JOSH ARNOLD INVESTMENT CONSULTANT, LLC

Q4 2025 13F-HR Holdings

Location
Edina, MN
Holdings as of
12/31/2025
Date filed
2/20/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$134,048
Net value change ($000)
+9,917 (8.0%)
New positions
6
Sold out positions
4
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TOI 8,044 1128.2%
AAPL 2,360 2.8%
TFX 1,770 NEW
NKE 1,582 NEW
PLTR 842 22.9%
SNOW 767 NEW
BRK-B 422 NEW
GOOGL 329 NEW
AMAT 71 25.8%
CHRW 54 21.1%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -2,126 -8.5%
TKO -1,780 -29.3%
LYV -823 -33.2%
KTOS -619 -100.0%
PSKY -429 -100.0%
NVDA -261 -100.0%
SEZL -239 -100.0%
RQI -83 -16.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type