You're signed outSign in or to get full access.
Josh Arnold Investment Consultant, LLC
CIK:0001911348
Investment Adviser
$120M AUM
15 holdings
Edina, MN, USA
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
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 58.88% | $68.0M | 331,502 | $177.55 | $205.17 | -$6.7M |
A AMZN | AMAZON COM INC | 21.48% | $24.8M | 113,095 | $167.25 | $219.39 | +$3.5M |
T TOI | THE ONCOLOGY INSTITUTE INC | 4.34% | $5.0M | 2,446,550 | $1.31 | $2.05 | +$2.7M |
T TKO | TKO GROUP HOLDINGS INC | 3.99% | $4.6M | 25,325 | $153.10 | $181.95 | +$1.6M |
P PLTR | PALANTIR TECHNOLOGIES INC | 2.84% | $3.3M | 24,030 | $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%
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more