Arlington Financial Advisors, LLC

Arlington Financial Advisors, LLC reported 107 holdings worth US$787M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 22, 2026

Arlington Financial Advisors, LLC reported 107 holdings worth US$787M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Berkshire Hathaway Inc. Filed Jul 22, 2026 (Form 13F).

Holdings
107
Value as reported
US$787M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C53,133US$19M2.4%
Apple Inc65,190US$18.9M2.4%
Berkshire Hathaway Inc.23,086US$11.6M1.5%
Amgen Inc.25,453US$9.22M1.2%
Amazon.com, Inc.38,248US$9.12M1.2%
Costco Wholesale Corporation8,854US$8.28M1.1%
Jp Morgan Chase & Co.25,081US$8.21M1.0%
Deere & Company10,304US$6.54M0.83%
Gilead Sciences, Inc.43,432US$5.49M0.70%
Intuitive Surgical, Inc.13,371US$5.32M0.68%
Chevron Corporation30,725US$5.09M0.65%
Blackrock, Inc.4,879US$4.69M0.60%
Starbucks Corporation42,989US$4.39M0.56%
Walt Disney Company (the)39,717US$3.82M0.49%
Salesforce, Inc.19,326US$3.03M0.38%
Nike, Inc.62,799US$2.58M0.33%
Microsoft Corp.6,572US$2.45M0.31%
Exxon Mobil Corporation7,779US$1.06M0.14%
Asml Holding Nv530US$1.05M0.13%
Intel Corporation6,795US$949K0.12%
Visa Inc.2,742US$941K0.12%
Taiwan Semiconductor Manufacturing Co., Ltd.1,601US$765K0.10%
Corning Incorporated2,428US$620K0.08%
Eli Lilly And Company508US$609K0.08%
Nvidia Corporation2,694US$539K0.07%
Illumina, Inc.3,000US$527K0.07%
Broadcom Inc.1,317US$498K0.06%
Kinder Morgan, Inc.13,306US$425K0.05%
Sandisk Corporation166US$377K0.05%
Johnson & Johnson1,393US$354K0.04%
Idexx Laboratories, Inc.644US$339K0.04%
Western Digital Corporation500US$319K0.04%
Tesla, Inc.730US$307K0.04%
Applied Materials, Inc.401US$290K0.04%
Rtx Corporation1,512US$287K0.04%
Meta Platforms, Inc.503US$283K0.04%
Air Products And Chemicals, Inc.920US$270K0.03%
Vertex Pharmaceuticals Incorporated500US$248K0.03%
Cisco Systems, Inc.2,037US$239K0.03%
International Business Machines Corporation784US$220K0.03%
Acuity Inc.583US$220K0.03%
Perma-pipe International Holdings, Inc.7,793US$212K0.03%
Dick's Sporting Goods Inc922US$209K0.03%
Zions Bancorporation N.a.2,904US$201K0.03%
Fair Isaac Corporation0US$00.00%
Kratos Defense & Security Solutions, Inc.0US$00.00%
Veeva Systems Inc.0US$00.00%

Source

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