JOSH ARNOLD INVESTMENT CONSULTANT, LLC
An institutional investment manager in EDINA, MN. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1911348.
- Reported value$159.0m
- Positions21
Holdings: 21 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Apple IncAAPL | COM | 037833100 | 88.9 | 55.9% | 307,356 | Reduced−4,032 | |
| Amazon Com IncAMZN | COM | 023135106 | 21.7 | 13.7% | 91,158 | Added+3,135 | |
| The Oncology Institute IncSTLN | COM | 68236X100 | 13.4 | 8.4% | 2,464,359 | Unchanged | |
| Agilon Health IncAGL | COM NEW | 00857U206 | 7.8 | 4.9% | 73,000 | New+73,000 | |
| Porch Group IncPRCH | COM | 733245104 | 5.7 | 3.6% | 379,048 | New+379,048 | |
| Leslies IncLESLQ | COM | 527064208 | 3.9 | 2.4% | 380,270 | New+380,270 | |
| Intel CorpINTC | COM | 458140100 | 2.4 | 1.5% | 17,325 | New+17,325 | |
| Space Exploration Techn CorpSPCX | CLASS A COM STK | 84615Q103 | 2.4 | 1.5% | 21,220 | New+21,220 | |
| Kopin CorpKOPN | COM | 500600101 | 2.0 | 1.3% | 450,000 | New+450,000 | |
| Palantir Technologies IncPLTR | CL A | 69608A108 | 1.7 | 1.1% | 14,915 | Reduced−6,110 | |
| Akamai Technologies IncAKAM | COM | 00971T101 | 1.6 | 1.0% | 13,225 | Added+1,525 | |
| TKO Group Holdings IncTKO | CL A | 87256C101 | 1.5 | 0.9% | 7,465 | Reduced−8,460 | |
| Fabricai IncFABC | COM | 054748306 | 1.0 | 0.6% | 275,498 | New+275,498 | |
| Applied Matls IncAMAT | COM | 038222105 | 1.0 | 0.6% | 1,345 | Unchanged | |
| Ishares TR | 0-3 MTH TREASURY | 46436E718 | 0.9 | 0.6% | 9,000 | New+9,000 | |
| Clear Secure IncYOU | COM CL A | 18467V109 | 0.8 | 0.5% | 14,550 | New+14,550 | |
| Draftkings Inc NewDKNG | COM CL A | 26142V105 | 0.8 | 0.5% | 30,500 | New+30,500 | |
| Cohen & Steers Quality IncomRQI | COM | 19247L106 | 0.5 | 0.3% | 37,550 | New+37,550 | |
| Berkshire Hathaway Inc DelBRK-B | CL B NEW | 084670702 | 0.4 | 0.2% | 740 | Unchanged | |
| C H Robinson Worldwide inCHRW | COM NEW | 12541W209 | 0.4 | 0.2% | 1,930 | Unchanged | |
| Sezzle IncSEZL | COM | 78435P105 | 0.3 | 0.2% | 1,500 | New+1,500 |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 0.0 | 0.0% | 0 | Sold out−975 | |
| Kratos Defense & Sec SolutioKTOS | COM NEW | 50077B207 | 0.0 | 0.0% | 0 | Sold out−6,350 | |
| Live Nation Entertainment inLYV | COM | 538034109 | 0.0 | 0.0% | 0 | Sold out−12,520 | |
| Sandridge Energy IncSD | COM NEW | 80007P869 | 0.0 | 0.0% | 0 | Sold out−5,750 |
Source: SEC EDGAR, Form 13F-HR, accession 0001911348-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.