Arnhold LLC
Top Portfolio Positions
110 positions ·
$1,340,972,833 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
392,908 | $169,064,383 | 12.61% |
| IAU |
Ishares Gold Trust
|
1,757,254 | $154,919,512 | 11.55% |
| LITE |
Lumentum Holdings Inc.
Technology
|
83,003 | $58,331,188 | 4.35% |
| COHR |
Coherent Corp.
Technology
|
237,035 | $56,464,107 | 4.21% |
| VRT |
Vertiv Holdings Co
Industrials
|
219,385 | $54,973,493 | 4.10% |
| GOOGL |
Alphabet Inc.
Communication Services
|
187,557 | $53,933,890 | 4.02% |
| T |
At&T Inc.
Communication Services
|
1,341,312 | $38,884,634 | 2.90% |
| AVGO |
Broadcom Inc.
Technology
|
104,690 | $32,402,601 | 2.42% |
| RTX |
RTX Corp
Industrials
|
155,038 | $29,906,830 | 2.23% |
| PFE |
Pfizer Inc
Healthcare
|
971,797 | $27,288,059 | 2.03% |
Holdings in AXTA
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,869,390 | 500,700 | Shares | Sole | 2026-05-11 | |
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