Skip to content
Disclosery

JOSH ARNOLD INVESTMENT CONSULTANT, LLC

Follow

13F filer, CIK 1911348, EDINA, MN

JOSH ARNOLD INVESTMENT CONSULTANT, LLC reported $115,218,778 across 14 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2025-10-03. Its ten largest share positions make up 98.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001911348-25-000007

A NEW HOLDINGS amendment repeated most of the original and was read as a restatement (H3).

Period
2025-06-30
Reported value
$115M
Holdings
14
Top 10 weight
98.83%
New
6
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TDWnew+25,000$1.15M
TKOadded+5,850$1.06M
STLNadded+457,650$938K
SOCadded+42,665$938K
NBISnew+14,500$802K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AIOTexited-578,396-$3.18M
CLBTexited-73,000-$1.42M
ACHCexited-44,000-$1.33M
LYVreduced-8,475-$1.28M
EVLVexited-400,000-$1.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR/A 0001911348-25-000007, largest first. % of portfolio is the value over $115,218,778, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,919 shares; 2024Q4: 338,862 shares; 2025Q1: 336,317 shares; 2025Q2: 331,502 shares 331,502$68M59.03%-4,815Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,167 shares; 2024Q4: 111,357 shares; 2025Q1: 111,760 shares; 2025Q2: 113,095 shares 113,095$24.8M21.53%+1,335Timeline
STLNSTARLING ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,988,900 shares; 2025Q2: 2,446,550 shares 2,446,550$5.02M4.35%+457,650Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,250 shares; 2025Q1: 19,475 shares; 2025Q2: 25,325 shares 25,325$4.61M4%+5,850Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,350 shares; 2025Q1: 28,050 shares; 2025Q2: 24,030 shares 24,030$3.28M2.84%-4,020Timeline
SOCSABLE OFFSHORE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,710 shares; 2024Q4: not reported; 2025Q1: 88,436 shares; 2025Q2: 131,101 shares 131,101$2.88M2.5%+42,665Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,790 shares; 2025Q2: 18,315 shares 18,315$2.77M2.4%-8,475Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares 25,000$1.15M1%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,500 shares 14,500$802K0.7%newTimeline
SEZLSEZZLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares 3,000$538K0.47%newTimeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 41,050 shares; 2025Q1: 42,050 shares; 2025Q2: 42,050 shares 42,050$524K0.45%0Timeline
NVDLGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 26,725 shares; 2025Q1: not reported; 2025Q2: 6,825 shares 6,825$481K0.42%newTimeline
APPLIED MATLS INCAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,595 shares 1,595$292K0.25%new
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares 20,000$51.8K0.04%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AIOTPOWERFLEET INC578,396$3.18Mshares
CLBTCELLEBRITE DI LTD73,000$1.42Mshares
ACHCACADIA HEALTHCARE COMPANY IN44,000$1.33Mshares
EVLVEVOLV TECHNOLOGIES HLDNGS IN400,000$1.25Mshares
WYNNWYNN RESORTS LTD10,675$891Kshares
STIMNEURONETICS INC200,000$736Kshares
TALKTALKSPACE INC250,000$640Kshares
LPROOPEN LENDING CORP155,000$428Kshares
AMATAPPLIED MATLS INC1,445$210Kshares
BNEDBARNES & NOBLE ED INC13,700$144Kshares
PROPHASE LABS INCPROPHASE LABS INC250,000$100Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001911348-25-000005 superseded2025-08-14acceptance time not in the bulk data set
13F-HR/A 0001911348-25-000007 basenew holdings2025-10-03acceptance time not in the bulk data set