Filed: 11/14/2025ACC: 0001911348-25-000008
📋 What this filing means
JOSH ARNOLD INVESTMENT CONSULTANT, LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $124.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$124.13M
Total AUM (reported)
790.02K
Total Shares
Allocation by class
COM$113.06M91.1%
CL A$9.76M7.9%
COM NEW$874.6K0.7%
COM CL B$429.5K0.3%
Portfolio Concentration
Top 3$114.67M92.4%
4–10$8.71M7.0%
11–25$755.3K0.6%
Top 3 weight
92.4%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 790.02K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
790.02K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings13
Rows:
APPLE INC
SOLEShares328.38K
TypeSH
Market value$83.61M
67.36%
Sole
0.00
Shared
0.00
None
328.38K
AMAZON COM INC
SOLEShares113.72K
TypeSH
Market value$24.97M
20.12%
Sole
0.00
Shared
0.00
None
113.72K
TKO GROUP HOLDINGS INC
SOLEShares30.11K
TypeSH
Market value$6.08M
4.90%
Sole
0.00
Shared
0.00
None
30.11K
PALANTIR TECHNOLOGIES INC
SOLEShares20.18K
TypeSH
Market value$3.68M
2.96%
Sole
0.00
Shared
0.00
None
20.18K
LIVE NATION ENTERTAINMENT IN
SOLEShares15.18K
TypeSH
Market value$2.48M
2.00%
Sole
0.00
Shared
0.00
None
15.18K
THE ONCOLOGY INSTITUTE INC
SOLEShares204.25K
TypeSH
Market value$712.8K
0.57%
Sole
0.00
Shared
0.00
None
204.25K
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares6.78K
TypeSH
Market value$619.0K
0.50%
Sole
0.00
Shared
0.00
None
6.78K
COHEN & STEERS QUALITY INCOM
SOLEShares41.05K
TypeSH
Market value$511.9K
0.41%
Sole
0.00
Shared
0.00
None
41.05K
PARAMOUNT SKYDANCE CORP
SOLEShares22.70K
TypeSH
Market value$429.5K
0.35%
Sole
0.00
Shared
0.00
None
22.70K
APPLIED MATLS INC
SOLEShares1.34K
TypeSH
Market value$275.4K
0.22%
Sole
0.00
Shared
0.00
None
1.34K
NVIDIA CORPORATION
SOLEShares1.40K
TypeSH
Market value$261.2K
0.21%
Sole
0.00
Shared
0.00
None
1.40K
C H ROBINSON WORLDWIDE INC
SOLEShares1.93K
TypeSH
Market value$255.5K
0.21%
Sole
0.00
Shared
0.00
None
1.93K
SEZZLE INC
SOLEShares3K
TypeSH
Market value$238.6K
0.19%
Sole
0.00
Shared
0.00
None
3K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 328.38K | SH | $83.61M 67.36% | 0.00 | 0.00 | 328.38K |
AMAZON COM INCSOLE | COM | 113.72K | SH | $24.97M 20.12% | 0.00 | 0.00 | 113.72K |
TKO GROUP HOLDINGS INCSOLE | CL A | 30.11K | SH | $6.08M 4.90% | 0.00 | 0.00 | 30.11K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 20.18K | SH | $3.68M 2.96% | 0.00 | 0.00 | 20.18K |
LIVE NATION ENTERTAINMENT INSOLE | COM | 15.18K | SH | $2.48M 2.00% | 0.00 | 0.00 | 15.18K |
THE ONCOLOGY INSTITUTE INCSOLE | COM | 204.25K | SH | $712.8K 0.57% | 0.00 | 0.00 | 204.25K |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 6.78K | SH | $619.0K 0.50% | 0.00 | 0.00 | 6.78K |
COHEN & STEERS QUALITY INCOMSOLE | COM | 41.05K | SH | $511.9K 0.41% | 0.00 | 0.00 | 41.05K |
PARAMOUNT SKYDANCE CORPSOLE | COM CL B | 22.70K | SH | $429.5K 0.35% | 0.00 | 0.00 | 22.70K |
APPLIED MATLS INCSOLE | COM | 1.34K | SH | $275.4K 0.22% | 0.00 | 0.00 | 1.34K |
NVIDIA CORPORATIONSOLE | COM | 1.40K | SH | $261.2K 0.21% | 0.00 | 0.00 | 1.40K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 1.93K | SH | $255.5K 0.21% | 0.00 | 0.00 | 1.93K |
SEZZLE INCSOLE | COM | 3K | SH | $238.6K 0.19% | 0.00 | 0.00 | 3K |