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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 $134,048,395 across 15 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-20. Its ten largest share positions make up 98.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911348-26-000001

Period
2025-12-31
Reported value
$134M
Holdings
15
Top 10 weight
98.92%
New
6
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
STLNadded+2,255,559$8.03M
TFXnew+265,000$1.77M
NKEnew+24,825$1.58M
PLTRadded+5,265$936K
SNOWnew+85,000$767K

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
AMZNreduced-14,752-$3.41M
AAPLreduced-12,133-$3.3M
TKOreduced-9,530-$1.99M
KTOSexited-6,775-$619K
LYVreduced-3,550-$506K

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, Q4 2025

Share positions as resolved from 13F-HR 0001911348-26-000001, largest first. % of portfolio is the value over $134,048,395, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,919 shares; 2024Q4: 338,862 shares; 2025Q1: 336,317 shares; 2025Q2: 331,502 shares; 2025Q3: 328,376 shares; 2025Q4: 316,243 shares 316,243$86M64.14%-12,133Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,167 shares; 2024Q4: 111,357 shares; 2025Q1: 111,760 shares; 2025Q2: 113,095 shares; 2025Q3: 113,725 shares; 2025Q4: 98,973 shares 98,973$22.8M17.04%-14,752Timeline
STLNSTARLING ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,988,900 shares; 2025Q2: 2,446,550 shares; 2025Q3: 204,250 shares; 2025Q4: 2,459,809 shares 2,459,809$8.76M6.53%+2,255,559Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,350 shares; 2025Q1: 28,050 shares; 2025Q2: 24,030 shares; 2025Q3: 20,175 shares; 2025Q4: 25,440 shares 25,440$4.52M3.37%+5,265Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,250 shares; 2025Q1: 19,475 shares; 2025Q2: 25,325 shares; 2025Q3: 30,115 shares; 2025Q4: 20,585 shares 20,585$4.3M3.21%-9,530Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265,000 shares 265,000$1.77M1.32%newTimeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,790 shares; 2025Q2: 18,315 shares; 2025Q3: 15,175 shares; 2025Q4: 11,625 shares 11,625$1.66M1.24%-3,550Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,825 shares 24,825$1.58M1.18%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,000 shares 85,000$767K0.57%newTimeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 41,050 shares; 2025Q1: 42,050 shares; 2025Q2: 42,050 shares; 2025Q3: 41,050 shares; 2025Q4: 37,550 shares 37,550$429K0.32%-3,500Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 840 shares 840$422K0.31%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares 1,345$346K0.26%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares 1,050$329K0.25%newTimeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares 1,930$310K0.23%0Timeline
ADAPYADAPTIMMUNE THERAPEUTICS PLC SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000$37.8K0.03%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
KTOSKRATOS DEFENSE & SEC SOLUTIO6,775$619Kshares
SKYDPARAMOUNT SKYDANCE CORP22,700$429Kshares
NVDANVIDIA CORPORATION1,400$261Kshares
SEZLSEZZLE INC3,000$239Kshares

How Q4 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 0001911348-26-000001 base2026-02-20acceptance time not in the bulk data set