Arnhold LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$1.2T
Holdings
116
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GQ9SPDR GOLD TR | 487,875 | $173.4B | 14.50% | |
| 2 | IAU*ISHARES GOLD TR | 1,757,254 | $127.9B | 10.70% | |
| 3 | GOOGLALPHABET INC | 220,873 | $53.7B | 4.49% | |
| 4 | VRTVERTIV HOLDINGS CO | 292,643 | $44.1B | 3.69% | |
| 5 | AVGOBROADCOM INC | 122,494 | $40.4B | 3.38% | |
| 6 | COHRCOHERENT CORP | 332,245 | $35.8B | 2.99% | |
| 7 | TAT&T INC | 1,261,312 | $35.6B | 2.98% | |
| 8 | LITELUMENTUM HLDGS INC | 207,802 | $33.8B | 2.83% | |
| 9 | KDKYNDRYL HLDGS INC | 1,010,671 | $30.4B | 2.54% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 150,736 | $26.9B | 2.25% | |
| 11 | SLMSLM CORP | 955,856 | $26.5B | 2.21% | |
| 12 | RTXRTX CORPORATION | 155,038 | $25.9B | 2.17% | |
| 13 | UNHUNITEDHEALTH GROUP INC | 72,417 | $25.0B | 2.09% | |
| 14 | UBERUBER TECHNOLOGIES INC | 245,934 | $24.1B | 2.02% | |
| 15 | CSCOCISCO SYS INC | 348,565 | $23.8B | 1.99% | |
| 16 | SONYSONY GROUP CORP | 709,663 | $20.4B | 1.71% | |
| 17 | GBDCGOLUB CAP BDC INC | 1,462,589 | $20.0B | 1.67% | |
| 18 | PFEPFIZER INC | 776,498 | $19.8B | 1.65% | |
| 19 | REEVEREST GROUP LTD | 56,338 | $19.7B | 1.65% | |
| 20 | MRVLMARVELL TECHNOLOGY INC | 218,237 | $18.3B | 1.53% | |
| 21 | BACVERIZON COMMUNICATIONS INC | 412,751 | $18.1B | 1.52% | |
| 22 | BMYBRISTOL-MYERS SQUIBB CO | 391,005 | $17.6B | 1.47% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 34,941 | $17.6B | 1.47% | |
| 24 | XPOXPO INC | 131,100 | $16.9B | 1.42% | |
| 25 | GMGENERAL MTRS CO | 256,537 | $15.6B | 1.31% | |
| 26 | VTRSVIATRIS INC | 1,566,611 | $15.5B | 1.30% | |
| 27 | SWSMURFIT WESTROCK PLC | 353,145 | $14.9B | 1.24% | |
| 28 | ONONON HLDG AG | 349,000 | $14.8B | 1.24% | |
| 29 | BACBANK AMERICA CORP | 268,942 | $13.9B | 1.16% | |
| 30 | ADTADT INC DEL | 1,571,521 | $13.7B | 1.14% | |
| 31 | MQMARQETA INC | 2,378,523 | $12.6B | 1.05% | |
| 32 | PYPLPAYPAL HLDGS INC | 166,753 | $11.2B | 0.94% | |
| 33 | DARDARLING INGREDIENTS INC | 359,898 | $11.1B | 0.93% | |
| 34 | DXCDXC TECHNOLOGY CO | 790,475 | $10.8B | 0.90% | |
| 35 | BUWABIO RAD LABS INC | 34,784 | $9.8B | 0.82% | |
| 36 | AAPLAPPLE INC | 33,787 | $8.6B | 0.72% | |
| 37 | MTBM & T BK CORP | 38,377 | $7.6B | 0.63% | |
| 38 | STSENSATA TECHNOLOGIES HLDG PL | 238,074 | $7.3B | 0.61% | |
| 39 | SLVISHARES SILVER TR | 169,060 | $7.2B | 0.60% | |
| 40 | AXTAAXALTA COATING SYS LTD | 236,419 | $6.8B | 0.57% | |
| 41 | NTRNUTRIEN LTD | 84,595 | $5.0B | 0.42% | |
| 42 | BLKBLACKROCK INC | 4,253 | $5.0B | 0.41% | |
| 43 | AMZNAMAZON COM INC | 22,115 | $4.9B | 0.41% | |
| 44 | TROWPRICE T ROWE GROUP INC | 41,366 | $4.2B | 0.36% | |
| 45 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 59,866 | $4.0B | 0.34% | |
| 46 | MRKMERCK & CO INC | 45,998 | $3.9B | 0.32% | |
| 47 | MDTMEDTRONIC PLC | 39,819 | $3.8B | 0.32% | |
| 48 | TXNTEXAS INSTRS INC | 19,387 | $3.6B | 0.30% | |
| 49 | REGNREGENERON PHARMACEUTICALS | 6,228 | $3.5B | 0.29% | |
| 50 | CVXCHEVRON CORP NEW | 21,921 | $3.4B | 0.28% | |
| 51 | BDXBECTON DICKINSON & CO | 17,787 | $3.3B | 0.28% | |
| 52 | PEPPEPSICO INC | 23,222 | $3.3B | 0.27% | |
| 53 | TSNTYSON FOODS INC | 58,307 | $3.2B | 0.26% | |
| 54 | LENLENNAR CORP | 25,113 | $3.2B | 0.26% | |
| 55 | EOGEOG RES INC | 26,474 | $3.0B | 0.25% | |
| 56 | LINLINDE PLC | 6,147 | $2.9B | 0.24% | |
| 57 | RHIROBERT HALF INC. | 85,491 | $2.9B | 0.24% | |
| 58 | KHCKRAFT HEINZ CO | 98,281 | $2.6B | 0.21% | |
| 59 | ELVELEVANCE HEALTH INC FORMERLY | 7,899 | $2.6B | 0.21% | |
| 60 | GILDGILEAD SCIENCES INC | 22,952 | $2.5B | 0.21% | |
| 61 | HSYHERSHEY CO | 13,480 | $2.5B | 0.21% | |
| 62 | FFC0OAKTREE SPECIALTY LENDING CO | 179,845 | $2.3B | 0.20% | |
| 63 | METAMETA PLATFORMS INC | 3,124 | $2.3B | 0.19% | |
| 64 | W3UWESTERN UN CO | 271,020 | $2.2B | 0.18% | |
| 65 | XOMEXXON MOBIL CORP | 18,886 | $2.1B | 0.18% | |
| 66 | JNJJOHNSON & JOHNSON | 10,958 | $2.0B | 0.17% | |
| 67 | LOWLOWES COS INC | 7,065 | $1.8B | 0.15% | |
| 68 | GOOGALPHABET INC | 6,670 | $1.6B | 0.14% | |
| 69 | 4I1PHILIP MORRIS INTL INC | 10,000 | $1.6B | 0.14% | |
| 70 | NVSNNOVARTIS AG | 12,636 | $1.6B | 0.14% | |
| 71 | GNTXGENTEX CORP | 56,000 | $1.6B | 0.13% | |
| 72 | PSLV/USPROTT ASSET MANAGEMENT LP | 99,500 | $1.6B | 0.13% | |
| 73 | UPSUNITED PARCEL SERVICE INC | 18,370 | $1.5B | 0.13% | |
| 74 | PHYS/USPROTT ASSET MANAGEMENT LP | 51,486 | $1.5B | 0.13% | |
| 75 | WMTWALMART INC | 12,006 | $1.2B | 0.10% | |
| 76 | LLOEWS CORP | 12,000 | $1.2B | 0.10% | |
| 77 | MSFTMICROSOFT CORP | 2,250 | $1.2B | 0.10% | |
| 78 | NENOBLE CORP PLC | 40,311 | $1.1B | 0.10% | |
| 79 | WHRWHIRLPOOL CORP | 14,200 | $1.1B | 0.09% | |
| 80 | MOALTRIA GROUP INC | 15,000 | $990.9M | 0.08% | |
| 81 | LBTYALIBERTY GLOBAL LTD | 81,677 | $959.7M | 0.08% | |
| 82 | ZBHZIMMER BIOMET HOLDINGS INC | 9,190 | $905.2M | 0.08% | |
| 83 | OGNORGANON & CO | 81,530 | $870.7M | 0.07% | |
| 84 | USBUS BANCORP DEL | 17,530 | $847.2M | 0.07% | |
| 85 | INTCINTEL CORP | 23,715 | $795.6M | 0.07% | |
| 86 | JPMJPMORGAN CHASE & CO. | 2,492 | $786.1M | 0.07% | |
| 87 | ETHOAMPLIFY ETF TR | 11,610 | $739.4M | 0.06% | |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 2,156 | $608.3M | 0.05% | |
| 89 | SMRTSMARTRENT INC | 384,079 | $541.6M | 0.05% | |
| 90 | JEFJEFFERIES FINL GROUP INC | 8,000 | $523.4M | 0.04% | |
| 91 | DISDISNEY WALT CO | 4,464 | $511.1M | 0.04% | |
| 92 | MDLZMONDELEZ INTL INC | 6,920 | $432.3M | 0.04% | |
| 93 | RHRH | 2,000 | $406.3M | 0.03% | |
| 94 | GFNEW GERMANY FD INC | 32,643 | $377.4M | 0.03% | |
| 95 | ISRGINTUITIVE SURGICAL INC | 800 | $357.8M | 0.03% | |
| 96 | REALTHE REALREAL INC | 32,071 | $340.9M | 0.03% | |
| 97 | TELTE CONNECTIVITY PLC | 1,500 | $329.3M | 0.03% | |
| 98 | STZCONSTELLATION BRANDS INC | 2,400 | $323.2M | 0.03% | |
| 99 | UNMUNUM GROUP | 4,000 | $311.1M | 0.03% | |
| 100 | LBTYALIBERTY GLOBAL LTD | 25,560 | $292.9M | 0.02% |
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