1y return+32.9%S&P 500 +20.9%
3y return+59.6%S&P 500 +68.5%
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 December 31, 2021: $153 against $157 in the S&P 500.2
Josh Arnold Investment Consultant, 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 |
|---|---|---|---|
| AAPLApple Inc | $88.9M | 55.9% | −1.3% |
| AMZNAmazon Com Inc | $21.7M | 13.7% | +3.6% |
| STLNThe Oncology Institute Inc | $13.4M | 8.4% | |
| AGLAgilon Health Inc | $7.8M | 4.9% | New |
| PRCHPorch Group Inc | $5.7M | 3.6% | New |
| LESLQLeslies Inc | $3.9M | 2.4% | New |
| INTCIntel Corp | $2.4M | 1.5% | New |
| SPCXSpace Exploration Techn Corp | $2.4M | 1.5% | New |
| KOPNKopin Corp | $2.0M | 1.3% | New |
| PLTRPalantir Technologies Inc | $1.7M | 1.1% | −29.1% |
| AKAMAkamai Technologies Inc | $1.6M | 1.0% | +13.0% |
| TKOTko Group Holdings Inc | $1.5M | 0.9% | −53.1% |
| FABCFabricai Inc | $1.0M | 0.6% | New |
| AMATApplied Matls Inc | $972K | 0.6% | |
| SGOVIshares Tr | $906K | 0.6% | New |
| YOUClear Secure Inc | $811K | 0.5% | New |
| DKNGDraftkings Inc New | $770K | 0.5% | New |
| RQICohen & Steers Quality Incom | $462K | 0.3% | New |
| BRK/BBerkshire Hathaway Inc Del | $370K | 0.2% | |
| CHRWC H Robinson Worldwide In | $363K | 0.2% | |
| SEZLSezzle Inc | $257K | 0.2% | New |
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 |
|---|---|---|---|
| STLNThe Oncology Institute Inc | March 31, 2025 | +376.3% | $13.4M |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $972K |
| AAPLApple Inc | December 31, 2021 | +63.0% | $88.9M |
| PLTRPalantir Technologies Inc | December 31, 2024 | +54.3% | $1.7M |
| AMZNAmazon Com Inc | December 31, 2021 | +43.0% | $21.7M |
| CHRWC H Robinson Worldwide In | September 30, 2025 | +42.3% | $363K |
| TKOTko Group Holdings Inc | December 31, 2024 | +41.7% | $1.5M |
| AKAMAkamai Technologies Inc | March 31, 2026 | +2.9% | $1.6M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2025 | −0.4% | $370K |
Sold off last quarter
- LYVLive Nation Entertainment In was $1.9M
- SDSandridge Energy Inc was $673K
- KTOSKratos Defense & Sec Solutio was $448K
- GOOGLAlphabet Inc was $280K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.0% | +14.8% |
| March 31, 2026 | −9.1% | −4.6% |
| December 31, 2025 | +5.3% | +2.4% |
| September 30, 2025 | +18.7% | +7.8% |
| June 30, 2025 | +1.4% | +10.5% |
| March 31, 2025 | −11.4% | −4.6% |
| December 31, 2024 | +9.0% | +2.1% |
| September 30, 2024 | +7.7% | +5.4% |
| June 30, 2024 | +13.9% | +4.0% |
| March 31, 2024 | −4.2% | +10.0% |
| December 31, 2023 | +13.8% | +11.2% |
| September 30, 2023 | −8.4% | −3.6% |
| June 30, 2023 | +17.9% | +8.3% |
| March 31, 2023 | +24.6% | +7.0% |
| December 31, 2022 | −10.2% | +7.1% |
| September 30, 2022 | +0.9% | −5.3% |
| June 30, 2022 | −25.9% | −16.5% |
| March 31, 2022 | −2.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Josh Arnold Investment Consultant, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1911348&type=13F-HR&dateb=&owner=include&count=40CIK 1911348
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1911348/000191134826000004/Filed August 14, 2026 · accession 0001911348-26-000004