Holders — by stockHoldings — by fund
Arnhold LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001733755
$1.43B
disclosed book value
113
positions
10.1%
largest position share
Positions, as of 2026-06-30
top 100 of 113 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GLDSPDR GOLD TR | 392,908 | $144.7M | 10.1% |
| 2 | IAUISHARES GOLD TR | 1.8M | $132.7M | 9.3% |
| 3 | COHRCOHERENT CORP | 173,945 | $68.6M | 4.8% |
| 4 | VRTVERTIV HOLDINGS CO | 203,794 | $68.2M | 4.8% |
| 5 | GOOGLALPHABET INC | 187,557 | $67.0M | 4.7% |
| 6 | MRVLMARVELL TECHNOLOGY INC | 206,519 | $61.5M | 4.3% |
| 7 | LITELUMENTUM HLDGS INC | 70,754 | $60.7M | 4.2% |
| 8 | AVGOBROADCOM INC | 104,690 | $39.5M | 2.8% |
| 9 | TAT&T INC | 1.9M | $39.0M | 2.7% |
| 10 | CSCOCISCO SYS INC | 289,138 | $34.0M | 2.4% |
| 11 | SLMSLM CORP | 1.3M | $32.5M | 2.3% |
| 12 | RTXRTX CORPORATION | 154,290 | $29.3M | 2% |
| 13 | XPOXPO INC | 131,100 | $26.9M | 1.9% |
| 14 | UNHUNITEDHEALTH GROUP INC | 63,310 | $26.3M | 1.8% |
| 15 | ADBEADOBE INC | 126,609 | $26.0M | 1.8% |
| 16 | BMYBRISTOL-MYERS SQUIBB CO | 439,943 | $25.3M | 1.8% |
| 17 | PFEPFIZER INC | 1.0M | $24.5M | 1.7% |
| 18 | UBERUBER TECHNOLOGIES INC | 338,270 | $24.4M | 1.7% |
| 19 | VTRSVIATRIS INC | 1.5M | $23.2M | 1.6% |
| 20 | BABAALIBABA GROUP HLDG LTD | 229,903 | $22.1M | 1.5% |
| 21 | KDKYNDRYL HLDGS INC | 1.9M | $21.9M | 1.5% |
| 22 | SWSMURFIT WESTROCK PLC | 457,931 | $21.2M | 1.5% |
| 23 | EGEVEREST GROUP LTD | 56,338 | $20.1M | 1.4% |
| 24 | VZVERIZON COMMUNICATIONS INC | 470,347 | $19.9M | 1.4% |
| 25 | GBDCGOLUB CAP BDC INC | 1.5M | $19.8M | 1.4% |
| 26 | GMGENERAL MTRS CO | 256,537 | $19.8M | 1.4% |
| 27 | DARDARLING INGREDIENTS INC | 356,636 | $19.5M | 1.4% |
| 28 | ADTADT INC DEL | 2.9M | $19.1M | 1.3% |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 34,755 | $17.4M | 1.2% |
| 30 | AXTAAXALTA COATING SYS LTD | 500,700 | $17.1M | 1.2% |
| 31 | SONYSONY GROUP CORP | 835,356 | $16.8M | 1.2% |
| 32 | BIOBIO RAD LABS INC | 55,568 | $16.3M | 1.1% |
| 33 | BACBANK OF AMER CORP | 268,942 | $15.3M | 1.1% |
| 34 | ONONON HLDG AG | 390,900 | $13.8M | 1% |
| 35 | BAXBAXTER INTL INC | 630,267 | $13.4M | 0.9% |
| 36 | MARQETA INC | 2.9M | $11.9M | 0.8% |
| 37 | STSENSATA TECHNOLOGIES HLDG PL | 238,074 | $11.4M | 0.8% |
| 38 | PYPLPAYPAL HLDGS INC | 255,633 | $11.0M | 0.8% |
| 39 | SLVISHARES SILVER TR | 164,060 | $8.8M | 0.6% |
| 40 | AAPLAPPLE INC | 29,382 | $8.5M | 0.6% |
| 41 | MTBM & T BK CORP | 35,127 | $8.4M | 0.6% |
| 42 | MRKMERCK & CO INC | 46,498 | $6.0M | 0.4% |
| 43 | NTRNUTRIEN LTD | 83,413 | $5.3M | 0.4% |
| 44 | TROWPRICE T ROWE GROUP INC | 41,366 | $4.7M | 0.3% |
| 45 | BLKBLACKROCK INC | 4,253 | $4.1M | 0.3% |
| 46 | REGNREGENERON PHARMACEUTICALS | 6,228 | $3.9M | 0.3% |
| 47 | AMZNAMAZON COM INC | 15,914 | $3.8M | 0.3% |
| 48 | CVXCHEVRON CORPORATION | 21,921 | $3.6M | 0.3% |
| 49 | OCSLOAKTREE SPECIALTY LENDING | 297,345 | $3.6M | 0.2% |
| 50 | EOGEOG RES INC | 26,474 | $3.4M | 0.2% |
| 51 | TSNTYSON FOODS INC | 58,307 | $3.3M | 0.2% |
| 52 | DXCDXC TECHNOLOGY CO | 377,176 | $3.3M | 0.2% |
| 53 | INTCINTEL CORP | 23,715 | $3.3M | 0.2% |
| 54 | LINLINDE PLC | 6,147 | $3.2M | 0.2% |
| 55 | PEPPEPSICO INC | 23,222 | $3.1M | 0.2% |
| 56 | MDTMEDTRONIC PLC | 39,819 | $3.1M | 0.2% |
| 57 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 79,250 | $3.1M | 0.2% |
| 58 | GILDGILEAD SCIENCES INC | 22,952 | $2.9M | 0.2% |
| 59 | JNJJOHNSON & JOHNSON | 10,958 | $2.8M | 0.2% |
| 60 | BDXBECTON DICKINSON & CO | 17,787 | $2.7M | 0.2% |
| 61 | RHIROBERT HALF INC. | 85,491 | $2.6M | 0.2% |
| 62 | ACNACCENTURE PLC IRELAND | 19,089 | $2.4M | 0.2% |
| 63 | HSYHERSHEY CO | 13,480 | $2.4M | 0.2% |
| 64 | GOOGALPHABET INC | 6,670 | $2.4M | 0.2% |
| 65 | KHCKRAFT HEINZ CO | 98,281 | $2.3M | 0.2% |
| 66 | LENLENNAR CORP | 25,113 | $2.3M | 0.2% |
| 67 | WUWESTERN UN CO | 271,020 | $2.1M | 0.1% |
| 68 | RHRH | 12,470 | $2.1M | 0.1% |
| 69 | XOMEXXON MOBIL CORP | 14,858 | $2.0M | 0.1% |
| 70 | NVSNOVARTIS AG | 12,636 | $2.0M | 0.1% |
| 71 | UPSUNITED PARCEL SVCS INC | 18,370 | $2.0M | 0.1% |
| 72 | PMPHILIP MORRIS INTL INC | 10,000 | $1.8M | 0.1% |
| 73 | METAMETA PLATFORMS INC | 2,958 | $1.7M | 0.1% |
| 74 | PSLVSPROTT ASSET MANAGEMENT LP | 85,000 | $1.6M | 0.1% |
| 75 | LOWLOWES COS INC | 7,065 | $1.6M | 0.1% |
| 76 | GNTXGENTEX CORP | 56,000 | $1.4M | 0.1% |
| 77 | LLOEWS CORP | 12,000 | $1.4M | 0.1% |
| 78 | PHYSSPROTT ASSET MANAGEMENT LP | 39,736 | $1.2M | 0.1% |
| 79 | WMTWALMART INC | 9,395 | $1.1M | 0.1% |
| 80 | USBUS BANCORP | 17,530 | $1.1M | 0.1% |
| 81 | WHR 8.5 02/15/29 AWHIRLPOOL CORP | 29,500 | $1.0M | 0.1% |
| 82 | ETHOAMPLIFY ETF TR | 11,610 | $935,882 | 0.1% |
| 83 | MSFTMICROSOFT CORP | 2,250 | $839,295 | 0.1% |
| 84 | FEGERBB FUND TRUST | 17,145 | $838,733 | 0.1% |
| 85 | JPMJPMORGAN CHASE & CO | 2,492 | $815,706 | 0.1% |
| 86 | ZBHZIMMER BIOMET HOLDINGS INC | 9,190 | $791,167 | 0.1% |
| 87 | LBTYKLIBERTY GLOBAL LTD | 66,677 | $733,447 | 0.1% |
| 88 | MOALTRIA GROUP INC | 10,000 | $719,500 | 0.1% |
| 89 | CHYMCHIME FINL INC | 32,742 | $670,556 | 0% |
| 90 | CAGCONAGRA BRANDS INC | 45,762 | $615,957 | 0% |
| 91 | WHRWHIRLPOOL CORP | 15,500 | $611,010 | 0% |
| 92 | IBMINTERNATIONAL BUSINESS MACHS | 2,156 | $606,289 | 0% |
| 93 | MYNBLACKROCK MUNIYIELD N Y QUAL | 42,688 | $433,283 | 0% |
| 94 | JEFJEFFERIES FINANCIAL GROUP IN | 8,000 | $399,840 | 0% |
| 95 | DISDISNEY WALT CO | 4,005 | $385,481 | 0% |
| 96 | GFNEW GERMANY FD INC | 33,440 | $383,218 | 0% |
| 97 | UNMUNUM GROUP | 4,000 | $357,600 | 0% |
| 98 | FLGFLAGSTAR BANK NATIONAL ASSOC | 23,663 | $353,525 | 0% |
| 99 | STZCONSTELLATION BRANDS INC | 2,400 | $333,816 | 0% |
| 100 | ISRGINTUITIVE SURGICAL INC | 800 | $318,144 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.