Josh Arnold Investment Consultant, LLC Portfolio Holdings

Josh Arnold Investment Consultant, LLC

  • $106 Million
  • Q2 2025

Josh Arnold Investment Consultant, LLC has filed its 13F form on October 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Million distributed in 14 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, Oncology Institute, Inc. with a value of $5.02M, Palantir Technologies Inc. with a value of $3.28M, and Live Nation Entertainment, Inc. with a value of $2.77M.

Examining the 13F form we can see an increase of $5.31M in the current position value, from $100M to 106M.

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 $106 Million
Technology: $71.3 Million
Consumer Cyclical: $24.8 Million
Healthcare: $5.02 Million
Communication Services: $2.77 Million
Energy: $1.2 Million
Financial Services: $523,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$523,000 0.5% of portfolio
42,050
Q1 2025 Added 2.44%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $106 Million
  • Prior Value $100 Million
  • Filing
  • Period Q2 2025
  • Filing Date October 02, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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