Arnhold LLC Top Holdings and 13F Report (2025) About Arnhold LLCInvestment ActivityArnhold LLC has $1.10 billion in total holdings as of June 30, 2025.Arnhold LLC owns shares of 119 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 6.08% of the portfolio was purchased this quarter.About 3.80% of the portfolio was sold this quarter.This quarter, Arnhold LLC has purchased 115 new stocks and bought additional shares in 13 stocks.Arnhold LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Gold Shares $148,211,767iShares Gold Trust $109,582,359Vertiv $39,287,168Alphabet $39,253,999AT&T $36,813,359 Largest New Holdings this Quarter 090572207 - Bio-Rad Laboratories $8,394,075 Holding882508104 - Texas Instruments $4,025,129 Holding75886F107 - Regeneron Pharmaceuticals $3,269,700 Holding26875P101 - EOG Resources $3,166,555 Holding166764100 - Chevron $3,138,868 Holding Largest Purchases this Quarter Marvell Technology 172,943 shares (about $13.39M)Bio-Rad Laboratories 34,784 shares (about $8.39M)UnitedHealth Group 25,150 shares (about $7.85M)Texas Instruments 19,387 shares (about $4.03M)Uber Technologies 40,759 shares (about $3.80M) Largest Sales this Quarter SPDR Gold Shares 20,000 shares (about $6.08M)Whirlpool 45,048 shares (about $4.57M)Sensata Technologies 146,564 shares (about $4.41M)XPO 33,533 shares (about $4.23M)General Motors 71,970 shares (about $3.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArnhold LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$148,211,767$6,075,809 ▼-3.9%487,87513.5%FinanceIAUiShares Gold Trust$109,582,3590.0%1,757,25410.0%FinanceVRTVertiv$39,287,168$34,157 ▼-0.1%305,9513.6%Computer and TechnologyGOOGLAlphabet$39,253,999$1,085,048 ▲2.8%222,7433.6%Computer and TechnologyTAT&T$36,813,359$28,940 ▼-0.1%1,272,0583.4%Computer and TechnologyKDKyndryl$35,490,3970.0%845,8153.2%Business ServicesAVGOBroadcom$34,065,654$1,691,388 ▼-4.7%123,5833.1%Computer and TechnologySLMSLM$31,642,383$1,838,962 ▼-5.5%965,0012.9%FinanceCOHRCoherent$31,539,749$1,131,272 ▲3.7%353,5452.9%Business ServicesCSCOCisco Systems$24,300,414$3,407,113 ▼-12.3%350,2512.2%Computer and TechnologyUBERUber Technologies$23,157,153$3,802,815 ▲19.6%248,2012.1%Computer and TechnologyUNHUnitedHealth Group$22,840,260$7,846,046 ▲52.3%73,2132.1%MedicalRTXRTX$22,789,9250.0%156,0742.1%AerospaceLITELumentum$21,534,892$990,810 ▲4.8%226,5402.0%Computer and TechnologyGBDCGolub Capital BDC$21,207,9420.0%1,447,5891.9%FinanceEGEverest Group$19,307,218$922,353 ▲5.0%56,8111.8%FinancePFEPfizer$18,719,631$1,909,627 ▲11.4%772,2621.7%MedicalSONYSony$18,667,2730.0%718,4301.7%Consumer DiscretionaryBMYBristol Myers Squibb$18,238,0750.0%393,9961.7%MedicalONONON$18,165,450$520,500 ▼-2.8%349,0001.7%Retail/WholesaleVZVerizon Communications$17,859,736$216,350 ▼-1.2%412,7511.6%Computer and TechnologyBABAAlibaba Group$17,253,0630.0%152,1301.6%Retail/WholesaleBRK.BBerkshire Hathaway$16,973,2900.0%34,9411.5%FinanceXPOXPO$16,696,296$4,234,883 ▼-20.2%132,2061.5%TransportationSMURFIT WESTROCK PLC$15,232,371$901,748 ▼-5.6%353,1451.4%SHSGMGeneral Motors$14,267,701$3,541,644 ▼-19.9%289,9351.3%Auto/Tires/TrucksVTRSViatris$14,223,204$89,300 ▼-0.6%1,592,7441.3%MedicalMRVLMarvell Technology$14,159,788$13,385,788 ▲1,729.4%182,9431.3%Computer and TechnologyMQMarqeta$14,003,264$1,451,192 ▲11.6%2,401,9321.3%Business ServicesDARDarling Ingredients$13,654,5300.0%359,8981.2%Consumer StaplesBACBank of America$12,726,3350.0%268,9421.2%FinancePYPLPayPal$12,393,083$1,159,615 ▲10.3%166,7531.1%Business ServicesADTADT$11,678,0380.0%1,378,7531.1%IndustrialsDXCDXC Technology$9,673,983$1,474,873 ▼-13.2%632,7000.9%Computer and TechnologyBIOBio-Rad Laboratories$8,394,075$8,394,075 ▲New Holding34,7840.8%MedicalMTBM&T Bank$7,680,4520.0%39,5920.7%FinanceSTSensata Technologies$7,168,408$4,413,042 ▼-38.1%238,0740.7%Computer and TechnologyAXTAAxalta Coating Systems$7,019,2800.0%236,4190.6%Basic MaterialsAAPLApple$6,932,0790.0%33,7870.6%Computer and TechnologySLViShares Silver Trust$5,546,8590.0%169,0600.5%ETFNTRNutrien$4,926,8130.0%84,5950.4%Basic MaterialsAMZNAmazon.com$4,851,8100.0%22,1150.4%Retail/WholesaleCTSHCognizant Technology Solutions$4,671,3440.0%59,8660.4%Computer and TechnologyBLACKROCK INC$4,462,4600.0%4,2530.4%COMTXNTexas Instruments$4,025,129$4,025,129 ▲New Holding19,3870.4%Computer and TechnologyTROWT. Rowe Price Group$3,991,8190.0%41,3660.4%FinanceMRKMerck & Co., Inc.$3,641,202$2,854,193 ▲362.7%45,9980.3%MedicalRHIRobert Half$3,509,406$1,585,556 ▲82.4%85,4910.3%Business ServicesMDTMedtronic$3,471,0220.0%39,8190.3%MedicalREGNRegeneron Pharmaceuticals$3,269,700$3,269,700 ▲New Holding6,2280.3%MedicalEOGEOG Resources$3,166,555$3,166,555 ▲New Holding26,4740.3%EnergyCVXChevron$3,138,868$3,138,868 ▲New Holding21,9210.3%EnergyELVElevance Health$3,072,3950.0%7,8990.3%MedicalPEPPepsiCo$3,066,233$3,066,233 ▲New Holding23,2220.3%Consumer StaplesBDXBecton, Dickinson and Company$3,063,811$3,063,811 ▲New Holding17,7870.3%MedicalLINDE PLC$2,884,0490.0%6,1470.3%SHSLENLennar$2,777,7490.0%25,1130.3%ConstructionGILDGilead Sciences$2,544,6880.0%22,9520.2%MedicalKHCKraft Heinz$2,537,6150.0%98,2810.2%Consumer StaplesFFIVF5$2,453,4520.0%8,3360.2%Computer and TechnologyMETAMeta Platforms$2,305,7930.0%3,1240.2%Computer and TechnologyWUWestern Union$2,281,9880.0%271,0200.2%Business ServicesHSYHershey$2,237,0060.0%13,4800.2%Consumer StaplesOCSLOaktree Specialty Lending$2,081,033$136,600 ▼-6.2%152,3450.2%FinanceXOMExxon Mobil$2,035,9110.0%18,8860.2%EnergyUPSUnited Parcel Service$1,854,2680.0%18,3700.2%TransportationPMPhilip Morris International$1,821,3000.0%10,0000.2%Consumer StaplesJNJJohnson & Johnson$1,673,8340.0%10,9580.2%MedicalBNSBank of Nova Scotia$1,580,7220.0%28,6000.1%FinanceLOWLowe's Companies$1,567,5120.0%7,0650.1%Retail/WholesaleNVSNovartis$1,529,0820.0%12,6360.1%MedicalWHRWhirlpool$1,440,164$4,568,768 ▼-76.0%14,2000.1%Consumer DiscretionaryWBDWarner Bros. Discovery$1,342,0350.0%117,1060.1%Consumer DiscretionarySPROTT PHYSICAL GOLD TR$1,305,170$126,750 ▼-8.9%51,4860.1%UNITGNTXGentex$1,231,4400.0%56,0000.1%Auto/Tires/TrucksSPROTT PHYSICAL SILVER TR$1,217,8800.0%99,5000.1%TR UNITSUNRISE COMMUNICATIONS AG$1,212,8280.0%21,4470.1%ADS CL AWMTWalmart$1,184,5070.0%12,1140.1%Retail/WholesaleGOOGAlphabet$1,183,1910.0%6,6700.1%Computer and TechnologyMSFTMicrosoft$1,119,1720.0%2,2500.1%Computer and TechnologyLLoews$1,099,9200.0%12,0000.1%FinanceNENoble$1,070,2570.0%40,3110.1%EnergyMOAltria Group$879,4500.0%15,0000.1%Consumer StaplesLIBERTY GLOBAL LTD$842,0900.0%81,6770.1%COM CL CZBHZimmer Biomet$838,2200.0%9,1900.1%MedicalOGNOrganon & Co.$794,0500.0%82,0300.1%MedicalUSBU.S. Bancorp$793,2320.0%17,5300.1%FinanceDDOGDatadog$756,278$107,061 ▲16.5%5,6300.1%Computer and TechnologyJPMJPMorgan Chase & Co.$722,4560.0%2,4920.1%FinanceAMPLIFY ETF TR$674,8890.0%11,6100.1%AMPLIFY ETHO CLIIBMInternational Business Machines$635,5460.0%2,1560.1%Computer and TechnologyDISWalt Disney$553,5810.0%4,4640.1%Consumer DiscretionaryINTCIntel$531,2160.0%23,7150.0%Computer and TechnologyMDLZMondelez International$466,6850.0%6,9200.0%Consumer StaplesJEFJefferies Financial Group$437,5200.0%8,0000.0%FinanceISRGIntuitive Surgical$434,7280.0%8000.0%MedicalSTZConstellation Brands$390,4320.0%2,4000.0%Consumer StaplesGFThe New Germany Fund$389,7570.0%32,6430.0%Financial ServicesSMRTSmartRent$380,2380.0%384,0790.0%Business ServicesUNMUnum Group$323,0400.0%4,0000.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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