# JOSH ARNOLD INVESTMENT CONSULTANT, LLC: Form 13F holdings

An institutional investment manager in EDINA, MN. SEC CIK 1911348.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $159.0m
- Positions: 21 (21 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1911348/000191134826000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $88.9m | 55.9% | 307,356 |  | Reduced −4,032 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $21.7m | 13.7% | 91,158 |  | Added +3,135 |
| [THE ONCOLOGY INSTITUTE INC (STLN)](/companies/stln.md) | COM | $13.4m | 8.4% | 2,464,359 |  | Unchanged |
| [AGILON HEALTH INC (AGL)](/companies/agl.md) | COM NEW | $7.8m | 4.9% | 73,000 |  | New +73,000 |
| [PORCH GROUP INC (PRCH)](/companies/prch.md) | COM | $5.7m | 3.6% | 379,048 |  | New +379,048 |
| [LESLIES INC (LESLQ)](/companies/leslq.md) | COM | $3.9m | 2.4% | 380,270 |  | New +380,270 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $2.4m | 1.5% | 17,325 |  | New +17,325 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $2.4m | 1.5% | 21,220 |  | New +21,220 |
| [KOPIN CORP (KOPN)](/companies/kopn.md) | COM | $2.0m | 1.3% | 450,000 |  | New +450,000 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $1.7m | 1.1% | 14,915 |  | Reduced −6,110 |
| [AKAMAI TECHNOLOGIES INC (AKAM)](/companies/akam.md) | COM | $1.6m | 1.0% | 13,225 |  | Added +1,525 |
| [TKO GROUP HOLDINGS INC (TKO)](/companies/tko.md) | CL A | $1.5m | 0.9% | 7,465 |  | Reduced −8,460 |
| [FABRICAI INC (FABC)](/companies/fabc.md) | COM | $1.0m | 0.6% | 275,498 |  | New +275,498 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $972.4k | 0.6% | 1,345 |  | Unchanged |
| ISHARES TR | 0-3 MTH TREASURY | $906.0k | 0.6% | 9,000 |  | New +9,000 |
| [CLEAR SECURE INC (YOU)](/companies/you.md) | COM CL A | $810.9k | 0.5% | 14,550 |  | New +14,550 |
| [DRAFTKINGS INC NEW (DKNG)](/companies/dkng.md) | COM CL A | $770.4k | 0.5% | 30,500 |  | New +30,500 |
| [COHEN & STEERS QUALITY INCOM (RQI)](/companies/rqi.md) | COM | $462.2k | 0.3% | 37,550 |  | New +37,550 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $370.3k | 0.2% | 740 |  | Unchanged |
| [C H ROBINSON WORLDWIDE IN (CHRW)](/companies/chrw.md) | COM NEW | $363.5k | 0.2% | 1,930 |  | Unchanged |
| [SEZZLE INC (SEZL)](/companies/sezl.md) | COM | $257.4k | 0.2% | 1,500 |  | New +1,500 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $0 | 0.0% | 0 |  | Sold out −975 |
| [KRATOS DEFENSE & SEC SOLUTIO (KTOS)](/companies/ktos.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −6,350 |
| [LIVE NATION ENTERTAINMENT IN (LYV)](/companies/lyv.md) | COM | $0 | 0.0% | 0 |  | Sold out −12,520 |
| [SANDRIDGE ENERGY INC (SD)](/companies/sd.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −5,750 |

Source: SEC EDGAR, Form 13F-HR, accession 0001911348-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.