Josh Arnold Investment Consultant, LLC
Josh Arnold Investment Consultant, LLC reported 21 holdings worth US$159M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Josh Arnold Investment Consultant, LLC reported 21 holdings worth US$159M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and The Oncology Institute, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$159M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 307K | US$88.9M | 55.9% |
| Amazon.com, Inc. | 91,158 | US$21.7M | 13.7% |
| The Oncology Institute, Inc. | 2.46M | US$13.4M | 8.4% |
| Agilon Health, Inc. | 73,000 | US$7.82M | 4.9% |
| Porch Group, Inc. | 379K | US$5.7M | 3.6% |
| Leslie's, Inc. | 380K | US$3.86M | 2.4% |
| Intel Corporation | 17,325 | US$2.42M | 1.5% |
| Space Exploration Technologies Corp | 21,220 | US$2.38M | 1.5% |
| Kopin Corporation | 450K | US$2.02M | 1.3% |
| Palantir Technologies Inc. | 14,915 | US$1.74M | 1.1% |
| Akamai Technologies, Inc. | 13,225 | US$1.56M | 0.98% |
| Tko Group Holdings, Inc. | 7,465 | US$1.5M | 0.95% |
| Fabric.ai, Inc. | 275K | US$1.02M | 0.64% |
| Applied Materials, Inc. | 1,345 | US$972K | 0.61% |
| Clear Secure, Inc. | 14,550 | US$811K | 0.51% |
| Draftkings Inc. | 30,500 | US$770K | 0.48% |
| Berkshire Hathaway Inc. | 740 | US$370K | 0.23% |
| C.h. Robinson Worldwide, Inc. | 1,930 | US$363K | 0.23% |
| Sezzle Inc. | 1,500 | US$257K | 0.16% |
| Live Nation Entertainment, Inc. | 0 | US$0 | 0.00% |
| Kratos Defense & Security Solutions, Inc. | 0 | US$0 | 0.00% |
| Sandridge Energy, Inc. | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |