Holders — by stockHoldings — by fund
JOSH ARNOLD INVESTMENT CONSULTANT, 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 1911348
$159.0M
disclosed book value
21
positions
55.9%
largest position share
Positions, as of 2026-06-30
top 21 of 21 · 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 | AAPLAPPLE INC | 307,356 | $88.9M | 55.9% |
| 2 | AMZNAMAZON COM INC | 91,158 | $21.7M | 13.7% |
| 3 | THE ONCOLOGY INSTITUTE INC | 2.5M | $13.4M | 8.4% |
| 4 | AGILON HEALTH INC | 73,000 | $7.8M | 4.9% |
| 5 | PRCHPORCH GROUP INC | 379,048 | $5.7M | 3.6% |
| 6 | LESLIES INC | 380,270 | $3.9M | 2.4% |
| 7 | INTCINTEL CORP | 17,325 | $2.4M | 1.5% |
| 8 | SPCXSPACE EXPLORATION TECHN CORP | 21,220 | $2.4M | 1.5% |
| 9 | KOPIN CORP | 450,000 | $2.0M | 1.3% |
| 10 | PLTRPALANTIR TECHNOLOGIES INC | 14,915 | $1.7M | 1.1% |
| 11 | AKAMAKAMAI TECHNOLOGIES INC | 13,225 | $1.6M | 1% |
| 12 | TKOTKO GROUP HOLDINGS INC | 7,465 | $1.5M | 0.9% |
| 13 | FABRICAI INC | 275,498 | $1.0M | 0.6% |
| 14 | AMATAPPLIED MATLS INC | 1,345 | $972,435 | 0.6% |
| 15 | SGOVISHARES TR | 9,000 | $906,030 | 0.6% |
| 16 | YOUCLEAR SECURE INC | 14,550 | $810,872 | 0.5% |
| 17 | DKNGDRAFTKINGS INC NEW | 30,500 | $770,430 | 0.5% |
| 18 | COHEN & STEERS QUALITY INCOM | 37,550 | $462,241 | 0.3% |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 740 | $370,289 | 0.2% |
| 20 | CHRWC H ROBINSON WORLDWIDE IN | 1,930 | $363,496 | 0.2% |
| 21 | SEZLSEZZLE INC | 1,500 | $257,445 | 0.2% |
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.