Latest JOSH ARNOLD INVESTMENT CONSULTANT, LLC Stock Portfolio
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Performance:
2025 Q4: 4.93%YTD: 8.55%2024: 28%
Performance for 2025 Q4 is 4.93%, and YTD is 8.55%, and 2024 is 28%.
About JOSH ARNOLD INVESTMENT CONSULTANT, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, JOSH ARNOLD INVESTMENT CONSULTANT, LLC reported an equity portfolio of $134 Millions as of 31 Dec, 2025.
The top stock holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC are AAPL, AMZN, TOI. The fund has invested 64.1% of it's portfolio in APPLE INC and 17% of portfolio in AMAZON COM INC.
The fund managers got completely rid off KRATOS DEFENSE & SEC SOLUTIO (KTOS), PARAMOUNT SKYDANCE CORP and NVIDIA CORPORATION (NVDA) stocks. They significantly reduced their stock positions in TKO GROUP HOLDINGS INC, LIVE NATION ENTERTAINMENT IN (LYV) and AMAZON COM INC (AMZN). JOSH ARNOLD INVESTMENT CONSULTANT, LLC opened new stock positions in TELEFLEX INCORPORATED (TFX), NIKE INC (NKE) and SNOWFLAKE INC (SNOW). The fund showed a lot of confidence in some stocks as they added substantially to THE ONCOLOGY INSTITUTE INC (TOI) and PALANTIR TECHNOLOGIES INC (PLTR).
The top stock holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC are AAPL, AMZN, TOI. The fund has invested 64.1% of it's portfolio in APPLE INC and 17% of portfolio in AMAZON COM INC.
The fund managers got completely rid off KRATOS DEFENSE & SEC SOLUTIO (KTOS), PARAMOUNT SKYDANCE CORP and NVIDIA CORPORATION (NVDA) stocks. They significantly reduced their stock positions in TKO GROUP HOLDINGS INC, LIVE NATION ENTERTAINMENT IN (LYV) and AMAZON COM INC (AMZN). JOSH ARNOLD INVESTMENT CONSULTANT, LLC opened new stock positions in TELEFLEX INCORPORATED (TFX), NIKE INC (NKE) and SNOWFLAKE INC (SNOW). The fund showed a lot of confidence in some stocks as they added substantially to THE ONCOLOGY INSTITUTE INC (TOI) and PALANTIR TECHNOLOGIES INC (PLTR).
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 4.93% in the last quarter. In trailing 12 months, it's portfolio return was 8.55%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| teleflex incorporated | 1,770,200 |
| nike inc | 1,581,600 |
| snowflake inc | 766,700 |
| berkshire hathaway inc del | 422,226 |
| alphabet inc | 328,650 |
| adaptimmune therapeutics plc | 37,800 |
New stocks bought by JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Additions
| Ticker | % Inc. |
|---|---|
| the oncology institute inc | 1,104 |
| palantir technologies inc | 26.1 |
Additions to existing portfolio by JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| tko group holdings inc | -31.65 |
| live nation entertainment in | -23.39 |
| amazon com inc | -12.97 |
| cohen & steers quality incom | -8.53 |
| apple inc | -3.69 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| paramount skydance corp | -429,484 |
| kratos defense & sec solutio | -619,032 |
| sezzle inc | -238,590 |
| nvidia corporation | -261,212 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC got rid off the above stocks
Sector Distribution
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 68.3% of it's holdings in Technology sector.
- Technology
- Consumer Cyclical
- Healthcare
- Others
- Communication Services
| Sector | % |
|---|---|
| Technology | 68.3 |
| Consumer Cyclical | 18.2 |
| Healthcare | 7.9 |
| Others | 3.8 |
| Communication Services | 1.5 |
Market Cap. Distribution
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 88.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- MICRO-CAP
- UNALLOCATED
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| MEGA-CAP | 85.1 |
| MICRO-CAP | 6.5 |
| UNALLOCATED | 3.8 |
| LARGE-CAP | 3.2 |
| MID-CAP | 1.3 |
Stocks belong to which Index?
About 85.6% 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 | 85.6 |
| Others | 14.4 |
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 15 stocks in it's portfolio. About 98.9% of the portfolio is in top 10 stocks. LYV 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.
Last Reported on: 20 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 64.14 | 316,243 | 85,973,800 | reduced | -3.69 | ||
| ADAP | adaptimmune therapeutics plc | 0.03 | 20,000 | 37,800 | new | |||
| AMAT | applied matls inc | 0.26 | 1,345 | 345,652 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 17.04 | 98,973 | 22,844,900 | reduced | -12.97 | ||
| CHRW | c h robinson worldwide inc | 0.23 | 1,930 | 310,267 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.24 | 1,050 | 328,650 | new | |||
| KTOS | kratos defense & sec solutio | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| LYV | live nation entertainment in | 1.24 | 11,625 | 1,656,560 | reduced | -23.39 | ||
| NKE | nike inc | 1.18 | 24,825 | 1,581,600 | new | |||
| NVDA | nvidia corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PLTR | palantir technologies inc | 3.37 | 25,440 | 4,521,960 | added | 26.1 | ||
| SNOW | snowflake inc | 0.57 | 85,000 | 766,700 | new | |||
| TFX | teleflex incorporated | 1.32 | 265,000 | 1,770,200 | new | |||
| TOI | the oncology institute inc | 6.53 | 2,459,810 | 8,756,920 | added | 1,104 | ||
| tko group holdings inc | 3.21 | 20,585 | 4,302,260 | reduced | -31.65 | |||
| cohen & steers quality incom | 0.32 | 37,550 | 428,821 | reduced | -8.53 | |||
| berkshire hathaway inc del | 0.32 | 840 | 422,226 | new | ||||
| sezzle inc | 0.00 | 0.00 | 0.00 | sold off | -100 | |||
| paramount skydance corp | 0.00 | 0.00 | 0.00 | sold off | -100 | |||