Arnhold LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $149M, Ishares Gold Trust with a value of $110M, Alphabet Inc. with a value of $39.3M, At&T Inc. with a value of $36.8M, and Kyndryl Holdings, Inc. with a value of $35.5M.
Examining the 13F form we can see an increase of $84.7M in the current position value, from $940M to 1.03B.
Below you can find more details about Arnhold LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.03 Billion
ETFs: $264 Million
Technology: $224 Million
Financial Services: $138 Million
Healthcare: $107 Million
Communication Services: $99.4 Million
Industrials: $83.2 Million
Consumer Cyclical: $62.2 Million
Consumer Defensive: $27 Million
Other: $20.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions