Filed: 5/15/2026ACC: 0001911348-26-000002
📋 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 $117.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$117.01M
Total AUM (reported)
2.94M
Total Shares
Allocation by class
COM$108.65M92.9%
CL A$6.29M5.4%
COM NEW$1.44M1.2%
CL B NEW$354.6K0.3%
CAP STK CL A$280.4K0.2%
Portfolio Concentration
Top 3$104.93M89.7%
4–10$11.13M9.5%
11–25$955.5K0.8%
Top 3 weight
89.7%
Top 10 weight
99.2%
Voting Authority Distribution
Total shares with voting rights: 2.94M
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
2.94M
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
SOLEShares311.39K
TypeSH
Market value$79.03M
67.54%
Sole
0.00
Shared
0.00
None
311.39K
AMAZON COM INC
SOLEShares88.02K
TypeSH
Market value$18.33M
15.67%
Sole
0.00
Shared
0.00
None
88.02K
THE ONCOLOGY INSTITUTE INC
SOLEShares2.46M
TypeSH
Market value$7.57M
6.47%
Sole
0.00
Shared
0.00
None
2.46M
TKO GROUP HOLDINGS INC
SOLEShares15.93K
TypeSH
Market value$3.21M
2.74%
Sole
0.00
Shared
0.00
None
15.93K
PALANTIR TECHNOLOGIES INC
SOLEShares21.02K
TypeSH
Market value$3.08M
2.63%
Sole
0.00
Shared
0.00
None
21.02K
LIVE NATION ENTERTAINMENT IN
SOLEShares12.52K
TypeSH
Market value$1.91M
1.63%
Sole
0.00
Shared
0.00
None
12.52K
AKAMAI TECHNOLOGIES INC
SOLEShares11.70K
TypeSH
Market value$1.35M
1.16%
Sole
0.00
Shared
0.00
None
11.70K
SANDRIDGE ENERGY INC
SOLEShares5.75K
TypeSH
Market value$673.2K
0.58%
Sole
0.00
Shared
0.00
None
5.75K
APPLIED MATLS INC
SOLEShares1.34K
TypeSH
Market value$459.7K
0.39%
Sole
0.00
Shared
0.00
None
1.34K
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares6.35K
TypeSH
Market value$447.7K
0.38%
Sole
0.00
Shared
0.00
None
6.35K
BERKSHIRE HATHAWAY INC DEL
SOLEShares740.00
TypeSH
Market value$354.6K
0.30%
Sole
0.00
Shared
0.00
None
740.00
C H ROBINSON WORLDWIDE IN
SOLEShares1.93K
TypeSH
Market value$320.5K
0.27%
Sole
0.00
Shared
0.00
None
1.93K
ALPHABET INC
SOLEShares975.00
TypeSH
Market value$280.4K
0.24%
Sole
0.00
Shared
0.00
None
975.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 311.39K | SH | $79.03M 67.54% | 0.00 | 0.00 | 311.39K |
AMAZON COM INCSOLE | COM | 88.02K | SH | $18.33M 15.67% | 0.00 | 0.00 | 88.02K |
THE ONCOLOGY INSTITUTE INCSOLE | COM | 2.46M | SH | $7.57M 6.47% | 0.00 | 0.00 | 2.46M |
TKO GROUP HOLDINGS INCSOLE | CL A | 15.93K | SH | $3.21M 2.74% | 0.00 | 0.00 | 15.93K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 21.02K | SH | $3.08M 2.63% | 0.00 | 0.00 | 21.02K |
LIVE NATION ENTERTAINMENT INSOLE | COM | 12.52K | SH | $1.91M 1.63% | 0.00 | 0.00 | 12.52K |
AKAMAI TECHNOLOGIES INCSOLE | COM | 11.70K | SH | $1.35M 1.16% | 0.00 | 0.00 | 11.70K |
SANDRIDGE ENERGY INCSOLE | COM NEW | 5.75K | SH | $673.2K 0.58% | 0.00 | 0.00 | 5.75K |
APPLIED MATLS INCSOLE | COM | 1.34K | SH | $459.7K 0.39% | 0.00 | 0.00 | 1.34K |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 6.35K | SH | $447.7K 0.38% | 0.00 | 0.00 | 6.35K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 740.00 | SH | $354.6K 0.30% | 0.00 | 0.00 | 740.00 |
C H ROBINSON WORLDWIDE INSOLE | COM NEW | 1.93K | SH | $320.5K 0.27% | 0.00 | 0.00 | 1.93K |
ALPHABET INCSOLE | CAP STK CL A | 975.00 | SH | $280.4K 0.24% | 0.00 | 0.00 | 975.00 |