13F

Investor

Arnhold LLC

CIK 0001733755 · filed 2026-02-09 · SEC filing

13F book

$1.32B

Positions

114

Largest name

15.2%

Spdr Gold Tr

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Spdr Gold Tr504.4K$199.9M15.2%Held
Ishares Gold Tr1.76M$142.6M10.8%Held
Alphabet Inc187.6K$58.7M4.5%Held
Coherent Corp.COHR271.5K$50.1M3.8%Held
Vertiv Holdings CoVRT273.4K$44.3M3.4%Held
Lumentum Hldgs Inc118.1K$43.5M3.3%Held
Broadcom Inc.AVGO104.7K$36.2M2.7%Held
At&T Inc1.31M$32.4M2.5%Held
Kyndryl Hldgs Inc1.2M$31.8M2.4%Held
RTX CorpRTX155K$28.4M2.2%Held
Slm Corp1.03M$28M2.1%Held
Cisco Sys Inc348.6K$26.8M2.0%Held
Pfizer IncPFE959.8K$23.9M1.8%Held
Alibaba Group Hldg Ltd150.7K$22.1M1.7%Held
Bristol-Myers Squibb Co391K$21.1M1.6%Held
Unitedhealth Group IncUNH63.3K$20.9M1.6%Held
General Mtrs Co256.5K$20.9M1.6%Held
Uber Technologies, IncUBER245.9K$20.1M1.5%Held
Golub Cap Bdc Inc1.47M$19.9M1.5%Held
Viatris IncVTRS1.56M$19.4M1.5%Held
Everest Group, Ltd.EG56.3K$19.1M1.5%Held
Marvell Technology, Inc.MRVL218.2K$18.5M1.4%Held
Verizon Communications IncVZ450.3K$18.3M1.4%Held
Sony Group Corp709.7K$18.2M1.4%Held
Smurfit Westrock PlcSW462.4K$17.9M1.4%Held
XPO, Inc.XPO131.1K$17.8M1.4%Held
Berkshire Hathaway Inc Del34.9K$17.6M1.3%Held
On Hldg Ag349K$16.2M1.2%Held
Axalta Coating Sys Ltd500.7K$16.2M1.2%Held
Paypal Hldgs Inc255K$14.9M1.1%Held
Bank America Corp268.9K$14.8M1.1%Held
Darling Ingredients Inc.DAR359.9K$13M1.0%Held
Adt Inc Del1.57M$12.7M1.0%Held
Baxter Intl Inc629.3K$12M0.9%Held
Dxc Technology CoDXC801.5K$11.7M0.9%Held
Marqeta, Inc.MQ2.38M$11.3M0.9%Held
Ishares Silver Tr169.1K$10.9M0.8%Held
Bio Rad Labs Inc34.8K$10.5M0.8%Held
Clearwater Analytics Hldgs I346.5K$8.36M0.6%Held
Apple Inc.AAPL29.7K$8.08M0.6%Held
Sensata Technologies Hldg Pl238.1K$7.93M0.6%Held
M & T Bk Corp38.4K$7.73M0.6%Held
Nutrien Ltd.NTR84.6K$5.22M0.4%Held
Cognizant Technology Solutio59.9K$4.97M0.4%Held
Merck & Co., Inc.MRK46.5K$4.89M0.4%Held
Regeneron Pharmaceuticals, Inc.REGN6.23K$4.81M0.4%Held
BlackRock, Inc.BLK4.25K$4.55M0.3%Held
Price T Rowe Group IncTROW41.4K$4.24M0.3%Held
Amazon Com IncAMZN17.3K$3.99M0.3%Held
Medtronic PlcMDT39.8K$3.83M0.3%Held
Becton Dickinson & CoBDX17.8K$3.45M0.3%Held
Tyson Foods, Inc.TSN58.3K$3.42M0.3%Held
Texas Instrs Inc19.4K$3.36M0.3%Held
Chevron Corp NewCVX21.9K$3.34M0.3%Held
Pepsico IncPEP23.2K$3.33M0.3%Held
Gilead Sciences, Inc.GILD23K$2.82M0.2%Held
Eog Res Inc26.5K$2.78M0.2%Held
Elevance Health Inc Formerly7.9K$2.77M0.2%Held
Oaktree Specialty Lending CorpOCSL209.8K$2.67M0.2%Held
Linde PlcLIN6.15K$2.62M0.2%Held
Lennar Corp25.1K$2.58M0.2%Held
Western Un Co271K$2.52M0.2%Held
Hershey CoHSY13.5K$2.45M0.2%Held
Kraft Heinz CoKHC98.3K$2.38M0.2%Held
Sprott Asset Management Lp99.5K$2.35M0.2%Held
Robert Half Inc.RHI85.5K$2.32M0.2%Held
Exxon Mobil Corp18.9K$2.27M0.2%Held
Johnson & JohnsonJNJ11K$2.27M0.2%Held
Invesco Exchange Traded Fd T11.3K$2.16M0.2%Held
Alphabet Inc6.67K$2.09M0.2%Held
Meta Platforms, Inc.META3.12K$2.06M0.2%Held
RHRH11.1K$1.99M0.2%Held
United Parcel Service IncUPS18.4K$1.82M0.1%Held
Novartis Ag12.6K$1.74M0.1%Held
Lowes Cos Inc7.07K$1.7M0.1%Held
Philip Morris Intl Inc10K$1.6M0.1%Held
Lamb Weston Hldgs Inc38.2K$1.6M0.1%Held
Walmart Inc.WMT11.7K$1.3M0.1%Held
Gentex CorpGNTX56K$1.3M0.1%Held
Loews CorpL12K$1.26M0.1%Held
Sprott Asset Management Lp36.5K$1.2M0.1%Held
Microsoft CorpMSFT2.25K$1.09M0.1%Held
Whirlpool Corp14.2K$1.02M0.1%Held
Us Bancorp Del17.5K$935.4K0.1%Held
Liberty Global Ltd81.7K$901.7K0.1%Held
Intel CorpINTC23.7K$875.1K0.1%Held
Altria Group, Inc.MO15K$864.9K0.1%Held
Zimmer Biomet Holdings, Inc.ZBH9.19K$826.4K0.1%Held
Jpmorgan Chase & Co.2.49K$803K0.1%Held
Amplify Etf Tr11.6K$758.1K0.1%Held
International Business Machs2.16K$638.6K0.0%Held
Organon & Co.OGN77K$552.3K0.0%Held
Disney Walt Co4.46K$507.9K0.0%Held
Jefferies Finl Group Inc8K$495.8K0.0%Held
Intuitive Surgical IncISRG800$453.1K0.0%Held
New Germany Fd Inc32.6K$372.8K0.0%Held
Mondelez Intl Inc6.92K$372.5K0.0%Held
Te Connectivity PlcTEL1.5K$341.3K0.0%Held
Constellation Brands, Inc.STZ2.4K$331.1K0.0%Held
Unum Group4K$310K0.0%Held
Blackrock Muniyield N Y Qual31.3K$309.8K0.0%Held
Flagstar Bank National Assoc23.3K$293.8K0.0%Held
Liberty Global Ltd25.6K$284.7K0.0%Held
Conagra Brands Inc.CAG15.8K$272.8K0.0%Held
Franco Nev Corp1.2K$248.7K0.0%Held
Block H & R Inc5.6K$244K0.0%Held
Williams Cos Inc3.47K$208.7K0.0%Held
Church & Dwight Co Inc2.4K$201.2K0.0%Held
Vitesse Energy, Inc.VTS10.3K$199K0.0%Held
The Realreal Inc10K$157.8K0.0%Held
Strata Critical Medical, Inc.SRTA30K$144.3K0.0%Held
Liberty Latin America Ltd13.7K$102.1K0.0%Held
Bark, Inc.BARK164.3K$99K0.0%Held
Allbirds IncBIRD13.1K$53.6K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.