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Josh Arnold Investment Consultant, LLC

CIK:0001911348
Investment Adviser
$120M AUM
15 holdings
Edina, MN, USA
Founded:2015
1 employees
Latest filing:Jun 30, 2025

An investment consulting firm filing periodic reports with the SEC.

Latest 13F Filing Activity

Josh Arnold Investment Consultant, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 13 equity positions with a total 13F market value of $116M. The fund increased holdings in Amazon Com Inc., The Oncology Institute Inc., Tko Group Holdings Inc. among other positions. Josh Arnold Investment Consultant, LLC reduced exposure to Apple Inc., Powerfleet Inc., Cellebrite Di LTD among others.

Top Buys
A
AMZNAMAZON COM INC
+$3.5M
T
TOITHE ONCOLOGY INSTITUTE INC
+$2.7M
T
TKOTKO GROUP HOLDINGS INC
+$1.6M
T
TDWTIDEWATER INC NEW
+$1.2M
P
PLTRPALANTIR TECHNOLOGIES INC
+$908.4K
Top Sells
A
AAPLAPPLE INC
-$6.7M
A
AIOTPOWERFLEET INC
-$3.2M
C
CLBTCELLEBRITE DI LTD
-$1.4M
A
ACHCACADIA HEALTHCARE COMPANY IN
-$1.3M
E
EVLVEVOLV TECHNOLOGIES HLDNGS IN
-$1.2M

Top Holdings

A
AAPLAPPLE INC
+58.9%$68.0M
A
AMZNAMAZON COM INC
+21.5%$24.8M
T
TOITHE ONCOLOGY INSTITUTE INC
+4.3%$5.0M
T
TKOTKO GROUP HOLDINGS INC
+4.0%$4.6M
P
PLTRPALANTIR TECHNOLOGIES INC
+2.8%$3.3M

Equity Positions (13)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
APPLE INC58.88%$68.0M331,502$177.55$205.17-$6.7M
AMAZON COM INC21.48%$24.8M113,095$167.25$219.39+$3.5M
THE ONCOLOGY INSTITUTE INC4.34%$5.0M2,446,550$1.31$2.05+$2.7M
TKO GROUP HOLDINGS INC3.99%$4.6M25,325$153.10$181.95+$1.6M
PALANTIR TECHNOLOGIES INC2.84%$3.3M24,030$76.79$136.32+$908.4K

Industry Allocation

ELECTRONIC COMPUTERS
+67.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+20.1%
SERVICES-AMUSEMENT & RECREATION SERVICES
+6.9%
SERVICES-PREPACKAGED SOFTWARE
+3.0%
TELEVISION BROADCASTING STATIONS
+0.7%