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JOSH ARNOLD INVESTMENT CONSULTANT, LLC

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13F filer, CIK 1911348, EDINA, MN

JOSH ARNOLD INVESTMENT CONSULTANT, LLC reported $124,130,875 across 13 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 99.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911348-25-000008

Period
2025-09-30
Reported value
$124M
Holdings
13
Top 10 weight
99.39%
New
5
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TKOadded+4,790$967K
KTOSnew+6,775$619K
SKYDnew+22,700$429K
AMATnew+1,345$275K
NVDAnew+1,400$261K

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
STLNreduced-2,242,300-$7.83M
SOCexited-131,101-$2.88M
TDWexited-25,000-$1.15M
NBISexited-14,500-$802K
AAPLreduced-3,126-$796K

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, Q3 2025

Share positions as resolved from 13F-HR 0001911348-25-000008, largest first. % of portfolio is the value over $124,130,875, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,919 shares; 2024Q4: 338,862 shares; 2025Q1: 336,317 shares; 2025Q2: 331,502 shares; 2025Q3: 328,376 shares 328,376$83.6M67.36%-3,126Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,167 shares; 2024Q4: 111,357 shares; 2025Q1: 111,760 shares; 2025Q2: 113,095 shares; 2025Q3: 113,725 shares 113,725$25M20.12%+630Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,250 shares; 2025Q1: 19,475 shares; 2025Q2: 25,325 shares; 2025Q3: 30,115 shares 30,115$6.08M4.9%+4,790Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,350 shares; 2025Q1: 28,050 shares; 2025Q2: 24,030 shares; 2025Q3: 20,175 shares 20,175$3.68M2.96%-3,855Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,790 shares; 2025Q2: 18,315 shares; 2025Q3: 15,175 shares 15,175$2.48M2%-3,140Timeline
STLNSTARLING ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,988,900 shares; 2025Q2: 2,446,550 shares; 2025Q3: 204,250 shares 204,250$713K0.57%-2,242,300Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,775 shares 6,775$619K0.5%newTimeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 41,050 shares; 2025Q1: 42,050 shares; 2025Q2: 42,050 shares; 2025Q3: 41,050 shares 41,050$512K0.41%-1,000Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,700 shares 22,700$429K0.35%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: not reported; 2025Q3: 1,345 shares 1,345$275K0.22%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,374 shares; 2024Q4: 9,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares 1,400$261K0.21%newTimeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,930 shares 1,930$256K0.21%newTimeline
SEZLSEZZLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$239K0.19%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SOCSABLE OFFSHORE CORP131,101$2.88Mshares
TDWTIDEWATER INC NEW25,000$1.15Mshares
NBISNEBIUS GROUP N.V.14,500$802Kshares
NVDLGRANITESHARES ETF TR6,825$481Kshares
APPLIED MATLS INCAPPLIED MATLS INC1,595$292Kshares
RIGTRANSOCEAN LTD20,000$51.8Kshares

How Q3 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 0001911348-25-000008 base2025-11-14acceptance time not in the bulk data set