Josh Arnold Investment Consultant, LLC holds a concentrated book of 13 stocks worth $117.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Akamai Technologies Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 68% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911348/holdings"
Use Arkolith to show JOSH ARNOLD INVESTMENT CONSULTANT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $79.0M | 311.4K | 67.5% | ▼−1.5% Reduced · −5K sh | |
| 2 | Amazon Com Inc COM | $18.3M | 88.0K | 15.7% | ▼−11% Reduced · −11K sh | |
| 3 | The Oncology Institute Inc COM | $7.6M | 2.46M | 6.5% | ▲+0.2% Added · +5K sh | |
| 4 | Tko Group Holdings Inc CL A | $3.2M | 15.9K | 2.7% | ▼−23% Reduced · −5K sh | |
| 5 | Palantir Technologies Inc CL A | $3.1M | 21.0K | 2.6% | ▼−17% Reduced · −4K sh | |
| 6 | Live Nation Entertainment In COM | $1.9M | 12.5K | 1.6% | ▲+7.7% Added · +895 sh | |
| 7 | Akamai Technologies Inc COM | $1.4M | 11.7K | 1.2% | ▲New New position | |
| 8 | Sandridge Energy Inc COM NEW | $673K | 5.8K | 0.6% | ▲New New position | |
| 9 | Applied Matls Inc COM | $460K | 1.3K | 0.4% | —Held | |
| 10 | Kratos Defense & Sec Solutio COM NEW | $448K | 6.3K | 0.4% | ▲New New position | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $355K | 740 | 0.3% | ▼−12% Reduced · −100 sh | |
| 12 | C H Robinson Worldwide In COM NEW | $321K | 1.9K | 0.3% | —Held | |
| 13 | Alphabet Inc CAP STK CL A | $280K | 975 | 0.2% | ▼−7.1% Reduced · −75 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.