Josh Arnold Investment Consultant, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Josh Arnold Investment Consultant, Llc disclosed 21 stock positions valued at approximately $158.98M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, AMAZON COM INC, and THE ONCOLOGY INSTITUTE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 21
- Portfolio Value
- $158.98M
Holdings by Sector
Josh Arnold Investment Consultant, Llc Portfolio Holdings in Q2 2026
17 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 55.94% | 307,356 | -4,032 | -1.29% | $88,936,532 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 13.67% | 91,158 | +3,135 | +3.56% | $21,726,598 |
| THE ONCOLOGY INSTITUTE INC | TOI | Healthcare | 8.42% | 2,464,359 | - | - | $13,381,469 |
| PORCH GROUP INC | PRCH | Technology | 3.59% | 379,048 | +379,048 | +100.00% | $5,700,882 |
| INTEL CORP | INTC | Technology | 1.52% | 17,325 | +17,325 | +100.00% | $2,419,090 |
| KOPIN CORP | KOPN | Technology | 1.27% | 450,000 | +450,000 | +100.00% | $2,016,000 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.09% | 14,915 | -6,110 | -29.06% | $1,740,133 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 0.98% | 13,225 | +1,525 | +13.03% | $1,563,327 |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 0.95% | 7,465 | -8,460 | -53.12% | $1,502,779 |
| APPLIED MATLS INC | AMAT | Technology | 0.61% | 1,345 | - | - | $972,435 |
| ISHARES TR | SGOV | Other | 0.57% | 9,000 | +9,000 | +100.00% | $906,030 |
| CLEAR SECURE INC | YOU | Technology | 0.51% | 14,550 | +14,550 | +100.00% | $810,872 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 0.48% | 30,500 | +30,500 | +100.00% | $770,430 |
| COHEN & STEERS QUALITY INCOM | RQI | Financial Services | 0.29% | 37,550 | - | - | $462,241 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.23% | 740 | - | - | $370,289 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 0.23% | 1,930 | - | - | $363,496 |
| SEZZLE INC | SEZL | Financial Services | 0.16% | 1,500 | +1,500 | +100.00% | $257,445 |