Arnhold LLC Top Holdings and 13F Report (2026) About Arnhold LLCInvestment ActivityArnhold LLC has $1.43 billion in total holdings as of June 30, 2026.Arnhold LLC owns shares of 113 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 3.81% of the portfolio was purchased this quarter.About 6.10% of the portfolio was sold this quarter.This quarter, Arnhold LLC has purchased 118 new stocks and bought additional shares in 20 stocks.Arnhold LLC sold shares of 31 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Gold Shares $144,739,449iShares Gold Trust $132,690,250Coherent $68,616,084Vertiv $68,234,307Alphabet $67,027,245 Largest New Holdings this Quarter G1151C101 - Accenture $2,375,435 Holding16935C109 - CHIME FINL INC $670,556 Holding253393102 - DICK'S Sporting Goods $226,810 Holding093671105 - H&R Block $213,248 Holding Largest Purchases this Quarter Adobe 57,123 shares (about $11.71M)AT&T 541,069 shares (about $11.20M)Alibaba Group 62,328 shares (about $5.98M)ADT 711,599 shares (about $4.63M)Bio-Rad Laboratories 12,666 shares (about $3.72M) Largest Sales this Quarter Coherent 63,090 shares (about $24.89M)Lumentum 12,249 shares (about $10.51M)Cisco Systems 59,427 shares (about $6.98M)Vertiv 15,591 shares (about $5.22M)Marvell Technology 11,718 shares (about $3.49M) 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$144,739,4490.0%392,90810.1%ETFIAUiShares Gold Trust$132,690,2500.0%1,757,2549.3%ETFCOHRCoherent$68,616,084$24,887,112 â–¼-26.6%173,9454.8%TechnologyVRTVertiv$68,234,307$5,220,179 â–¼-7.1%203,7944.8%IndustrialsGOOGLAlphabet$67,027,2450.0%187,5574.7%Communication ServicesMRVLMarvell Technology$61,519,945$3,490,675 â–¼-5.4%206,5194.3%TechnologyLITELumentum$60,711,177$10,510,377 â–¼-14.8%70,7544.2%TechnologyAVGOBroadcom$39,546,6480.0%104,6902.8%TechnologyTAT&T$38,965,287$11,200,128 â–²40.3%1,882,3812.7%Communication ServicesCSCOCisco Systems$33,962,149$6,980,295 â–¼-17.0%289,1382.4%TechnologySLMSLM$32,544,661$389,100 â–¼-1.2%1,254,6132.3%FinanceRTXRTX$29,273,442$141,918 â–¼-0.5%154,2902.0%IndustrialsXPOXPO$26,913,5190.0%131,1001.9%IndustrialsUNHUnitedHealth Group$26,313,535$3,366,603 â–¼-11.3%63,3101.8%HealthcareADBEAdobe$25,957,377$11,711,357 â–²82.2%126,6091.8%TechnologyBMYBristol Myers Squibb$25,349,516$2,819,808 â–²12.5%439,9431.8%HealthcarePFEPfizer$24,532,632$1,131,760 â–²4.8%1,018,7971.7%HealthcareUBERUber Technologies$24,409,563$2,589,750 â–²11.9%338,2701.7%IndustrialsVTRSViatris$23,200,267$714,600 â–¼-3.0%1,460,9741.6%HealthcareBABAAlibaba Group$22,066,090$5,982,241 â–²37.2%229,9031.5%Consumer DiscretionaryKDKyndryl$21,942,214$194,668 â–²0.9%1,940,0721.5%TechnologySMURFIT WESTROCK PLC$21,183,888$205,256 â–¼-1.0%457,9311.5%SHSEGEverest Group$20,125,624$3,083,967 â–²18.1%56,3381.4%FinanceVZVerizon Communications$19,914,492$1,274,265 â–²6.8%470,3471.4%Communication ServicesGBDCGolub Capital BDC$19,797,7060.0%1,537,0891.4%FinanceGMGeneral Motors$19,773,8720.0%256,5371.4%Consumer DiscretionaryDARDarling Ingredients$19,479,458$178,170 â–¼-0.9%356,6361.4%Consumer StaplesADTADT$19,075,264$4,625,394 â–²32.0%2,934,6561.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$17,391,054$93,073 â–¼-0.5%34,7551.2%FinanceAXTAAxalta Coating Systems$17,133,9540.0%500,7001.2%MaterialsSONYSony$16,757,241$40,120 â–¼-0.2%835,3561.2%Consumer DiscretionaryBIOBio-Rad Laboratories$16,315,320$3,718,864 â–²29.5%55,5681.1%HealthcareBACBank of America$15,324,3150.0%268,9421.1%FinanceONONON$13,845,678$598,598 â–²4.5%390,9001.0%Consumer DiscretionaryBAXBaxter International$13,437,292$319,800 â–¼-2.3%630,2670.9%HealthcareMQMarqeta$11,942,2340.0%2,941,4370.8%FinanceSTSensata Technologies$11,365,6530.0%238,0740.8%IndustrialsPYPLPayPal$11,038,2330.0%255,6330.8%FinanceSLViShares Silver Trust$8,772,2880.0%164,0600.6%ETFAAPLApple$8,501,976$98,961 â–¼-1.2%29,3820.6%TechnologyMTBM&T Bank$8,360,577$773,532 â–¼-8.5%35,1270.6%FinanceMRKMerck & Co., Inc.$5,974,9930.0%46,4980.4%HealthcareNTRNutrien$5,250,848$74,407 â–¼-1.4%83,4130.4%MaterialsTROWT. Rowe Price Group$4,702,9010.0%41,3660.3%FinanceBLACKROCK INC$4,089,5150.0%4,2530.3%COMREGNRegeneron Pharmaceuticals$3,883,4070.0%6,2280.3%HealthcareAMZNAmazon.com$3,792,943$326,764 â–¼-7.9%15,9140.3%Consumer DiscretionaryCVXChevron$3,633,6250.0%21,9210.3%EnergyOCSLOaktree Specialty Lending$3,550,299$179,100 â–²5.3%297,3450.2%FinanceEOGEOG Resources$3,434,4720.0%26,4740.2%EnergyTSNTyson Foods$3,338,0760.0%58,3070.2%Consumer StaplesDXCDXC Technology$3,338,008$2,110,752 â–¼-38.7%377,1760.2%TechnologyINTCIntel$3,311,3250.0%23,7150.2%TechnologyLINDE PLC$3,189,9240.0%6,1470.2%SHSPEPPepsiCo$3,144,2590.0%23,2220.2%Consumer StaplesMDTMedtronic$3,115,0400.0%39,8190.2%HealthcareCTSHCognizant Technology Solutions$3,069,352$750,742 â–²32.4%79,2500.2%TechnologyGILDGilead Sciences$2,899,7560.0%22,9520.2%HealthcareJNJJohnson & Johnson$2,783,0030.0%10,9580.2%HealthcareBDXBecton, Dickinson and Company$2,691,7070.0%17,7870.2%HealthcareRHIRobert Half$2,624,5740.0%85,4910.2%IndustrialsACNAccenture$2,375,435$2,375,435 â–²New Holding19,0890.2%TechnologyHSYHershey$2,365,0660.0%13,4800.2%Consumer StaplesGOOGAlphabet$2,356,7110.0%6,6700.2%Communication ServicesKHCKraft Heinz$2,321,3970.0%98,2810.2%Consumer StaplesLENLennar$2,272,4750.0%25,1130.2%Consumer DiscretionaryWUWestern Union$2,086,8540.0%271,0200.1%FinanceRHRH$2,054,183$140,020 â–¼-6.4%12,4700.1%Consumer DiscretionaryXOMExxonMobil$2,031,386$550,708 â–¼-21.3%14,8580.1%EnergyNVSNovartis$1,980,3140.0%12,6360.1%HealthcareUPSUnited Parcel Service$1,974,7750.0%18,3700.1%IndustrialsPMPhilip Morris International$1,809,1000.0%10,0000.1%Consumer StaplesMETAMeta Platforms$1,666,212$93,506 â–¼-5.3%2,9580.1%Communication ServicesSPROTT ASSET MANAGEMENT LP$1,603,9500.0%85,0000.1%PHYSICAL SILVERLOWLowe's Companies$1,557,7620.0%7,0650.1%Consumer DiscretionaryGNTXGentex$1,415,1200.0%56,0000.1%Consumer DiscretionaryLLoews$1,358,5200.0%12,0000.1%FinanceSPROTT ASSET MANAGEMENT LP$1,198,835$98,052 â–²8.9%39,7360.1%PHYSICAL GOLD TRWALMART INC$1,064,0780.0%9,3950.1%COMUSBU.S. Bancorp$1,058,8120.0%17,5300.1%FinanceWHIRLPOOL CORP$1,036,040$263,400 â–²34.1%29,5000.1%8.5 DEP SR A CNVAMPLIFY ETF TR$935,8820.0%11,6100.1%ETHO CLI LEA ETFMSFTMicrosoft$839,2950.0%2,2500.1%TechnologyRBB FUND TRUST$838,733$249,052 â–²42.2%17,1450.1%FIRST EAGLE GBLJPMJPMorgan Chase & Co.$815,7060.0%2,4920.1%FinanceZBHZimmer Biomet$791,1670.0%9,1900.1%HealthcareLIBERTY GLOBAL LTD$733,447$165,000 â–¼-18.4%66,6770.1%COM CL CMOAltria Group$719,500$359,750 â–¼-33.3%10,0000.1%Consumer StaplesCHIME FINL INC$670,556$670,556 â–²New Holding32,7420.0%COM SHS CL ACAGConagra Brands$615,957$403,800 â–²190.3%45,7620.0%Consumer StaplesWHRWhirlpool$611,010$47,304 â–¼-7.2%15,5000.0%Consumer DiscretionaryIBMInternational Business Machines$606,2890.0%2,1560.0%TechnologyMYNBlackRock MuniYield New York Quality Fund$433,283$115,943 â–²36.5%42,6880.0%FinanceJEFJefferies Financial Group$399,8400.0%8,0000.0%FinanceDISWalt Disney$385,481$44,179 â–¼-10.3%4,0050.0%Communication ServicesGFThe New Germany Fund$383,218$5,077 â–²1.3%33,4400.0%FinanceUNMUnum Group$357,6000.0%4,0000.0%FinanceFLAGSTAR BANK NATIONAL ASSOC$353,525$45 â–¼0.0%23,6630.0%COM NEWSTZConstellation Brands$333,8160.0%2,4000.0%Consumer StaplesISRGIntuitive Surgical$318,1440.0%8000.0%HealthcareShowing largest 100 holdings. 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