JOSH ARNOLD INVESTMENT CONSULTANT, LLC

CIK

1911348

Location

EDINA, MN

Portfolio Value

Small $116,421,996

Diversification

Highly concentrated

Filing Date

Global Rank

#5,363 / 8,592 ▼ 828

Top Industry

Consumer Electronics 67.9%

3Y Alpha vs SPY

-2.9%

Period ended 3 months ago

Filed May 15, 2026 · 35d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.5%

SPY

+76.8%

Annualised alpha

-2.9%

Max drawdown

−30.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

67.9%

+20.8 pts

Top 5

95.5%

+3.1 pts

Top 10

99.4%

+0.2 pts

HHI

4,917

Highly concentrated+2,085

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	72.1%	$83,906,149	4
Consumer Cyclical	15.7%	$18,332,550	1
Healthcare	6.5%	$7,565,582	1
Communication Services	4.6%	$5,401,072	3
Industrials	0.7%	$768,253	2
Financial Services	0.3%	$354,608	1
Energy	0.1%	$93,782	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
TOI	Oncology Institute, Inc.	+4,550	2,464,359	$7,565,582
LYV	Live Nation Entertainment, Inc.	+895	12,520	$1,909,425
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−10,950	88,023	$18,332,550
AAPL	Apple Inc.	−4,855	311,388	$79,027,160
TKO	TKO Group Holdings, Inc.	−4,660	15,925	$3,211,276
PLTR	Palantir Technologies Inc.	−4,415	21,025	$3,075,537
BRK-B	Berkshire Hathaway Inc	−100	740	$354,608
GOOGL	Alphabet Inc.	−75	975	$280,371
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AKAM	Akamai Technologies Inc	11,700	$1,343,745
KTOS	Kratos Defense & Security Solutions, Inc.	6,350	$447,738
SD	Sandridge Energy Inc	5,750	$93,782
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TFX	Teleflex Inc	265,000	$32,340,600
SNOW	Snowflake Inc.	85,000	$18,645,600
NKE	NIKE, Inc.	24,825	$1,581,600
RQI	Cohen & Steers Quality Income Realty Fund Inc	37,550	$428,821
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $116,421,996 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	311,388	-4,855	$79,027,160	−8.1%	67.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	88,023	-10,950	$18,332,550	−19.8%	15.75%
TOI	Oncology Institute, Inc. Healthcare	Added	2,464,359	+4,550	$7,565,582	−13.6%	6.50%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	15,925	-4,660	$3,211,276	−25.4%	2.76%
PLTR	Palantir Technologies Inc. Technology	Reduced	21,025	-4,415	$3,075,537	−32.0%	2.64%
LYV	Live Nation Entertainment, Inc. Communication Services	Added	12,520	+895	$1,909,425	+15.3%	1.64%
AKAM	Akamai Technologies Inc Technology	NEW	11,700	NEW	$1,343,745	NEW	1.15%
AMAT	Applied Materials Inc /De Technology	Held	1,345	0	$459,707	+33.0%	0.39%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	NEW	6,350	NEW	$447,738	NEW	0.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	740	-100	$354,608	−16.0%	0.30%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	1,930	0	$320,515	+3.3%	0.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	975	-75	$280,371	−14.7%	0.24%
SD	Sandridge Energy Inc Energy	NEW	5,750	NEW	$93,782	NEW	0.08%