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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Arlington Partners LLC

Quarter ended Q1 2023 · Filed January 19, 2023 · Accession 0001389848-23-000002

Total Value
$630,806
Positions
414
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (414)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares iBonds Dec 2023 Term Tr ETF46436E88214,152,465$349,56655.42%
2Vanguard High Dividend Yield Index ETF921946406416,379$45,0567.14%
3Vanguard FTSE Developed Markets ETF921943858924,942$38,8206.15%
4Vanguard Dividend Appreciation ETF921908844156,342$23,7413.76%
5Vanguard International High Dividend Yield Index ETF921946794244,030$14,5372.30%
6Berkshire Hathaway Inc BBRK-A31,957$9,8721.56%
7ProShares Russell 2000 Dividend Growers ETF74347B698130,273$7,9951.27%
8Microsoft CorpMSFT27,480$6,5901.04%
9Apple IncAAPL45,601$5,9250.94%
10iShares S&P 500 Value ETF46428740834,653$5,0270.80%
11Enterprise Products Partners LP293792107192,529$4,6440.74%
12Oracle CorpORCL-PD52,317$4,2760.68%
13Raytheon Technologies CorpRTX39,056$3,9420.62%
14Disney Walt Co25468710641,174$3,5770.57%
15Home Depot IncHD10,503$3,3170.53%
16Vanguard S&P 500 Value ETF92193270322,942$3,2130.51%
17Unilever Plc Sponsored ADRUNLYF63,703$3,2070.51%
18Vanguard Total Stock Market (ETF)92290876916,641$3,1820.50%
19SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF78468R66333,492$3,0640.49%
20Johnson & JohnsonJNJ16,742$2,9570.47%
21Alphabet Inc. Stock Class AGOOG32,838$2,8970.46%
22iShares Select Dividend ETF46428716823,062$2,7810.44%
23Visa Inc Class A SharesV13,232$2,7490.44%
24Novo Nordisk A/S Spons AdrNONOF19,986$2,7050.43%
25Medtronic PLCMDT33,255$2,5850.41%
26Starbucks CorpSBUX25,472$2,5270.40%
27Nike Inc Cl BNKE19,840$2,3210.37%
28General Dynamics CorpGD8,741$2,1690.34%
29Accenture PlcACN7,989$2,1320.34%
30Wal-Mart Stores IncWMT14,768$2,0940.33%
31Vanguard Russell 2000 Index Fund ETF92206C66427,340$1,9240.31%
32PGT Innovations Inc69336V101100,303$1,8010.29%
33Adobe Systems IncorporatedADBE5,301$1,7840.28%
34iShares MSCI ACWI Index ETF46428825720,400$1,7320.27%
35Becton Dickinson & CoBDX6,724$1,7100.27%
36SPDR S&P 500 ETFSPY4,456$1,7040.27%
37International Flavors & Fragrances45950610115,957$1,6730.27%
38C.H. Robinson Worldwide IncCHRW17,256$1,5800.25%
39Vanguard S&P 500 ETF9229083634,498$1,5800.25%
40Biogen Idec IncBIIB5,279$1,4620.23%
41Vanguard Total World Stock Index ETF92204274216,392$1,4130.22%
42Amazon.com IncAMZN15,380$1,2920.20%
43iShares Gold TrustIAU35,898$1,2420.20%
44iShares Core MSCI Total Intl Stock Mkt ETF46432F83421,001$1,2160.19%
45Alphabet IncGOOG13,140$1,1660.18%
46Vanguard Information Technology ETF92204A7023,310$1,0570.17%
47Procter & Gamble Co7427181096,914$1,0480.17%
48Cisco Systems IncCSCO20,680$9850.16%
49Cognizant Technology Solutions Corp Class ACTSH17,187$9830.16%
50iShares Core S&P 500 (Mkt)4642872002,510$9640.15%
51Chevron CorpCVX5,300$9510.15%
52Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn25154H74925,000$9310.15%
53Financial Select Sector SPDR (Mkt)81369Y60526,308$9000.14%
54SPDR Health Care Select Sector81369Y2095,943$8070.13%
55Amgen IncAMGN2,791$7330.12%
56Bank Of America Corp06050510421,999$7290.12%
57Vanguard Short-Term Corp Bond Index ETF92206C4098,050$6050.10%
58Global X MLP & Energy Infrastructure37954Y29314,541$5930.09%
59JP Morgan Chase & CoVYLD4,314$5790.09%
60Pepsico IncPEP3,103$5610.09%
61SPDR Industrial Select Sector81369Y7045,430$5330.08%
62Goldman SachsGSCE1,531$5260.08%
63Magellan Midstream Partners LP55908010610,246$5140.08%
64HCA Healthcare IncHCA2,136$5130.08%
65Vanguard Short-Term Bond Fund ETF9219378276,450$4860.08%
66Anthem IncELV887$4550.07%
67SPDR Gold TrustGLD2,643$4480.07%
68Pfizer IncPFE8,486$4350.07%
69Arthur J Gallagher & Co3635761092,084$3930.06%
70Dollar General Corp2566771051,496$3680.06%
71Nvidia CorpNVDA2,470$3610.06%
72UnitedHealth Group IncUNH677$3590.06%
73Abbvie Inc ComABBV2,213$3580.06%
74Mastercard Inc Class AMA967$3360.05%
75Mondelez Intl Inc Com Cl A6092071054,591$3060.05%
76Cigna Corp125523100899$2980.05%
77T-Mobile US IncTMUSZ2,065$2890.05%
78Exxon Mobil CorpXOM2,601$2870.05%
79Stag Industrial Inc85254J1028,796$2840.05%
80SPDR Euro Stoxx 5078463X2026,882$2660.04%
81Coca Cola CoKO4,183$2660.04%
82Qualcomm IncQCOM2,358$2590.04%
83Southern CompanySOMN3,625$2590.04%
84Republic Services Inc7607591001,995$2570.04%
85Meta Platforms IncMETA2,063$2480.04%
86American Water Works Co Inc0304201031,481$2260.04%
87Deere & CompanyDE499$2140.03%
88Schwab Emerging Markets Equity ETF8085247069,061$2140.03%
89ASML Holding NV ADRASMLF389$2130.03%
90Pinnacle Financial Partners Inc72346Q1042,802$2060.03%
91ALPS Alerian MLP ETF00162Q4525,350$2040.03%
92Arch Capital Group Ltd.G0450A1053,125$1960.03%
93APA CorpAPA4,125$1930.03%
94Texas Instruments Inc8825081041,150$1900.03%
95Markel CorporationMKL141$1860.03%
96Truist Financial Corp89832Q1094,237$1820.03%
97Costco Wholesale Corp22160K105398$1820.03%
98ITT IncITT2,234$1810.03%
99Danaher Corp235851102677$1800.03%
100Diebold Nixdorf IncDBD125,874$1790.03%
101Alcon Inc OrdALC2,575$1770.03%
102American Tower REIT03027X100830$1760.03%
103Prologis, Inc.PLDGP1,519$1710.03%
104iShares Core S&P Total US Stock Market4642871502,010$1700.03%
105Dover CorpDOV1,240$1680.03%
106Nextera Energy IncNEE-PW2,008$1680.03%
107Vanguard Municipal Bond Fund ETF9229077463,351$1660.03%
108Merck & Co IncMRK1,484$1650.03%
109Bristol-Myers Squibb CoCELG-RI2,191$1580.03%
110Canadian Pacific Railway Ltd13645T1002,025$1510.02%
111Ishares MSCI Pacific Ex Japan ETF4642866653,509$1500.02%
112American Express CoAXP997$1470.02%
113Eli Lilly & CoLLY398$1460.02%
114Colgate-Palmolive CoCL1,847$1460.02%
115Broadcom Inc.AVGO257$1440.02%
116AT&T IncT-PC7,802$1440.02%
117Waste Management Inc94106L109915$1440.02%
118Vanguard Value ETF9229087441,020$1430.02%
119Boeing CompanyBA-PA751$1430.02%
120Lowes Companies Inc548661107704$1400.02%
121FedEx CorpFDX793$1370.02%
122iShares S&P GSCI Commodity-Indexed TrustISMCF6,250$1330.02%
123Sysco CorpSYY1,703$1300.02%
124ResMed Inc.RSMDF609$1270.02%
125Magnolia Oil & Gas CorpMGY5,320$1250.02%
126Abbott LaboratoriesABLZF1,123$1230.02%
127JP Morgan Chase & Co Alerian MLP Index ETNVYLD5,606$1220.02%
128BHP Hilliton Ltd ADRBHPLF1,954$1210.02%
129Vanguard Health Care ETF92204A504483$1200.02%
130Mettler-Toledo International Inc.MTD83$1200.02%
131Global Payments Inc37940X1021,199$1190.02%
132H.B. Fuller CompanyFUL1,646$1180.02%
133Comcast Corp Class ACCZ3,350$1170.02%
134Schlumberger LimitedSLB2,166$1160.02%
135EnerSysENS1,553$1150.02%
136Performance Food GroupPFGC1,978$1150.02%
137Regal Beloit CorpRRX947$1140.02%
138Aon PLCAON381$1140.02%
139Taiwan Semiconductor Manufacturing Company ADR8740391001,528$1140.02%
140Ally Financial Common02005N1004,622$1130.02%
141Element Solutions IncESI6,083$1110.02%
142The Charles Schwab CorporationSCHW-PJ1,333$1110.02%
143Photronics, Inc.PLAB6,540$1100.02%
144Texas Pacific Land TrustTPL46$1080.02%
145Advanced Micro Devices, Inc.AMD1,655$1070.02%
146Donnelley Financial Solutions Inc25787G1002,775$1070.02%
147EQT CorporationEQT3,163$1070.02%
148Regions Financial CorpRF-PF4,894$1060.02%
149Servisfirst BancsharesSFBS1,498$1030.02%
150Equinix Inc.EQIX154$1010.02%
151BlackRock Science & Technology Trust IIBLK6,326$990.02%
152Linde PLCLIN302$990.02%
153Lulu Lemon Athletica IncLULU307$980.02%
154Signature Bank82669G104834$960.02%
155Ameriprise Financial Inc03076C106309$960.02%
156United States OilUNTCW1,356$950.02%
157Sherwin-Williams CoSHW396$940.01%
158Thermo Fisher Scientific IncTMO171$940.01%
159Carlisle Companies Inc142339100392$920.01%
160Blackrock IncBLK130$920.01%
161McDonalds CorpMCD348$920.01%
162Union Pacific CorpUNP446$920.01%
163Clean Harbors IncCLH801$910.01%
164Nexstar Media Group, Inc.NXST519$910.01%
165Zurn Water Solutions Corp98983L1084,250$900.01%
166Johnson Controls PLCG515021051,411$900.01%
167Portland General Electric7365088471,823$890.01%
168KBR, Inc.KBR1,688$890.01%
169Raymond James Financial Inc754730109830$890.01%
1703M CoMMM734$880.01%
171Cheniere EnergyLNG579$870.01%
172ModivCare Inc60783X104975$870.01%
173Carlyle Group IncCGABL2,852$850.01%
174Insight Enterprises, Inc.NSIT846$850.01%
175Ashland Global Holdings Inc.ASH794$850.01%
176Sealed Air CorpSE1,704$850.01%
177VICI Properties Inc9256521092,610$850.01%
178Steris PLCSTE443$820.01%
179Orrstown Financial Services Inc6873801053,524$820.01%
180Prosperity Bancshares, Inc.PB1,089$790.01%
181Norfolk Southern Corp655844108318$780.01%
182Moog IncMOG-B894$780.01%
183Colfax CorpENOV1,458$780.01%
184Kroger CoKR1,752$780.01%
185Honeywell International Inc438516106355$760.01%
186Evercore IncEVR699$760.01%
187Mckesson CorpMCK188$710.01%
188iShares MSCI United Kingdom ETF46435G3342,250$690.01%
189Esab CorpESAB1,458$680.01%
190Fidelity National Fin IncFNF1,773$670.01%
191Tractor Supply CoTSCO300$670.01%
192Intuitive Surgical, Inc.ISRG252$670.01%
193Blackstone Group IncBX899$670.01%
194General Motors Co37045V1002,005$670.01%
195Hancock Holding CoHWCPZ1,364$660.01%
196Delta Airlines IncDAL2,000$660.01%
197Diamondback Energy IncFANG486$660.01%
198ON Semiconductor CorpON1,040$650.01%
199EOG Resources IncEOG500$650.01%
200Moody's CorporationMCO230$640.01%
201Occidental Petroleum Corp6745991051,010$640.01%
202Prudential Financial IncPUKPF630$630.01%
203Ford Motor Company3453708605,271$610.01%
204LAM Research CorpLRCX146$610.01%
205Illinois Tool Works452308109268$590.01%
206Ecolab IncECL401$580.01%
207AecomACM666$570.01%
208Dish Network Corp Class A25470M1094,000$560.01%
209ServiceNow IncNOW145$560.01%
210Roper Industries IncROP130$560.01%
211Intel CorpINTC2,105$560.01%
212OneMain Holdings, Inc.OMF1,641$550.01%
213Envista Holdings CorpNVST1,617$540.01%
214ONEOK IncOKE828$540.01%
215TransDigm Group Inc.TDG86$540.01%
216Applied Materials, Inc.038222105526$510.01%
217Lamar Advertising CoLAMR532$500.01%
218Travel Plus Leisure Co8941641021,348$490.01%
219Zoetis Inc CommonZTS333$490.01%
220CVS Caremark CorporationCVS528$490.01%
221Teradyne, Inc.TER552$480.01%
222AssurantAIZN385$480.01%
223American Financial Group Inc.025932104350$480.01%
224Synovus Financial Corp Com87161C5011,256$470.01%
225General Electric Co369604301547$460.01%
226Blackrock Health Sciences Trust IIBLK2,971$460.01%
227Enphase Energy IncENPH167$440.01%
228Synopsys, Inc.SNPS139$440.01%
229S&P Global Inc.SPGI131$440.01%
230Chubb LimitedCB201$440.01%
231Intuit IncINTU110$430.01%
232Albemarle CorpALB-PA184$400.01%
233Blackrock Innovation and Growth TrustBLK5,745$390.01%
234Blackrock Capital Allocation TrustBLK2,788$390.01%
235Conagra Foods Inc.CAG1,012$390.01%
236First Rep Bank San Fran33616C100322$390.01%
237DuPont Inc.DD540$370.01%
238Lockheed Martin CorpLMT76$370.01%
239MSCI IncMSCI80$370.01%
240Rockwell Automation IncROK142$370.01%
241Tesla Motors IncTSLA300$370.01%
242AvalonBay Communities IncAWX227$370.01%
243Toyota Motor Corp Sponsored ADR (ISIN #US8923313071 SEDOL #2898957)TOYOF271$370.01%
244Comerica Inc200340107546$370.01%
245ConocophillipsCOP304$360.01%
246Metlife IncMET-PF480$350.01%
247Marsh & Mclennan Companies Inc571748102214$350.01%
248Duke Energy CorpDUKB332$340.01%
249TJX Cos Inc872540109428$340.01%
250Phillips 66PSX316$330.01%
251iShares Russell 1000 Growth464287614152$330.01%
252Ametek IncAME239$330.01%
253Analog Devices IncADI196$320.01%
254Fiserv, Inc.FISV315$320.01%
255Vanguard FTSE All-World Ex-US ETF922042775645$320.01%
256Unum GroupUNMA774$320.01%
257Huntington Bancshares IncHBANP2,211$310.00%
258Vanguard Mid-Cap ETF922908629150$310.00%
259Amphenol Corporation032095101406$310.00%
260Ares Cap CorpARCC1,695$310.00%
261iShares MSCI USA Quality Factor ETF46432F339261$300.00%
262Capital One Financial Corp14040H105323$300.00%
263Charter Communications Inc.16119P10887$300.00%
264Target CorpTGT201$300.00%
265Humana IncHUM57$290.00%
266M&T Bank Corp55261F104202$290.00%
267Astrazeneca Plc ADRAZN422$290.00%
268Diageo PLC Sponsored ADRDGEAF165$290.00%
269Aflac IncAFL400$290.00%
270Parker-Hannifin CorpPH99$290.00%
271Uber Technologies, Inc.UBER1,160$290.00%
272Ross Stores IncROST240$280.00%
273Air Products & Chemicals IncAIIR91$280.00%
274Travelers Companies IncTRV152$280.00%
275CME Group IncCME162$270.00%
276Fidelity National Information Services Inc31620M106398$270.00%
277Simon Property Group828806109233$270.00%
278Paypal Holdings IncPYPL381$270.00%
279HDFC Bank LTD ADRHDB400$270.00%
280Crown Castle Intl CorpCCI195$260.00%
281Cabot CorpCBT386$260.00%
282Trane Technologies PLCTT157$260.00%
283Hewlett Packard Enterprise CoHPE-PC1,659$260.00%
284Alibaba Group Holding LTD ADRBBAAY285$250.00%
285Wells Fargo & Company949746101604$250.00%
286Marvell Technology Group Ltd.MRVL666$250.00%
287Citigroup IncC-PR546$250.00%
288KKR & Co IncKKRT530$250.00%
289Apollo Global Management Inc Common Stock03769M106371$240.00%
290iShares MSCI USA Minimum Volatility46429B697328$240.00%
291Corteva, Inc.CTVA400$240.00%
292Progressive Corporation743315103174$230.00%
293Paccar IncPCAR232$230.00%
294L3Harris Technologies IncLHX108$220.00%
295American Electric Power Inc025537101234$220.00%
296Autozone IncAZO9$220.00%
297KLA-Tencor CorpKLAC56$210.00%
298T Rowe Price Group IncTROW195$210.00%
299BP PLC Spons ADRBPPFF594$210.00%
300US BancorpUSB-PS491$210.00%
301Monday.comMNDY169$210.00%
302Eaton Corp PLCETN133$210.00%
303Devon Energy Corp25179M103339$210.00%
304Digital Realty Trust REIT253868103206$210.00%
305Invesco International Div Achiev ETFIVZ1,271$210.00%
306United Rentals IncURI56$200.00%
307Kraft Heinz CoKHC496$200.00%
308iShares Core Total USD Bond Market ETF46434V613426$190.00%
309Omnicom Group IncOMC234$190.00%
310iShares Edge MSCI USA Momentum Factor46432F396131$190.00%
311BancFirst CorporationBANFP212$190.00%
312iShares MSCI USA Value Factor ETF46432F388203$190.00%
313iShares MSCI USA Small Cap Multifactor ETF46434V290378$190.00%
314Old Dominion Freight LineODFL67$190.00%
315Pioneer Natural Resources Company72378710782$190.00%
316Fifth Third BancorpFITBM567$190.00%
317Encompass Health CorpEHC315$190.00%
318CenterPoint Energy IncCNP601$180.00%
319Icon Plc ADRICLR87$170.00%
320Boston Scientific CorpBSX367$170.00%
321Medical Properties Trust Inc58463J3041,500$170.00%
322Citizens Financial Group, Inc.CIA433$170.00%
323iShares MSCI EAFE Value ETF464288877374$170.00%
324Activision Blizzard Inc00507V109206$160.00%
325YUM Brands IncYUM127$160.00%
326TE Connectivity LtdTEL140$160.00%
327Edwards LIfe Sciences CorpEW213$160.00%
328Sony Corp ADRSNEJF214$160.00%
329Warner Bros Discovery Inc Ser AWBD1,643$160.00%
330Sprouts Farmers Market Inc85208M102483$160.00%
331Banco Bilbao Vizcaya Argentaria S A Sponsored ADRBBVXF2,609$160.00%
332Salesforce.com Inc.CRM120$160.00%
333Estee Lauder Companies Inc.51843910464$160.00%
334iShares Core Dividend Growth ETF46434V621325$160.00%
335Stryker CorpSYK60$150.00%
336MGM Resorts InternationalMGM452$150.00%
337DXC Technology CoDXC573$150.00%
338Keycorp493267108837$150.00%
339LPL Financial Holdings Inc50212V10071$150.00%
340Autodesk IncADSK75$140.00%
341NVR, Inc.NVR3$140.00%
342Freeport-Mcmoran Copper & GoldFCX378$140.00%
343Intercontinental Exchange Group45866F104136$140.00%
344Monolithic Power Systems, Inc.60983910541$140.00%
345Quanta Services Inc74762E10294$130.00%
346First Trust Rising Dividend ETF33738R506302$130.00%
347Textron IncTXT189$130.00%
348SBA Communications CorporationSBAC42$120.00%
349Franklin Resources IncBEN447$120.00%
350Harley-Davidson IncHOG278$120.00%
351Ebay IncEBAY279$120.00%
352iShares MSCI EAFE Growth ETF464288885145$120.00%
353CF Industries Holdings Inc125269100129$110.00%
354Marathon Oil CorpMARA402$110.00%
355Ball CorporationBALL223$110.00%
356Discover Financial Services254709108117$110.00%
357Tenaris SA Sponsored ADR88031M109322$110.00%
358Stanley Black & DeckerSWK143$110.00%
359iShares Core High Dividend ETF46429B66392$100.00%
360iShares US Treasury Bond ETF46429B267441$100.00%
361HSBC Holdings PLCHBCYF335$100.00%
362Alaska Air GroupALK228$100.00%
363CBRE GroupCBRE125$100.00%
364Williams Companies Inc969457100306$100.00%
365W W Grainger Inc.38480210416$90.00%
366First Trust Enhanced Short Maturity ETF33739Q408153$90.00%
367Zions Bancorporation NA989701107177$90.00%
368Caterpillar IncCAT38$90.00%
369United Parcel Service Cl BUPS53$90.00%
370Bancorp IncTBBK300$90.00%
371Live Nation Entertainment, Inc.LYV112$80.00%
372Valero Energy CorpVLO61$80.00%
373EPR Properties REIT26884U109215$80.00%
374Agilent Technologies, Inc.A55$80.00%
375First Trust North Amer Energy Infras ETF33738D101306$80.00%
376FastenalFAST174$80.00%
377Cintas CorpCTAS16$70.00%
378Microchip Technology Inc.MCHPP106$70.00%
379iShares MSCI Emerging Markets Multifactor ETF46434G889135$60.00%
380iShares MSCI Emerg Mkts Min Vol Fctr ETF464286533121$60.00%
381iShares iBonds Dec 2023 Term Corp ETF46434VAX8252$60.00%
382Under ArmourUA684$60.00%
383Tenable Holdings Inc88025T102145$60.00%
384CPI Aerostructures IncCVU2,000$60.00%
385Netflix IncNFLX22$60.00%
386Tilray IncTLRY2,000$50.00%
387Laboratory Corp of America Holdings50540R40920$50.00%
388Bill.com Holdings IncBILL43$50.00%
389O'Reilly Automotive Inc67103H1076$50.00%
390SVB Financial Group78486Q10122$50.00%
391Shopify IncSHOP126$40.00%
392HubSpot IncHUBS14$40.00%
393Snap IncSNAP500$40.00%
394PNC Financial Services Group Inc69347510527$40.00%
395Copart, Inc.CPRT58$40.00%
396Under Armour Inc Class A ShsUA281$30.00%
397Ishares Russell 2000 ETF46428765518$30.00%
398Zscaler IncZS19$20.00%
399iShares 10-20 Year Treasury Bond (Mkt)46428865316$20.00%
400HP IncHPQ86$20.00%
401Organon & CoOGN62$20.00%
402Vanguard Growth Index Fund ETF9229087369$20.00%
403Lumen Technologies IncLUMN474$20.00%
404F&G Annuities & Life IncFGSN120$20.00%
405United Community Banks Inc Blairsville GaUNTCW18$10.00%
406Morgan StanleyMS-PQ17$10.00%
407NeoGenomics, Inc.NEO108$10.00%
408Embecta CorpEMBC32$10.00%
409SEI Investments Company78411710324$10.00%
410SL Green Realty Corp Common Stock78440X88720$10.00%
411iShares Commodities Select Strategy ETF46431W85352$10.00%
412Schwab US Broad Market ETF8085241026$00.00%
413Ribbon Communications Inc ComRBBN6$00.00%
414Athersys Inc04744L205250$00.00%