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ARNHOLD LLC
ARNHOLD LLC
Latest filing: 2026-06-30
ARNHOLD LLC runs ARNHOLD LLC and currently holds 113 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.43B. Their top holdings are GLD, COHR, VRT, GOOGL, MRVL. The top five represent 28.7% of reported portfolio weight. ARNHOLD LLC ranks #300 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARNHOLD LLC initiated 2 new positions. They added to 19 existing positions. They trimmed 27 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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113 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GLD SPDR GOLD TR | 10.13% | $156.32 | $423.45 | +170.89% | Held |
 COHR COHERENT CORP | 4.80% | $44.24 | $289.26 | +553.84% | Trimmed -26.62% |
 VRT VERTIV HOLDINGS CO | 4.77% | $51.42 | $262.00 | +409.53% | Trimmed -7.11% |
 GOOGL ALPHABET INC | 4.69% | $87.34 | $344.82 | +294.80% | Held |
 MRVL MARVELL TECHNOLOGY INC | 4.30% | $77.75 | $237.04 | +204.87% | Trimmed -5.37% |
 LITE LUMENTUM HLDGS INC | 4.25% | $69.99 | $866.71 | +1,138.33% | Trimmed -14.76% |
 AVGO BROADCOM INC | 2.77% | $51.92 | $368.45 | +609.65% | Held |
 T AT&T INC | 2.73% | $20.49 | $25.31 | +23.52% | Added +40.34% |
 CSCO CISCO SYS INC | 2.38% | $44.91 | $111.04 | +147.25% | Trimmed -17.05% |
 SLM SLM CORP | 2.28% | $18.61 | $26.46 | +42.18% | Trimmed -1.18% |
Showing 1-10 of 113