Latest JOSH ARNOLD INVESTMENT CONSULTANT, LLC Stock Portfolio
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Performance:
2025 Q3: 13.37%YTD: 3.45%2024: 28%
Performance for 2025 Q3 is 13.37%, and YTD is 3.45%, and 2024 is 28%.
About JOSH ARNOLD INVESTMENT CONSULTANT, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, JOSH ARNOLD INVESTMENT CONSULTANT, LLC reported an equity portfolio of $124.1 Millions as of 30 Sep, 2025.
The top stock holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC are AAPL, AMZN, . The fund has invested 67.4% of it's portfolio in APPLE INC and 20.1% of portfolio in AMAZON COM INC.
The fund managers got completely rid off SABLE OFFSHORE CORP, NEBIUS GROUP N.V. (YNDX) and TIDEWATER INC NEW (TDW) stocks. They significantly reduced their stock positions in THE ONCOLOGY INSTITUTE INC (TOI), LIVE NATION ENTERTAINMENT IN (LYV) and PALANTIR TECHNOLOGIES INC (PLTR). JOSH ARNOLD INVESTMENT CONSULTANT, LLC opened new stock positions in KRATOS DEFENSE & SEC SOLUTIO (KTOS), PARAMOUNT SKYDANCE CORP and NVIDIA CORPORATION (NVDA).
The top stock holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC are AAPL, AMZN, . The fund has invested 67.4% of it's portfolio in APPLE INC and 20.1% of portfolio in AMAZON COM INC.
The fund managers got completely rid off SABLE OFFSHORE CORP, NEBIUS GROUP N.V. (YNDX) and TIDEWATER INC NEW (TDW) stocks. They significantly reduced their stock positions in THE ONCOLOGY INSTITUTE INC (TOI), LIVE NATION ENTERTAINMENT IN (LYV) and PALANTIR TECHNOLOGIES INC (PLTR). JOSH ARNOLD INVESTMENT CONSULTANT, LLC opened new stock positions in KRATOS DEFENSE & SEC SOLUTIO (KTOS), PARAMOUNT SKYDANCE CORP and NVIDIA CORPORATION (NVDA).
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 13.37% in the last quarter. In trailing 12 months, it's portfolio return was 12.7%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| kratos defense & sec solutio | 619,032 |
| paramount skydance corp | 429,484 |
| nvidia corporation | 261,212 |
| c h robinson worldwide inc | 255,532 |
New stocks bought by JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| the oncology institute inc | -92.54 |
| live nation entertainment in | -58.57 |
| palantir technologies inc | -58.02 |
| cohen & steers quality incom | -51.19 |
| apple inc | -50.47 |
| sezzle inc | -50.00 |
| amazon com inc | -49.72 |
| tko group holdings inc | -40.54 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| sable offshore corp | -2,881,600 |
| transocean ltd | -77,700 |
| nebius group n.v. | -1,604,570 |
| tidewater inc new | -1,153,250 |
| graniteshares etf tr | -961,234 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC got rid off the above stocks
Sector Distribution
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 70.8% of it's holdings in Technology sector.
- Technology
- Consumer Cyclical
- Others
- Communication Services
| Sector | % |
|---|---|
| Technology | 70.8 |
| Consumer Cyclical | 20.1 |
| Others | 5.9 |
| Communication Services | 2 |
Market Cap. Distribution
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 93.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- UNALLOCATED
- LARGE-CAP
| Category | % |
|---|---|
| MEGA-CAP | 87.7 |
| UNALLOCATED | 5.9 |
| LARGE-CAP | 5.4 |
Stocks belong to which Index?
About 90.1% 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 | 90.1 |
| Others | 9.4 |
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 13 stocks in it's portfolio. About 99.4% of the portfolio is in top 10 stocks. 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: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 67.36 | 328,376 | 83,614,400 | reduced | -50.47 | ||
| AMAT | applied matls inc | 0.22 | 1,345 | 275,375 | reduced | -15.67 | ||
| AMZN | amazon com inc | 20.12 | 113,725 | 24,970,600 | reduced | -49.72 | ||
| CHRW | c h robinson worldwide inc | 0.21 | 1,930 | 255,532 | new | |||
| COMB | graniteshares etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| KTOS | kratos defense & sec solutio | 0.50 | 6,775 | 619,032 | new | |||
| LYV | live nation entertainment in | 2.00 | 15,175 | 2,479,600 | reduced | -58.57 | ||
| NVDA | nvidia corporation | 0.21 | 1,400 | 261,212 | new | |||
| PLTR | palantir technologies inc | 2.96 | 20,175 | 3,680,320 | reduced | -58.02 | ||
| RIG | transocean ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TDW | tidewater inc new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TOI | the oncology institute inc | 0.57 | 204,250 | 712,833 | reduced | -92.54 | ||
| YNDX | nebius group n.v. | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| tko group holdings inc | 4.90 | 30,115 | 6,082,020 | reduced | -40.54 | |||
| cohen & steers quality incom | 0.41 | 41,050 | 511,894 | reduced | -51.19 | |||
| paramount skydance corp | 0.35 | 22,700 | 429,484 | new | ||||
| sezzle inc | 0.19 | 3,000 | 238,590 | reduced | -50.00 | |||
| sable offshore corp | 0.00 | 0.00 | 0.00 | sold off | -100 | |||