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.
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)
| 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
+58.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+21.5%
SERVICES-AMUSEMENT & RECREATION SERVICES
+6.4%
SERVICES-OFFICES & CLINICS OF DOCTORS OF MEDICINE
+4.3%
SERVICES-PREPACKAGED SOFTWARE
+2.8%