% |
| Green Plains, Inc. | 14,381 | US$221K | 0.14% |
| Ge Vernova Inc. | 187 | US$220K | 0.14% |
| International Seaways, Inc. | 2,861 | US$219K | 0.14% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 2,887 | US$214K | 0.13% |
| Permian Resources Corporation | 11,509 | US$212K | 0.13% |
| Coeur Mining, Inc. | 12,912 | US$211K | 0.13% |
| Nu Holdings Ltd. | 15,292 | US$204K | 0.13% |
| Banco Santander, S.a. | 14,150 | US$195K | 0.12% |
| Ryde Group Ltd. | 16,790 | US$10,767 | <0.01% |
| Natwest Group Plc | 0 | US$0 | 0.00% |
| Oklo Inc. | 0 | US$0 | 0.00% |
| Progressive Corporation (the) | 0 | US$0 | 0.00% |
| Serve Robotics Inc. | 0 | US$0 | 0.00% |
| Sibanye Stillwater Limited | 0 | US$0 | 0.00% |
| Amphenol Corporation | 0 | US$0 | 0.00% |
| Centrus Energy Corp. | 0 | US$0 | 0.00% |
| Idexx Laboratories, Inc. | 0 | US$0 | 0.00% |
| Lloyds Banking Group Plc | 0 | US$0 | 0.00% |
| Monster Beverage Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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