Latest JOSH ARNOLD INVESTMENT CONSULTANT, LLC Stock Portfolio
$117Million– No. of Holdings #13
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Performance:
2026 Q1: -7.31%YTD: -7.31%2025: 8.55%
Performance for 2026 Q1 is -7.31%, and YTD is -7.31%, and 2025 is 8.55%.
About JOSH ARNOLD INVESTMENT CONSULTANT, LLC and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, JOSH ARNOLD INVESTMENT CONSULTANT, LLC reported an equity portfolio of $117 Millions as of 31 Mar, 2026.
The top stock holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC are AAPL, AMZN, TOI. The fund has invested 67.5% of it's portfolio in APPLE INC and 15.7% of portfolio in AMAZON COM INC.
The fund managers got completely rid off TELEFLEX INCORPORATED (TFX), NIKE INC (NKE) and SNOWFLAKE INC (SNOW) stocks. They significantly reduced their stock positions in TKO GROUP HOLDINGS INC, PALANTIR TECHNOLOGIES INC (PLTR) and AMAZON COM INC (AMZN). JOSH ARNOLD INVESTMENT CONSULTANT, LLC opened new stock positions in AKAMAI TECHNOLOGIES INC (AKAM), SANDRIDGE ENERGY INC (SD) and KRATOS DEFENSE & SEC SOLUTIO (KTOS). The fund showed a lot of confidence in some stocks as they added substantially to LIVE NATION ENTERTAINMENT IN (LYV) and THE ONCOLOGY INSTITUTE INC (TOI).
The top stock holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC are AAPL, AMZN, TOI. The fund has invested 67.5% of it's portfolio in APPLE INC and 15.7% of portfolio in AMAZON COM INC.
The fund managers got completely rid off TELEFLEX INCORPORATED (TFX), NIKE INC (NKE) and SNOWFLAKE INC (SNOW) stocks. They significantly reduced their stock positions in TKO GROUP HOLDINGS INC, PALANTIR TECHNOLOGIES INC (PLTR) and AMAZON COM INC (AMZN). JOSH ARNOLD INVESTMENT CONSULTANT, LLC opened new stock positions in AKAMAI TECHNOLOGIES INC (AKAM), SANDRIDGE ENERGY INC (SD) and KRATOS DEFENSE & SEC SOLUTIO (KTOS). The fund showed a lot of confidence in some stocks as they added substantially to LIVE NATION ENTERTAINMENT IN (LYV) and THE ONCOLOGY INSTITUTE INC (TOI).
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that JOSH ARNOLD INVESTMENT CONSULTANT, LLC made a return of -7.31% in the last quarter. In trailing 12 months, it's portfolio return was 11.23%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| akamai technologies inc | 1,354,280 |
| sandridge energy inc | 673,153 |
| kratos defense & sec solutio | 447,739 |
New stocks bought by JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Additions
| Ticker | % Inc. |
|---|---|
| live nation entertainment in | 7.7 |
| the oncology institute inc | 0.18 |
Additions to existing portfolio by JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| tko group holdings inc | -22.64 |
| palantir technologies inc | -17.35 |
| berkshire hathaway inc del | -11.9 |
| amazon com inc | -11.06 |
| alphabet inc | -7.14 |
| apple inc | -1.54 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| teleflex incorporated | -1,770,200 |
| snowflake inc | -766,700 |
| cohen & steers quality incom | -428,821 |
| nike inc | -1,581,600 |
| adaptimmune therapeutics plc | -37,800 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC got rid off the above stocks
Sector Distribution
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 71.7% of it's holdings in Technology sector.
- Technology
- Consumer Cyclical
- Healthcare
- Others
- Communication Services
| Sector | % |
|---|---|
| Technology | 71.7 |
| Consumer Cyclical | 15.7 |
| Healthcare | 6.5 |
| Others | 3 |
| Communication Services | 1.9 |
Market Cap. Distribution
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 89.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- MICRO-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 86.5 |
| MICRO-CAP | 6.5 |
| LARGE-CAP | 3.4 |
| UNALLOCATED | 3 |
Stocks belong to which Index?
About 86.9% of the stocks held by JOSH ARNOLD INVESTMENT CONSULTANT, LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 86.9 |
| Others | 12.1 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has 13 stocks in it's portfolio. About 99.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. LYV was the most profitable stock for JOSH ARNOLD INVESTMENT CONSULTANT, LLC last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 67.54 | 311,388 | 79,027,200 | reduced | -1.54 | ||
| ADAP | adaptimmune therapeutics plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AKAM | akamai technologies inc | 1.16 | 11,700 | 1,354,280 | new | |||
| AMAT | applied matls inc | 0.39 | 1,345 | 459,708 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 15.67 | 88,023 | 18,332,600 | reduced | -11.06 | ||
| CHRW | c h robinson worldwide in | 0.27 | 1,930 | 320,515 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.24 | 975 | 280,371 | reduced | -7.14 | ||
| KTOS | kratos defense & sec solutio | 0.38 | 6,350 | 447,739 | new | |||
| LYV | live nation entertainment in | 1.63 | 12,520 | 1,909,420 | added | 7.7 | ||
| NKE | nike inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PLTR | palantir technologies inc | 2.63 | 21,025 | 3,075,540 | reduced | -17.35 | ||
| SD | sandridge energy inc | 0.58 | 5,750 | 673,153 | new | |||
| SNOW | snowflake inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TFX | teleflex incorporated | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TOI | the oncology institute inc | 6.47 | 2,464,360 | 7,565,580 | added | 0.18 | ||
| tko group holdings inc | 2.74 | 15,925 | 3,211,280 | reduced | -22.64 | |||
| berkshire hathaway inc del | 0.30 | 740 | 354,608 | reduced | -11.9 | |||
| cohen & steers quality incom | 0.00 | 0.00 | 0.00 | sold off | -100 | |||