Stock Taper 
ARLINGTON CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 187 | $219.7K |
 Micron Technology, Inc. | MU | 239 | $275.88K |
 Teradyne, Inc. | TER | 529 | $255.95K |
 Coherent, Inc. | COHR | 602 | $237.47K |
 Royal Caribbean Cruises Ltd. | RCL | 767 | $243.7K |
 Argan, Inc. | AGX | 795 | $634.85K |
 Celestica Inc. | CLS | 795 | $290.02K |
 Vertex Pharmaceuticals Incorporated | VRTX | 800 | $397.38K |
 MKS Inc. | MKSI | 856 | $380.75K |
 Nebius Group N.V. | NBIS | 863 | $238.34K |
 Lumentum Holdings Inc. | LITE | 883 | $757.67K |
 Meta Platforms, Inc. | META | 906 | $510.37K |
 Ciena Corporation | CIEN | 1.04K | $511.65K |
 Corning Inc | GLW | 1.17K | $299.62K |
 ATI Inc. | ATI | 1.21K | $238.69K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.22K | $583.55K |
 AbbVie Inc. | ABBV | 1.38K | $347.28K |
 Apple Inc. | AAPL | 2.1K | $607.35K |
 Dell Technologies Inc. | DELL | 2.39K | $1.03M |
 Microsoft Corporation | MSFT | 2.56K | $956.55K |