JOSH ARNOLD INVESTMENT CONSULTANT, LLC

CIK

1911348

Location

EDINA, MN

Portfolio Value

Small $159,320,128

Diversification

Highly concentrated

Filing Date

Global Rank

#4,972 / 8,517 ▲ 672

Top Industry

Consumer Electronics 55.8%

3Y Alpha vs SPY

-0.6%

Period ended 49 days ago

Filed Aug 14, 2026 · 4d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+76.7%

SPY

+77.0%

Annualised alpha

-0.1%

Max drawdown

−30.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

55.8%

−12.1 pts

Top 5

86.3%

−9.2 pts

Top 10

94.9%

−4.5 pts

HHI

3,429

Highly concentrated−1,488

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	62.4%	$99,474,974	8
Consumer Cyclical	16.5%	$26,356,767	3
Healthcare	13.3%	$21,205,609	2
Financial Services	4.3%	$6,790,854	4
Industrials	2.5%	$3,989,145	2
Communication Services	0.9%	$1,502,779	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+3,135	91,158	$21,726,597
AKAM	Akamai Technologies Inc	+1,525	13,225	$1,563,327
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
TKO	TKO Group Holdings, Inc.	−8,460	7,465	$1,502,779
PLTR	Palantir Technologies Inc.	−6,110	14,915	$1,740,133
AAPL	Apple Inc.	−4,032	307,356	$88,936,532
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AGL	agilon health, inc.	73,000	$7,824,140
PRCH	Porch Group, Inc.	379,048	$5,700,881
LESL	Leslie's, Inc.	380,270	$3,859,740
SPCX	Space Exploration Technologies Corp	21,220	$3,625,649
INTC	Intel Corp	17,325	$2,419,089
KOPN	Kopin Corp	450,000	$2,016,000
FABC	Fabric.AI, Inc.	275,498	$1,016,587
YOU	Clear Secure, Inc.	14,550	$810,871
DKNG	DraftKings Inc.	30,500	$770,430
RQI	Cohen & Steers Quality Income Realty Fund Inc	37,550	$462,240
SEZL	Sezzle Inc.	1,500	$257,445
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
LYV	Live Nation Entertainment, Inc.	12,520	$1,909,425
KTOS	Kratos Defense & Security Solutions, Inc.	6,350	$447,738
GOOGL	Alphabet Inc.	975	$280,371
SD	Sandridge Energy Inc	5,750	$93,782
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 tracked positions · $159,320,128 total · filing declares 21 positions · $158,981,401 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	307,356	-4,032	$88,936,532	+12.5%	55.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	91,158	+3,135	$21,726,597	+18.5%	13.64%
TOI	Oncology Institute, Inc. Healthcare	Held	2,464,359	0	$13,381,469	+76.9%	8.40%
AGL	agilon health, inc. Healthcare	NEW	73,000	NEW	$7,824,140	NEW	4.91%
PRCH	Porch Group, Inc. Financial Services	NEW	379,048	NEW	$5,700,881	NEW	3.58%
LESL	Leslie's, Inc. Consumer Cyclical	NEW	380,270	NEW	$3,859,740	NEW	2.42%
SPCX	Space Exploration Technologies Corp Industrials	NEW	21,220	NEW	$3,625,649	NEW	2.28%
INTC	Intel Corp Technology	NEW	17,325	NEW	$2,419,089	NEW	1.52%
KOPN	Kopin Corp Technology	NEW	450,000	NEW	$2,016,000	NEW	1.27%
PLTR	Palantir Technologies Inc. Technology	Reduced	14,915	-6,110	$1,740,133	−43.4%	1.09%
AKAM	Akamai Technologies Inc Technology	Added	13,225	+1,525	$1,563,327	+16.3%	0.98%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	7,465	-8,460	$1,502,779	−53.2%	0.94%
FABC	Fabric.AI, Inc. Technology	NEW	275,498	NEW	$1,016,587	NEW	0.64%
AMAT	Applied Materials Inc /De Technology	Held	1,345	0	$972,435	+111.5%	0.61%
YOU	Clear Secure, Inc. Technology	NEW	14,550	NEW	$810,871	NEW	0.51%
DKNG	DraftKings Inc. Consumer Cyclical	NEW	30,500	NEW	$770,430	NEW	0.48%
RQI	Cohen & Steers Quality Income Realty Fund Inc Financial Services	NEW	37,550	NEW	$462,240	NEW	0.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	740	0	$370,288	+4.4%	0.23%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	1,930	0	$363,496	+13.4%	0.23%
SEZL	Sezzle Inc. Financial Services	NEW	1,500	NEW	$257,445	NEW	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.