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JOSH ARNOLD INVESTMENT CONSULTANT, LLC — 13F Holdings & Portfolio

CIK 1911348 · latest 13F-HR filed 2026-08-14

Backtest portfolio

JOSH ARNOLD INVESTMENT CONSULTANT, LLC manages $159.0M in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (55.94%), AMZN (13.67%), STLN (8.42%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions and exited 4; 6 existing positions rose in reported value and 2 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$159.0M

Long-equity book

Holdings
21

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+12 / −4 / ↑6 / ↓2

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL55.9% · -1%AMZN13.7% · +4%TOI8.4% · 0%AGL4.9% · newPRCH3.6% · newLESL2.4% · newINTC1.5% · newSPCX1.5% · newKOPN1.3% · newPLTR1.1% · -29%AKAM1.0% · +13%TKO0.9% · -53%FABC0.6% · newAMAT0.6% · 0%SGOV0.6% · newYOU0.5% · newDKNG0.5% · newRQI0.3% · newBRK.B0.2% · 0%CHRW0.2% · 0%SEZL0.2% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 94.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 3, 2026.

Assets Under Management
$142.1M
Discretionary
$142.1M
Employees
2
Accounts
401
Address
6800 FRANCE AVENUE SOUTH,
#325
EDINA, MN 55435
Phone
(952) 925-5608
Website
Name Title / Status Ownership Type
ARNOLD, JOSHUA, DAVID ControlCHIEF COMPLIANCE OFFICER/MANAGING MEMBER
since Feb 2016
75% or moreIndividual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

JOSH ARNOLD INVESTMENT CONSULTANT, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $88.9M 55.94% 307,356 SH
2 AMAZON COM INC AMZN 023135106 $21.7M 13.67% 91,158 SH
3 THE ONCOLOGY INSTITUTE INC STLN 68236X100 $13.4M 8.42% 2,464,359 SH
4 AGILON HEALTH INC AGL 00857U206 $7.8M 4.92% 73,000 SH
5 PORCH GROUP INC PRCH 733245104 $5.7M 3.59% 379,048 SH
6 LESLIES INC LESL 527064208 $3.9M 2.43% 380,270 SH
7 INTEL CORP INTC 458140100 $2.4M 1.52% 17,325 SH
8 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $2.4M 1.50% 21,220 SH
9 KOPIN CORP KOPN 500600101 $2.0M 1.27% 450,000 SH
10 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.7M 1.09% 14,915 SH
11 AKAMAI TECHNOLOGIES INC AKAM 00971T101 $1.6M 0.98% 13,225 SH
12 TKO GROUP HOLDINGS INC TKO 87256C101 $1.5M 0.95% 7,465 SH
13 FABRICAI INC FABC 054748306 $1.0M 0.64% 275,498 SH
14 APPLIED MATLS INC AMAT 038222105 $972.4K 0.61% 1,345 SH
15 ISHARES TR SGOV 46436E718 $906.0K 0.57% 9,000 SH
16 CLEAR SECURE INC YOU 18467V109 $810.9K 0.51% 14,550 SH
17 DRAFTKINGS INC NEW DKNG 26142V105 $770.4K 0.48% 30,500 SH
18 COHEN & STEERS QUALITY INCOM RQI 19247L106 $462.2K 0.29% 37,550 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $370.3K 0.23% 740 SH
20 C H ROBINSON WORLDWIDE IN CHRW 12541W209 $363.5K 0.23% 1,930 SH
21 SEZZLE INC SEZL 78435P105 $257.4K 0.16% 1,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $159.0M 21 0001911348-26-000004
2026-03-31 2026-05-15 $117.0M 13 0001911348-26-000002
2025-12-31 2026-02-20 $134.0M 15 0001911348-26-000001
2025-09-30 2025-11-14 $124.1M 13 0001911348-25-000008
Filer Information
Address
6800 FRANCE AVENUE SOUTH, #325
EDINA, MN 55435
Phone
(952) 925-6228
Filing Manager
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
EDINA, MN
Signatory
JORDAN GREEN
Counsel