Arkolith/Funds/Josh Arnold Investment Consultant, LLC

Josh Arnold Investment Consultant, LLC

CIK 1911348
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Josh Arnold Investment Consultant, LLC holds a concentrated book of 21 stocks worth $159.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Agilon Health Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 56% of the equity book.

Opened
12
bought for the first time
Added to
2
already held, bought more
Sold out
4
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
87%
Top 10 holdings
94%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
65%
Consumer Discretionary
18%
Health Care
13%
ETF / fund or unclassified
2%
Industrials
1%
Communication Services
1%
Financials
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Josh Arnold Investment Consultant, LLC

Manager / fundShared namesTheir $ in those
Pangea Capital Gestao de Recursos Ltda.2 / 21$120.8M
9823 Capital, L.P.2 / 21$105.4M
Hoffman, Alan N Investment Management2 / 21$113.8M
Dan Sundheim2 / 21$21.7B
Prospect Hill Management, LLC3 / 21$160.1M
Daniel Investment Group, Inc.4 / 21$100.4M
H&H International Investment, LLC3 / 21$11.7B
Independent Investors Inc3 / 21$304.3M

Ranked by the share of each fund's own book sitting in the names it shares with Josh Arnold Investment Consultant, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

21 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$88.9M307.4K
55.9%
−1.3%
Reduced · −4K sh
2Amazon Com Inc
COM
$21.7M91.2K
13.7%
+3.6%
Added · +3K sh
3The Oncology Institute Inc
COM
$13.4M2.46M
8.4%
Held
4Agilon Health Inc
COM NEW
$7.8M73.0K
4.9%
New
New position
5Porch Group Inc
COM
$5.7M379.0K
3.6%
New
New position
6Leslies Inc
COM
$3.9M380.3K
2.4%
New
New position
7Intel Corp
COM
$2.4M17.3K
1.5%
New
New position
8Space Exploration Techn Corp
CLASS A COM STK
$2.4M21.2K
1.5%
New
New position
9Kopin Corp
COM
$2.0M450.0K
1.3%
New
New position
10Palantir Technologies Inc
CL A
$1.7M14.9K
1.1%
−29%
Reduced · −6K sh
11Akamai Technologies Inc
COM
$1.6M13.2K
1.0%
+13%
Added · +2K sh
12Tko Group Holdings Inc
CL A
$1.5M7.5K
0.9%
−53%
Reduced · −8K sh
13Fabricai Inc
COM
$1.0M275.5K
0.6%
New
New position
14Applied Matls Inc
COM
$972K1.3K
0.6%
Held
15Ishares TR
0-3 MTH TREASURY
$906K9.0K
0.6%
New
New position
16Clear Secure Inc
COM CL A
$811K14.6K
0.5%
New
New position
17Draftkings Inc New
COM CL A
$770K30.5K
0.5%
New
New position
18Cohen & Steers Quality Incom
COM
$462K37.5K
0.3%
New
New position
19Berkshire Hathaway Inc Del
CL B NEW
$370K740
0.2%
Held
20C H Robinson Worldwide In
COM NEW
$363K1.9K
0.2%
Held
21Sezzle Inc
COM
$257K1.5K
0.2%
New
New position
Showing all 21 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202621$159.0M13F-HR
Q1 2026Mar 31, 2026May 15, 202613$117.0M13F-HR
Q4 2025Dec 31, 2025Feb 20, 202615$134.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202513$124.1M13F-HR
Q2 2025Jun 30, 2025Oct 3, 202514$115.2M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.