Arnhold LLC
CIK 1733755
13F filing for Q2 2026・No. 2,065
- Holdings
- US$1.43B
- Quarter change
- +US$67.52M
- Entries
- 113
- Net bought (estimate)
- −US$32.72M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 9
- Cut 31
- Added 20
- Corporate actions 0
- Unchanged 58
Largest holdings
113 stocks worth US$1.43B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GLDSPDR GOLD TRGOLD SHS | Unchanged | 392,908 | US$144.74M | 10.13% |
| ISHARES GOLD TRISHARES NEW | Unchanged | 1,757,254 | US$132.69M | 9.28% |
| COHRCOHERENT CORPCOM | Cut | 173,945 | US$68.62M | 4.80% |
| VRTVERTIV HOLDINGS COCOM CL A | Cut | 203,794 | US$68.23M | 4.77% |
| GOOGLAlphabetCAP STK CL A | Unchanged | 187,557 | US$67.03M | 4.69% |
| MRVLMARVELL TECHNOLOGY INCCOM | Cut | 206,519 | US$61.52M | 4.30% |
| LITELUMENTUM HLDGS INCCOM | Cut | 70,754 | US$60.71M | 4.25% |
| AVGOBroadcomCOM | Unchanged | 104,690 | US$39.55M | 2.77% |
| TAT&T INCCOM | Added | 1,882,381 | US$38.97M | 2.73% |
| CSCOCISCO SYS INCCOM | Cut | 289,138 | US$33.96M | 2.38% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.