JOSH ARNOLD INVESTMENT CONSULTANT, LLC

CIK 0001911348 · Q1 2026

13F Equity AUM

$117.0M

-12.7% QoQ

Positions

-2 QoQ

AUM Rank

#9,449

Top 76%

Skill Alpha (FF)

+12.6%/yr^ns

No Clear Edge

Rank #207 · Top 3%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 95.0%Top 10: 99.2%Top 20: 100.0%

AAPL67.5%

AMZN15.7%

TOI6.5%

TKO2.7%

PLTR2.6%

LYV1.6%

AKAM1.2%

SA2D0.6%

AMAT0.4%

KTOS0.4%

Others (3)0.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology71.7%

Consumer Cyclical15.7%

Healthcare6.5%

Communication Services4.6%

Other1.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 13Median: 1.16%Avg: 7.69%

0–0.5%

5(1.6%)

0.5–1%

1(0.6%)

1–3%

4(8.2%)

3–5%

0(0.0%)

5%+

3(89.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 13Unique: 0vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

STATE STREET CORP

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.5%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

JPMORGAN CHASE & CO

0.3%

MORGAN STANLEY

0.2%

BANK OF AMERICA CORP /DE/

0.3%

FMR LLC

0.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New3Increased2Decreased6Exited5

New Positions

AKAM1.2%

+12K

SA2D0.6%

+6K

KTOS0.4%

+6K

Increased

TOI6.5%

+5K(+0%)

LYV1.6%

+895(+8%)

Decreased

AMZN15.7%

-10,950(-11%)

AAPL67.5%

-4,855(-2%)

TKO2.7%

-4,660(-23%)

PLTR2.6%

-4,415(-17%)

BRK/B0.3%

-100(-12%)

GOOGL0.2%

-75(-7%)

Exited

-265,000

-24,825

-85,000

-37,550

-20,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...