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CIK: 0001911348
Total reported value
$159.0M
$159.0M
20 檔
66.3%
During the Q2 2024 filing period, Josh Arnold Investment Consultant, LLC (CIK: 0001911348) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $159.0M across 20 reported positions.
During Q2 2024, Josh Arnold Investment Consultant, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 61.40% | -11.60% | -1.99% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 19.12% | -2.00% | -0.64% | |
| 3 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 3.04% | +0.48% | NEW | |
| 4 | AIOT | Powerfleet Inc | Stock-Other | 2.78% | — | — | |
| 5 | CNS | Cohen & Steers Inc | Stock-Other | 2.01% | — | — | |
| 6 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.70% | — | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | — | — | |
| 8 | CLBT | Cellebrite DI Ltd. | Stock-Other | 1.63% | — | — | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 1.52% | — | — | |
| 10 | SOC | Sable Offshore CORP | Stock-Other | 1.31% | — | — | |
| 11 | LPRO | Open Lending CORP | Stock-Other | 0.65% | — | — | |
| 12 | EVLV | Evolv Technologies Holdings | Stock-Other | 0.53% | — | — | |
| 13 | BKD | Brookdale Senior Living Inc | Stock-Other | 0.52% | — | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | — | +1.61% | |
| 15 | NMM | Navios Maritime Partners L.P. | Stock-Other | 0.39% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.07% | — | |
| 17 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.30% | — | — | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 0.30% | — | — | |
| 19 | CORZ | Core Scientific Inc | Stock-Tech | 0.23% | — | — | |
| 20 | TTI | Tetra Technologies Inc | Stock-Other | 0.06% | — | — |
According to official SEC Form 13F filings, Josh Arnold Investment Consultant, LLC reported a total U.S. public equity portfolio value of $159.0M across 20 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, DKNG) accounted for 66.3% of total reported equity market value during Q2 2024.
During Q2 2024, Josh Arnold Investment Consultant, LLC's top holdings by market value included AAPL (61.4%)、AMZN (19.1%)、DKNG (3.0%). The largest single position, AAPL, represented 61.4% of total portfolio value.
In Q2 2024, Josh Arnold Investment Consultant, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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