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CIK: 0001911348
Total reported value
$159.0M
$159.0M
13 檔
70.0%
As reported in its official Q1 2026 Form 13F filing, Josh Arnold Investment Consultant, LLC's tracked investment portfolio stood at $159.0M with 13 total positions.
In Q1 2026, Josh Arnold Investment Consultant, LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 67.54% | -11.60% | -1.54% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 15.67% | -2.00% | -11.06% | |
| 3 | TOI | Oncology Institute Inc/the | Stock-Other | 6.47% | +1.95% | +0.18% | |
| 4 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 2.74% | -1.79% | -22.64% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.63% | -1.54% | -17.35% | |
| 6 | LYV | Live Nation Entertainment In | Stock-Comm Services | 1.63% | -1.63% | EXIT | |
| 7 | AKAM | Akamai Technologies Inc | Stock-Tech | 1.16% | -0.18% | — | |
| 8 | SD | Sandridge Energy Inc | Stock-Other | 0.58% | -0.58% | EXIT | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 0.39% | +0.22% | — | |
| 10 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.38% | -0.38% | EXIT | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.07% | -11.90% | |
| 12 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.27% | -0.04% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | -0.24% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3.4% | -1.54% | Trim |
| 2 | LYV | Live Nation Entertainment In | +0.4% | +7.70% | Add |
| 3 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 4 | CHRW | C.h. Robinson Worldwide Inc | 0% | — | Unchanged |
| 5 | GOOGL | Alphabet Inc-cl A | 0% | -7.14% | Trim |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -11.90% | Trim |
| 7 | TOI | Oncology Institute Inc/the | -0.1% | +0.18% | Add |
| 8 | TKO | Tko Group Holdings Inc | -0.5% | -22.64% | Trim |
| 9 | PLTR | Palantir Technologies Inc-a | -0.7% | -17.35% | Trim |
| 10 | AMZN | Amazon.com Inc | -1.4% | -11.06% | Trim |
| 11 | TFX | Teleflex Inc | — | EXIT | Sold out |
| 12 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 13 | AKAM | Akamai Technologies Inc | — | NEW | New buy |
| 14 | SNOW | Snowflake Inc | — | EXIT | Sold out |
| 15 | SD | Sandridge Energy Inc | — | NEW | New buy |
| 16 | KTOS | Kratos Defense & Security | — | NEW | New buy |
| 17 | RQI | Cohen & Steers Qual Inc Rlty | — | EXIT | Sold out |
| 18 | ADAPY | Adaptimmune Therapeutics-adr | — | EXIT | Sold out |
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 13 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, TOI) accounted for 70.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AKAM
市值: $1.4M
Top Position Liquidated / Trimmed
TFX
前期市值: $1.8M
During Q1 2026, Josh Arnold Investment Consultant, LLC's top holdings by market value included AAPL (67.5%)、AMZN (15.7%)、TOI (6.5%). The largest single position, AAPL, represented 67.5% of total portfolio value.
In Q1 2026, Josh Arnold Investment Consultant, LLC made 16 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 6 holdings, and fully liquidating 5 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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