Arnhold LLC
Top Portfolio Positions
111 positions ·
$1,393,719,749 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
392,908 | $169,064,383 | 12.13% | |
| IAU |
Ishares Gold Trust
|
1,757,254 | $154,919,512 | 11.12% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
83,003 | $58,331,188 | 4.19% | |
| COHR |
Coherent Corp.
Technology
|
237,035 | $56,464,107 | 4.05% | |
| VRT |
Vertiv Holdings Co
Industrials
|
219,385 | $54,973,493 | 3.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
187,557 | $53,933,890 | 3.87% | |
| MQ |
Marqeta, Inc.
Technology
|
2,941,437 | $48,004,251 | 3.44% | |
| T |
At&T Inc.
Communication Services
|
1,341,312 | $38,884,634 | 2.79% | |
| AVGO |
Broadcom Inc.
Technology
|
104,690 | $32,402,601 | 2.32% | |
| RTX |
RTX Corp
Industrials
|
155,038 | $29,906,830 | 2.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in XPO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,505,505 | 131,100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,817,801 | 131,100 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,947,297 | 131,100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $16,696,295 | 132,206 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $17,830,201 | 165,739 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,736,669 | 165,739 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,609,568 | 210,302 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,367,821 | 210,719 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $25,797,264 | 211,401 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $22,789,604 | 260,185 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $23,244,569 | 311,339 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $25,103,674 | 425,486 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,663,058 | 459,657 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,460,377 | 434,376 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,943,682 | 413,706 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $11,093,123 | 387,660 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $13,121,391 | 303,342 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,136,708 | 242,065 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,519,430 | 201,322 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,509,830 | 113,883 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,504,120 | 129,072 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,321,096 | 129,072 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,831,434 | 130,855 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,347,050 | 125,277 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,112,220 | 125,277 | Shares | Sole | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||