Filed: 8/14/2026ACC: 0001911348-26-000004
📋 What this filing means
JOSH ARNOLD INVESTMENT CONSULTANT, LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $158.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$158.98M
Total AUM (reported)
4.59M
Total Shares
Allocation by class
COM$142.31M89.5%
COM NEW$8.19M5.2%
CL A$3.24M2.0%
CLASS A COM STK$2.38M1.5%
COM CL A$1.58M1.0%
0-3 MTH TREASURY$906.0K0.6%
CL B NEW$370.3K0.2%
Portfolio Concentration
Top 3$124.04M78.0%
4–10$25.94M16.3%
11–25$9.00M5.7%
Top 3 weight
78.0%
Top 10 weight
94.3%
Voting Authority Distribution
Total shares with voting rights: 4.59M
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
4.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings21
Rows:
APPLE INC
SOLEShares307.36K
TypeSH
Market value$88.94M
55.94%
Sole
0.00
Shared
0.00
None
307.36K
AMAZON COM INC
SOLEShares91.16K
TypeSH
Market value$21.73M
13.67%
Sole
0.00
Shared
0.00
None
91.16K
THE ONCOLOGY INSTITUTE INC
SOLEShares2.46M
TypeSH
Market value$13.38M
8.42%
Sole
0.00
Shared
0.00
None
2.46M
AGILON HEALTH INC
SOLEShares73K
TypeSH
Market value$7.82M
4.92%
Sole
0.00
Shared
0.00
None
73K
PORCH GROUP INC
SOLEShares379.05K
TypeSH
Market value$5.70M
3.59%
Sole
0.00
Shared
0.00
None
379.05K
LESLIES INC
SOLEShares380.27K
TypeSH
Market value$3.86M
2.43%
Sole
0.00
Shared
0.00
None
380.27K
INTEL CORP
SOLEShares17.32K
TypeSH
Market value$2.42M
1.52%
Sole
0.00
Shared
0.00
None
17.32K
SPACE EXPLORATION TECHN CORP
SOLEShares21.22K
TypeSH
Market value$2.38M
1.50%
Sole
0.00
Shared
0.00
None
21.22K
KOPIN CORP
SOLEShares450K
TypeSH
Market value$2.02M
1.27%
Sole
0.00
Shared
0.00
None
450K
PALANTIR TECHNOLOGIES INC
SOLEShares14.91K
TypeSH
Market value$1.74M
1.09%
Sole
0.00
Shared
0.00
None
14.91K
AKAMAI TECHNOLOGIES INC
SOLEShares13.22K
TypeSH
Market value$1.56M
0.98%
Sole
0.00
Shared
0.00
None
13.22K
TKO GROUP HOLDINGS INC
SOLEShares7.46K
TypeSH
Market value$1.50M
0.95%
Sole
0.00
Shared
0.00
None
7.46K
FABRICAI INC
SOLEShares275.50K
TypeSH
Market value$1.02M
0.64%
Sole
0.00
Shared
0.00
None
275.50K
APPLIED MATLS INC
SOLEShares1.34K
TypeSH
Market value$972.4K
0.61%
Sole
0.00
Shared
0.00
None
1.34K
ISHARES TR
SOLEShares9K
TypeSH
Market value$906.0K
0.57%
Sole
0.00
Shared
0.00
None
9K
CLEAR SECURE INC
SOLEShares14.55K
TypeSH
Market value$810.9K
0.51%
Sole
0.00
Shared
0.00
None
14.55K
DRAFTKINGS INC NEW
SOLEShares30.50K
TypeSH
Market value$770.4K
0.48%
Sole
0.00
Shared
0.00
None
30.50K
COHEN & STEERS QUALITY INCOM
SOLEShares37.55K
TypeSH
Market value$462.2K
0.29%
Sole
0.00
Shared
0.00
None
37.55K
BERKSHIRE HATHAWAY INC DEL
SOLEShares740.00
TypeSH
Market value$370.3K
0.23%
Sole
0.00
Shared
0.00
None
740.00
C H ROBINSON WORLDWIDE IN
SOLEShares1.93K
TypeSH
Market value$363.5K
0.23%
Sole
0.00
Shared
0.00
None
1.93K
SEZZLE INC
SOLEShares1.50K
TypeSH
Market value$257.4K
0.16%
Sole
0.00
Shared
0.00
None
1.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 307.36K | SH | $88.94M 55.94% | 0.00 | 0.00 | 307.36K |
AMAZON COM INCSOLE | COM | 91.16K | SH | $21.73M 13.67% | 0.00 | 0.00 | 91.16K |
THE ONCOLOGY INSTITUTE INCSOLE | COM | 2.46M | SH | $13.38M 8.42% | 0.00 | 0.00 | 2.46M |
AGILON HEALTH INCSOLE | COM NEW | 73K | SH | $7.82M 4.92% | 0.00 | 0.00 | 73K |
PORCH GROUP INCSOLE | COM | 379.05K | SH | $5.70M 3.59% | 0.00 | 0.00 | 379.05K |
LESLIES INCSOLE | COM | 380.27K | SH | $3.86M 2.43% | 0.00 | 0.00 | 380.27K |
INTEL CORPSOLE | COM | 17.32K | SH | $2.42M 1.52% | 0.00 | 0.00 | 17.32K |
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 21.22K | SH | $2.38M 1.50% | 0.00 | 0.00 | 21.22K |
KOPIN CORPSOLE | COM | 450K | SH | $2.02M 1.27% | 0.00 | 0.00 | 450K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 14.91K | SH | $1.74M 1.09% | 0.00 | 0.00 | 14.91K |
AKAMAI TECHNOLOGIES INCSOLE | COM | 13.22K | SH | $1.56M 0.98% | 0.00 | 0.00 | 13.22K |
TKO GROUP HOLDINGS INCSOLE | CL A | 7.46K | SH | $1.50M 0.95% | 0.00 | 0.00 | 7.46K |
FABRICAI INCSOLE | COM | 275.50K | SH | $1.02M 0.64% | 0.00 | 0.00 | 275.50K |
APPLIED MATLS INCSOLE | COM | 1.34K | SH | $972.4K 0.61% | 0.00 | 0.00 | 1.34K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 9K | SH | $906.0K 0.57% | 0.00 | 0.00 | 9K |
CLEAR SECURE INCSOLE | COM CL A | 14.55K | SH | $810.9K 0.51% | 0.00 | 0.00 | 14.55K |
DRAFTKINGS INC NEWSOLE | COM CL A | 30.50K | SH | $770.4K 0.48% | 0.00 | 0.00 | 30.50K |
COHEN & STEERS QUALITY INCOMSOLE | COM | 37.55K | SH | $462.2K 0.29% | 0.00 | 0.00 | 37.55K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 740.00 | SH | $370.3K 0.23% | 0.00 | 0.00 | 740.00 |
C H ROBINSON WORLDWIDE INSOLE | COM NEW | 1.93K | SH | $363.5K 0.23% | 0.00 | 0.00 | 1.93K |
SEZZLE INCSOLE | COM | 1.50K | SH | $257.4K 0.16% | 0.00 | 0.00 | 1.50K |