Filed: 10/26/2026ACC: 0001172661-26-004702
📋 What this filing means
ARNHOLD LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $1.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$1.40B
Total AUM (reported)
25.17M
Total Shares
Allocation by class
COM$771.29M55.1%
GOLD SHS$144.87M10.4%
ISHARES NEW$137.24M9.8%
CAP STK CL A$64.53M4.6%
COM CL A$52.03M3.7%
SHS$36.44M2.6%
CL A$33.15M2.4%
Portfolio Concentration
Top 3$350.94M25.1%
4–10$329.51M23.6%
11–25$361.48M25.8%
Rest$356.84M25.5%
Top 3 weight
25.1%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 25.17M
Sole
Full voting authority
25.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole113
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:
SPDR GOLD TR
SOLEShares380.41K
TypeSH
Market value$144.87M
10.36%
Sole
380.41K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares1.76M
TypeSH
Market value$137.24M
9.81%
Sole
1.76M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares70.86K
TypeSH
Market value$68.83M
4.92%
Sole
70.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares187.56K
TypeSH
Market value$64.53M
4.61%
Sole
187.56K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares206.52K
TypeSH
Market value$54.56M
3.90%
Sole
206.52K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares214.84K
TypeSH
Market value$51.84M
3.71%
Sole
214.84K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares174.32K
TypeSH
Market value$50.17M
3.59%
Sole
174.32K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.71M
TypeSH
Market value$41.66M
2.98%
Sole
1.71M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares104.69K
TypeSH
Market value$36.77M
2.63%
Sole
104.69K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares124.93K
TypeSH
Market value$29.98M
2.14%
Sole
124.93K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares266.49K
TypeSH
Market value$28.68M
2.05%
Sole
266.49K
Shared
0.00
None
0.00
SLM CORP
SOLEShares1.25M
TypeSH
Market value$28.39M
2.03%
Sole
1.25M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares412.99K
TypeSH
Market value$28.29M
2.02%
Sole
412.99K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares931.30K
TypeSH
Market value$26.56M
1.90%
Sole
931.30K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares417.23K
TypeSH
Market value$26.04M
1.86%
Sole
417.23K
Shared
0.00
None
0.00
VIATRIS INC
SOLEShares1.42M
TypeSH
Market value$25.09M
1.79%
Sole
1.42M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares223.90K
TypeSH
Market value$24.08M
1.72%
Sole
223.90K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares63.31K
TypeSH
Market value$23.24M
1.66%
Sole
63.31K
Shared
0.00
None
0.00
KYNDRYL HLDGS INC
SOLEShares2.06M
TypeSH
Market value$23.18M
1.66%
Sole
2.06M
Shared
0.00
None
0.00
XPO INC
SOLEShares131.10K
TypeSH
Market value$23.07M
1.65%
Sole
131.10K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares119.91K
TypeSH
Market value$22.26M
1.59%
Sole
119.91K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares356.64K
TypeSH
Market value$21.65M
1.55%
Sole
356.64K
Shared
0.00
None
0.00
BIO RAD LABS INC
SOLEShares55.57K
TypeSH
Market value$20.99M
1.50%
Sole
55.57K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares457.93K
TypeSH
Market value$20.19M
1.44%
Sole
457.93K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares256.54K
TypeSH
Market value$19.75M
1.41%
Sole
256.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRSOLE | GOLD SHS | 380.41K | SH | $144.87M 10.36% | 380.41K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 1.76M | SH | $137.24M 9.81% | 1.76M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 70.86K | SH | $68.83M 4.92% | 70.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 187.56K | SH | $64.53M 4.61% | 187.56K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 206.52K | SH | $54.56M 3.90% | 206.52K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 214.84K | SH | $51.84M 3.71% | 214.84K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 174.32K | SH | $50.17M 3.59% | 174.32K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.71M | SH | $41.66M 2.98% | 1.71M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 104.69K | SH | $36.77M 2.63% | 104.69K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 124.93K | SH | $29.98M 2.14% | 124.93K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 266.49K | SH | $28.68M 2.05% | 266.49K | 0.00 | 0.00 |
SLM CORPSOLE | COM | 1.25M | SH | $28.39M 2.03% | 1.25M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 412.99K | SH | $28.29M 2.02% | 412.99K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 931.30K | SH | $26.56M 1.90% | 931.30K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 417.23K | SH | $26.04M 1.86% | 417.23K | 0.00 | 0.00 |
VIATRIS INCSOLE | COM | 1.42M | SH | $25.09M 1.79% | 1.42M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 223.90K | SH | $24.08M 1.72% | 223.90K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 63.31K | SH | $23.24M 1.66% | 63.31K | 0.00 | 0.00 |
KYNDRYL HLDGS INCSOLE | COMMON STOCK | 2.06M | SH | $23.18M 1.66% | 2.06M | 0.00 | 0.00 |
XPO INCSOLE | COM | 131.10K | SH | $23.07M 1.65% | 131.10K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 119.91K | SH | $22.26M 1.59% | 119.91K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 356.64K | SH | $21.65M 1.55% | 356.64K | 0.00 | 0.00 |
BIO RAD LABS INCSOLE | CL A | 55.57K | SH | $20.99M 1.50% | 55.57K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 457.93K | SH | $20.19M 1.44% | 457.93K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 256.54K | SH | $19.75M 1.41% | 256.54K | 0.00 | 0.00 |
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