Josh Arnold Investment Consultant, LLC Portfolio Holdings

Josh Arnold Investment Consultant, LLC

  • $100 Million
  • Q2 2025

Josh Arnold Investment Consultant, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $100 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $68M, Amazon Com Inc with a value of $24.8M, Palantir Technologies Inc. with a value of $3.28M, Live Nation Entertainment, Inc. with a value of $2.77M, and Oncology Institute, Inc. with a value of $596K.

Examining the 13F form we can see an decrease of $14.2M in the current position value, from $115M to 100M.

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 $100 Million
Technology: $71.6 Million
Consumer Cyclical: $24.8 Million
Communication Services: $2.77 Million
Healthcare: $596,000
Financial Services: $523,000
Energy: $25,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$523,000 0.52% of portfolio
42,050
Q1 2025 Added 2.44%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $100 Million
  • Prior Value $115 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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