Josh Arnold Investment Consultant, LLC In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Josh Arnold Investment Consultant, LLC reported 17 stock positions worth $116.1 million . Its top holding was Apple (AAPL) at 63.1% of the portfolio, followed by Amazon.com (AMZN, 19.6% ) and Draftkings Class A (DKNG, 3.1% ). Compared with Q1 2024, it opened 13 new positions, sold out of 6, added to 1 and reduced 2. The biggest buy was a new position in Draftkings Class A (DKNG) and the biggest sale an exit from Donnelley Financial Solution (DFIN).
Location EDINA, MN
CIK 0001911348
Portfolio Value $116.1M (Q2 2024) Holdings 17 stocks · $116.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 AAPL Apple Inc. 347,834 $73.3M Reduce -2.0% AMZN Amazon.com Inc. 118,037 $22.8M Reduce -0.6% DKNG Draftkings Inc. Class A 94,965 $3.6M New AIOT Powerfleet Inc. 567,400 $2.6M New CNS Cohen & Steers Inc. 33,050 $2.4M New ABNB Airbnb Inc. Class A 13,415 $2.0M New NVDA Nvidia Corp. 15,945 $2.0M New MU Micron Technology Inc. 13,800 $1.8M New SOC Sable Offshore Corp. 103,793 $1.6M New LPRO Open Lending Corp. 140,000 $781K New EVLV Evolv Technologies Holdings 250,000 $638K New BKD Brookdale Senior Living Inc. 90,000 $615K New MSFT Microsoft Corp. 1,262 $564K Add +1.6% BRK.B Berkshire Hathaway Inc. Class B 1,115 $454K New CLBT Cellebrite Di Ltd. 30,000 $359K New WFC Wells Fargo & Co. 6,000 $356K No change CORZ Core Scientific Inc. 30,000 $279K New
Options reported separately and not counted above: AIOT calls ($719K), NMM calls ($463K), TTI calls ($72K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $2.0M (not counted above) Security Class Shares / Principal Value Change CLBTW Cellebrite Di Ltd. -CW23 *W EXP 99/99/999 675,000 $2.0M New
Total filed on the 13F, all lines: $118.1M.
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ DFIN Donnelley Financial Solution Sold out 0.00% −5.47 EVH Evolent Health Inc. Class A Sold out 0.00% −4.14 AMZN Amazon.com Inc. Reduce -0.6% 19.64% −2.89 EXPE Expedia Group Inc. Sold out 0.00% −1.52 XYZ Block Inc. Sold out 0.00% −0.91 AAPL Apple Inc. Reduce -2.0% 63.09% −0.91 DIA SS SPDR Dow Jones Indus Avg Sold out 0.00% −0.28 PSX Phillips 66 Sold out 0.00% −0.21
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ DKNG Draftkings Inc. Class A New 3.12% +3.12 AIOT Powerfleet Inc. New 2.23% +2.23 CNS Cohen & Steers Inc. New 2.07% +2.07 ABNB Airbnb Inc. Class A New 1.75% +1.75 NVDA Nvidia Corp. New 1.70% +1.70 MU Micron Technology Inc. New 1.56% +1.56 SOC Sable Offshore Corp. New 1.35% +1.35 LPRO Open Lending Corp. New 0.67% +0.67 EVLV Evolv Technologies Holdings New 0.55% +0.55 BKD Brookdale Senior Living Inc. New 0.53% +0.53 BRK.B Berkshire Hathaway Inc. Class B New 0.39% +0.39 CLBT Cellebrite Di Ltd. New 0.31% +0.31 CORZ Core Scientific Inc. New 0.24% +0.24 MSFT Microsoft Corp. Add +1.6% 0.49% −0.06
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ AIOT Powerfleet Inc. call New 442,600 $719K NMM Navios Maritime Partners LP call New 128,500 $463K TTI Tetra Technologies Inc. call New 164,000 $72K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2024 → Q2 2024 Security Class Change vs Q1 2024 Shares / Principal Value ▼ CLBTW Cellebrite Di Ltd. -CW23 *W EXP 99/99/999 New 675,000 $2.0M
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 21 $159.0M AAPL, AMZN, STLN, AGL, PRCH Q1 2026 13 $117.0M AAPL, AMZN, STLN, TKO, PLTR Q4 2025 15 $134.0M AAPL, AMZN, STLN, PLTR, TKO Q3 2025 13 $124.1M AAPL, AMZN, TKO, PLTR, LYV Q2 2025 Amended 14 $115.2M AAPL, AMZN, STLN, TKO, PLTR Q1 2025 19 $120.2M AAPL, AMZN, LYV, AIOT, TKO Q4 2024 11 $118.2M AAPL, AMZN, TKO, PLTR, NVDL Q3 2024 24 $121.6M AAPL, AMZN, NVDA, AIOT, DKNG Q2 2024 17 $116.1M AAPL, AMZN, DKNG, AIOT, CNS Q1 2024 10 $95.1M AAPL, AMZN, DFIN, EVH, EXPE