account_balance
Investment manager · 13F filer · SEC CIK 1733755
Arnhold LLC
Reported value$1.4Bas of Sep 30, 2026
Positions113 8 new, 8 sold out
Top 10 weight48.6%GLD alone is 10%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GLDSPDR Gold Trust
10.4%Trimmed −3%
IAUiShares Gold Trust
9.8%
LITELumentum Holdings Inc.
4.9%
GOOGLAlphabet Inc.
4.6%
MRVLMarvell Technology, Inc.
3.9%
VRTVertiv Holdings Co
3.7%Added +5%
COHRCoherent Corp.
3.6%
TAT&T Inc.
3.0%Trimmed −9%
AVGOBroadcom Inc.
2.6%
ADBEAdobe Inc.
2.1%
CSCOCisco Systems, Inc.
2.1%Trimmed −8%
SLMSLM Corp
2.0%
GLDSPDR Gold Trust
10.4%Trimmed −3%
IAUiShares Gold Trust
9.8%
LITELumentum Holdings Inc.
4.9%
GOOGLAlphabet Inc.
4.6%
MRVLMarvell Technology, Inc.
3.9%
VRTVertiv Holdings Co
3.7%+5%
COHRCoherent Corp.
3.6%
TAT&T Inc.
3.0%
AVGO2.6%ADBECSCOSLM2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GLD SPDR Gold Trust 10.4% Trimmed −3%IAU iShares Gold Trust 9.8% HeldLITE Lumentum Holdings Inc. 4.9% HeldGOOGL Alphabet Inc. 4.6% HeldMRVL Marvell Technology, Inc. 3.9% HeldVRT Vertiv Holdings Co 3.7% Added +5%COHR Coherent Corp. 3.6% HeldT AT&T Inc. 3.0% Trimmed −9%AVGO Broadcom Inc. 2.6% HeldADBE Adobe Inc. 2.1% HeldCSCO Cisco Systems, Inc. 2.1% Trimmed −8%SLM SLM Corp 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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