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CIK: 0001911348
Total reported value
$159.0M
$159.0M
15 檔
79.5%
According to the latest 13F quarterly dataset, Josh Arnold Investment Consultant, LLC managed an equity portfolio of $159.0M at the end of Q4 2025, spanning 15 distinct U.S. exchange-listed positions.
Josh Arnold Investment Consultant, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 4 holdings and trimming 5 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 64.14% | -11.60% | -3.69% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 17.04% | -2.00% | -12.97% | |
| 3 | TOI | Oncology Institute Inc/the | Stock-Other | 6.53% | +1.95% | +1104.31% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.37% | -1.54% | +26.10% | |
| 5 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 3.21% | -1.79% | -31.65% | |
| 6 | TFX | Teleflex Inc | Stock-Healthcare | 1.32% | — | — | |
| 7 | LYV | Live Nation Entertainment In | Stock-Comm Services | 1.24% | -1.63% | EXIT | |
| 8 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.18% | — | — | |
| 9 | SNOW | Snowflake Inc | Stock-Tech | 0.57% | — | — | |
| 10 | RQI | Cohen & Steers Qual Inc Rlty | Stock-Other | 0.32% | +0.29% | NEW | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.07% | — | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 0.26% | +0.22% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | -0.24% | EXIT | |
| 14 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.23% | -0.04% | — | |
| 15 | ADAPY | Adaptimmune Therapeutics-adr | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TOI | Oncology Institute Inc/the | +6% | +1104.31% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +0.4% | +26.10% | Add |
| 3 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 4 | CHRW | C.h. Robinson Worldwide Inc | 0% | — | Unchanged |
| 5 | RQI | Cohen & Steers Qual Inc Rlty | -0.1% | -8.53% | Trim |
| 6 | LYV | Live Nation Entertainment In | -0.8% | -23.39% | Trim |
| 7 | TKO | Tko Group Holdings Inc | -1.7% | -31.65% | Trim |
| 8 | AMZN | Amazon.com Inc | -3.1% | -12.97% | Trim |
| 9 | AAPL | Apple Inc | -3.2% | -3.69% | Trim |
| 10 | TFX | Teleflex Inc | — | NEW | New buy |
| 11 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 12 | SNOW | Snowflake Inc | — | NEW | New buy |
| 13 | KTOS | Kratos Defense & Security | — | EXIT | Sold out |
| 14 | PSKY | Paramount Skydance Cl B | — | EXIT | Sold out |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 17 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 18 | SEZL | Sezzle Inc | — | EXIT | Sold out |
| 19 | ADAPY | Adaptimmune Therapeutics-adr | — | NEW | New buy |
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 15 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, TOI) accounted for 79.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
TFX
市值: $1.8M
Top Position Liquidated / Trimmed
KTOS
前期市值: $619.0K
During Q4 2025, Josh Arnold Investment Consultant, LLC's top holdings by market value included AAPL (64.1%)、AMZN (17.0%)、TOI (6.5%). The largest single position, AAPL, represented 64.1% of total portfolio value.
In Q4 2025, Josh Arnold Investment Consultant, LLC made 17 total portfolio adjustments, initiating 6 new buys, adding to 2 positions, trimming 5 holdings, and fully liquidating 4 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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