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, AGL, PRCH, and represent 86.53% of Josh Arnold Investment Consultant's stock portfolio.
- Added to shares of these 10 stocks: AGL (+$7.8M), PRCH (+$5.7M), LESL, INTC, SPCX, KOPN, FABC, SGOV, YOU, DKNG.
- Started 12 new stock positions in LESL, KOPN, SGOV, SPCX, YOU, SEZL, DKNG, FABC, INTC, RQI. PRCH, AGL.
- Reduced shares in these 7 stocks: LYV, TKO, AAPL, PLTR, SD, , GOOGL.
- Sold out of its positions in GOOGL, KTOS, LYV, SD.
- Josh Arnold Investment Consultant was a net buyer of stock by $23M.
- Josh Arnold Investment Consultant has $159M in assets under management (AUM), dropping by 35.87%.
- Central Index Key (CIK): 0001911348
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Portfolio Holdings for Josh Arnold Investment Consultant
Josh Arnold Investment Consultant holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 55.9 | $89M | 307k | 289.36 |
|
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| Amazon (AMZN) | 13.7 | $22M | +3% | 91k | 238.34 |
|
| Oncology Institu (TOI) | 8.4 | $13M | 2.5M | 5.43 |
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| Agilon Health Com New (AGL) | 4.9 | $7.8M | NEW | 73k | 107.18 |
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| Porch Group (PRCH) | 3.6 | $5.7M | NEW | 379k | 15.04 |
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| Leslies (LESL) | 2.4 | $3.9M | NEW | 380k | 10.15 |
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| Intel Corporation (INTC) | 1.5 | $2.4M | NEW | 17k | 139.63 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.5 | $2.4M | NEW | 21k | 112.20 |
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| Kopin Corporation (KOPN) | 1.3 | $2.0M | NEW | 450k | 4.48 |
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| Palantir Technologies Cl A (PLTR) | 1.1 | $1.7M | -29% | 15k | 116.67 |
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| Akamai Technologies (AKAM) | 1.0 | $1.6M | +13% | 13k | 118.21 |
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| Tko Group Holdings Cl A (TKO) | 0.9 | $1.5M | -53% | 7.5k | 201.31 |
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| Ayro (FABC) | 0.6 | $1.0M | NEW | 276k | 3.69 |
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| Applied Materials (AMAT) | 0.6 | $972k | 1.3k | 723.00 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.6 | $906k | NEW | 9.0k | 100.67 |
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| Clear Secure Com Cl A (YOU) | 0.5 | $811k | NEW | 15k | 55.73 |
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| Draftkings Com Cl A (DKNG) | 0.5 | $770k | NEW | 31k | 25.26 |
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| Cohen & Steers Quality Income Realty (RQI) | 0.3 | $462k | NEW | 38k | 12.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $370k | 740.00 | 500.39 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.2 | $364k | 1.9k | 188.34 |
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| Sezzle (SEZL) | 0.2 | $257k | NEW | 1.5k | 171.63 |
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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
- Josh Arnold Investment Consultant 2026 Q2 filed Aug. 14, 2026
- Josh Arnold Investment Consultant 2026 Q1 filed May 15, 2026
- 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