Josh Arnold Investment Consultant
Latest statistics and disclosures from Josh Arnold Investment Consultant's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, TOI, PLTR, TKO, and represent 94.29% of Josh Arnold Investment Consultant's stock portfolio.
- Added to shares of these 8 stocks: TOI (+$8.0M), TFX, NKE, PLTR, SNOW, BRK.B, GOOGL, ADAPY.
- Started 6 new stock positions in ADAPY, NKE, BRK.B, GOOGL, TFX, SNOW.
- Reduced shares in these 9 stocks: AMZN, AAPL, TKO, , LYV, PSKY, NVDA, SEZL, RQI.
- Sold out of its positions in KTOS, NVDA, PSKY, SEZL.
- Josh Arnold Investment Consultant was a net buyer of stock by $3.1M.
- Josh Arnold Investment Consultant has $134M in assets under management (AUM), dropping by 7.99%.
- Central Index Key (CIK): 0001911348
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Portfolio Holdings for Josh Arnold Investment Consultant
Josh Arnold Investment Consultant holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 64.1 | $86M | -3% | 316k | 271.86 |
|
| Amazon (AMZN) | 17.0 | $23M | -12% | 99k | 230.82 |
|
| Oncology Institu (TOI) | 6.5 | $8.8M | +1104% | 2.5M | 3.56 |
|
| Palantir Technologies Cl A (PLTR) | 3.4 | $4.5M | +26% | 25k | 177.75 |
|
| Tko Group Holdings Cl A (TKO) | 3.2 | $4.3M | -31% | 21k | 209.00 |
|
| Teleflex Incorporated (TFX) | 1.3 | $1.8M | NEW | 265k | 6.68 |
|
| Live Nation Entertainment (LYV) | 1.2 | $1.7M | -23% | 12k | 142.50 |
|
| Nike CL B (NKE) | 1.2 | $1.6M | NEW | 25k | 63.71 |
|
| Snowflake Com Shs (SNOW) | 0.6 | $767k | NEW | 85k | 9.02 |
|
| Cohen & Steers Quality Income Realty (RQI) | 0.3 | $429k | -8% | 38k | 11.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $422k | NEW | 840.00 | 502.65 |
|
| Applied Materials (AMAT) | 0.3 | $346k | 1.3k | 256.99 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $329k | NEW | 1.1k | 313.00 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.2 | $310k | 1.9k | 160.76 |
|
|
| Adaptimmune Therapeutics Sponds Ads (ADAPY) | 0.0 | $38k | NEW | 20k | 1.89 |
|
Past Filings by Josh Arnold Investment Consultant
SEC 13F filings are viewable for Josh Arnold Investment Consultant going back to 2021
- Josh Arnold Investment Consultant 2025 Q4 filed Feb. 20, 2026
- Josh Arnold Investment Consultant 2025 Q3 filed Nov. 14, 2025
- Josh Arnold Investment Consultant 2025 Q2 amended filed Oct. 3, 2025
- Josh Arnold Investment Consultant 2025 Q2 filed Aug. 14, 2025
- Josh Arnold Investment Consultant 2025 Q1 filed May 15, 2025
- Josh Arnold Investment Consultant 2024 Q4 filed Feb. 18, 2025
- Josh Arnold Investment Consultant 2024 Q3 filed Nov. 14, 2024
- Josh Arnold Investment Consultant 2024 Q2 filed Aug. 14, 2024
- Josh Arnold Investment Consultant 2024 Q1 filed May 15, 2024
- Josh Arnold Investment Consultant 2023 Q4 filed Feb. 7, 2024
- Josh Arnold Investment Consultant 2023 Q3 amended filed Nov. 22, 2023
- Josh Arnold Investment Consultant 2023 Q3 filed Nov. 14, 2023
- Josh Arnold Investment Consultant 2023 Q2 filed Aug. 14, 2023
- Josh Arnold Investment Consultant 2023 Q1 filed May 16, 2023
- Josh Arnold Investment Consultant 2022 Q4 filed Feb. 16, 2023
- Josh Arnold Investment Consultant 2022 Q3 filed Nov. 14, 2022