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Latest JOSH ARNOLD INVESTMENT CONSULTANT, LLC Stock Portfolio

$158Million | No. of Holdings #21

JOSH ARNOLD INVESTMENT CONSULTANT, LLC Performance

2026 Q2+13.69%
YTD+5.38%
2025+8.55%

About JOSH ARNOLD INVESTMENT CONSULTANT, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, JOSH ARNOLD INVESTMENT CONSULTANT, LLC reported an equity portfolio of $159 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC are AAPL, AMZN, TOI. The fund has invested 55.9% of it's portfolio in APPLE INC and 13.7% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off LIVE NATION ENTERTAINMENT IN (LYV), SANDRIDGE ENERGY INC (SD) and KRATOS DEFENSE & SEC SOLUTIO (KTOS) stocks. They significantly reduced their stock positions in TKO GROUP HOLDINGS INC, PALANTIR TECHNOLOGIES INC (PLTR) and APPLE INC (AAPL). JOSH ARNOLD INVESTMENT CONSULTANT, LLC opened new stock positions in AGILON HEALTH INC (AGL), PORCH GROUP INC (PRCH) and LESLIES INC (LESL). The fund showed a lot of confidence in some stocks as they added substantially to AKAMAI TECHNOLOGIES INC (AKAM) and AMAZON COM INC (AMZN).
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$158Million
  as of Aug 14, 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 13.69% in the last quarter. In trailing 12 months, it's portfolio return was 25.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
agilon health inc7,824,140
porch group inc5,700,880
leslies inc3,859,740
intel corp2,419,090
space exploration techn corp2,380,880
kopin corp2,016,000
fabricai inc1,016,590
ishares tr906,030
New stocks bought by JOSH ARNOLD INVESTMENT CONSULTANT, LLC

Additions

Ticker% Inc.
akamai technologies inc13.03
amazon com inc3.56
Additions to existing portfolio by JOSH ARNOLD INVESTMENT CONSULTANT, LLC

Reductions

Ticker% Reduced
tko group holdings inc-53.12
palantir technologies inc-29.06
apple inc-1.29
JOSH ARNOLD INVESTMENT CONSULTANT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
live nation entertainment in-1,909,420
kratos defense & sec solutio-447,739
sandridge energy inc-673,153
alphabet inc-280,371
JOSH ARNOLD INVESTMENT CONSULTANT, LLC got rid off the above stocks

Sector Distribution

JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 65.5% of it's holdings in Technology sector.

  • Technology
  • Consumer Cyclical
  • Healthcare
  • Others
Sector%
Technology65.5
Consumer Cyclical17.2
Healthcare13.3
Others3.7

Market Cap. Distribution

JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 74.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • SMALL-CAP
  • UNALLOCATED
  • NANO-CAP
  • LARGE-CAP
Category%
MEGA-CAP72.8
SMALL-CAP18.2
UNALLOCATED3.7
NANO-CAP3.1
LARGE-CAP1.7

Stocks belong to which Index?

About 75.9% of the stocks held by JOSH ARNOLD INVESTMENT CONSULTANT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50073
Others24.1
RUSSELL 20002.9
Top 5 Winners (%)%
AMAT
applied matls inc
111.5 %
TOI
the oncology institute inc
76.9 %
AMZN
amazon com inc
14.2 %
AAPL
apple inc
13.9 %
CHRW
c h robinson worldwide in
13.4 %
Top 5 Winners ($)$
AAPL
apple inc
11.0 M
TOI
the oncology institute inc
5.8 M
AMZN
amazon com inc
2.7 M
AMAT
applied matls inc
0.5 M
CHRW
c h robinson worldwide in
0.0 M
Top 5 Losers (%)%
PLTR
palantir technologies inc
-17.3 %
tko group holdings inc
-0.1 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-0.5 M
tko group holdings inc
0.0 M

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 21 stocks in it's portfolio. About 94.3% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for JOSH ARNOLD INVESTMENT CONSULTANT, LLC last quarter.

$158.98MTotal Value
25.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
DMXF
Ishares Tr

Ishares Tr

DMXF
JOSH ARNOLD INVESTMENT CONSULTANT, LLC's holding in Ishares Tr over time
0.57%9,000
$906.0K
0.57%
new position