Josh Arnold Investment Consultant, LLC Portfolio Holdings

Josh Arnold Investment Consultant, LLC

  • $117 Million
  • Q3 2025

Josh Arnold Investment Consultant, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $117 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $83.6M, Amazon Com Inc with a value of $25M, Palantir Technologies Inc. with a value of $3.68M, Live Nation Entertainment, Inc. with a value of $2.48M, and Oncology Institute, Inc. with a value of $712K.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $106M to 117M.

Josh Arnold Investment Consultant, LLC is based out at Edina, MN

Below you can find more details about Josh Arnold Investment Consultant, LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Million
Technology: $87.8 Million
Consumer Cyclical: $25 Million
Communication Services: $2.48 Million
Industrials: $874,000
Healthcare: $712,000
Financial Services: $511,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$511,000 0.44% of portfolio
41,050
Q3 2025 Reduced 2.38%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $117 Million
  • Prior Value $106 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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