JOSH ARNOLD INVESTMENT CONSULTANT, LLC

CIK: 0001911348Latest portfolio: $134.0M · Q4 2025

Holdings

15

Total Value

$134.0M

New Positions

6

Closed Positions

4

Top Holdings

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
316,243$86.0M64.14%-12,133
2
AMZNAMAZON COM INC
98,973$22.8M17.04%-14,752
3
TOITHE ONCOLOGY INSTITUTE INC
2,459,809$8.8M6.53%+2.3M
4
PLTRPALANTIR TECHNOLOGIES INC
25,440$4.5M3.37%+5K
5
TKOTKO GROUP HOLDINGS INC
20,585$4.3M3.21%-9,530
6
TFXTELEFLEX INCORPORATED
265,000$1.8M1.32%NEW
7
LYVLIVE NATION ENTERTAINMENT IN
11,625$1.7M1.24%-3,550
8
NKENIKE INC
24,825$1.6M1.18%NEW
9
SNOWSNOWFLAKE INC
85,000$766K0.57%NEW
10
RQICOHEN & STEERS QUALITY INCOM
37,550$428K0.32%-3,500
11
BRK/BBERKSHIRE HATHAWAY INC DEL
840$422K0.31%NEW
12
AMATAPPLIED MATLS INC
1,345$345K0.26%
13
GOOGLALPHABET INC
1,050$328K0.24%NEW
14
CHRWC H ROBINSON WORLDWIDE INC
1,930$310K0.23%
15
ADAPYADAPTIMMUNE THERAPEUTICS PLC
20,000$37K0.03%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
TOI2.5M+2.3M
PLTR25K+5K
AMZN99K+-14752

Decreased Positions

NameSharesChange
AAPL316K-12133
TKO21K-9530
LYV12K-3550
RQI38K-3500

Sector Breakdown

Technology0.0% ($859734.5T)
Communication Services0.0% ($43.0T)
Consumer Cyclical0.0% ($228.4B)
Healthcare0.0% ($87.6B)
Unknown0.0% ($42.2M)
Financial Services0.0% ($428K)
Industrials0.0% ($310K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 20, 2026$134.0M15
Q3 2025Nov 14, 2025$124.1B13
Q2 2025Aug 14, 2025$106.7B12
Q1 2025May 15, 2025$120.2B19
Q4 2024Feb 18, 2025$118.2B11

Fund Information

CIK0001911348
Most Recent FilingFeb 20, 2026
Number of Filings5

JOSH ARNOLD INVESTMENT CONSULTANT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $134.0M across 15 holdings. The largest position is APPLE INC (AAPL), representing 64.1% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.