1y return+34.1%S&P 500 +20.9%
3y return+94.1%S&P 500 +68.5%
5y return+84.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2018: $255 against $284 in the S&P 500.2
Arnhold LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLDSpdr Gold Tr | $144.7M | 10.1% | |
| IAUIshares Gold Tr | $132.7M | 9.3% | |
| COHRCoherent Corp | $68.6M | 4.8% | −26.6% |
| VRTVertiv Holdings Co | $68.2M | 4.8% | −7.1% |
| GOOGLAlphabet Inc | $67.0M | 4.7% | |
| MRVLMarvell Technology Inc | $61.5M | 4.3% | −5.4% |
| LITELumentum Hldgs Inc | $60.7M | 4.2% | −14.8% |
| AVGOBroadcom Inc | $39.5M | 2.8% | |
| TAt&t Inc | $39.0M | 2.7% | +40.3% |
| CSCOCisco Sys Inc | $34.0M | 2.4% | −17.0% |
| SLMSlm Corp | $32.5M | 2.3% | −1.2% |
| RTXRtx Corporation | $29.3M | 2.0% | |
| XPOXpo Inc | $26.9M | 1.9% | |
| UNHUnitedhealth Group Inc | $26.3M | 1.8% | −11.3% |
| ADBEAdobe Inc | $26.0M | 1.8% | +82.2% |
| BMYBristol-myers Squibb Co | $25.3M | 1.8% | +12.5% |
| PFEPfizer Inc | $24.5M | 1.7% | +4.8% |
| UBERUber Technologies Inc | $24.4M | 1.7% | +11.9% |
| VTRSViatris Inc | $23.2M | 1.6% | −3.0% |
| BABAAlibaba Group Hldg Ltd | $22.1M | 1.5% | +37.2% |
| KDKyndryl Hldgs Inc | $21.9M | 1.5% | |
| Smurfit Westrock PLCCUSIP G8267P108 | $21.2M | 1.5% | |
| Everest Group LtdCUSIP G3223R108 | $20.1M | 1.4% | +18.1% |
| VZVerizon Communications Inc | $19.9M | 1.4% | +6.8% |
| GBDCGolub Cap Bdc Inc | $19.8M | 1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VRTVertiv Holdings Co | June 30, 2023 | +1251.7% | $68.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $39.5M |
| COHRCoherent Corp | September 30, 2022 | +1031.9% | $68.6M |
| LITELumentum Hldgs Inc | March 31, 2021 | +839.5% | $60.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $67.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $8.5M |
| SLVIshares Silver Tr | June 30, 2020 | +214.4% | $8.8M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $29.3M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $17.4M |
| XPOXpo Inc | June 30, 2020 | +165.7% | $26.9M |
Sold off last quarter
- Terns Pharmaceuticals IncCUSIP 880881107 was $8.6M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $8.2M
- TXNTexas Instrs Inc was $3.8M
- ELVElevance Health Inc Formerly was $2.3M
- WATWaters Corp was $717K
- Oracle CorpCUSIP 68389X204 was $495K
- OGNOrganon & Co was $461K
- Bark IncCUSIP 68622E104 was $83K
- BIRDAllbirds Inc was $39K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.0% | +14.8% |
| March 31, 2026 | +6.1% | −4.6% |
| December 31, 2025 | +10.9% | +2.4% |
| September 30, 2025 | +9.5% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | +0.9% | −4.6% |
| December 31, 2024 | +4.4% | +2.1% |
| September 30, 2024 | +9.1% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +3.5% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −10.4% | −5.3% |
| June 30, 2022 | −12.2% | −16.5% |
| March 31, 2022 | −1.3% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | −3.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arnhold LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1733755&type=13F-HR&dateb=&owner=include&count=40CIK 1733755
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1733755/000117266126002828/Filed July 27, 2026 · accession 0001172661-26-002828