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, TKO, PLTR, and represent 95.04% of Josh Arnold Investment Consultant's stock portfolio.
  • Added to shares of these 5 stocks: AKAM, SD, KTOS, LYV, TOI.
  • Started 3 new stock positions in AKAM, SD, KTOS.
  • Reduced shares in these 10 stocks: AMZN, TFX, NKE, AAPL, TKO, SNOW, PLTR, , BRK.B, ADAPY.
  • Sold out of its positions in ADAPY, RQI, NKE, SNOW, TFX.
  • Josh Arnold Investment Consultant was a net seller of stock by $-7.1M.
  • Josh Arnold Investment Consultant has $117M in assets under management (AUM), dropping by -12.71%.
  • Central Index Key (CIK): 0001911348

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Portfolio Holdings for Josh Arnold Investment Consultant

Josh Arnold Investment Consultant holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 67.5 $79M 311k 253.79
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Amazon (AMZN) 15.7 $18M -11% 88k 208.27
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Oncology Institu (TOI) 6.5 $7.6M 2.5M 3.07
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Tko Group Holdings Cl A (TKO) 2.7 $3.2M -22% 16k 201.65
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Palantir Technologies Cl A (PLTR) 2.6 $3.1M -17% 21k 146.28
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Live Nation Entertainment (LYV) 1.6 $1.9M +7% 13k 152.51
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Akamai Technologies (AKAM) 1.2 $1.4M NEW 12k 115.75
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Sandridge Energy Com New (SD) 0.6 $673k NEW 5.8k 117.07
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Applied Materials (AMAT) 0.4 $460k 1.3k 341.79
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Kratos Defense & Sec Solutio Com New (KTOS) 0.4 $448k NEW 6.4k 70.51
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $355k -11% 740.00 479.20
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C H Robinson Worldwide In Com New (CHRW) 0.3 $321k 1.9k 166.07
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $280k -7% 975.00 287.56
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Past Filings by Josh Arnold Investment Consultant

SEC 13F filings are viewable for Josh Arnold Investment Consultant going back to 2021

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