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Arnhold LLC 13F holdings

Filed 2026-07-27 · Arnhold LLC · 113 positions · $1.4B

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TickerCompanySharesValue% of portfolio
GLDSPDR GOLD TR392.9K$144.7M10.1%
IAUISHARES GOLD TR1.8M$132.7M9.3%
COHRCOHERENT CORP173.9K$68.6M4.8%
VRTVERTIV HOLDINGS CO203.8K$68.2M4.8%
GOOGLALPHABET INC187.6K$67.0M4.7%
MRVLMARVELL TECHNOLOGY INC206.5K$61.5M4.3%
LITELUMENTUM HLDGS INC70.8K$60.7M4.2%
AVGOBROADCOM INC104.7K$39.5M2.8%
TAT&T INC1.9M$39.0M2.7%
CSCOCISCO SYS INC289.1K$34.0M2.4%
SLMSLM CORP1.3M$32.5M2.3%
RTXRTX CORPORATION154.3K$29.3M2.0%
XPOXPO INC131.1K$26.9M1.9%
UNHUNITEDHEALTH GROUP INC63.3K$26.3M1.8%
ADBEADOBE INC126.6K$26.0M1.8%
BMYBRISTOL-MYERS SQUIBB CO439.9K$25.3M1.8%
PFEPFIZER INC1.0M$24.5M1.7%
UBERUBER TECHNOLOGIES INC338.3K$24.4M1.7%
VTRSVIATRIS INC1.5M$23.2M1.6%
BABAALIBABA GROUP HLDG LTD229.9K$22.1M1.5%
KDKYNDRYL HLDGS INC1.9M$21.9M1.5%
—SMURFIT WESTROCK PLC457.9K$21.2M1.5%
—EVEREST GROUP LTD56.3K$20.1M1.4%
VZVERIZON COMMUNICATIONS INC470.3K$19.9M1.4%
GBDCGOLUB CAP BDC INC1.5M$19.8M1.4%
GMGENERAL MTRS CO256.5K$19.8M1.4%
DARDARLING INGREDIENTS INC356.6K$19.5M1.4%
ADTADT INC DEL2.9M$19.1M1.3%
BRK-BBERKSHIRE HATHAWAY INC DEL34.8K$17.4M1.2%
AXTAAXALTA COATING SYS LTD500.7K$17.1M1.2%
SONYSONY GROUP CORP835.4K$16.8M1.2%
BIOBIO RAD LABS INC55.6K$16.3M1.1%
BACBANK OF AMER CORP268.9K$15.3M1.1%
ONONON HLDG AG390.9K$13.8M1.0%
BAXBAXTER INTL INC630.3K$13.4M0.9%
MQMARQETA INC2.9M$11.9M0.8%
—SENSATA TECHNOLOGIES HLDG PL238.1K$11.4M0.8%
PYPLPAYPAL HLDGS INC255.6K$11.0M0.8%
SLVISHARES SILVER TR164.1K$8.8M0.6%
AAPLAPPLE INC29.4K$8.5M0.6%
MTBM & T BK CORP35.1K$8.4M0.6%
MRKMERCK & CO INC46.5K$6.0M0.4%
NTRNUTRIEN LTD83.4K$5.3M0.4%
TROWPRICE T ROWE GROUP INC41.4K$4.7M0.3%
BLKBLACKROCK INC4.3K$4.1M0.3%
REGNREGENERON PHARMACEUTICALS6.2K$3.9M0.3%
AMZNAMAZON COM INC15.9K$3.8M0.3%
CVXCHEVRON CORPORATION21.9K$3.6M0.3%
OCSLOAKTREE SPECIALTY LENDING297.3K$3.6M0.2%
EOGEOG RES INC26.5K$3.4M0.2%
TSNTYSON FOODS INC58.3K$3.3M0.2%
DXCDXC TECHNOLOGY CO377.2K$3.3M0.2%
INTCINTEL CORP23.7K$3.3M0.2%
LINLINDE PLC6.1K$3.2M0.2%
PEPPEPSICO INC23.2K$3.1M0.2%
—MEDTRONIC PLC39.8K$3.1M0.2%
CTSHCOGNIZANT TECHNOLOGY SOLUTIO79.2K$3.1M0.2%
GILDGILEAD SCIENCES INC23.0K$2.9M0.2%
JNJJOHNSON & JOHNSON11.0K$2.8M0.2%
BDXBECTON DICKINSON & CO17.8K$2.7M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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