JOSH ARNOLD INVESTMENT CONSULTANT, LLC
SEC Form 13F institutional filer · CIK 0001911348
13F-HR · 10 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
100.0%
JOSH ARNOLD INVESTMENT CONSULTANT, LLC — $108M AUM allocation strategy
JOSH ARNOLD INVESTMENT CONSULTANT, LLC files SEC Form 13F and reports $108M of long US equity value across 10 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 77.5%, followed by Consumer Discretionary 16.9% and Communication Services 5.0%.
The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
JOSH ARNOLD INVESTMENT CONSULTANT, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$108M
total across 10 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$AMZN −10.9K sh · −$4.51M−$AAPL −4.86K sh · −$6.95M−$TKO −4.66K sh · −$1.09M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals73.0%—
- Broadline Retail16.9%—
- Movies & Entertainment4.7%—
- Application Software2.8%—
- Internet Services & Infrastructure1.3%—
- Semiconductor Materials & Equipment0.4%—
- Multi-Sector Holdings0.3%—
- Air Freight & Logistics0.3%—
- Other holdings0.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 311K | $79M | -4.86K | 73.0% |
| $AMZN | Amazon.com Inc | 88K | $18.3M | -10.9K | 16.9% |
| $TKO | TKO Group Holdings Inc | 15.9K | $3.21M | -4.66K | 3.0% |
| $PLTR | Palantir Technologies Inc | 21K | $3.08M | -4.42K | 2.8% |
| $LYV | Live Nation Entertainment Inc | 12.5K | $1.91M | +895 | 1.8% |
| $AKAM | Akamai Technologies Inc | 11.7K | $1.35M | — | 1.3% |
| $AMAT | Applied Materials Inc | 1.34K | $460K | +0 | 0.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 740 | $355K | -100 | 0.3% |
| $CHRW | C.H. Robinson Worldwide Inc | 1.93K | $321K | +0 | 0.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 975 | $280K | -75 | 0.3% |
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.