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Josh Arnold Investment Consultant, LLC

CIK 1911348 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Josh Arnold Investment Consultant, LLC reported 21 US-listed holdings worth $159.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Apple Inc. (55.9%), Amazon.com Inc. (13.7%) and the Oncology Institute Inc. (8.4%). Against the quarter before, it opened 12 positions, added to 2, trimmed 3 and sold out of 4.

Reported holdings$159.0M+35.9% on Q1 2026
Positions21+8 on Q1 2026
The largest ten94.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
AAPL55.9%AMZN13.7%STLN8.4%AGL4.9%PRCH3.6%LESL2.4%INTC1.5%SPCX1.5%KOPN1.3%PLTR1.1%AKAM1.0%TKO0.9%FABC0.6%AMAT0.6%7 more2.5%

The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $122.4 million in 25 positions$122MQ3 24Q4 2024: $118.2 million in 11 positions$118MQ4 24Q1 2025: $120.2 million in 19 positions$120MQ1 25Q2 2025: $222.0 million in 15 positions$222MQ2 25Q3 2025: $124.1 million in 13 positions$124MQ3 25Q4 2025: $134.0 million in 15 positions$134MQ4 25Q1 2026: $117.0 million in 13 positions$117MQ1 26Q2 2026: $159.0 million in 21 positions$159MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 12Added 2Held 4Trimmed 3Sold out 4
Opened: 12Added: 2Held: 4Trimmed: 3Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 12

  1. Agilon Health Inc. Com New AGL$7.8 million
  2. Porch Group Inc. PRCH$5.7 million
  3. Leslies Inc. LESL$3.9 million
  4. Intel Corp. INTC$2.4 million
  5. Space Exploration Techn Corp. Class A Com STK SPCX$2.4 million
  6. Kopin Corp. KOPN$2.0 million
  7. Ayro Inc. FABC$1.0 million
  8. iShares Trust SGOV$906,030

and 4 more in the table below

Added to 2

  1. Amazon.com Inc. AMZN+3,135 shares · +4%
  2. Akamai Technologies Inc. AKAM+1,525 shares · +13%

Trimmed 3

  1. TKO Group Holdings, Inc. TKO-8,460 shares · -53%
  2. Apple Inc. AAPL-4,032 shares · -1%
  3. Palantir Technologies Inc. PLTR-6,110 shares · -29%

Sold out of 4

  1. Live Nation Entertainment, Inc. LYV$1.9 million last quarter
  2. Sandridge Energy Inc. SD$673,153 last quarter
  3. Kratos Defense & Security Solutions, Inc. KTOS$447,739 last quarter
  4. Alphabet Inc. GOOGL$280,371 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL307.4K$88.9 million55.94%-4.0K
Amazon.com Inc. AMZN91.2K$21.7 million13.67%+3.1K
the Oncology Institute Inc. STLN2.5M$13.4 million8.42%no change
Agilon Health Inc. Com New AGL73.0K$7.8 million4.92%new
Porch Group Inc. PRCH379.0K$5.7 million3.59%new
Leslies Inc. LESL380.3K$3.9 million2.43%new
Intel Corp. INTC17.3K$2.4 million1.52%new
Space Exploration Techn Corp. Class A Com STK SPCX21.2K$2.4 million1.50%new
Kopin Corp. KOPN450.0K$2.0 million1.27%new
Palantir Technologies Inc. PLTR14.9K$1.7 million1.09%-6.1K
Akamai Technologies Inc. AKAM13.2K$1.6 million0.98%+1.5K
TKO Group Holdings, Inc. TKO7.5K$1.5 million0.95%-8.5K
Ayro Inc. FABC275.5K$1.0 million0.64%new
Applied Materials Inc. AMAT1.3K$972,4350.61%no change
iShares Trust SGOV9.0K$906,0300.57%new
Clear Secure, Inc. YOU14.6K$810,8720.51%new
Draftkings Inc. New DKNG30.5K$770,4300.48%new
Cohen & Steers Quality Incom RQI37.5K$462,2410.29%new
Berkshire Hathaway Inc. Class B BRKB740$370,2890.23%no change
C. H. Robinson Worldwide, Inc. CHRW1.9K$363,4960.23%no change
Sezzle Inc. SEZL1.5K$257,4450.16%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.